[2025] WASAT 115
General information, not legal advice.
State Administrative Tribunal (WA)
2025-10-21
Original judgment source is linked above.
ACT : GUARDIANSHIP AND ADMINISTRATION ACT 1990 (WA)
CITATION : JA [2025] WASAT 115
Guardianship and administration - Periodic review of administration and guardianship orders - Represented person with intellectual disability - Need for administrator and guardian - Refusal of father/carer of the represented person to restore funds withdrawn from represented person's bank account to the estate - Loss of interest income to the estate - Father proposing self as administrator - Father not suitable for appointment - Former bankrupt - Failure to cooperate with the appointed administrator to restore funds to a secure interest earning account - Use of represented person's funds to contribute to the purchase of a vehicle used primarily for the father's business - Other potential conflicts of interest - Need for an independent administrator - Allegation by represented person that he had been hit by father - Denial by father of the incident - Need for independent oversight of accommodation and services decisions - Public Advocate reappointed as limited guardian - Public Trustee reappointed as plenary administrator
Public Trustee Act 1941 (WA), s 51
Public Trustee appointed as the administrator of the estate
SAL and JGL [2016] WASAT 63
(a) to decide where the represented person is to live, whether permanently or temporarily;
(b) to decide with whom the represented person is to live;
(c) to decide whether the represented person should work and, if so, the nature or type of work, for whom he is to work and matters related thereto;
(d) to determine what contact, if any, the represented person should have with others and the extent of that contact;
(e) to determine the services to which the represented person should have access; and
(f) to determine whether the represented person travels outside of Western Australia or Australia .
(a) to decide where the represented person is to live, whether permanently or temporarily;
(b) to decide with whom the represented person is to live; and
(c) to determine the services to which the represented person should have access.
(a) incapable of looking after his own health and safety;
(b) unable to make reasonable judgments about his person; or
(c) is in need of oversight care or control in the interests of his own health and safety or for the protection of others and is in need of a guardian.[8]
Evidence and material before the Tribunal on Review
(b) a service provider report from the Specialist Support Coordinator dated 12 June 2025;
(c) a Functional Capacity Assessment of JA completed on 16 January 2024 by RL an Occupational Therapist; and
(d) report of trust manager of the Public Trustee dated 14 August 2025.
... a person's ability to make reasonable judgments about their estate requires that they have the intellectual ability necessary to make decisions of that kind. An individual's ability to make reasonable judgments in respect of their estate requires that they have, amongst other things, the ability: to understand the need for, and sources of, income available to them; to understand the value of any income received relative to items of expenditure; to identify and calculate necessary expenditure for day to day living, together with expenditure for longer term financial objectives and discretionary items; to devise a budget so as to be able to live within their means; to identify and to assess the financial implications of particular items of expenditure or of financial decisions (for example whether to enter into contracts such as those for the purchase of a phone, household items, a car, or a house); to organise their affairs so as to be able to meet debts as they fall due; and to identify and implement problem solving strategies for resolving any unexpected financial issues.
(a) unable, by reason of a mental disability, to make reasonable judgments in respect of matters relating to all of his estate; and
(a) incapable of looking after his own health and safety;
(b) unable to make reasonable judgments in respect of matters relating to his person;
(c) in need of oversight, care or control in the interests of his own health and safety; and
(a) to decide where the represented person is to live, whether permanently or temporarily;
(b) to decide with whom the represented person is to live; and
(c) to determine the services to which the represented person should have access.
I certify that the preceding paragraph(s) comprise the reasons for decision of the State Administrative Tribunal.
[4] Report of the Senior Legal Officer of the Public Trustee dated 31 August 2023.
[5] As noted in JA 2020 the Public Advocate's investigator reported that JA had ceased working in his longterm paid supported employment the day after the original administration hearing, supported by B who was (and is) his carer, without any consultation with D and was working as an unpaid intern in B's homebased small business. A holiday which had been planned for JA by his service provider had been cancelled by B.
[14] By the Disability Services Commission.
[15] In the hearing on 9 January 2020, B said the funds were accessible to the represented person 'as and when he needs it'; ts 45, 9 January 2020. B also said that 'and I try and provide [the represented person] direction into not spending savings but to accrue savings'; ts 19, 9 January 2020.
[16] Submission from B filed 12 May 2020 (Folio 38), GAA 2666/2019.
[17] 'Mental disability' is defined in s 3(1) of the GA Act which includes an intellectual disability, a psychiatric condition, an acquired brain injury and dementia.
[18] An estate is a reference to the aggregate of a person's property, their assets and liabilities and in practice encompasses the entirety of their real and personal property and all of their financial affairs' (SAL and JGL [2016] WASAT 63 at [22]).
[20] Both in the original hearing and on review in 2020.
[31] For example, in the hearing on 9 January 2020, B said the funds were accessible to the represented person 'as and when he needs it'; ts 45, 9 January 2020. B also said that 'I try to provide [JA] direction into not spending savings but to accrue savings'; ts 19, 9 January 2020.
[33] Submission of B filed for the review January 2020.
[34] The report of the Senior Legal Officer of the Public Trustee reported in August 2023 that when the Public Trustee served summons pursuant to s 51 of the Public Trustee Act 1941 (WA) on B and JA and they were questioned about the funds B said the funds were in a 'safe secure place' and that the funds had been moved from one location to another to protect JA . When asked about the location of his funds, JA said the funds were in 'a safe and secure location'. When asked how much of the funds remained stored JA said, 'I don't know'.
[36] ts 16, 9 January 2020: B said that the situation was ridiculous and agreed JA's funds belonged in a bank account.
[40] B said, he had lost his home, declared bankruptcy and had lived with his brother for three months and described that he had been destitute. JA 2018, [77].
[42] Or the transfer of a previously owned vehicle from B to JA, whichever is correct.
[43] See JA 2020, [97] for the review hearing B again refused to accept the service of the notice of the review hearing saying that the Sherriff's officer had described the notice as a summons. This will be the third time that B has interfered with a notice of hearing of a Tribunal hearing being given to JA. Whether the notice was described as a summons is unclear to me. JA's own version of this was that '[a] Sherriff came around and kicked the car's fog lights in'; ts 19, 26 August 2025.
[45] Section 85(1)(e) of the GA Act requires that there be a mandatory review of an administration or guardianship order if a guardian or administrator is a bankrupt. Section 107(1)(d) requires a bankrupt donee of an enduring power of attorney to report that bankruptcy to the Tribunal. Implicit in these provisions is the need to give consideration to whether a bankrupt person should manage the finances of another.