Kowalski v MMAL Staff Superannuation Fund Pty Ltd ACN 064 829 616
[2007] FCA 1069
At a glance
Source factsCourt
Federal Court of Australia
Decision date
2007-07-24
Before
Finn J
Source
Original judgment source is linked above.
Judgment (15 paragraphs)
BACKGROUND 10 Before dealing with each of the above in turn it is necessary to refer to the factual setting in which this matter arises. In so doing I have relied in part upon non-contentious factual material disclosed in the judgment of Justice Bleby and in that of the Full Court of this Court in affirming the 2002 Kowalski decision. Both of these judgments have been exhibited in the proceeding for the purpose, as I understand it, of providing the context for the present motion.
- MMA Super 11 This company is a subsidiary of MMAL. It is no longer the trustee of the MMA Staff Superannuation Fund, that fund having been transferred to AMP Superannuation Ltd by a deed of 15 June 2006. MMA Super's APRA return for 2006 indicates it was wound up as a superannuation entity on the date of the above transfer. 12 Mr Kowalski in the application seeks an order that MMA Super pay him "his correct statutory and legally entitled Total and Permanent Disablement Benefit plus compound interest since 16 March 1994 in the sum of about $280,000.00". I simply note in passing there is an unanswered question before me as to whether this relief is, in the circumstances, being sought against the wrong respondent. 13 The trust rules of the fund that was administered by MMA Super and on which Mr Kowalski seeks to rely as they relate to his alleged entitlements, provide (Rule C.7) that in the event of his retirement "from the employ of [MMAL] before his Normal Retirement due to his Total and Permanent Disablement", he be paid a lump sum in accordance with the relevant rules which lump sum, it is claimed in his pleading, represented an entitlement of $181,195.00 as at 1 July 1991. Rule 1(6) of the fund's Trust Deed defined "Total and Permanent Disablement" as follows: "'Total and Permanent Disablement' means in relation to a Member disablement due to illness accident or injury as a result of which - (a) he has been continuously absent from employment with the Employer for a period of at least six months (or such lesser period as the Trustee may determine in any particular case); and (b) he is, in the option of the Trustee after consideration of medical evidence satisfactory to them, incapacitated to such an extent as to render him unlikely ever to engage or work for reward in any occupation for which he is reasonably suited by education, training or experience." 14 It is the above alleged entitlement Mr Kowalski seeks to have enforced, or to be compensated for not receiving, in this proceeding. For the sake of completeness I would add that the Rules provided separately for resignation otherwise than as provided for specifically in the Rules: Rule C.9.