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Do you need help with Probate?

Our expert legal team is ready to take your call

Mitchell is the Managing Principal of Sharrock Pitman Legal. He is an Accredited Specialist in Commercial Law (accredited by the Law Institute of Victoria). He also deals with areas of Employment Law, Wills & Estate Planning and Probate and can answer all your questions related to probate.

For further information, contact Mitchell on his direct line:


CALL: (03) 8561 3318

In Part 3 of our series of articles on religious freedom and anti-discrimination, we provide some practical tips for avoiding discrimination claims.

Part 3: Practical tips for avoiding discrimination claims

This is Part 3 in a series regarding religious freedom and anti-discrimination law. To read Part 1 in this series, ‘Anti-discrimination law and religious organisations’, click here or alternatively, read Part 2, ‘Religious exemptions: the State of Play’ here.

We recommend that religious organisations and organisations with religious affiliation take the following steps, to minimise the risk of being found in breach of discrimination laws:

Policies & Employment Contracts

Have clear policies and employment contracts, and be upfront about what you expect from employees and people who use your services. If you do expect people to adhere to a particular ethos or religious teaching, then this should be publically stated.

Part of the problem in Christian Youth Camps Limited is that the accommodation provider advertised themselves as offering services to the general public, when this was not actually the case. Had they advertised themselves as a Christian provider of accommodation services (with the accommodation only available for people who adhered to their ethos), they may have been able to establish that they were a religious organisation for the purpose of the Act as it then existed and, under the current Equal Opportunity Act, may also have been able to argue that they fell within the section 60 exemption.

Statement of faith

Have a comprehensive statement of faith. The courts have taken brief confessional statements as if they were intended to state everything that a religious group expects their members to hold. If your organisation has a comprehensive statement of faith, then you will be able to rely on that statement of faith if your organisation finds itself in a dispute.

If you are open about what you expect of people, it is more likely that a court will accept that a particular belief is an integral part of the beliefs of your religious community.

Consistent policies

Have consistent policies, and apply your policies consistently.

A clear example of what not to do can be seen in the Queensland Anti-Discrimination Tribunal case of Walsh v St Vincent de Paul Society Queensland. In that case, St Vincent’s decided that their President needed to be a Catholic (and not just a Christian), at the very time when their existing President was a non-Catholic Christian. The Society failed to convince the Tribunal that being a Roman Catholic was essential to fulfilling the role of President, when they had not consistently taken that view in the past.

Other religious organisations and discriminatory policies

Religious charities, hospitals and welfare organisations need to be very careful if they have discriminatory policies. The very narrow interpretation given by the Victorian Court of Appeal as to what constitutes a ‘religious organisation’ means charities and welfare organisations may not be considered religious organisations for the purposes of the Equal Opportunity Act, even if closely connected to a church or religious community. This is an area ripe for judicial consideration by the High Court but, in the meantime:

— Only have exclusionary employment and other policies if it is necessary to protect the religious values of your organisation; and

— If you do have exclusionary policies, emphasise that this is due to the religious nature of your organisation. The more explicitly religious an organisation is, the more likely it will be considered a ‘religious organisation’ established for religious purposes.

If you have any further queries about anti-discrimination and religious freedom, please call Samuel Ellemor on 1300 205 506 or alternatively fill in the contact form below.

The information contained in this article is intended to be of a general nature only and should not be relied upon as legal advice. Any legal matters should be discussed specifically with one of our lawyers.

Liability limited by a scheme approved under Professional Standards Legislation.

Written by a member of our Legal Team

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For further information contact

Samuel Ellemor

Samuel Ellemor is a Senior Associate and Accredited Specialist in Workplace Relations Law, with expertise assisting individuals, businesses and not-for-profit organisations across abroad range of employment, commercial and not-for-profit matters. Samuel can be contacted directly on (03) 8561 3316.

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Charities & Not For Profits

In Part 3 of our series of articles on religious freedom and anti-discrimination, we provide some practical tips for avoiding discrimination claims.

However, in this article we will set out the factors that influence how long it will take to obtain a Grant of Probate and to administer an estate in Victoria.

The basics

First things first: what is a Grant of Probate? A Grant of Probate is effectively a document issued by the Supreme Court of Victoria which formally authorises an executor to manage the estate of a deceased person in accordance with their Will. Without Probate, the asset holders (say a bank or share registry) cannot be satisfied as who has the correct authority to receive the deceased's assets and may refuse to pay out.

Sometimes, for smaller estates or if assets are mostly jointly owned with a surviving spouse, asset holders might agree to release payment without requiring a Grant of Probate. This is usually on the basis that the person who receives payment promises to repay (or Indemnify) the asset holder if it turns out they paid to the wrong person.

If there is no Will, then you cannot obtain a Grant of Probate. Instead you obtain Letters of Administration. This is effectively the same, in terms of authorising someone to administer the estate, and would usually be obtained by the person who is the closest next-of-kin to the deceased.

“A Grant of Probate is effectively a document issued by the Supreme Court of Victoria which formally authorises an executor to manage the estate of a deceased person in accordance with their Will.”

Timeframes for Probate in Victoria

In order to obtain a Grant of Probate, the Supreme Court needs to be given information about the assets and liabilities of the estate, the deceased person, the witnesses to the Will, the executors and the Will itself. An advertisement of your intention to apply for Probate must also be published on the Supreme Court website for at least 14 days prior to any application being lodged.

Often, making enquires to obtain all the necessary information can take a number of weeks. Also, you will need the Death Certificate for the application for Grant of Probate and possibly for making proper enquires regarding the assets and liabilities. Waiting for the Death Certificate to issue can therefore add a few more weeks to the process. Overall, if you have your application for Grant of Probate lodged within 1 to 2 months from the date of death, you are making timely progress.

The Court itself usually does not take long to process the application (maybe another 1 to 2 weeks) and this is completed using the electronic Supreme Court filing system. This means you do not have to go to a Court hearing. The timeframe for processing applications for Letters of Administration is even less, given that there is no Will document for the Court to consider. There is also a general discretion for the Court to raise a 'Requisition' asking for more information before they review the application - this can sometimes delay matters.

“Overall, if you have your application for Grant of Probate lodged within 1 to 2 months from the date of death, you are making timely progress.”

So, here we are a few months after death and you finally have a Grant of Probate or Letters of Administration. It is important to remember that this is the start of the estate administration and not the end. For a very simple estate, you might only need a further month or so to cash the assets and pay them to the correct beneficiaries. However, it can often be more complex than that. Factors that determine the timeframe to administer the estate include:-

  • Some assets will take time to cash or transfer. For example, if selling a property, final settlement might be 60/90/120 days from the day of sale.
  • There is a 6 month period for challenges to be brought against the estate and executors must wait until this period expires before distributing the estate, if there is any risk that a disgruntled family member might come forward.
  • There might need to be final tax returns for the deceased or for the estate. Failing to wait for the ATO to process these could leave the executor personally liable for a tax bill.
  • You might need to advertise for creditors to come forward and wait for a period of months while this advertising timeframe expires. This protects the executor if they are unsure of all of the deceased's financial dealings and creditors.
  • It might not always be a good time to immediately cash estate assets. For example, the shares just took a nose-dive, do you still sell regardless of available price?

There is a general rule that executors have an 'executor's year' to complete the estate administration. This means that you should be aiming to have the estate finalised and distributed within 12 months from the date of death.

The information contained in this article is intended to be of a general nature only and should not be relied upon as legal advice. Any legal matters should be discussed specifically with one of our lawyers.

Liability limited by a scheme approved under Professional Standards Legislation.

Need help with Probate?

Our expert legal team is ready to take your call!

Mitchell is the Managing Principal of Sharrock Pitman Legal. He is an Accredited Specialist in Commercial Law (accredited by the Law Institute of Victoria). He also deals with areas of Employment Law, Wills & Estate Planning and Probate and can answer all your questions related to probate.

For further information, contact Mitchell on his direct line:

DIRECT LINE: 
(03) 8561 3318

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About Sharrock Pitman Legal

For fifty years Sharrock Pitman Legal has made a significant and long term contribution to meeting the legal needs of business owners and residents in the City of Monash and greater Melbourne area.