South Australian Current Acts

TRUSTEE ACT 1936 - NOTES

Legislative history

Notes

• Please note—References in the legislation to other legislation or instruments or to titles of bodies or offices are not automatically updated as part of the program for the revision and publication of legislation and therefore may be obsolete.

• Earlier versions of this Act (historical versions) are listed at the end of the legislative history.

• For further information relating to the Act and subordinate legislation made under the Act see the Index of South Australian Statutes or www.legislation.sa.gov.au.

Legislation repealed by principal Act

The Trustee Act 1936 repealed the following:

An Act to authorise the investment of trust money in Government securities (No. 4 of 1873)

Charitable Trusts Procedure Act 1922

The Trustee Act 1907

Trustee Act Further Amendment Act 1915

Trustee Act 1923

Trustee (Disposal of Church Land) Act 1926

Trustee Act 1931

Legislation amended by principal Act

The Trustee Act 1936 amended the following:

The Property Act 1860

The Trustee Act 1893

Principal Act and amendments

New entries appear in bold.

Year	No	Title	Assent	Commencement
1936	2270	Trustee Act 1936	13.8.1936	1.11.1937 (Gazette 25.3.1937 p646)
1937	2346	Statute Law Revision Act 1937	6.10.1937	6.10.1937
1940	10	Trustee Act Amendment Act 1940	26.9.1940	26.9.1940
1941	49	Trustee Act Amendment Act 1941	27.11.1941	8.12.1941 (Gazette 4.12.1941 p1193)
1942	14	Trustee Act Amendment Act 1942	29.10.1942	29.10.1942
1946	24	Trustee Act Amendment Act 1946	28.11.1946	28.11.1946
1950	5	Trustee Act Amendment Act 1950	28.9.1950	28.9.1950
1953	52	Trustee Act Amendment Act 1953	17.12.1953	17.12.1953
1967	71	Trustee Act Amendment Act 1967	16.11.1967	16.11.1967
1968	20	Trustee Act Amendment Act 1968	28.11.1968	6.3.1969 (Gazette 6.3.1969 p631)
1974	42	Statute Law Revision Act 1974	11.4.1974	11.4.1974
1980	55	Trustee Act Amendment Act 1980	3.7.1980	21.8.1980 (Gazette 21.8.1980 p584)
1982	44	Trustee Act Amendment Act 1982	22.4.1982	6.5.1982 (Gazette 6.5.1982 p1438)
1983	111	Trustee Act Amendment Act 1983	22.12.1983	22.12.1983
1984	2	Trustee Act Amendment Act 1984	12.4.1984	13.6.1985 (Gazette 13.6.1985 p2132)
1984	49	Criminal Law Consolidation Act Amendment Act 1984	24.5.1984	24.5.1984
1985	56	ANZ Executors & Trustee Company (South Australia) Limited Act 1985	30.5.1985	6.6.1985 (Gazette 6.6.1985 p1910)
1986	71	Trustee Act Amendment Act 1986	27.11.1986	1.1.1987 (Gazette 18.12.1986 p1876)
1989	18	Trustee Act Amendment Act 1989	20.4.1989	20.4.1989: s 2
1993	92	Statutes Amendment (Attorney-General's Portfolio No. 2) Act 1993	4.11.1993	4.11.1993
1994	17	State Bank (Corporatisation) Act 1994	12.5.1994	Sch 4—1.7.1994 (Gazette 23.6.1994 p1784)
1994	59	Criminal Law Consolidation (Felonies and Misdemeanours) Amendment Act 1994	27.10.1994	1.1.1995 (Gazette 8.12.1994 p1942)
1995	32	Trustee (Investment Powers) Amendment Act 1995	27.4.1995	1.7.1995 (Gazette 15.6.1995 p2841)
1996	50	Trustee (Variation of Charitable Trusts) Amendment Act 1996	25.7.1996	8.8.1996 (Gazette 8.8.1996 p420)
1999	33	Financial Sector Reform (South Australia) Act 1999	17.6.1999	Sch (item 59)—1.7.1999 being the date specified under s 3(16) of the Financial Sector Reform (Amendments and Transitional Provisions) Act (No. 1) 1999 of the Commonwealth as the transfer date for the purposes of that Act: s 2(2)
1999	56	Statutes Amendment (Trusts) Act 1999	12.8.1999	Pt 2 (ss 4—7)—18.10.1999 (Gazette 30.9.1999 p1341)
2002	33	Statutes Amendment (Attorney-General's Portfolio) Act 2002	28.11.2002	Pt 11 (s 19)—3.3.2003 (Gazette 27.2.2003 p807)
2003	44	Statute Law Revision Act 2003	23.10.2003	Sch 1—24.11.2003 (Gazette 13.11.2003 p4048)
2006	17	Statutes Amendment (New Rules of Civil Procedure) Act 2006	6.7.2006	Pt 76 (ss 237—251)—4.9.2006 (Gazette 17.8.2006 p2831)
2010	12	Trustee Companies (Commonwealth Regulation) Amendment Act 2010	5.8.2010	Sch 1 (cl 7)—20.12.2010 (Gazette 9.12.2010 p5580)
2010	13	Trustee (Charitable Trusts) Amendment Act 2010	23.9.2010	23.9.2010
2013	47	Statutes Amendment (Attorney-General's Portfolio No 2) Act 2013	24.10.2013	Pt 9 (s 14)—17.5.2014 (Gazette 8.5.2014 p1630)
2016	29	Real Property (Electronic Conveyancing) Amendment Act 2016	16.6.2016	Sch 2—4.7.2016 (Gazette 30.6.2016 p2761)
2016	35	Statutes Amendment (Gender Identity and Equity) Act 2016	4.8.2016	Pt 14 (s 39)—8.9.2016 (Gazette 8.9.2016 p3676)
2019	21	Statutes Amendment (Attorney-General's Portfolio) (No 2) Act 2019	19.9.2019	Pt 18 (ss 26 & 27)—19.9.2019: s 2(1)
2023	30	Succession Act 2023	25.10.2023	Sch 2 (cl 12)—1.1.2025 (Gazette 27.6.2024 p1894)

Provisions amended since 3 February 1976

• Legislative history prior to 3 February 1976 appears in marginal notes and footnotes included in the consolidation of this Act contained in Volume 11 of The Public General Acts of South Australia 1837-1975 at page 152.

New entries appear in bold.

Entries that relate to provisions that have been deleted appear in italics.

Provision	How varied	Commencement
Long title	amended by 44/2003 s 3(1) (Sch 1)	24.11.2003
Pt A1	heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 1	amended by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 2	omitted under Legislation Revision and Publication Act 2002	3.3.2003
s 3	deleted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 4
s 4(1)
deposit	deleted by 32/1995 s 3	1.7.1995
investment adviser	inserted by 55/1980 s 3(a)	21.8.1980
	deleted by 32/1995 s 3	1.7.1995
securities	substituted by 55/1980 s 3(b)	21.8.1980
	amended by 111/1983 s 2	22.12.1983
trustee company	substituted by 12/2010 Sch 1 cl 7	20.12.2010
s 4(3) and (4)	inserted by 56/1999 s 4	18.10.1999
Pt 1	amended by 55/1980 s 4	21.8.1980
	amended by 44/1982 ss 3—6	6.5.1982
	amended by 111/1983 s 3	22.12.1983
	amended by 56/1985 s 3 (Sch)	6.6.1985
	amended by 71/1986 s 3	1.1.1987
	amended by 18/1989 s 3	20.4.1989
	amended by 92/1993 s 4	4.11.1993
	amended by 17/1994 Sch 4 cl 10	1.7.1994
	substituted by 32/1995 s 4	1.7.1995
s 9A	inserted by 56/1999 s 5	18.10.1999
Pt 2
Pt 2 Div 1	heading preceding s 14 deleted and Div 1 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 14A
s 14A(2a)	s 14A(2) second sentence amended and redesignated as s 14A(2a) by 44/2003 s 3(1) (Sch 1)	24.11.2003
Pt 2 Div 2	heading preceding s 17 deleted and Div 2 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 17	substituted by 2/1984 s 3	13.6.1985
s 19
s 19(1)	amended by 33/1999 Sch (item 59(a))	1.7.1999
s 19(3)	amended by 33/1999 Sch (item 59(b))	1.7.1999
s 19A	amended by 33/1999 Sch (item 59(c))	1.7.1999
Pt 2 Div 3	heading preceding s 20 deleted and Div 3 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 22	deleted by 35/2016 s 39	8.9.2016
Pt 2 Div 4	heading preceding s 24 deleted and Div 4 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 24
s 24(3)	amended by 33/1999 Sch (item 59(d))	1.7.1999
s 24(4)	amended by 33/1999 Sch (item 59(e))	1.7.1999
s 25B
s 25B(1)	amended by 17/2006 s 237(1)	4.9.2006
s 25B(1a)	inserted by 17/2006 s 237(2)	4.9.2006
s 28C
s 28C(1a)	s 28C(1) second sentence redesignated as s 28C(1a) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 28C(2a)	s 28C(2) second sentence amended and redesignated as s 28C(2a) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 29
s 29(4)	amended by 17/2006 s 238(1)	4.9.2006
s 29(5)	inserted by 17/2006 s 238(2)	4.9.2006
s 30
s 30(1)	(i) and (ii) redesignated as (d) and (e) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 34	deleted by 2/1984 s 4	13.6.1985
s 35
s 35(1)	substituted by 55/1980 s 5	21.8.1980
s 35(1a)	inserted by 55/1980 s 5	21.8.1980
s 35B
s 35B(1)	I—III redesignated as (a)—(c) by 44/2003 s 3(1) (Sch 1)	24.11.2003
Pt 3
Pt 3 Div 1	heading preceding s 36 deleted and Div 1 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 36
s 36(1)	amended by 59/1994 Sch 2	1.1.1995
	substituted by 56/1999 s 6	18.10.1999
s 36(1a)—(1c)	inserted by 56/1999 s 6	18.10.1999
s 37	amended and redesignated as s 37(1) and (2) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 41
s 41(1)	amended by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 41(1a)	s 41(1) second sentence amended and redesignated as s 41(1a) by 44/2003 s 3(1) (Sch 1)	24.11.2003
Pt 3 Div 2	heading preceding s 47 deleted and Div 2 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 47
s 47(4)	amended by 33/1999 Sch (item 59(f))	1.7.1999
Pt 3 Div 3	heading preceding s 48 deleted and Div 3 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 49
s 49(1)	s 49 amended and redesignated as s 49(1) by 17/2006 s 239(1), (2)	4.9.2006
s 49(2)	inserted by 17/2006 s 239(2)	4.9.2006
s 51
s 51(1)	I—III redesignated as (a)—(c) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 53
s 53(1)	I—IV redesignated as (a)—(d) by 44/2003 s 3(1) (Sch 1)	24.11.2003
Pt 3 Div 4	heading preceding s 56 deleted and Div 4 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 57
s 57(1)	amended by 55/1980 s 6	21.8.1980
Pt 3 Div 5	heading preceding s 58 deleted and Div 5 heading inserted by 44/2003 s 3(1) (Sch 1)	24.11.2003
ss 59 and 59A	deleted by 55/1980 s 7	21.8.1980
s 59C	inserted by 55/1980 s 8	21.8.1980
Pt 4
s 60
s 60(1)	s 60 amended and redesignated as s 60(1) by 56/1999 s 7(a), (b)	18.10.1999
	amended by 17/2006 s 240(1), (2)	4.9.2006
s 60(2)	inserted by 56/1999 s 7(b)	18.10.1999
	amended by 17/2006 s 240(3)	4.9.2006
ss 61 and 62	substituted by 17/2006 s 241	4.9.2006
s 63
s 63(1)	amended by 17/2006 s 242(1)—(3)	4.9.2006
s 64	amended by 17/2006 s 243	4.9.2006
s 65	amended by 17/2006 s 244	4.9.2006
s 66	amended by 17/2006 s 245(1), (2)	4.9.2006
s 67	amended by 17/2006 s 246	4.9.2006
s 68	amended by 17/2006 s 247	4.9.2006
	amended by 47/2013 s 14	17.5.2014
s 69A	inserted by 55/1980 s 9	21.8.1980
s 69B	inserted by 55/1980 s 9	21.8.1980
s 69B(aa1) and (a1)	inserted by 21/2019 s 26(1)	19.9.2019
s 69B(1)	amended by 50/1996 s 3(a)	8.8.1996
	amended by 21/2019 s 26(2)	19.9.2019
s 69B(10)	inserted by 21/2019 s 26(3)	19.9.2019
s 69B(3)	substituted by 50/1996 s 3(b)	8.8.1996
	amended by 33/2002 s 19	3.3.2003
s 69B(3a)	s 69B(3) second sentence amended and redesignated as s 69B(3a) by 44/2003 s 3(1) (Sch 1)	24.11.2003
s 69B(4)—(6)	substituted by 50/1996 s 3(b)	8.8.1996
s 69B(7)—(9)	inserted by 50/1996 s 3(b)	8.8.1996
s 69C	inserted by 55/1980 s 9	21.8.1980
s 69D	inserted by 13/2010 s 3	23.9.2010
Pt 5A	inserted by 55/1980 s 10	21.8.1980
s 84C
s 84C(1)	amended by 17/2006 s 248	4.9.2006
s 85	amended by 17/2006 s 249(1), (2)	4.9.2006
Pt 6
s 88	deleted by 49/1984 s 6	24.5.1984
s 89
s 89(2)	amended by 29/2016 Sch 2	4.7.2016
s 90
s 90(1)	amended by 17/2006 s 250(1), (2)	4.9.2006
s 91	amended by 30/2023 Sch 2 cl 12	1.1.2025
s 92	amended by 17/2006 s 251	4.9.2006
s 94	inserted by 55/1980 s 11	21.8.1980
Sch 3	heading substituted by 44/2003 s 3(1) (Sch 1)	24.11.2003

Transitional etc provisions associated with Act or amendments

Trustee (Charitable Trusts) Amendment Act 2010, Sch 1—Transitional provisions

1—Interpretation

In this Schedule—

principal Act means the Trustee Act 1936.

2—Validation of acts under trusts deemed charitable under section 69D

(1) The exercise or purported exercise of a power before the commencement of section 3 of this Act by a trustee in relation to the provision of money, property or any other benefit to or for an entity under a charitable trust under section 69D of the principal Act (as inserted by section 3 of this Act)—

(a) has the same force and effect as if section 69D had been in operation at the time at which the power was exercised or purportedly exercised; and

(b) must be taken to be, and always to have been, a valid and lawful exercise of power by the trustee under the trust.

(2) The provision or purported provision before the commencement of section 69D of money, property or any other benefit to or for an entity under a charitable trust under section 69D of the principal Act (as inserted by section 3 of this Act)—

(a) has the same force and effect as if section 69D had been in operation at the time at which the money, property or other benefit was provided or purportedly provided; and

(b) must be taken to be, and always to have been, a provision for a valid and lawful purpose of the trust.

Statutes Amendment (Attorney-General's Portfolio) (No 2) Act 2019, Pt 18

27—Transitional provision

The amendments to the Trustee Act 1936 made by section 26 of this Act apply to a charitable trust whether the trust was constituted before or after the commencement of section 26.

Historical versions

Reprint No 1—15.1.1992
Reprint No 2—4.11.1993
Reprint No 3—1.7.1994
Reprint No 4—1.1.1995
Reprint No 5—1.7.1995
Reprint No 6—8.8.1996
Reprint No 7—1.7.1999
Reprint No 8—18.10.1999
Reprint No 9—3.3.2003
Reprint No 10—24.11.2003
4.9.2006
23.9.2010
20.12.2010
17.5.2014
4.7.2016
8.9.2016
19.9.2019