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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

This article, the first in a series of three on religious freedom and anti-discrimination law, examines the application of this Law in the state of Victoria.

Religious Freedom and Anti-Discrimination Law: the state of play in Victoria

Part 1: Anti-discrimination law and religious organisations

This topic is so important and current that 3 parts are needed to unpack the issues adequately.

A free and multicultural society needs to protect both religious freedoms and people from unwarranted discrimination. The interplay between religious freedom and anti-discrimination laws is becoming increasingly relevant, and at points they seem to be headed for conflict.

In Part 1, we will look at current anti-discrimination law in Victoria, as it applies to religious organisations and organisations with religious affiliation. In Part 2, ‘Religious exemptions: the State of Play”, we look at how the Courts have applied the law in practice. In Part 3, ‘Practical tips for avoiding discrimination claims’, we consider what steps religious organisations can take to minimise the risk of breaching anti-discrimination law.

Anti-discrimination law in Victoria

The main protections against discrimination in Victoria are contained in the Equal Opportunity Act 2010 (Vic) (‘the Act’). There are also federal anti-discrimination laws including the Racial Discrimination Act 1975 (Cth), the Sex Discrimination Act 1984 (Cth) and the general protections provisions of the Fair Work Act 2009 (Cth). However, for the purpose of these articles we will only consider the Equal Opportunity Act, as this is the Act most likely to affect religious organisations operating in Victoria.

Discrimination under the Act occurs where one person treats, or proposes to treat, another person with one of the attributes listed in the Act unfavourably because of that attribute. The attributes listed in the Act include a person’s:

  • age
  • gender identity
  • disability
  • lawful sexual activity
  • marital or parental status
  • physical features
  • political beliefs
  • pregnancy or breastfeeding
  • religious belief
  • sex
  • sexual orientation.

Discrimination also occurs where someone unreasonably requires a person with an attribute to do something that has the effect or likely effect of disadvantaging people who have that attribute (this is known as indirect discrimination).

For the discrimination to be unlawful, the discrimination must occur in one of the contexts set out in the Act (i.e. there is no blanket prohibition against discrimination). The contexts in which discrimination is unlawful include:

  • employment
  • the provision of goods and service
  • the provision of accommodation
  • the provision of education
  • club membership
  • sport.

Each of these contexts have specific exemptions. For example, there is an exemption allowing clubs established for a political purpose to exclude people from membership because of their political beliefs. For example, the Labor Party is not required to admit supporters of the Liberal Party into membership.

In addition to these specific exemptions, the Act also contains some general exemptions, including exemptions for religious organisations, schools and individuals.

The religious exemptions are contained in sections 81-84 of the Act. In summary, they allow:

  • Section 82: Religious organisations to appoint and train whoever they wish as ministers of religion or members of a religious order, and to select and appoint whoever they wish to perform functions in relation to the observance of religious practice. The term ‘religious organisations’ has been interpreted narrowly by the courts to include churches, synagogues, mosques and temples, but generally would not include religious hospitals, charities or accommodation providers unless it could be shown that these have been established for a religious purpose.
  • Section 83: Religious organisations and schools to discriminate against people on the basis of their religious belief or activity, sex, sexual orientation, lawful sexual activity, marital status, parental status or gender identity, where that discrimination is done on the basis of the organisation’s religious beliefs or is reasonably necessary to avoid injury to the religious sensitivities of the adherents of that religion. For example, a Muslim school can decide not to hire a Christian or atheist because of their beliefs, and a Catholic school can decide not to hire a person because their sexual practice is not consistent with the teachings of the Catholic Church.
  • Section 84: An individual can also discriminate against another individual on the basis of the second person’s religious belief or activity, sex, sexual orientation, lawful sexual activity, marital status, parental status or gender identity, where the discrimination by the first individual is reasonably necessary for that individual to comply with the doctrines, beliefs or principles of their religion.
  • There are also exemptions in sections 60 and 61 of the Act with respect to welfare providers and educational institutions, allowing that they provide accommodation predominantly to people who share their religious beliefs and to refuse accommodation to people who do not share those beliefs.

In Part 2, ‘Religious Exemptions: the State of Play’, we will look at how these provisions have been applied by the Courts in practice.

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

,

.

Samuel Ellemor

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

This article, the first in a series of three on religious freedom and anti-discrimination law, examines the application of this Law in the state of Victoria.

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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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.