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INSTRUMENTS (ENDURING POWERS OF ATTORNEY) BILL 2003

                                                                     PARLIAMENT OF VICTORIA

                                                       Instruments (Enduring Powers of Attorney) Act
                                                                           2003
Victorian Legislation and Parliamentary Documents




                                                                                       Act No.


                                                                           TABLE OF PROVISIONS
                                                    Clause                                                                 Page
                                                      1.     Purpose                                                          1
                                                      2.     Commencement                                                     1
                                                      3.     Amendment of Part XI of the Instruments Act 1958                 2
                                                      4.     New Part XIA inserted in the Instruments Act 1958                2
                                                             PART XIA--ENDURING POWERS OF ATTORNEY                            2
                                                             Division 1--Introductory                                         2
                                                             114.     Interpretation                                          2
                                                             Division 2--Making an Enduring Power of Attorney                 4
                                                             115.  What is an enduring power of attorney?                     4
                                                             116.  Recognition of enduring powers made in other States
                                                                   and Territories                                            4
                                                             117.  When is the attorney's power exercisable?                  4
                                                             118.  When does a donor have capacity to make an enduring
                                                                   power of attorney?                                         5
                                                             119.  Appointment of one or more attorneys                       6
                                                             120.  Appointment of alternative attorney                        7
                                                             121.  Can a person who is insolvent be an attorney?              7
                                                             122.  Attorney can be head of religious order                    7
                                                             123.  What are the formal requirements for making an
                                                                   enduring power of attorney?                                8
                                                             124.  Who can sign for the donor?                                8
                                                             125.  Who can be a witness?                                      9
                                                             125A. What must the witnesses certify?                           9
                                                             125B. Signature and undertaking of attorney required            10
                                                             125C. Enduring power of attorney to be a deed                   11
                                                             Division 3--Role of Attorney                                    11
                                                             125D.    Requirement to keep records                            11
                                                             125E.    Powers of attorney to execute instruments etc.         11
                                                             125F.    Role of attorney where guardian appointed              12
                                                             125G.    Role of attorney where administrator appointed         12




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                                                    551078B.I1-29/8/2003                           BILL LA CIRCULATION 29/8/2003

 


 

Clause Page Division 4--How is an Enduring Power of Attorney Revoked? 12 Victorian Legislation and Parliamentary Documents Subdivision 1--Introductory 12 125H. Division not to affect revocation under other laws 12 Subdivision 2--Revocation by Donor 13 125I. Revocation in writing 13 125J. Revocation by later enduring power of attorney 13 125K. Death 13 Subdivision 3--Revocation According to Terms 14 125L. According to terms 14 Subdivision 4--Revocation by Attorney 14 125M. Resignation 14 125N. Legal incapacity 14 125O. Revocation if attorney becomes insolvent 14 125P. Death 15 Subdivision 5--Revocation by Tribunal 15 125Q. Revocation by Tribunal 15 Subdivision 6--Effect of Revocation if More than One Attorney 15 125R. Effect of revocation if more than one attorney 15 Division 5--Protection from Liability 15 125S. Definitions 15 125T. Protection if Court or Tribunal has given advice or direction or recommendation 16 125U. Protection for attorney and third persons who are unaware of invalidity 17 Division 6--Jurisdiction of Tribunal 17 Subdivision 1--General Powers of Tribunal 17 125V. Application to Tribunal 17 125W. Who is entitled to notice? 18 125X. General power of revocation of Tribunal 19 125Y. Declaration of invalidity 20 125Z. Further powers of Tribunal 20 125ZA. Advisory opinions 21 125ZB. Records and audit 21 ii 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Clause Page Subdivision 2--Rehearings 21 125ZC. Application for rehearing 21 Victorian Legislation and Parliamentary Documents 125ZD. Parties and notice 22 125ZE. Rehearing 23 125ZF. Effect of first instance order pending rehearing 23 Division 7--General 24 Subdivision 1--Proof of Enduring Power of Attorney 24 125ZG. Proof of enduring power of attorney 24 125ZH. Who may certify the copy? 24 125ZI. Proof by certified copy of certified copy 25 125ZJ. Other forms of proof not affected 25 125ZK. References to enduring powers of attorney 25 Subdivision 2--Approval of Forms 26 125ZL. Approved forms 26 Subdivision 3--Regulations 26 125ZM. Regulations 26 Division 8--Transitional 26 125ZN. Saving for existing enduring powers of attorney 26 125ZO. Existing powers of attorney from other jurisdictions 27 125ZP. Continuation of provisions relating to protected persons 27 5. Schedule 13 repealed 28 6. New clause 40F in Part 12 of Schedule 1 to the Victorian 28 Civil and Administrative Tribunal Act 1998 40F. Constitution of Tribunal for proceedings 28 7. Amendment of Part 12 of Schedule 1 to the Victorian Civil 29 and Administrative Tribunal Act 1998 8. Amendment of Guardianship and Administration Act 1986 29 ENDNOTES 30 iii 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

PARLIAMENT OF VICTORIA Initiated in Assembly 26 August 2003 Victorian Legislation and Parliamentary Documents A BILL to amend the Instruments Act 1958 to revise the laws relating to enduring powers of attorney and for other purposes. Instruments (Enduring Powers of Attorney) Act 2003 The Parliament of Victoria enacts as follows: 1. Purpose The main purpose of this Act is to amend the Instruments Act 1958 to revise the laws relating to enduring powers of attorney. 5 2. Commencement (1) Subject to sub-section (2), this Act comes into operation on a day to be proclaimed. 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003 1

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 3 Act No. (2) If this Act does not come into operation before 1 July 2004, it comes into operation on that day. Victorian Legislation and Parliamentary Documents See: 3. Amendment of Part XI of the Instruments Act 1958 Act No. 6279/1958. (1) In section 104 of the Instruments Act 1958 the Reprint No. 10 5 definitions of "enduring power of attorney" and as at 1 January "Public Trustee" are repealed. 2003. LawToday: (2) After section 105(2) of the Instruments Act 1958 www.dms. insert-- dpc.vic. gov.au "(3) Except as expressly provided in Part XIA, 10 this Part does not apply to enduring powers of attorney.". (3) Sections 114 to 118 of the Instruments Act 1958 are repealed. 4. New Part XIA inserted in the Instruments Act 1958 15 After Part XI of the Instruments Act 1958 insert-- 'PART XIA--ENDURING POWERS OF ATTORNEY Division 1--Introductory 20 114. Interpretation (1) In this Part-- "approved form" means a form approved by the Secretary under section 125ZL; "donor" means a person who makes an 25 enduring power of attorney; "enduring power of attorney" means a power of attorney referred to in section 115; 2 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. "insolvent" means insolvent under administration as that expression is defined in the Corporations Act; Victorian Legislation and Parliamentary Documents "Public Advocate" means the person 5 appointed as the Public Advocate under the Guardianship and Administration Act 1986; "relative" means-- (a) spouse or domestic partner (within 10 the meaning of the Guardianship and Administration Act 1986); or (b) son or daughter; or (c) mother or father; or 15 (d) brother, sister, half-brother, half- sister, adoptive brother, adoptive sister, step-brother or step-sister; or (e) grandfather or grandmother; or 20 (f) grandson or granddaughter; or (g) uncle or aunt; or (h) nephew or niece; "Secretary" means Secretary to the Department of Justice; 25 "Tribunal" means the Victorian Civil and Administrative Tribunal established by the Victorian Civil and Administrative Tribunal Act 1998. 3 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. Division 2--Making an Enduring Power of Attorney Victorian Legislation and Parliamentary Documents 115. What is an enduring power of attorney? (1) By an enduring power of attorney, an adult 5 person ("donor") may-- (a) authorise one or more persons ("attorneys") to do anything on behalf of the donor that the donor can lawfully authorise an attorney to do; and 10 (b) provide conditions and limitations on, and instructions about, the exercise of the power. (2) Despite any rule of law to the contrary, an enduring power of attorney is not revoked by 15 the subsequent legal incapacity of the donor of the power. 116. Recognition of enduring powers made in other States and Territories If an enduring power of attorney is made in 20 another State or Territory and complies with the requirements of that other State or Territory, then, to the extent the powers it gives could validly have been given by an enduring power of attorney made under this 25 Part, the enduring power of attorney is to be taken to be an enduring power of attorney made under, and in compliance with, this Part. 117. When is the attorney's power exercisable? 30 (1) A donor may specify in an enduring power of attorney a time from which, circumstance in which, or occasion on which, a power is exercisable. 4 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (2) If the enduring power of attorney does not specify a time from which, circumstance in which, or occasion on which, a power Victorian Legislation and Parliamentary Documents becomes exercisable, the power becomes 5 exercisable once the enduring power of attorney is made. 118. When does a donor have capacity to make an enduring power of attorney? (1) A donor may make an enduring power of 10 attorney only if the donor understands the nature and effect of the enduring power of attorney. (2) Understanding the nature and effect of the enduring power of attorney includes 15 understanding the following matters-- (a) that the donor may, in the power of attorney, specify conditions or limitations on, or instructions about, the exercise of the power to be given to the 20 attorney; (b) when the power is exercisable; (c) that once the power is exercisable, the attorney has the same powers as the donor had (when not under a legal 25 incapacity) to do anything for which the power is given subject to any limitations or restrictions on exercising the power included in the enduring power of attorney; 30 (d) that the donor may revoke the enduring power of attorney at any time the donor is capable of making an enduring power of attorney; 5 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (e) that the power the attorney is given continues even if the donor subsequently ceases to have legal Victorian Legislation and Parliamentary Documents capacity; 5 (f) that at any time that the donor is not capable of revoking the enduring power of attorney, the donor is unable to effectively oversee the use of the power. 10 Note: It is advisable for the witness to make a written record of the evidence as a result of which the witness considers that the donor understands these matters. 119. Appointment of one or more attorneys 15 (1) A donor may in an enduring power of attorney appoint-- (a) a single attorney; or (b) 2 or more joint attorneys, or (c) 2 or more joint and several attorneys. 20 (2) If 2 or more joint attorneys are appointed, all the attorneys can act only if they all agree and any documents must be signed by all of them. (3) If 2 or more joint and several attorneys are 25 appointed-- (a) all the attorneys can act together if they all agree and any documents can be signed by all of them; or (b) any of the attorneys can act and sign 30 documents together or alone. (4) An attorney must be at least 18 years old. 6 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 120. Appointment of alternative attorney (1) A donor may in an enduring power of Victorian Legislation and Parliamentary Documents attorney appoint an adult person as an alternative attorney for a person appointed as 5 attorney. (2) An alternative attorney may act as attorney under the enduring power of attorney only in the event of the death or during the period of the absence or legal incapacity of the 10 attorney for whom the alternative attorney is appointed. 121. Can a person who is insolvent be an attorney? A person is not eligible to be appointed as an 15 attorney under an enduring power of attorney if the person is insolvent. 122. Attorney can be head of religious order (1) A person who is a member of a religious order may appoint the person who is the 20 holder of the position of Victorian head of that order or the head of a local chapter of that order in Victoria as the attorney under an enduring power of attorney. (2) If an attorney is appointed under an enduring 25 power of attorney in accordance with sub- section (1), the person who is from time to time the holder of the position of Victorian head of the religious order or head of the relevant chapter of the order is deemed to be 30 the attorney appointed under that enduring power of attorney. 7 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 123. What are the formal requirements for making an enduring power of attorney? Victorian Legislation and Parliamentary Documents (1) An enduring power of attorney must be in the approved form. 5 Note: An approved form is a form approved by the Secretary to the Department of Justice under section 125ZL. (2) An enduring power of attorney must be signed-- 10 (a) by the donor of the power; or (b) by direction, and in the presence, of the donor of the power, by an eligible person. (3) The power of attorney must be signed and 15 dated by 2 adult witnesses in the presence of the donor and each other. (4) The witnesses must be in accordance with section 125. (5) The enduring power of attorney must contain 20 a certificate signed by each witness in accordance with section 125A. 124. Who can sign for the donor? A person is eligible to sign an enduring power of attorney for the donor if the 25 person-- (a) is at least 18 years old; and (b) is not a witness for the enduring power of attorney; and (c) is not an attorney for the donor or a 30 person nominated as an attorney in the enduring power of attorney. 8 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 125. Who can be a witness? (1) A person cannot be a witness to an enduring Victorian Legislation and Parliamentary Documents power of attorney if the person is-- (a) the donor of the power; or 5 (b) the person appointed as attorney. (2) Only one of the witnesses can be a relative of the donor of the power or of the person appointed as attorney. (3) One of the witnesses must be a person 10 authorised by law to witness the signing of a statutory declaration. 125A. What must the witnesses certify? (1) If an enduring power of attorney is signed by the donor, it must include a certificate signed 15 by each witness stating that-- (a) the donor signed the enduring power of attorney freely and voluntarily in the presence of the witness; and (b) at the time, the donor appeared to the 20 witness to have the capacity necessary to make the enduring power of attorney. (2) If an enduring power of attorney is signed by a person for the donor, it must include a 25 certificate signed by each witness stating that-- (a) the donor of the power directed the person to sign the enduring power of attorney for the donor; and 30 (b) the donor of the power gave that direction freely and voluntarily in the presence of the witness; and 9 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (c) the person signed it in the presence of the donor and the witness; and Victorian Legislation and Parliamentary Documents (d) at the time, the donor appeared to the witness to have the capacity necessary 5 to make the enduring power of attorney. 125B. Signature and undertaking of attorney required (1) An enduring power of attorney is effective in 10 relation to an attorney only if the attorney has accepted the appointment in accordance with this section. (2) The attorney must sign and date a statement of acceptance. 15 (3) The statement of acceptance must be in the approved form. Note: An approved form is a form approved by the Secretary to the Department of Justice under section 125ZL. 20 (4) The statement of acceptance must be endorsed on or attached to the enduring power of attorney. (5) The statement of acceptance must include an undertaking by the person accepting 25 appointment as attorney-- (a) to exercise the powers conferred by the enduring power of attorney with reasonable diligence to protect the interests of the donor; and 30 (b) to avoid acting where there is any conflict of interest between the interests of the donor and the attorney's interests; and 10 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (c) to exercise the powers conferred by the enduring power of attorney in accordance with this Part. Victorian Legislation and Parliamentary Documents 125C. Enduring power of attorney to be a deed 5 An enduring power of attorney that complies with this Division is to be taken to be and have effect as a deed, even if it is not expressed to be executed under seal. Division 3--Role of Attorney 10 125D. Requirement to keep records An attorney under an enduring power of attorney must keep and preserve accurate records and accounts of all dealings and transactions made under the power. 15 125E. Powers of attorney to execute instruments etc. (1) The attorney under an enduring power of attorney may, if the attorney thinks fit-- (a) execute any instrument with the 20 attorney's own signature, and, where sealing is required or employed, with the attorney's own seal; and (b) do any other thing in the attorney's own name. 25 (2) An instrument executed by the attorney under an enduring power of attorney must be executed in such a way as to show that the attorney does so as attorney for the donor of the power. 30 (3) An instrument executed or thing done in the way specified in this section is as effective as if executed or done by the donor-- (a) with the donor's signature; or 11 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (b) with the donor's signature and seal; or (c) in the donor's name. Victorian Legislation and Parliamentary Documents 125F. Role of attorney where guardian appointed 5 (1) An enduring power of attorney does not authorise the attorney to make a decision about the medical treatment of the donor of the power. (2) If a decision made by a guardian or enduring 10 guardian within the meaning of the Guardianship and Administration Act 1986 in the exercise of a power as guardian or enduring guardian conflicts with a decision made by an attorney under an 15 enduring power of attorney, the decision of the guardian or enduring guardian prevails. 125G. Role of attorney where administrator appointed If the Tribunal makes an administration 20 order under the Guardianship and Administration Act 1986 in respect of the person who is the donor of an enduring power of attorney, the attorney may exercise power under the enduring power of attorney 25 only to the extent authorised by the Tribunal. Division 4--How is an Enduring Power of Attorney Revoked? Subdivision 1--Introductory 125H. Division not to affect revocation under 30 other laws (1) This Division does not limit the events by which or the circumstances in which an enduring power of attorney-- 12 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (a) is revoked whether orally or in writing or in another way; or Victorian Legislation and Parliamentary Documents (b) is terminated by implication or operation of law. 5 (2) Without limiting sub-section (1), an enduring power of attorney may be revoked in any way that a power of attorney may be revoked. Subdivision 2--Revocation by Donor 10 125I. Revocation in writing The donor of an enduring power of attorney may revoke the enduring power of attorney in writing in the approved form. Note 1: An approved form is a form approved by the 15 Secretary to the Department of Justice under section 125ZL. Note 2: This is not the only way a power of attorney can be revoked in writing. See section 125H. 125J. Revocation by later enduring power of 20 attorney A donor's enduring power of attorney is revoked, to the extent of any inconsistency, by a later enduring power of attorney of the donor. 25 125K. Death An enduring power of attorney is revoked when the donor dies. 13 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. Subdivision 3--Revocation According to Terms 125L. According to terms Victorian Legislation and Parliamentary Documents An enduring power of attorney is revoked according to its terms. 5 Example If an enduring power of attorney is expressed to operate for or during a specified period, it is revoked at the end of that period. Subdivision 4--Revocation by Attorney 10 125M. Resignation (1) An attorney may resign as attorney by signed notice given to the donor. (2) Despite sub-section (1), if a donor ceases to have legal capacity, an attorney under an 15 enduring power of attorney may only resign as attorney with the leave of a court or the Tribunal. (3) If an attorney under an enduring power of attorney resigns, the power of attorney is 20 revoked to the extent that it confers power on the attorney. 125N. Legal incapacity If an attorney under an enduring power of attorney ceases to have legal capacity, the 25 power of attorney is revoked to the extent that it confers power on the attorney. 125O. Revocation if attorney becomes insolvent If an attorney under an enduring power of attorney becomes insolvent, the power of 30 attorney is revoked to the extent that it confers power on the attorney. 14 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 125P. Death If an attorney under an enduring power of Victorian Legislation and Parliamentary Documents attorney dies, the power of attorney is revoked to the extent that it confers power on 5 the attorney. Subdivision 5--Revocation by Tribunal 125Q. Revocation by Tribunal An enduring power of attorney may be revoked by the Tribunal under Division 6. 10 Subdivision 6--Effect of Revocation if More than One Attorney 125R. Effect of revocation if more than one attorney (1) If 2 or more persons are appointed jointly 15 and severally as attorneys under an enduring power of attorney, the revocation of the power in relation to one attorney does not affect the appointment or powers of the remaining attorneys. 20 (2) If 2 or more persons are appointed jointly (but not jointly and severally) as attorneys under an enduring power of attorney, the revocation of the power in relation to one joint attorney also revokes the power in 25 relation to each of the other joint attorneys. Division 5--Protection from Liability 125S. Definitions In this Division-- "invalidity", in relation to a power under an 30 enduring power of attorney, includes invalidity because-- 15 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (a) the power is not exercisable at the time when, circumstance in which, or occasion on which it is Victorian Legislation and Parliamentary Documents purportedly exercised; or 5 (b) the enduring power of attorney has been declared to be invalid by a court or the Tribunal; or (c) the enduring power of attorney has been revoked; or 10 (d) the enduring power of attorney was made in another State or Territory and does not comply with the requirements of that other State or Territory; 15 "know" in relation to the invalidity of a power, includes-- (a) know of the happening of an event (such as the death of the donor) that invalidates the power; or 20 (b) have reason to believe the power is invalid. 125T. Protection if Court or Tribunal has given advice or direction or recommendation An attorney under an enduring power of 25 attorney who acts in compliance with the advice, directions or recommendations of-- (a) the Supreme Court in relation to the enduring power of attorney; or (b) the Tribunal under this Part-- 30 is deemed to have complied with this Part unless the attorney knowingly gave the Court or the Tribunal false or misleading information relevant to the advice, directions 16 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. or recommendations of the Court or the Tribunal. Victorian Legislation and Parliamentary Documents 125U. Protection for attorney and third persons who are unaware of invalidity 5 (1) An attorney who, in good faith and without knowing a power under the enduring power of attorney is invalid, purports to exercise the power, is entitled as against the donor and any other person, to rely on the power 10 despite the invalidity. (2) A person (and any person claiming under that person) who, in good faith and without knowing a power under an enduring power of attorney is invalid, acts in reliance on the 15 purported exercise of the power by an attorney, is entitled as against the donor and any other person to rely on the power despite the invalidity. Division 6--Jurisdiction of Tribunal 20 Subdivision 1--General Powers of Tribunal 125V. Application to Tribunal (1) An application may be made to the Tribunal for a declaration, order, direction or recommendation about-- 25 (a) any matter or question relating to-- (i) the scope of an attorney's powers under an enduring power of attorney; or (ii) the exercise of any power by an 30 attorney under an enduring power of attorney; or (b) any other thing in or related to this Part. 17 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (2) An application may be made by-- (a) the Public Advocate; or Victorian Legislation and Parliamentary Documents (b) the donor of the enduring power of attorney; or 5 (c) an attorney under the enduring power of attorney; or (d) another person whom the Tribunal is satisfied has a special interest in the affairs of the donor. 10 125W. Who is entitled to notice? (1) Notice must be given under this section of-- (a) an application to the Tribunal under this Subdivision; (b) the hearing of the application; 15 (c) any hearing of the Tribunal under this Subdivision in relation to an enduring power of attorney; (d) any order made by the Tribunal in respect of the application or an 20 enduring power of attorney. (2) The persons entitled to notice are-- (a) the Public Advocate; (b) the donor of the enduring power of attorney; 25 (c) any attorney under the enduring power of attorney; (d) any person specified in sub-section (3) to whom the Tribunal directs that notice is to be given. 18 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (3) The Tribunal may direct that notice is to be given to-- Victorian Legislation and Parliamentary Documents (a) the nearest relative of the donor; (b) the primary carer (if any) of the donor; 5 (c) any guardian of the donor; (d) any person appointed as alternative guardian of the donor under the Guardianship and Administration Act 1986; 10 (e) any administrator of the estate of the donor; (f) any person who has a special interest in the affairs of the donor. (4) In this section "administrator", 15 "guardian", "nearest relative" and "primary carer" have the same meanings as they have in the Guardianship and Administration Act 1986. 125X. General power of revocation of Tribunal 20 (1) The Tribunal, on its own initiative or on an application under section 125V, may revoke the appointment of an attorney under an enduring power of attorney if the Tribunal is satisfied that it is in the best interests of the 25 donor to do so. (2) Before making a decision under sub-section (1), the Tribunal must be satisfied that the donor lacks the capacity to make an enduring power of attorney. 19 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 125Y. Declaration of invalidity (1) The Tribunal, on its own initiative or on an Victorian Legislation and Parliamentary Documents application under section 125V, may declare an enduring power of attorney to be invalid 5 if it is satisfied that-- (a) the donor lacked capacity at the time the enduring power of attorney was made; or (b) the enduring power of attorney does not 10 comply with the requirements of this Part; or (c) the enduring power of attorney is invalid for another reason, for example, the donor was induced to make it by 15 dishonesty or undue influence. (2) If the Tribunal declares an enduring power of attorney invalid, the power is void from the start. 125Z. Further powers of Tribunal 20 (1) The Tribunal, on its own initiative or on an application under section 125V, may-- (a) make a declaration or make recommendations or give any directions it considers necessary in relation to an 25 enduring power of attorney; (b) vary the effect of an enduring power of attorney; (c) suspend for a specified period an enduring power of attorney, either 30 generally or in respect of a specific matter; (d) make any order it considers necessary in relation to an enduring power of attorney. 20 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (2) Without limiting sub-section (1), the Tribunal, on its own initiative, may give directions to an attorney under an enduring Victorian Legislation and Parliamentary Documents power of attorney in respect of any matter. 5 125ZA. Advisory opinions The Tribunal may give an advisory opinion on any matter relating to an enduring power of attorney that is referred to it by a person referred to in section 125V(2). 10 125ZB. Records and audit (1) In the case of an enduring power of attorney, the Tribunal may make an order that-- (a) the attorney lodges with the Tribunal, accounts or other documents relating to 15 the exercise of the power for a specified period; or (b) the accounts be examined or audited by a person appointed by the Tribunal and that a copy of the person's report be 20 given to the Tribunal and the applicant. (2) The Tribunal may make the order on its own initiative or on the application of the donor or the Public Advocate or another interested person. 25 (3) The Tribunal may make an order about payment to a person appointed under sub- section (1) of the costs of the examination or audit of accounts. Subdivision 2--Rehearings 30 125ZC. Application for rehearing (1) If the Tribunal makes an order in respect of an application under Subdivision 1 (other than an order suspending an enduring power 21 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. of attorney), a party or a person entitled to notice of the application may apply to the Tribunal for a rehearing of the application. Victorian Legislation and Parliamentary Documents (2) A person entitled to notice of the application 5 who was not, or did not become, a party may apply for a rehearing only if the Tribunal gives leave. (3) Sub-section (2) does not apply to the Public Advocate. 10 (4) An application for a rehearing, or for leave to apply for a rehearing, must be made within 28 days after the day of the order. (5) If the Tribunal gives oral reasons for making an order and a party then requests written 15 reasons under section 117 of the Victorian Civil and Administrative Tribunal Act 1998, the day on which the written reasons are given to the party is deemed to be the day of the order for the purposes of sub- 20 section (4). (6) A person cannot apply for a rehearing of an application if-- (a) the order was made by the Tribunal constituted by the President, whether 25 with or without others; or (b) the application was for a rehearing or for leave to apply for a rehearing. 125ZD. Parties and notice (1) A party to the proceeding on an application 30 under Subdivision 1 is a party to a rehearing of the application under this Subdivision, in addition to any other parties. 22 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (2) A person who was entitled to notice of the making of an application under Subdivision 1 is entitled to notice of an Victorian Legislation and Parliamentary Documents application for a rehearing of the application 5 under this Subdivision. 125ZE. Rehearing (1) On an application under section 125ZC, the Tribunal must rehear the matter and, for that purpose, the Tribunal has all the functions 10 and powers that the Tribunal had with respect to the matter at first instance. (2) In determining a rehearing, the Tribunal may-- (a) affirm the order of the Tribunal at first 15 instance; or (b) vary the order of the Tribunal at first instance; or (c) set aside the order of the Tribunal at first instance and make another order in 20 substitution for it. 125ZF. Effect of first instance order pending rehearing (1) Subject to sub-section (2), the making of an application for a rehearing does not affect the 25 operation of any order to which the application relates or prevent the taking of action to enforce the order. (2) The Tribunal may make an order staying the operation of an order pending the 30 determination of the rehearing of the application to which the order relates. 23 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. Division 7--General Victorian Legislation and Parliamentary Documents Subdivision 1--Proof of Enduring Power of Attorney 125ZG. Proof of enduring power of attorney 5 (1) An enduring power of attorney may be proved by a copy of the enduring power of attorney certified in accordance with this section and section 125ZH. (2) Each page, other than the last page, of the 10 copy must be certified to the effect that the copy is a true and complete copy of the corresponding page of the original. (3) The last page of the copy must be certified to the effect that the copy is a true and complete 15 copy of the original. 125ZH. Who may certify the copy? (1) Certification of a copy of an enduring power of attorney must be by one of the following persons-- 20 (a) a justice of the peace; (b) a legal practitioner; (c) a public notary; (d) any officer authorised by law to administer an oath; 25 (e) a financial services licensee; (f) a regulated principal; (g) a person of a prescribed class. 24 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. (2) In this section-- "financial services licensee" means a Victorian Legislation and Parliamentary Documents financial services licensee (as defined in section 761A of the Corporations 5 Act) whose licence covers dealing in securities; "regulated principal" means a regulated principal (as defined in section 1430 of the Corporations Act) who is authorised 10 by Subdivision D of Division 1 of Part 10.2 of that Act to deal in securities. 125ZI. Proof by certified copy of certified copy (1) If a copy of an enduring power of attorney 15 has been certified in accordance with sections 125ZG and 125ZH, the enduring power of attorney may also be proved by a copy, certified in accordance with those sections, of the certified copy. 20 (2) For the purposes of sub-section (1), references in section 125ZG to the original power of attorney are to be taken to be references to the certified copy from which the further copy is made. 25 125ZJ. Other forms of proof not affected This Division does not prevent an enduring power of attorney being proved in any other way. 125ZK. References to enduring powers of attorney 30 In this Part a reference to an enduring power of attorney includes a reference to a copy of the enduring power of attorney that complies with the requirements of this Division. 25 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. Subdivision 2--Approval of Forms 125ZL. Approved forms Victorian Legislation and Parliamentary Documents (1) The Secretary may approve forms for use under this Part. 5 (2) The Secretary must publish in the Government Gazette any form approved under this Part. (3) If a document is required under this Part to be in the approved form, it is sufficient if the 10 document is to the like effect of the approved form. Subdivision 3--Regulations 125ZM. Regulations The Governor in Council may make 15 regulations for or with respect to any matter or thing that is authorised or required to be prescribed or necessary to be prescribed for the purposes of this Part. Division 8--Transitional 20 125ZN. Saving for existing enduring powers of attorney An enduring power of attorney under Part XI existing immediately before the commencement of the Instruments 25 (Enduring Powers of Attorney) Act 2003 has effect on and after that commencement as if the enduring power of attorney had been made under Division 2 of this Part. 26 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 4 Act No. 125ZO. Existing powers of attorney from other jurisdictions Victorian Legislation and Parliamentary Documents Section 116 applies to an enduring power of attorney whether made before or after the 5 commencement of the Instruments (Enduring Powers of Attorney) Act 2003. 125ZP. Continuation of provisions relating to protected persons (1) If-- 10 (a) the donor of an enduring power of attorney was a protected person immediately before the commencement of the Instruments (Enduring Powers of Attorney) Act 2003; and 15 (b) the enduring power of attorney was in force immediately before that commencement-- the enduring power of attorney continues in force until it is revoked and the powers and 20 duties of State Trustees under the State Trustees (State Owned Company) Act 1994 in relation to the estates of protected persons do not apply in relation to the estate of the donor so long as the enduring power 25 of attorney is effective. (2) Despite sub-section (1), until State Trustees has notice of an enduring power of attorney, any action taken by State Trustees under the State Trustees (State Owned Company) 30 Act 1994 in respect of the protected person is valid and effectual. (3) In this section "protected person" and "State Trustees" have the same meanings as they have in the State Trustees (State 35 Owned Company) Act 1994.'. 27 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 5 Act No. 5. Schedule 13 repealed Schedule 13 to the Instruments Act 1958 is Victorian Legislation and Parliamentary Documents repealed. See: 6. New clause 40F in Part 12 of Schedule 1 to the Act No. 5 Victorian Civil and Administrative Tribunal Act 53/1998. Reprint No. 3 1998 as at 1 July 2003 In Part 12 of Schedule 1 to the Victorian Civil and and Administrative Tribunal Act 1998, before amending Act Nos clause 41 insert-- 18/2003 and 30/2003. 10 "40F. Constitution of Tribunal for proceedings LawToday: www.dms. The Tribunal is to be constituted for the dpc.vic. gov.au purposes of a rehearing under Subdivision 2 of Division 6 of Part XIA of the Instruments Act 1958 by-- 15 (a) a senior member or presidential member, if the order at first instance was made by the Tribunal constituted by an ordinary member; (b) a presidential member, if the order at 20 first instance was made by the Tribunal constituted by a senior member; (c) a judicial member, if the order at first instance was made by the Tribunal constituted by a Deputy President; 25 (d) a Vice President, if the order at first instance was made by the Tribunal constituted by more than one member (except where one or more of the members was a Vice President); 30 (e) the President, if the order at first instance was made by the Tribunal constituted by a Vice President (whether with or without others).". 28 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 s. 7 Act No. 7. Amendment of Part 12 of Schedule 1 to the Victorian Civil and Administrative Tribunal Act 1998 Victorian Legislation and Parliamentary Documents In clauses 41, 42(1), 43 and 44(1) of Schedule 1 to 5 the Victorian Civil and Administrative Tribunal Act 1998 for "section 118" (wherever occurring) substitute "Division 6 of Part XIA". See: 8. Amendment of Guardianship and Administration Act No. Act 1986 58/1986. Reprint No. 6 10 Section 86(2) of the Guardianship and as at 1 January Administration Act 1986 is repealed. 2003 LawToday: www.dms. dpc.vic. gov.au 29 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

Instruments (Enduring Powers of Attorney) Act 2003 Endnotes Act No. ENDNOTES Victorian Legislation and Parliamentary Documents By Authority. Government Printer for the State of Victoria. 30 551078B.I1-29/8/2003 BILL LA CIRCULATION 29/8/2003

 


 

 


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