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PUBLIC TRUSTEE ACT 1985 - NOTES

Dictionary

(see s 2)

Note 1     The Legislation Act contains definitions and other provisions relevant to this Act.

Note 2     For example, the Legislation Act, dict, pt 1, defines the following terms:

              •     appoint

              •     bankrupt or personally insolvent

              •     establish

              •     exercise

              •     function

              •     home address

              •     liability

              •     month

              •     power

              •     public servant

              •     will.

"Administration Act" means the Administration and Probate Act 1929.

"board" means the Public Trustee Investment Board.

"common fund" means a common fund established under section 55.

"court" means the Supreme Court.

"deputy public trustee" means a Deputy Public Trustee under section 6.

"domestic partner", for part 5 (Unclaimed property)—see section 33A.

"member" means a member of the board.

"person under disability" means a person who has not attained full age or a person who is of unsound mind or incapable.

"public trustee" means—

        (a)     the public servant who is the Public Trustee for the Australian Capital Territory under section 5; or

        (b)     the Public Trustee for the Australian Capital Territory in its corporate capacity under section 8.

"senior member" means the senior member of the board.

Endnotes

1     About the endnotes

Amending and modifying laws are annotated in the legislation history and the amendment history. Current modifications are not included in the republished law but are set out in the endnotes.

Not all editorial amendments made under the Legislation Act 2001, part 11.3 are annotated in the amendment history. Full details of any amendments can be obtained from the Parliamentary Counsel's Office.

Uncommenced amending laws are not included in the republished law. The details of these laws are underlined in the legislation history. Uncommenced expiries are underlined in the legislation history and amendment history.

If all the provisions of the law have been renumbered, a table of renumbered provisions gives details of previous and current numbering.

The endnotes also include a table of earlier republications.

2     Abbreviation key

A = Act

NI = Notifiable instrument

AF = Approved form

o = order

am = amended

om = omitted/repealed

amdt = amendment

ord = ordinance

AR = Assembly resolution

orig = original

ch = chapter

par = paragraph/subparagraph

CN = Commencement notice

pres = present

def = definition

prev = previous

DI = Disallowable instrument

(prev...) = previously

dict = dictionary

pt = part

disallowed = disallowed by the Legislative

r = rule/subrule

Assembly

reloc = relocated

div = division

renum = renumbered

exp = expires/expired

R[X] = Republication No

Gaz = gazette

RI = reissue

hdg = heading

s = section/subsection

IA = Interpretation Act 1967

sch = schedule

ins = inserted/added

sdiv = subdivision

LA = Legislation Act 2001

SL = Subordinate law

LR = legislation register

sub = substituted

LRA = Legislation (Republication) Act 1996

underlining = whole or part not commenced

mod = modified/modification

or to be expired


3     Legislation history

This Act was originally a Commonwealth ordinance—the Public Trustee Ordinance 1985 (Cwlth).

The Australian Capital Territory (Self-Government) Act 1988 (Cwlth), s 34 (4) converted most former Commonwealth ordinances in force in the ACT into ACT enactments. This allowed the ACT Legislative Assembly to amend and repeal the laws. This Act was converted into an ACT enactment on 11 May 1989 (self-government day).

As with most ordinances in force in the ACT, the name was changed from Ordinance to Act by the Self-Government (Citation of Laws) Act 1989 No 21, s 5 on 11 May 1989 (self-government day).

Before 11 May 1989, ordinances commenced on their notification day unless otherwise stated (see Seat of Government (Administration) Act 1910 (Cwlth), s 12).

After 11 May 1989 and before 10 November 1999, Acts commenced on their notification day unless otherwise stated (see Australian Capital Territory (Self-Government) Act 1988 (Cwlth) s 25).

    Legislation before becoming Territory enactment

Public Trustee Act 1985 No 8

notified 8 March 1985

s 1, s 2 commenced 8 Mar 1985

remainder commenced 28 October 1985 (Cwlth Gaz 1985 No G42)

as amended by

Magistrates Court Ordinance 1985 No 67

notified 19 December 1985

commenced 1 February 1986 (Cwlth Gaz 1986 No G3)

Administrative Arrangements (Consequential Amendments) Ordinance 1987 No 37 s 6

notified 24 July 1987

s 6 commenced 24 July 1987

Self-Government (Consequential Amendments) Ordinance 1989 No 38 sch 1

notified 10 May 1989 (Cwlth Gaz 1989 No S160)

s 1, s 2 commenced 10 May 1989 (s 2 (1))

sch 1 commenced 11 May 1989 (s 2 (2) and Cwlth Gaz 1989 No S164)

Remuneration (Miscellaneous Amendments) Ordinance 1989 No 50 sch

notified 10 May 1989

commenced 10 May 1989

    Legislation after becoming Territory enactment

Statutory Authorities (Audit Arrangements) Act 1990 No 25 pt 13

notified 22 June 1990 (Gaz 1990 No S29)

s 1, s 2 commenced 22 June 1990 (s 2 (1))

pt 13 commenced 22 June 1990 (s 2 (2) and Gaz 1990 No S35)

Public Trustee (Amendment) Act 1991 No 21

notified 10 May 1991 (Gaz 1991 No S36)

commenced 10 May 1991 (s 2)

Public Trustee (Amendment) Act (No 2) 1991 No 91

notified 24 December 1991 (Gaz 1991 No S155)

commenced 24 December 1991

Workers' Compensation (Consequential Amendments) Act 1991 No 106 sch

notified 15 January 1992 (Gaz 1991 No S3)

s 1, s 2 commenced 15 January 1992 (s 2 (1))

sch pt 1 commenced 22 January 1992 (s 2 (2) and see Gaz 1992 No S9)

Statute Law Revision (Miscellaneous Provisions) Act 1992 No 23 sch 1

notified 4 June 1992 (Gaz 1992 No S71)

sch 1 commenced 4 June 1992

Acts Revision (Position of Crown) Act 1993 No 44 sch 2

notified 27 August 1993 (Gaz 1993 No S165)

commenced 27 August 1993 (s 2)

Statute Law Revision (Penalties) Act 1994 No 81 sch

notified 29 November 1994 (Gaz 1994 No S253)

s 1, s 2 commenced 29 November 1994 (s 2 (1))

sch commenced 29 November 1994 (s 2 (2) and Gaz 1994 No S269)

Statutory Offices (Miscellaneous Provisions) Act 1994 No 97 sch pt 1

notified 15 December 1994 (Gaz 1994 No S280)

s 1, s 2 commenced 15 December 1994 (s 2 (1))

sch pt 1 commenced 15 December 1994 (s 2 (2) and Gaz 1994 No S293)

Financial Management and Audit (Consequential and Transitional Provisions) Act 1996 No 26 sch pt 29

notified 1 July 1996 (Gaz 1996 No S130)

commenced 1 July 1996 (s 2)

Public Trustee (Amendment) Act 1996 No 63

notified 3 December 1996 (Gaz 1996 No S321)

commenced 3 December 1996 (s 2)

Remuneration Tribunal (Consequential Amendments) Act 1997 No 41 sch 1 (as am by Act 2002 No 49 amdt 3.222)

notified 19 September 1997 (Gaz 1997 No S264)

commenced 24 September 1997 (s 2 as am by Act 2002 No 49 amdt 3.222)

Legal Practitioners (Consequential Amendments) Act 1997 No 96 sch 1

notified 1 December 1997 (Gaz 1997 No S380)

s 1, s 2 commenced 1 December 1997 (s 2 (1))

sch 1 commenced 1 June 1998 (s 2 (2))

Trustee (Amendment) Act 1999 No 28 sch

notified 21 May 1999 (Gaz 1999 No S24)

commenced 21 May 1999 (s 2)

Legislation (Consequential Amendments) Act 2001 No 44 pt 317

notified 26 July 2001 (Gaz 2001 No 30)

s 1, s 2 commenced 26 July 2001 (IA s 10B)

pt 317 commenced 12 September 2001 (s 2 and see Gaz 2001 No S65)

Statute Law Amendment Act 2001 (No 2) 2001 No 56 pt 3.44

notified 5 September 2001 (Gaz 2001 No S65)

commenced 5 September 2001 (s 2 (1))

Justice and Community Safety Legislation Amendment Act 2002 No 27 pt 11

notified LR 9 September 2002

s 1, s 2 commenced 9 September 2002 (LA s 75)

pt 11 commenced 7 October 2002 (s 2 (2))

Statute Law Amendment Act 2002 (No 2) No 49 amdt 3.222

notified LR 20 December 2002

s 1, s 2 taken to have commenced 7 October 1994 (LA s 75 (2))

amdt 3.222 taken to have commenced 24 September 1997 (s 2 (3))

Note     This Act only amends the Remuneration Tribunal (Consequential Amendments) Act 1997 No 41.

Justice and Community Safety Legislation Amendment Act 2003 A2003-2 pt 16

notified LR 3 March 2003
s 1, s 2 commenced 3 March 2003 (LA s 75 (1))
pt 16 commenced 31 March 2003 (s 2 (2))

Sexuality Discrimination Legislation Amendment Act 2004 A2004-2 sch 1 pt 1.13

notified LR 18 February 2004
s 1, s 2 commenced 18 February 2004 (LA s 75 (1))
sch 1 pt 1.13 commenced 22 March 2004 (s 2 and CN2004-4)

Financial Management Legislation Amendment Act 2005 A2005-52 sch 1 pt 1.18

notified LR 26 October 2005

s 1, s 2 commenced 26 October 2005 (LA s 75 (1))

sch 1 pt 1.18 commenced 1 January 2006 (s 2 (2))

Justice and Community Safety Legislation Amendment Act 2005 (No 4) A2005-60 sch 1 pt 1.21

notified LR 1 December 2005

s 1, s 2 taken to have commenced 23 November 2005 (LA s 75 (2))

sch 1 pt 1.21 commenced 22 December 2005 (s 2 (4))

Statute Law Amendment Act 2007 A2007-3 sch 3 pt 3.82

notified LR 22 March 2007

s 1, s 2 taken to have commenced 1 July 2006 (LA s 75 (2))

sch 3 pt 3.82 commenced 12 April 2007 (s 2 (1))

Justice and Community Safety Legislation Amendment Act 2008 A2008-7 sch 1 pt 1.18

notified LR 16 April 2008

s 1, s 2 commenced 16 April 2008 (LA s 75 (1))

sch 1 pt 1.18 commenced 7 May 2008 (s 2)

Statute Law Amendment Act 2008 A2008-28 sch 3 pt 3.45

notified LR 12 August 2008

s 1, s 2 commenced 12 August 2008 (LA s 75 (1))

sch 3 pt 3.45 commenced 26 August 2008 (s 2)

Statute Law Amendment Act 2009 (No 2) A2009-49 sch 3 pt 3.59

notified LR 26 November 2009

s 1, s 2 commenced 26 November 2009 (LA s 75 (1))

sch 3 pt 3.59 commenced 17 December 2009 (s 2)

Personal Property Securities Act 2010 A2010-15 sch 2 pt 2.4

notified LR 1 April 2010

s 1, s 2 commenced 1 April 2010 (LA s 75 (1))

sch 2 pt 2.4 commenced 30 January 2012 (s 2 (2) (b))

Justice and Community Safety Legislation Amendment Act 2010 (No 2) A2010-30 sch 1 pt 1.20

notified LR 31 August 2010

s 1, s 2 commenced 31 August 2010 (LA s 75 (1))

s 3 commenced 1 September 2010 (s 2 (1))

sch 1 pt 1.20 commenced 28 September 2010 (s 2 (2))

Justice and Community Safety Legislation Amendment Act 2010 (No 4) A2010-50 sch 1 pt 1.8

notified LR 14 December 2010

s 1, s 2 commenced 14 December 2010 (LA s 75 (1))

sch 1 pt 1.8 commenced 21 December 2010 (s 2 (1))

Evidence (Consequential Amendments) Act 2011 A2011-48 sch 1 pt 1.32

notified LR 22 November 2011

s 1, s 2 commenced 22 November 2011 (LA s 75 (1))

sch 1 pt 1.32 commenced 1 March 2012 (s 2 (1) and see Evidence Act 2011 A2011-12, s 2 and CN2012-4)

4     Amendment history

Name of Act
s 1     sub A2005-52 amdt 1.247

Dictionary
s 2     om 2001 No 44 amdt 1.3501
    ins A2005-52 amdt 1.250

Notes
s 3     om 1993 No 44 sch 2
    ins A2005-52 amdt 1.250

Administration Act definitions
s 4     defs reloc to dict A2005-52 amdt 1.249
    sub A2005-52 amdt 1.250
    def barrister and solicitor om 1997 No 96 sch 1
    def public servant om ord 1989 No 38 sch 1

Administration
div 2.1 hdg     (prev pt 2 div 1 hdg) renum R6 LA

Public trustee
s 5     am ord 1987 No 37
    sub 1994 No 97 sch pt 1; A2005-52 amdt 1.251
    am A2008-7 amdt 1.70

Deputy public trustee
s 6     am ord 1987 No 37
    sub 1994 No 97 sch pt 1; A2005-52 amdt 1.251; A2008-7 amdt 1.71

Acting appointments
s 7     am ord 1987 No 37; 1992 No 23 sch 1
    om 1994 No 97 sch pt 1

Public trustee a corporation sole
s 8     am A2005-52 amdt 1.252

Protection and liability of public trustee
div 2.2 hdg     (prev pt 2 div 2 hdg) renum R6 LA

Protection of public trustee etc and liability
s 10     sub A2005-52 amdt 1.253

Liability of public trustee
s 12     am ord 1989 No 38 sch 1

General
div 3.1 hdg     (prev pt 3 div 1 hdg) renum R6 LA

Appointment of public trustee as trustee
div 3.2 hdg     (prev pt 3 div 2 hdg) renum R6 LA

Wills
s 22     am 2001 No 44 amdt 1.3502

Public trustee register
s 23A     ins A2010-50 amdt 1.16
    am A2011-48 amdt 1.49

Representation of parties in legal proceedings
s 24     am 1997 No 96 sch 1

Payment of money etc to public trustee on behalf of person under disability
s 25     am ord 1985 No 67; 1991 No 106 sch; A2003-2 s 74, s 75; A2008-28 amdt 3.141

Amounts etc paid by trustee for person under disability
s 25A     ins A2003-2 s 76

Fees and expenses of public trustee
s 28     am 2001 No 44 amdt 1.3503

Payment of money without grant of administration
s 29A     ins A2005-60 amdt 1.120
    sub A2008-7 amdt 1.72

Unclaimed moneys
s 31     am ord 1989 No 38 sch 1

Meaning of domestic partner for pt 5
s 33A     ins A2004-2 amdt 1.39

Powers of public trustee as manager
s 38     am A2004-2 amdt 1.40

Application for directions and sale of property in special circumstances
s 39     am A2004-2 amdts 1.41-1.43

Disposal of property
s 43     am ord 1989 No 38 sch 1

Cessation of management
s 44     am ord 1989 No 38 sch 1

Claims made after cessation of management
s 45     am ord 1989 No 38 sch 1

Investment board
div 6.1 hdg     (prev pt 6 div 1 hdg) renum R6 LA

Function of board
s 47     am 1999 No 28 sch
    sub 2002 No 27 s 38

Membership of board
s 48     am ord 1987 No 37; 1994 No 97 sch pt 1
    sub 2002 No 27 s 39

Acting members
s 50     am ord 1987 No 37; 1992 No 23 sch 1
    om A2005-52 amdt 1.254

Remuneration and allowances
s 51     sub ord 1989 No 50 sch
    om 1997 No 41 sch 1

Resignation
s 52     am ord 1987 No 37
    om A2005-52 amdt 1.254

Ending board member appointments
s 53     am ord 1987 No 37
    sub A2005-52 amdt 1.255
    am A2010-30 amdt 1.59

Honesty, care and diligence of board members
s 53A     ins A2005-52 amdt 1.255

Conflict of interest
s 53B     ins A2005-52 amdt 1.255

Agenda to require disclosure of interest item
s 53C     ins A2005-52 amdt 1.255

Disclosure of interests by board members
s 53D     ins A2005-52 amdt 1.255

Reporting of disclosed interests to Minister
s 53E     ins A2005-52 amdt 1.255

Protection of board members from liability
s 53F     ins A2005-52 amdt 1.255

Indemnification and exemption of board members
s 53G     ins A2005-52 amdt 1.255

Board meetings
div 6.2 hdg     orig div 6.2 hdg renum as div 6.3 hdg
    ins A2005-52 amdt 1.256

Time and place of board meetings
s 54     am ord 1987 No 37; 2002 No 27 s 40
    sub A2005-52 amdt 1.256

Presiding member at meetings
s 54A     ins A2005-52 amdt 1.256

Quorum at meetings
s 54B     ins A2005-52 amdt 1.256

Voting at meetings
s 54C     ins A2005-52 amdt 1.256

Conduct of meetings etc
s 54D     ins A2005-52 amdt 1.256
    am A2008-28 amdt 3.142

Common funds
div 6.3 hdg     (prev pt 6 div 2 hdg and then div 6.2 hdg) am 1999 No 28 sch
    renum R6 LA
    renum as div 6.3 hdg A2005-52 amdt 1.257

Establishment of common funds etc
s 55     am 1999 No 28 sch

Investment of money held in common funds
s 56     am 1999 No 28 sch; 2002 No 27 s 41

Investment of money not held in common funds
s 57     am 1999 No 28 sch; 2002 No 27 s 42

Withdrawal of money from common funds
s 58     am 1999 No 28 sch; 2002 No 27 s 43

Distribution of capital and income
s 59     sub 1999 No 28 sch; 2002 No 27 s 44

Management fee
s 59A     ins 1991 No 21 s 3
    am 1996 No 63 s 4; 1999 No 28 sch; 2001 No 44 amdt 1.3504, amdt 1.3505

Income accounts
s 60     am 1996 No 63 s 5
    sub 1999 No 28 sch
    am 2002 No 27 s 45, s 46
    ss renum LA R7 (see also 2002 No 27 s 47)

Common fund guarantee and reserve account
s 61     am 1996 No 63 s 6; 1999 No 28 sch; 2001 No 44 amdt 1.3506; 2002 No 27 ss 48-50

Directions of board about investments
s 62     sub 2001 No 56 amdt 3.473
    om 2002 No 27 s 51

Application of surplus funds
s 63     am 1996 No 63 s 7; 1999 No 28 sch
    sub 2002 No 27 s 52

Advances from common funds
s 64     am 1999 No 28 sch; 2002 No 27 s 53, s 54

Advances to beneficiaries
s 65     am 1999 No 28 sch; 2002 No 27 s 55, s 56

Audit
pt 6 div 3 hdg     ins 1990 No 25 s 16
    om 1996 No 26 sch pt 29

Audit Act to apply
s 65A     ins 1990 No 25 s 16
    am 1991 No 91 s 3
    om 1996 No 26 sch pt 29

Financial reporting and audit
s 65B     ins 1990 No 25 s 16
    om 1996 No 26 sch pt 29

Sale of goods by auction
s 66     am A2007-3 amdt 3.436
    om A2008-7 amdt 1.73

Notices to be given to public trustee
s 67     am 1994 No 81 sch

Costs in legal proceedings
s 68     am 1997 No 96 sch 1

Lien in respect of insurance premiums
s 72     am A2010-15 amdt 2.4

Evidence
s 74     am A2009-49 amdt 3.145

Determination of fees and charges
s 75     am ord 1987 No 37
    sub 2001 No 44 amdt 1.3507

Regulation-making power
s 76     am ord 1987 No 37; ord 1989 No 38 sch 1
    sub 2001 No 44 amdt 1.3508

Dictionary
dict     ins A2005-52 amdt 1.258
    am A2009-49 amdt 3.146; A2010-30 amdt 1.60
    def Administration Act reloc from s 4 A2005-52 amdt 1.249
    def board reloc from s 4 A2005-52 amdt 1.249
    def common fund am 1999 No 28 sch
    reloc from s 4 A2005-52 amdt 1.249
    def court reloc from s 4 A2005-52 amdt 1.249
    def deputy public trustee sub 1994 No 97 sch pt 1
    reloc from s 4 A2005-52 amdt 1.249
    am A2008-7 amdt 1.74
    def domestic partner ins A2004-2 amdt 1.38
    reloc from s 4 A2005-52 amdt 1.249
    def member reloc from s 4 A2005-52 amdt 1.249
    def person under disability reloc from s 4 A2005-52 amdt 1.249
    def public trustee sub 1994 No 97 sch pt 1; A2005-52 amdt 1.248
    reloc from s 4 A2005-52 amdt 1.249
    def senior member reloc from s 4 A2005-52 amdt 1.249

5     Earlier republications

Some earlier republications were not numbered. The number in column 1 refers to the publication order.

Since 12 September 2001 every authorised republication has been published in electronic pdf format on the ACT legislation register. A selection of authorised republications have also been published in printed format. These republications are marked with an asterisk (*) in column 1. Electronic and printed versions of an authorised republication are identical.

Republication No

Amendments to

Republication date

1

Act 1991 No 91

31 May 1991

2

Act 1992 No 23

31 August 1992

3

Act 1994 No 97

28 February 1995

4

Act 1996 No 63

31 December 1996

5

Act 1999 No 28

31 July 1999

6

Act 2001 No 56

31 January 2002

7

Act 2002 No 27

7 October 2002

7 (RI)

Act 2002 No 27 ‡

13 February 2003

8

A2003-2

31 March 2003

9

A2004-2

22 March 2004

10

A2005-60

22 December 2005

11

A2005-60

1 January 2006

12

A2007-3

12 April 2007

13*

A2008-7

7 May 2008

14

A2008-28

26 August 2008

15

A2009-49

17 December 2009

16

A2010-30

28 September 2010

17

A2010-50

21 December 2010

18

A2010-50

30 January 2012

‡ includes retrospective amendments by Act 2002 No 49










© Australian Capital Territory 2012

ACT
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Australian Capital Territory

A1985-8

Republication No 19

Effective: 1 March 2012

Republication date: 1 March 2012

Last amendment made by A2011-48





Unauthorised version prepared by ACT Parliamentary Counsel's Office

About this republication

The republished law

This is a republication of the Public Trustee Act 1985

(including any amendment made under the Legislation Act 2001, part 11.3 (Editorial changes)) as in force on 1 March 2012

. It also includes any commencement, amendment, repeal or expiry affecting this republished law to 1 March 2012

.

The legislation history and amendment history of the republished law are set out in endnotes 3 and 4.

Kinds of republications

The Parliamentary Counsel's Office prepares 2 kinds of republications of ACT laws (see the ACT legislation register at www.legislation.act.gov.au):

              • authorised republications to which the Legislation Act 2001 applies

              • unauthorised republications.

The status of this republication appears on the bottom of each page.

Editorial changes

The Legislation Act 2001, part 11.3 authorises the Parliamentary Counsel to make editorial amendments and other changes of a formal nature when preparing a law for republication. Editorial changes do not change the effect of the law, but have effect as if they had been made by an Act commencing on the republication date (see Legislation Act 2001, s 115 and s 117). The changes are made if the Parliamentary Counsel considers they are desirable to bring the law into line, or more closely into line, with current legislative drafting practice.

This republication does not include amendments made under part 11.3 (see endnote 1).

Uncommenced provisions and amendments

If a provision of the republished law has not commenced, the symbol  U  appears immediately before the provision heading. Any uncommenced amendments that affect this republished law are accessible on the ACT legislation register (www.legislation.act.gov.au). For more information, see the home page for this law on the register.

Modifications

If a provision of the republished law is affected by a current modification, the symbol  M  appears immediately before the provision heading. The text of the modifying provision appears in the endnotes. For the legal status of modifications, see the Legislation Act 2001, section 95.

Penalties

At the republication date, the value of a penalty unit for an offence against this law is $110 for an individual and $550 for a corporation (see Legislation Act 2001, s 133).

ACT
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Australian Capital Territory

Public Trustee Act 1985


Endnotes63

ACT
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Australian Capital Territory

Public Trustee Act 1985




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