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Trustee Act 1936
1The statements contained in the said memorandum are true in every particular.
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1 The statements contained in the said memorandum are true in every particular.
2 We are [here show authority to make the affidavit or declaration, as, for instance, "the persons entitled to exercise and exercising the power by which the new trustees are appointed."]
[To be signed and severally sworn or declared by all deponents before a notary public or a Justice of the Peace.]
Legislative history
Notes
• Please note—References in the legislation to other legislation or instruments or to titles of bodies or offices are not automatically updated as part of the program for the revision and publication of legislation and therefore may be obsolete.
• Earlier versions of this Act (historical versions) are listed at the end of the legislative history.
• For further information relating to the Act and subordinate legislation made under the Act see the Index of South Australian Statutes or www.legislation.sa.gov.au.
Legislation repealed by principal Act
The Trustee Act 1936 repealed the following:
An Act to authorise the investment of trust money in Government securities (No. 4 of 1873)
Charitable Trusts Procedure Act 1922
The Trustee Act 1907
Trustee Act Further Amendment Act 1915
Trustee Act 1923
Trustee (Disposal of Church Land) Act 1926
Trustee Act 1931
Legislation amended by principal Act
The Trustee Act 1936 amended the following:
The Property Act 1860
The Trustee Act 1893
Principal Act and amendments
New entries appear in bold.
Year
No
Title
Assent
Commencement
Trustee Act 1936
13.8.1936
1.11.1937 (Gazette 25.3.1937 p646)
Statute Law Revision Act 1937
6.10.1937
6.10.1937
Trustee Act Amendment Act 1940
26.9.1940
26.9.1940
Trustee Act Amendment Act 1941
27.11.1941
8.12.1941 (Gazette 4.12.1941 p1193)
Trustee Act Amendment Act 1942
29.10.1942
29.10.1942
Trustee Act Amendment Act 1946
28.11.1946
28.11.1946
Trustee Act Amendment Act 1950
28.9.1950
28.9.1950
Trustee Act Amendment Act 1953
17.12.1953
17.12.1953
Trustee Act Amendment Act 1967
16.11.1967
16.11.1967
Trustee Act Amendment Act 1968
28.11.1968
6.3.1969 (Gazette 6.3.1969 p631)
Statute Law Revision Act 1974
11.4.1974
11.4.1974
Trustee Act Amendment Act 1980
3.7.1980
21.8.1980 (Gazette 21.8.1980 p584)
Trustee Act Amendment Act 1982
22.4.1982
6.5.1982 (Gazette 6.5.1982 p1438)
Trustee Act Amendment Act 1983
Trustee Act Amendment Act 1984
12.4.1984
13.6.1985 (Gazette 13.6.1985 p2132)
Criminal Law Consolidation Act Amendment Act 1984
ANZ Executors & Trustee Company (South Australia) Limited Act 1985
30.5.1985
6.6.1985 (Gazette 6.6.1985 p1910)
Trustee Act Amendment Act 1986
27.11.1986
1.1.1987 (Gazette 18.12.1986 p1876)
Trustee Act Amendment Act 1989
20.4.1989
20.4.1989: s 2
Statutes Amendment (Attorney-General's Portfolio No. 2) Act 1993
State Bank (Corporatisation) Act 1994
12.5.1994
Sch 4—1.7.1994 (Gazette 23.6.1994 p1784)
Criminal Law Consolidation (Felonies and Misdemeanours) Amendment Act 1994
27.10.1994
1.1.1995 (Gazette 8.12.1994 p1942)
Trustee (Investment Powers) Amendment Act 1995
27.4.1995
1.7.1995 (Gazette 15.6.1995 p2841)
Trustee (Variation of Charitable Trusts) Amendment Act 1996
25.7.1996
8.8.1996 (Gazette 8.8.1996 p420)
Financial Sector Reform (South Australia) Act 1999
17.6.1999
Sch (item 59)—1.7.1999 being the date specified under s 3(16) of the Financial Sector Reform (Amendments and Transitional Provisions) Act (No. 1) 1999 of the Commonwealth as the transfer date for the purposes of that Act: s 2(2)
Statutes Amendment (Trusts) Act 1999
12.8.1999
Pt 2 (ss 4—7)—18.10.1999 (Gazette 30.9.1999 p1341)
Statutes Amendment (Attorney-General's Portfolio) Act 2002
28.11.2002
Pt 11 (s 19)—3.3.2003 (Gazette 27.2.2003 p807)
Statute Law Revision Act 2003
23.10.2003
Sch 1—24.11.2003 (Gazette 13.11.2003 p4048)
Statutes Amendment (New Rules of Civil Procedure) Act 2006
6.7.2006
Pt 76 (ss 237—251)—4.9.2006 (Gazette 17.8.2006 p2831)
Trustee Companies (Commonwealth Regulation) Amendment Act 2010
5.8.2010
Sch 1 (cl 7)—20.12.2010 (Gazette 9.12.2010 p5580)
Trustee (Charitable Trusts) Amendment Act 2010
Statutes Amendment (Attorney-General's Portfolio No 2) Act 2013
24.10.2013
Pt 9 (s 14)—17.5.2014 (Gazette 8.5.2014 p1630)
Real Property (Electronic Conveyancing) Amendment Act 2016
16.6.2016
Sch 2—4.7.2016 (Gazette 30.6.2016 p2761)
Statutes Amendment (Gender Identity and Equity) Act 2016
4.8.2016
Pt 14 (s 39)—8.9.2016 (Gazette 8.9.2016 p3676)
Statutes Amendment (Attorney-General's Portfolio) (No 2) Act 2019
Pt 18 (ss 26 & 27)—19.9.2019: s 2(1)
Succession Act 2023
25.10.2023
Sch 2 (cl 12)—1.1.2025 (Gazette 27.6.2024 p1894)
Provisions amended since 3 February 1976
• Legislative history prior to 3 February 1976 appears in marginal notes and footnotes included in the consolidation of this Act contained in Volume 11 of The Public General Acts of South Australia 1837-1975 at page 152.
New entries appear in bold.
Entries that relate to provisions that have been deleted appear in italics.
Provision
How varied
Commencement
Long title
Pt A1
heading inserted by 44/2003 s 3(1) (Sch 1)
s 1
s 2
omitted under Legislation Revision and Publication Act 2002
3.3.2003
s 3
deleted by 44/2003 s 3(1) (Sch 1)
s 4
s 4(1)
deposit
deleted by 32/1995 s 3
investment adviser
inserted by 55/1980 s 3(a)
deleted by 32/1995 s 3
securities
substituted by 55/1980 s 3(b)
amended by 111/1983 s 2
trustee company
substituted by 12/2010 Sch 1 cl 7
20.12.2010
s 4(3) and (4)
inserted by 56/1999 s 4
Pt 1
amended by 55/1980 s 4
amended by 44/1982 ss 3—6
6.5.1982
amended by 111/1983 s 3
amended by 56/1985 s 3 (Sch)
6.6.1985
amended by 71/1986 s 3
1.1.1987
amended by 18/1989 s 3
20.4.1989
amended by 92/1993 s 4
amended by 17/1994 Sch 4 cl 10
1.7.1994
substituted by 32/1995 s 4
s 9A
inserted by 56/1999 s 5
Pt 2
Pt 2 Div 1
heading preceding s 14 deleted and Div 1 heading inserted by 44/2003 s 3(1) (Sch 1)
s 14A
s 14A(2a)
s 14A(2) second sentence amended and redesignated as s 14A(2a) by 44/2003 s 3(1) (Sch 1)
Pt 2 Div 2
heading preceding s 17 deleted and Div 2 heading inserted by 44/2003 s 3(1) (Sch 1)
s 17
substituted by 2/1984 s 3
13.6.1985
s 19
s 19(1)
amended by 33/1999 Sch (item 59(a))
s 19(3)
amended by 33/1999 Sch (item 59(b))
s 19A
amended by 33/1999 Sch (item 59(c))
Pt 2 Div 3
heading preceding s 20 deleted and Div 3 heading inserted by 44/2003 s 3(1) (Sch 1)
s 22
deleted by 35/2016 s 39
8.9.2016
Pt 2 Div 4
heading preceding s 24 deleted and Div 4 heading inserted by 44/2003 s 3(1) (Sch 1)
s 24
s 24(3)
amended by 33/1999 Sch (item 59(d))
s 24(4)
amended by 33/1999 Sch (item 59(e))
s 25B
s 25B(1)
amended by 17/2006 s 237(1)
s 25B(1a)
inserted by 17/2006 s 237(2)
s 28C
s 28C(1a)
s 28C(1) second sentence redesignated as s 28C(1a) by 44/2003 s 3(1) (Sch 1)
s 28C(2a)
s 28C(2) second sentence amended and redesignated as s 28C(2a) by 44/2003 s 3(1) (Sch 1)
s 29
s 29(4)
amended by 17/2006 s 238(1)
s 29(5)
inserted by 17/2006 s 238(2)
s 30
s 30(1)
(i) and (ii) redesignated as (d) and (e) by 44/2003 s 3(1) (Sch 1)
s 34
deleted by 2/1984 s 4
13.6.1985
s 35
s 35(1)
substituted by 55/1980 s 5
s 35(1a)
inserted by 55/1980 s 5
s 35B
s 35B(1)
I—III redesignated as (a)—(c) by 44/2003 s 3(1) (Sch 1)
Pt 3
Pt 3 Div 1
heading preceding s 36 deleted and Div 1 heading inserted by 44/2003 s 3(1) (Sch 1)
s 36
s 36(1)
amended by 59/1994 Sch 2
1.1.1995
substituted by 56/1999 s 6
s 36(1a)—(1c)
inserted by 56/1999 s 6
s 37
amended and redesignated as s 37(1) and (2) by 44/2003 s 3(1) (Sch 1)
s 41
s 41(1)
s 41(1a)
s 41(1) second sentence amended and redesignated as s 41(1a) by 44/2003 s 3(1) (Sch 1)
Pt 3 Div 2
heading preceding s 47 deleted and Div 2 heading inserted by 44/2003 s 3(1) (Sch 1)
s 47
s 47(4)
amended by 33/1999 Sch (item 59(f))
Pt 3 Div 3
heading preceding s 48 deleted and Div 3 heading inserted by 44/2003 s 3(1) (Sch 1)
s 49
s 49(1)
s 49 amended and redesignated as s 49(1) by 17/2006 s 239(1), (2)
s 49(2)
inserted by 17/2006 s 239(2)
s 51
s 51(1)
I—III redesignated as (a)—(c) by 44/2003 s 3(1) (Sch 1)
s 53
s 53(1)
I—IV redesignated as (a)—(d) by 44/2003 s 3(1) (Sch 1)
Pt 3 Div 4
heading preceding s 56 deleted and Div 4 heading inserted by 44/2003 s 3(1) (Sch 1)
s 57
s 57(1)
amended by 55/1980 s 6
Pt 3 Div 5
heading preceding s 58 deleted and Div 5 heading inserted by 44/2003 s 3(1) (Sch 1)
ss 59 and 59A
deleted by 55/1980 s 7
s 59C
inserted by 55/1980 s 8
Pt 4
s 60
s 60(1)
s 60 amended and redesignated as s 60(1) by 56/1999 s 7(a), (b)
amended by 17/2006 s 240(1), (2)
s 60(2)
inserted by 56/1999 s 7(b)
amended by 17/2006 s 240(3)
ss 61 and 62
substituted by 17/2006 s 241
s 63
s 63(1)
amended by 17/2006 s 242(1)—(3)
s 64
amended by 17/2006 s 243
s 65
amended by 17/2006 s 244
s 66
amended by 17/2006 s 245(1), (2)
s 67
amended by 17/2006 s 246
s 68
amended by 17/2006 s 247
amended by 47/2013 s 14
17.5.2014
s 69A
s 69B
s 69B(aa1) and (a1)
inserted by 21/2019 s 26(1)
s 69B(1)
amended by 50/1996 s 3(a)
amended by 21/2019 s 26(2)
s 69B(10)
inserted by 21/2019 s 26(3)
s 69B(3)
substituted by 50/1996 s 3(b)
amended by 33/2002 s 19
3.3.2003
s 69B(3a)
s 69B(3) second sentence amended and redesignated as s 69B(3a) by 44/2003 s 3(1) (Sch 1)
s 69B(4)—(6)
substituted by 50/1996 s 3(b)
s 69B(7)—(9)
inserted by 50/1996 s 3(b)
s 69C
s 69D
inserted by 13/2010 s 3
Pt 5A
inserted by 55/1980 s 10
s 84C
s 84C(1)
amended by 17/2006 s 248
s 85
amended by 17/2006 s 249(1), (2)
Pt 6
s 88
deleted by 49/1984 s 6
s 89
s 89(2)
amended by 29/2016 Sch 2
4.7.2016
s 90
s 90(1)
amended by 17/2006 s 250(1), (2)
s 91
amended by 30/2023 Sch 2 cl 12
1.1.2025
s 92
amended by 17/2006 s 251
s 94
inserted by 55/1980 s 11
Sch 3
heading substituted by 44/2003 s 3(1) (Sch 1)
Transitional etc provisions associated with Act or amendments
Trustee (Charitable Trusts) Amendment Act 2010, Sch 1—Transitional provisions
1—Interpretation
In this Schedule—
principal Act means the Trustee Act 1936.
2—Validation of acts under trusts deemed charitable under section 69D
(1) The exercise or purported exercise of a power before the commencement of section 3 of this Act by a trustee in relation to the provision of money, property or any other benefit to or for an entity under a charitable trust under section 69D of the principal Act (as inserted by section 3 of this Act)—
(a) has the same force and effect as if section 69D had been in operation at the time at which the power was exercised or purportedly exercised; and
(b) must be taken to be, and always to have been, a valid and lawful exercise of power by the trustee under the trust.
(2) The provision or purported provision before the commencement of section 69D of money, property or any other benefit to or for an entity under a charitable trust under section 69D of the principal Act (as inserted by section 3 of this Act)—
(a) has the same force and effect as if section 69D had been in operation at the time at which the money, property or other benefit was provided or purportedly provided; and
(b) must be taken to be, and always to have been, a provision for a valid and lawful purpose of the trust.
Statutes Amendment (Attorney-General's Portfolio) (No 2) Act 2019, Pt 18
27—Transitional provision
The amendments to the Trustee Act 1936 made by section 26 of this Act apply to a charitable trust whether the trust was constituted before or after the commencement of section 26.
Historical versions
Reprint No 1—15.1.1992
Reprint No 2—4.11.1993
Reprint No 3—1.7.1994
Reprint No 4—1.1.1995
Reprint No 5—1.7.1995
Reprint No 6—8.8.1996
Reprint No 7—1.7.1999
Reprint No 8—18.10.1999
Reprint No 9—3.3.2003
Reprint No 10—24.11.2003
20.12.2010
17.5.2014
4.7.2016
8.9.2016