Following its meeting with Independent Schools Victoria (ISV), the Victorian Registration and Qualifications Authority (VRQA) has recently released its 2025 ‘action plan’ to respond to client and stakeholder research findings. It is centred on the core theme of ‘helping schools comply’.

The VRQA has acknowledged the evolving complexity and compliance burdens being placed on schools and its 2025 cyclical review program will centre its focus on compliance with Child Safe Standards, including Ministerial order 1359.

The VRQA has identified the importance of schools having a risk management strategy to prevent, identify and mitigate child safety and wellbeing risks. In carrying out this strategy, the school environment, programs the school delivers, and the needs of the students are to be considered.

As part of their 2025 cyclical review program, the action plan will include the following:

  • Online and in-person information sessions held in partnership with ISV
  • Site visits for every school under review, providing the opportunity to better understand your school and students, and to discuss how you implement policies and procedures
  • Improving response times to school queries and rectification submissions
  • Meeting with every school with a rectification plan, to provide targeted guidance and support to comply

Stay informed

The VRQA has also informed schools that they are in the process of reviewing the Guidelines to the minimum standards and requirements for school registration.

The new guidelines aim to clarify what tangible compliance looks like and the evidence that is required to demonstrate this.

Make sure to keep an eye out, as the VRQA will continue to consult further on the new guidelines.

How we can help

Moores’ Education and Training team has a wealth of experience in navigating the complex landscape of independent school regulation and assisting clients to meet their compliance requirements. Please contact our expert Education and Training team for tailored advice on how you can ensure your school is staying up to date with the relevant guidelines.

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Please contact us for tailored advice on how you can ensure your school is staying up to date with the relevant guidelines.

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Elder financial abuse is a growing and deeply concerning issue, particularly as we face an unprecedented transfer of generational wealth from baby boomers to their children and grandchildren. Baby boomers are the wealthiest generation in history and Australians are expected to inherit an estimated $3.5 trillion over the next two decades, making the elderly increasingly vulnerable to exploitation.

What is Elder Financial Abuse?

Elder financial abuse is the misuse or misappropriation of an elderly person’s money, assets or property, and often by trusted individuals – such as family members, friends, attorneys or caregivers – with close family members being the most common perpetrators.

Elder financial abuse often begins or worsens when an elderly person starts to lose decision-making capacity. Cognitive decline makes them more vulnerable to manipulation, as their ability to manage finances, detect exploitation, or seek help is reduced. Increased dependence on others, often family and carers, can create opportunities for abuse, especially when the elderly person is isolated or unable to understand or report what is happening. Further, the rapid digitalisation of government and private services has made older, less technically savvy Australians even more reliant on family to manage their finances, increasing the risk of exploitation.

Elder financial abuse situations often start with an offer to help. Below are some warning signs that can assist in the early identification and intervention of financial abuse.

Unusual financial activity

  • Unexplained or frequent withdrawals from bank accounts;
  • Unexplained transfers or new joint accounts;
  • Sudden changes in spending habits or account access;
  • Missing valuables or possessions.

Changes to legal documents

  • Abrupt or unexplained changes to a Will, Power of Attorney or other legal documents;
  • The creation of new structures such as trusts;
  • New legal documents that the elderly person cannot recall signing or understand.

Living conditions and person care

  • Unpaid bills despite having adequate funds;
  • Lack of food, medication or essential care;
  • Sudden decline in personal hygiene or living standards.

Social or physical isolation

  • An individual actively isolating the elderly person from family and friends, or stoking tensions;
  • They appear withdrawn, isolated or have reduced contact with family and friends;
  • Limited phone or communication access.

Behavioural changes

  • Anxiety, confusion, or fear when discussing money;
  • Reluctance to speak freely in the presence of certain individuals;
  • Appearing unusually submissive or worried.

Presence of a controlling or over-involved individual

  • The suspected abuser is overly protective, speaks on the elderly person’s behalf, or resists outside involvement;
  • The elderly person appears overly dependent on the suspected abuser.

If you notice some of these signs, it is important to seek legal advice.

How we can help

Moores’ experienced elder financial abuse team can assist with early intervention, safeguarding assets and restoring the rights of your loved one.

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 In light of the election outcome, the Federal government is indicating that it will press on with the proposed changes, so that advisors will again need to turn their minds to potential implications.

This is a challenge when we don’t have certainty about the content of any reintroduced bill to Parliament nor what amendments might be sought in the Senate.  In the short term, we suggest:

  1. Refresh your understanding of what the last bill proposed to do. Our earlier articles (What are the estate planning implications of the proposed “$3m super tax”? Published in January 2024 and Superannuation Tax Increase – Should I pull my money out? Published in February 2023) dealt with the operation of the proposed law prior to the bill lapsing before the recent election.
  2. Be aware that the new law may not be the same so keep up to date the with the progress of the bill.
  3. Consider all implications before taking action and recognise that we are still operating under uncertainty. Apart from the number crunching exercise to be performed, there are other potential implications to be considered including:
    • Impact on the Will and powers of attorney of the member who has withdrawn super – if super is directed specifically to a person, the withdrawal will change its nature and the existing documents may not operate as intended;
    • Asset protection implications – assets in a member’s personal name will have increased exposure to bankruptcy risk and estate challenge.

Longer term, if the legislation is passed, it will also require a rethink of the benefits of reversionary pensions, as the impact on the recipients total super balance could increase the impact of the proposed new tax.

How we can help

Stay informed about the legislative updates and contact the Estate Planning team for expert advice and guidance in navigating the evolving landscape of superannuation.

Contact us

Please contact us for more detailed and tailored help.

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The Aged Care Act 2024 (Cth) takes effect from 1 November 2025, implementing around sixty recommendations from the Royal Commission into Aged Care Quality and Safety. Significantly, it introduces duties that apply to aged care providers and their responsible persons. This article provides an overview of those duties and their implications for the governance of registered providers of aged care services.

The new Aged Care Act

On 1 November 2025, the Aged Care Act 2024 (Cth) (New Aged Care Act) will take effect and replace the Aged Care Act 1997 (Cth) as the principal legislation that governs registered providers of aged care services in Australia. This will affect registered providers of aged care services and their responsible persons.

Who are “registered providers” and “responsible persons”?

Registered providers” are organisations that are approved to provide funded age care services by the Aged Care Quality and Safety Commission. The term “registered providers” replaces the term “approved providers” under the current Aged Care Act.

Responsible persons” include the members of a registered provider’s governing body (such as its board members), being persons who are responsible for executive decisions. This also includes individuals who have authority or responsibility for planning, directing or controlling a registered provider’s activities.

What are the statutory duties?

The New Aged Care Act establishes the following duties for registered providers and their responsible persons.

  • Registered provider duty: “A registered provider must ensure, so far as is reasonably practicable, that the conduct of the provider does not cause adverse effects to the health and safety of individuals to whom the provider is delivering funded aged care services while the provider is delivering those services.”1 The New Aged Care Act elaborates on what it means to take “reasonably practicable” measures to comply with this duty and imposes civil penalties on registered providers that fail to comply with this duty.
  • Responsible person duty: Responsible persons must exercise due diligence to ensure that registered providers comply with their duty. Exercising “due diligence” includes taking reasonable steps:
    • to acquire and maintain knowledge of requirements applying to registered providers under the New Aged Care Act;
    • to gain an understanding of the nature of the funded aged care services the registered provider delivers and the potential adverse effects that can result to individuals when delivering those services;
    • to ensure that the registered provider has available for use, and uses, appropriate resources and processes to manage adverse effects to the health and safety of individuals accessing funded aged care services delivered by the provider;
    • to ensure that the registered provider has appropriate processes for receiving and considering information regarding incidents and risks and responding in a timely way to that information; and
    • to ensure that the registered provider has, and implements, processes for complying with any duty or requirement of the registered provider under the New Aged Care Act.

Practical implications for board members

Once the New Aged Care Act takes effect, responsible persons will be personally exposed to a civil penalty of up to 150 penalty units if they:

  • without reasonable excuse, engage in conduct that does not comply with the duty; and
  • their conduct amounts to a serious failure to comply with their duty, in that it:
    • exposes an individual to a risk of death or serious injury or illness; and
    • involves a significant failure or is part of a systematic pattern2 of conduct.3

A “significant failure” includes a significant departure from the conduct reasonably expected of responsible persons.

Responsible persons will also be personally exposed to a civil penalty of up to 500 penalty units if there is a serious failure to comply with their duty and their conduct results in the death of, serious injury to or illness of an individual.4

Taking “reasonable steps” to exercise due diligence (as described above) will assist to demonstrate compliance with the responsible person duty. Having regard to those “reasonable steps”, it will be prudent for responsible persons to:

  • ensure they have and maintain an understanding of both the aged care sector (including the regulatory requirements that apply to the sector) and the registered provider’s services; and
  • ensure that their registered provider:
    • not only has adequate resources to manage health and safety risks, but uses those resources to that effect;
    • has appropriate risk management and incident reporting processes that ensure the registered provider receives, considers and responds to information regarding incidents and risks; and
    • not only has, but implements policies and procedures for protecting the health and safety of individuals; and
  • monitors compliance with its policies and procedures and updates those documents as needed over time.

This reflects a shift in board culture, referred to in the findings of the Royal Commission into Aged Care Quality and Safety, that requires responsible persons to: have closer oversight of their registered provider5; ensure that there is a feedback loop between responsible persons and management via a ‘quality care advisory body6 and ensure that policies and procedures are not only developed, but actively implemented and embedded in the operations of their registered provider.

How we can help

Our charity and not-for-profit team helps organisations from the ground up, from the establishment process to guiding board members through their legal duties. Moores can assist to ensure your board members understand their duties and have appropriate processes in place to support compliance.

Further reading

The Aged Care Bill 2024 (Cth) is available on the Parliament of Australia website.

Contact us

Please contact us for more detailed and tailored help.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

  1. Section 179(1) of the New Aged Care Act. ↩︎
  2. Sections 180(4)-(5) of the New Aged Care Act. This equates to a maximum civil penalty of $49,500. ↩︎
  3. When determining whether the conduct of a registered provider or responsible person is part of a “systematic pattern of conduct”, regard must be had to the following (under section 19(2) of the New Aged Care Act): (a) the number of times the provider’s or responsible person’s conduct has not complied with a provision of this Act (the relevant contraventions); (b) the period over which the relevant contraventions occurred; (c) the number of individuals affected by the relevant contraventions; (d) the provider’s or responsible person’s response, or failure to respond, to any complaints about the relevant contraventions. ↩︎
  4. Section 180(6) of the New Aged Care Act. This equates to a maximum civil penalty of $165,000. ↩︎
  5. Recommendation 88 and 90 of the Aged Care Quality and Safety Royal Commission Final Report. ↩︎
  6. Recommendation 90 of the Aged Care Quality and Safety Royal Commission Final Report. ↩︎

When meeting with clients to discuss their estate planning, superannuation is a big part of the conversation for many. Afterall, it is often where a significant portion of their wealth lies.

It is also an area of the law, where despite the vastness of the wealth, there is a lot of confusion about how superannuation is dealt with on death. This is unsurprising though, given the seemingly constant changes to the law.

Frequently, our discussions with clients involve education that their superannuation is not automatically dealt with under their Will, and (typically) the need to have the correct nomination in place to direct the trustee of the superannuation fund as to how to deal with their superannuation on death.

But what is the ‘correct nomination’?  Is a non-binding nomination enough?

The recent case of Lynn v Australian Financial Complaints Authority [2025] FCA 175 is a cautionary tale of circumstances where the deceased’s non-binding nomination in favour of his children and stepchildren, for his industry-fund super, was more-or-less disregarded in a dispute between the deceased’s children, stepchildren and his spouse, from whom he was separated at his death.

In this case, the Federal Court sided with the children of the deceased superannuation fund member over his estranged wife, in a dispute over the distribution of his superannuation benefits years after his death. The Federal Court supported the decision of the Australian Financial Complaints Authority (AFCA), which overturned the super fund’s previous decision to give 100% of the deceased’s superannuation benefit to his estranged wife, despite having a non-binding death benefit nomination in place.

What happened?

  • The late Mr Lynn had four daughters and two stepsons, who were the children of his estranged wife, Ms Lynn.
  • Mr Lynn and Ms Lynn married in 2007, but their separation and divorce proceedings were ongoing, followed by family violence intervention orders by each against the other. At the time of his death in December 2021, the pair were still legally married, despite living a part for the six years prior.
  • In 2018, Mr Lynn had made a non-binding death benefit nomination (non-BDBN) that excluded Ms Lynn and instead listed his children and stepchildren as intended recipients.
  • In 2019, Mr Lynn had executed a will leaving his estate to Ms Lynn which in 2021, he asked his lawyers to update for his four daughters as equal beneficiaries instead. The request was not completed at the time of his death.
  • Following Mr Lynn’s death, Ms Lynn disputed his non-BDBN and sought to claim the full super benefit herself.

AustralianSuper’s decision

  • The trustee of Mr Lynn’s industry super fund decided to distribute 100% of Mr Lynn’s super benefits to her, ignoring his non-BDBN.
  • Mr Lynn’s daughters then complained to AFCA, basing their argument that the allocation was unfair.

AFCA decision

  • AFCA decided differently. It decided to split the superannuation benefit, distributing 50% to Ms Lynn and 50% divided equally amongst the six children.
  • Unlike AustralianSuper, AFCA did actually consider the deceased’s non-BDBN even though it is not legally enforceable. The AFCA considered the deceased’s intentions according to the non-BDBN and used it to guide their decision.
  • Ms Lynn then appealed to the Federal Court.

Federal Court decision

  • The Federal Court ultimately decided in support of AFCA’s decision.

What can we take away from this decision?

  • Is there any purpose of a non-BDBN? Seemingly no.  It was ignored by the super fund, and while it was considered by AFCA, it was not ultimately a deciding factor.
  • Don’t leave it until it’s too late: Have well-prepared and up-to-date estate planning documents, including making binding death benefit nomination as part of your estate planning, and keep this in mind when separating. 
  • Ensure that we have appropriate nominations in place: To reduce the risk of the benefit going against the deceased’s intentions, a valid BDBN – as opposed to a non-BDBN and subject to the terms of the fund’s rules – trustee would be bound to follow the deceased’s directions (save for some exceptions typically provided for in an industry/retail fund deed, such as a significant change to the member’s personal circumstances).
  • Superannuation and family law: Despite having issued family law court proceedings for a property settlement, followed by a reconciliation and further separation, the property settlement was never finalised.  Throughout these ongoing separation proceedings, Mr Lynn did not update his non-BDBN or execute a binding death benefit nomination; a timely reminder that a prompt from either his estate planning or family lawyer to do so and the importance of formally finalising a property settlement soon after separation, could have avoided the dispute.

How we can help

For advice or guidance regarding Estate Planning and Family Law, please do not hesitate to contact us.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

One of the most common questions our Commercial Real Estate team receives from non-profit entities is whether sharing use of their facilities with others will cause a land tax problem.

Here, we provide some guidance on this complex issue.

Land tax overview

All land in Victoria is subject to annual land tax, unless an exemption applies under the Land Tax Act 2005 (Vic).

Land tax is assessed annually on the basis of land ownership as at midnight on 31 December of the year preceding the assessment year. For example, the land you own at midnight on 31 December 2024 is used to calculate your land tax liability in 2025.

The “charitable use” exemption

Section 74 of the Land Tax Act provides an exemption from land tax for properties which are used and occupied by a charitable institution exclusively for charitable purposes.

Therefore, to gain an exemption under Section 74, two distinct limbs must be satisfied:

  • The user is a charitable institution (noting that the State Revenue Office (SRO) has specific requirements on what qualifies as a charitable institution for these purposes – ACNC registration is not necessarily determinative, although is usually a good indicator)
  • The property is used and occupied by that entity exclusively for charitable purposes (this requires a consideration of the purposes of the entity as set out in its governing document, along with consideration of the activities which it carries out at the property)

Where only a part of the land meets the requirements for the charitable use exemption, that part of the land is exempt from land tax, and the remaining land is subject to land tax unless another exemption applies to it.

It is important to be aware that the exemption is only available upon application to the SRO – generally you will only receive an exemption if you have applied for one.

The issue

The exclusivity requirement was added to Section 74 in 2021, and has created concern for many charities who had traditionally shared use of their facilities with the local community.

The SRO has issued a public ruling (Ruling LTA-009) which provides guidance on how the exemption is interpreted and applied by the SRO in practice, but it cannot – and does not – cover every possible scenario.

Non-profit organisations therefore need to be aware that the wording of the legislation and the associated policy creates some grey areas – some uses unquestionably qualify for exemption, but many other common uses are less certain.

The following table illustrates the issue based on a number of common scenarios, using a traffic light system:

Green lightThe property is used and occupied solely by one charitable institution for the charitable purposes of that entity – for example, a property owned by a church property trust and used by a church congregation exclusively for church activities.
Green lightThe property is occupied by a charitable institution which allows other charitable institutions to use it for a nominal fee – such as a church which allows a domestic violence charity to hold weekly support groups in the church hall.
Amber lightThe property is occupied by a charitable institution which allows other non-charitable entities to use it.

Our experience handling such matters with the SRO suggests that the level of risk from a land tax perspective depends on the nature and extent of the non-charitable use, and the fees which are paid by the non-charitable user.

At the low risk end is occasional use by a community group in exchange for a nominal donation. These kinds of uses will usually be viewed by the SRO as not affecting an existing charitable use exemption.

At the opposite end of the spectrum, regular use for extended periods for a fee equivalent or close to a market rent would be a high risk use.

The further along this spectrum, the greater the risk of triggering a land tax liability. Certainty can be obtained by applying to the SRO for a private ruling in respect of the specific property.
Amber lightThe property is owned by a charitable institution, but leased to a residential tenant at a discounted rate (for example, a former church manse which is leased to a congregation member in need at 50% of the market rent would be a low-risk use).
Red lightThe property is owned by a charitable institution, but leased to a commercial business.
Red lightThe property is owned by a charitable institution, but leased to a residential tenant at market rates (for example, a former church manse which is leased to an unrelated third party).

It is the property owner’s responsibility to report any incorrect assessment to the SRO each year – whether a property is being incorrectly accorded an exemption, or whether a property with an exempt use is being assessed for land tax. If a property is incorrectly accorded an exemption and the taxpayer does not notify the SRO, the SRO can impose heavy penalties if it picks up on the issue through its own investigations.

If you are uncertain about whether your property qualifies for exemption (whether you are receiving an exemption or not), it is therefore a good idea to seek advice from a lawyer or another professional advisor with specific expertise in the land tax field.

Where a charity shares use of their facilities with a third party, there are a number of steps which should be considered in order to reduce the risk of an unexpected land tax liability arising. These may include documenting the terms of the hire arrangement and, depending on the terms of the hire, notifying SRO of the arrangements. A lawyer with experience in the field can advise on whether any such steps are recommended in your specific circumstances, and assist you with putting the appropriate documentation into place.

How we help

The Commercial Real Estate Team at Moores has extensive experience in assisting non-profit organisations with land tax matters and can provide strategic advice tailored to your specific property use, helping to guard against an unexpected land tax liability.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

Disputes over Wills can be stressful, costly, and unexpected. Whether you’re making a Will, administering an estate, applying for Probate, defending a challenge to a Will or questioning your exclusion as a beneficiary, understanding the main ways Wills can be challenged is essential.

The two main ways Wills are challenged is challenging the validity of the Will itself, or by a claim challenging whether the Will-maker has made adequate provision for someone they have a moral obligation to provide for (testator’s family maintenance).

1. Validity disputes

Testamentary capacity

For a Will to be valid, the Will-maker (testator) must have had testamentary capacity when creating it. This means they need to:

  • Understand what a Will is and its effect;
  • Have a general idea of what property they own and what they are giving away in their Will;
  • Recognise any likely claims against their estate or people who they should be considering when disposing of their assets;
  • Make decisions about the disposition of their property free from irrational beliefs or delusions.

Testamentary capacity is usually presumed, but this presumption can be rebutted. If the testator did not have testamentary capacity, then the Will is invalid.

Knowledge and approval

A person making a will is presumed to know and approve its contents. Challenges may arise about the testator’s knowledge and acceptance if there are questions about testamentary capacity or suspicious circumstances around the creation of the Will. If there are suspicious circumstances regarding how the will came about, this can mean the party trying to prove the will needs to positively prove the testator had testamentary capacity and knew and approved what was in the will.

Undue influence (in relation to Will-making)

If someone improperly influences a person to change their Will, or create a new one, the Will may be invalid due as a result of it having been procured by undue influence. To invalidate the Will, it needs to be shown that there was actual coercion that overbore the testator’s own free will to do a Will in the form they wanted. The level of undue influence and coercion required to succeed will depend on all of the circumstances, including the testator’s vulnerability to influence.

Before disputing the validity of a Will, the terms of the previous valid Will should be investigated. Sometimes the terms of the previous Will are no more favourable to the person considering challenging the Will than the current Will.

2. Testator’s family maintenance

In Australia, it is accepted that we are free to dispose of our assets however we want, including through a Will: we have “testamentary freedom”. But the courts can intervene when this freedom is abused.

Eligible persons, such as spouses, children or financial dependants, can apply for further provision from the estate when they have been left out or are inadequately provided for. These claims are called testator family maintenance claims, further provision claims, or, in Victoria, Part IV claims.

A testator family maintenance claim is not a dispute about ensuring equality between beneficiaries (for instance, children of a deceased). To be successful, applicants must establish that:

  • the deceased owed them a moral duty to adequately provide for their support and maintenance;
  • the deceased has failed that duty;
  • they have need for further provision than what the Will provides.

3. Estoppel

In addition to the more common types of claims discussed above, if the deceased promised to leave specific assets or benefits to someone after their death, and this promise isn’t honoured in the Will, the person to whom the promise was made may be able to enforce the promise. They must be able to show that they relied on the promise and have suffered loss because of it.

Estoppel claims often arise in relation to estates that contain shares or property related to a family business, especially farming properties.

Act Quickly

Timing is critical. Each type of claim has its own strict time limits as to when you can make an application. Failure to make a claim by the relevant deadline can mean you are unable to challenge the Will, or otherwise pursue legal rights.

How we can help

The Estate Litigation Team at Moores is one of the largest and most experienced in Australia, and can advise and guide you through your challenges or disputes related to Wills and estates.

Additionally, you can:

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

A person’s Will only governs assets that form part of their “estate”. Therefore, when a person dies, a key responsibility of their executor is to identify which assets do, and which assets do not, form part of the estate.

Whilst this distinction may appear obvious, there are several assets that people typically consider part of their overall wealth, that will not form part of their estate, to be governed by their Will. 

But even where an asset may not strictly form part of an estate, it is important for an executor to appreciate how it is dealt with, as it may require involvement from the executor, or it may ultimately impact the distribution of estate assets.

For an executor to fulfil their role properly, in a manner that reduces their exposure to liability, it is therefore crucial that an executor understands the difference.

Estate assets

Only the assets (and liabilities) that are owned personally by a person, will form part of their estate. This typically includes assets such as shares, bank accounts and real estate, that are registered or owned in the name of the deceased. Whilst this is not always the case, it is a good starting point.

Where the asset does not have a formal register of ownership (like personal items), then further investigation is required to determine the beneficial owner and will depend on the circumstances surrounding its acquisition and ownership.

Non-estate assets

The following are examples of assets that will not form part of an estate and will require different treatment.

Jointly held assets

Assets that are jointly held by the deceased and another person typically do not form part of an estate, as they are dealt with in accordance with the principle of survivorship, meaning that the deceased’s interest in the asset will automatically pass to the surviving owner. This is because the deceased and the surviving owner did not hold separate severable interests in the asset – but together held an interest in the entirety of the asset.

The most common examples are the jointly held matrimonial home and jointly held bank accounts. It is for this reason that a person may not leave an estate when they leave a surviving spouse. 

However, the precise form of joint ownership is important. In relation to real estate, the principle of survivorship will only operate if the property is owned with another person as ‘joint proprietors’. If it is owned as ‘tenants in common’, then the deceased’s interest in that property will form part of their estate and their executor will be obliged to deal with it as part of the administration of their Will.

Superannuation

Superannuation does not automatically form a part of a person’s estate. This is because super is held in trust for the person by the trustee of the superannuation fund.

Though, whilst super may not initially form part of the estate, an executor must make enquiries with the superannuation fund as to where payment is proposed to be made, including whether the deceased left any binding nominations.

The executor should also consider making a claim for payment on behalf of the estate given their obligation to maximise the assets of an estate for the benefit of the beneficiaries, which obligation can cause a conflict of interest for the executor, if not handled carefully.   

Where payment will ultimately be made depends on several factors, including whether a binding nomination was made and whether the deceased left persons who are considered dependents for superannuation purposes.

If the super is ultimately paid to the estate, then the executor must deal with it in accordance with the person’s Will.

Assets held in trusts

Assets held in a trust do not form part of a person’s estate. 

This is because trust assets are not held personally by the deceased person and remain assets of the trust to be dealt with in accordance with the rules of the trust (which are typically set out in a ‘deed of settlement’). This is the case even where the deceased funded the acquisition of the assets or is the ‘primary beneficiary’ of the trust.

To complicate matters, it is not always obvious when somebody owns assets personally or as trustee of a trust and trusts may be implied (as opposed to express), such that their existence is not always apparent. 

And even when a trust exists, an executor must examine whether there are any interests or roles that they need to consider; for instance:

  • whether the trust owed the deceased person assets (such as beneficial loans or unpaid present entitlements); this will typically be evident upon examination of the trust’s financials; and
  • whether the executor is obliged to step into any controlling roles on behalf of the trust (such as trustee, appointor or guardian), which may be determined by examination of the deed of settlement.

Therefore, at the very least, the executor should ensure they review the financial statements and the deed of settlement (and any amendments) of any trusts that the deceased had involvement with.

How we can help

The Wills, Estate Planning and Structuring team at Moores is one of the largest in Australia and can assist you in preparing your Will to ensure that your assets do not end up somewhere unexpected.

Additionally, you can:

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

When does faking a sick day to watch a footy game cross the line from a questionable choice to grounds for dismissal? A recent Fair Work Commission (FWC) decision highlights that a fabricated sick leave claim can justify an employee’s summary dismissal. The case of Fuller v Madison Branson Lawyers Pty Ltd [2025] FWC 784 provides valuable insights for employers on managing dishonest conduct by employees and the action that employers can take in response to malingering.

Background

Mr. Fuller, a Melbourne based solicitor, planned an interstate trip for the AFL ‘Gather Round’. Despite booking flights and AFL tickets earlier in the week, he didn’t request leave. Instead, after flying to Adelaide, he emailed work on Friday claiming he was unwell and unable to come in. He then spent the weekend socialising and attending games. While driving home from Adelaide on Monday, he again emailed his employer claiming “discomfort” prevented him from using public transport. He obtained an online medical certificate for Monday and later provided a (false) statutory declaration to support his application for personal leave on Friday. His employer, Madison Branson Lawyers (a small business), later discovered social media photos of his Adelaide trip. Following an investigation where Mr Fuller was evasive, he was dismissed for serious misconduct due to dishonesty.

FWC Decision

Deputy President Andrew Bell upheld the dismissal as fair for the following reasons:

  • the dismissal was consistent with the Small Business Fair Dismissal Code. The employer reasonably believed Mr. Fuller’s dishonesty was serious misconduct justifying immediate dismissal;  
  • dishonesty (false emails and statutory declaration, wrongly claiming sick leave) constituted valid reasons for dismissal under s 387 of the Fair Work Act 2009 (Cth);  
  • Mr Fuller failed to prove he was unfit for work due to illness on the relevant days. Planning the trip and admitting he could physically attend work contradicted his claim. Feeling stressed or needing a break doesn’t satisfy the criteria (as the commissioner said, there are not many people whose outlook wouldn’t improve by taking a paid day off to spend with friends);
  • an online medical certificate obtained without consultation held diminished weight. The FWC also found Mr. Fuller gave false evidence during the hearing, calling it “inexcusable” for a solicitor.

Deputy President Bell noted that Mr. Fuller’s conduct and attitude was “utterly incompatible with his ongoing employment as a solicitor at the firm, where integrity and honesty are paramount”. Not only did Mr. Fuller make false representations to his employer, but he was also found to have given false evidence to the FWC.

While the decision has been welcomed by employers, it has also prompted an important discussion about the interplay between neurodiversity, mental health, and leave. While mental health conditions are recognised as a potential ‘illness’ under the Act allowing for personal leave, the employee must be unfit for work because of that illness. Mr. Fuller, who has ADHD (unknown to the employer), made submissions that burnout necessitated a ‘mental health day’. However, the FWC found that feeling stressed or needing time off didn’t automatically meet the Act’s requirements for paid leave, distinguishing this from being incapacitated by illness. The decision underscores that despite the obligations of employers to regarding psychosocial risks, employees must satisfy leave criteria and remain honest.

Key takeaways for employers

  • Employees can apply for personal leave on the basis of their mental health, but it must be genuine and honestly communicated. Malingering and deliberately misleading an employer about leave may warrant an employee’s summary dismissal.
  • Paid personal leave requires genuine unfitness for work due to illness. It’s not for pre-planned leisure.
  • Social media can provide a valid source of evidence that an employee was fit for work.
  • Compliance with the Small Business Code provides significant protection against unfair dismissal claims for small business employers. A reasonable belief based on reasonable grounds is key.
  • Employers must conduct reasonable investigations and give employees a reasonable opportunity to respond.
  • Questionable medical evidence can be challenged and dishonest claims may constitute fraud.

What should employers do now?

  • Ensure policies and contracts are clear on entitlements to leave, leave notice and evidence requirements, and expected standards of honesty, and consistent with National Employment Standards/relevant industrial instruments.
  • Conduct fair, documented investigations into suspected misconduct, putting clear allegations to the employee.
  • Small businesses should understand and utilise the Small Business Fair Dismissal Code where applicable.
  • Take steps to monitor and prevent burnout and psychosocial hazards of staff. 

How we can help

Managing employee conduct, leave entitlements, and honesty requires careful navigation. The Moores Workplace Relations team provides pragmatic, commercially focused advice to help employers manage these situations effectively.

Contact us

Please contact us if you would like further information on how we can assist.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to your organisation.

Spoiler warning!

For those who have been living under a rock, the new hit show Adolescence has everybody talking. Based in the UK, at the centre of story is a 13-year-old boy, Jamie Miller, who is accused of murdering his female classmate, Katie.

The show, with its one-take hour long episodes, has mesmerised viewers and prompted a healthy international debate around the world on the topic of physical violence and online harm.

Watching this show through the lens of someone who works in the child safety and safeguarding space, there were 3 parts of the show that grabbed our attention.

The first point that struck us was the profound detrimental impact the online environment is having on children’s psyche and wellbeing.

In the show, it is revealed that in the lead up to her murder, Katie shared a private topless image of herself with a male classmate, who, without Katie’s consent, distributed the image to his other male classmates. In an engrossing conversation with his forensic psychologist Jamie admits that he pursued Katie romantically because he thought his romantic prospects with Katie were improved because of the harm Katie has suffered to her reputation. In a complicated twist, it is also revealed that following Jamie’s romantic approach to Katie, he is bullied by Katie and his other classmates online, including via Instagram posts which, using emojis, ridicule Jamie and label him as an incel and part of the ‘red pill community’.

It is clear the bullying and toxic online environment have an immense impact on Jamie, Katie and other children at the school. In the episode with the forensic psychologist, Jamie flips chaotically between self-hatred, misogyny and ferocious anger at a world which he perceives as being biased against him and other boys.

The second point that struck us was the utter confusion and lack of understanding shown by every adult in the show about the challenges young people are facing online. This is most powerfully demonstrated in episode 2, when the police detectives try to find answers at Jamie and Katie’s school. The detectives are hopelessly out of their depth and misconstrue the online interactions between Jamie, Katie and their other classmates. They incorrectly believe that Katie was friendly with Jamie online when she was actually bullying him.

Online bullying at the school is rampant, affecting most students. There appears to be no systemic approach to managing the issue of online harm at the school, and the teachers are overwhelmed and ill-equipped to support their students to deal with it. This leads to a defeatist attitude from teachers who throw their hands up in the air because it is all too hard.

The third powerful point in the show for us was the heartbreaking despair shown by Jamie’s parents as they ponder whether there was anything they could have done differently to protect Jamie, see the signs and steer him in a better direction.  Jamie’s father recalls buying Jamie a computer and a headset, and thinking he was doing the right this for his child who would be safe in his room at home. Jamie’s mother recalls Jamie being online in his bedroom until 1am every night, and her not realising what was happening to Jamie as he sat in front of his computer night after night.

Laws prohibiting intimate image abuse and deep fakes under Victorian and Australian Federal Laws

In Adolescence, Katie’s intimate image was shared online by one of her classmates.

This conduct, if it occurred in Victoria, would be criminal conduct.

Under section 53S of the Crimes Act 1958 (Vic), if a person (A):

  • intentionally distributes an intimate image of another person (B) to another person (C); and
  • the distribution is contrary to community standards of acceptable conduct; and
  • person (B) did not consent the distribution of the image or the manner in which the image was distributed; that person (A) is guilty of an offence.

The penalty is up 3 years imprisonment. Consent is irrelevant if person (B) is under 18 years of age.

Under section 53T of the Crimes Act 1958 (Vic),if a person (A):

  • threatens another person (B) to distribute an intimate image of (B) or another person (C); and
  • the distribution is contrary to community standards of acceptable conduct; and
  • (A) intends that (B) will believe they will carry out that threat; that person (A) is guilty of an offence

The penalty is up 3 years imprisonment.

These Victorian offences clarify that:

  • consent means free and voluntary agreement;
  • a person doesn’t consent to the production or distribution of an intimate image just because they consented:
    • to a different image;
    • on a different occasion;
    • to an image being taken or shared in a different way (i.e. video vs photo, or text message vs social media); or
    • to an image being distributed to a different person.
  • consent to the production of an image doesn’t mean consent to distribution of an image; and
  • a person distributing their own image does not consent to another person distributing that image (or a different one).

There are also a range of federal offences that may be relevant to this conduct.

For example, under section 75 of the Online Safety Act 2021 (Cth), a person (A) must not post or threaten to post an intimate image online of another person (B) without (B)’s consent. The eSafety Commissioner has the power to issue a removal notice or formal warning and can make a civil penalty order of up to 500 penalty units (currently $165,000).

Under section 474.17 of the Criminal Code 1995 (Cth), it is an offence to use a carriage service in a way that reasonable persons would regard as being menacing, harassing or offensive. Under section 474.17A, there is also an offence to target those who use technologies to artificially generate or alter sexually explicit material (such as deepfakes) for the purposes of non-consensual sharing online. These offences are subject to serious criminal penalties of up to six years imprisonment for sharing of non-consensual deepfake sexually explicit material.

Australian context

It is not enough in today’s world to say that online harm is all too hard to address. Online abuse is not just happening overseas or in fictional TV shows like Adolescence.

In 2023-24, the eSafety Commission received 7,270 reports about image-based abuse and requested removal from more than 947 locations across 191 platforms and services.

In February 2025, two Year 11 students from Gladstone Park Secondary College were suspended pending a police investigation after fake sexually explicit images of up to 60 students from the school were circulated online.

The risks are real, and it is incumbent on organisations that exercise care, supervision and control over children (and parents) to deeply consider ways to empower students to be safe online, and support students to understand their rights and options if they are victims of online abuse.

Key takeaways

There are many lessons that could be taken from this show, but for us, two key lessons are:

  1. Schools and organisations that exercise care, supervision and control over children have a duty of care to keep children safe. In this new era of online harm, this means they should:
    • train their staff to understand and respond to risks to children in the online environment;
    • develop meaningful, systematic strategies to address and prevent bullying and online harm; and
    • equip children in their care, supervision or control with the knowledge, skills and confidence to be safe online.
  2. Parents should take steps to understand the risks associated with the online environment so they can better understand what their children are being exposed to and support them to promote respectful behaviours online.

How can we help?

Our child safety and safeguarding team helps organisations with incidents of online harm between students and can provide support in navigating any investigations that may arise.

Moores can also provide tailored training about online harm for staff and support organisations that provide care, supervision and support to children to develop meaningful strategies for preventing and responding to online harm at their school.

Contact us

Please contact us for more detailed and tailored help.

Subscribe to our email updates and receive our articles directly in your inbox.

Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.