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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

Celebrations such as the office Christmas party can sometimes test the boundaries of acceptable workplace behaviour. Mehraaz Sidhu provides some tips for employers to avoid tinsel turmoil.

Introduction

Tis the Season! The annual office Christmas party is a time-honoured tradition, offering a chance for colleagues to come together and celebrate the achievements of the year. Yet, in the spirit of festivities, things can sometimes take a precarious turn, leading to potential legal challenges for employers. It can be challenging to recognise the significance of creating an enjoyable and safe environment for your team during the holiday season. While also avoiding legal pitfalls, below are some of our tips for safeguards that employers should consider to ensure a safe and happy festive celebration.

Work Health and Safety

As an employer, you have an overriding duty to provide and maintain an environment that is safe and without risks to health of the employees, as far as reasonably practicable. These obligations require employers to assess the safety of the workplace and any work event, including Christmas parties, even if held offsite.

In meeting these obligations, employers should:

  1. Conduct a venue inspection and reduce/eliminate any potential hazards, especially considering the consumption of alcohol.
  2. Ensure that the catering aligns with dietary requirements and allergies of employees.
  3. Appoint a supervisor to mitigate risks and provide a point of contact for assistance.

Unacceptable and Unprofessional Behaviour

It is not unusual for employees to drink in such excess that they engage in inappropriate conduct resulting in various issues for employers. For instance, in Keenan v Leighton Boral Amey NSW Pty Ltd, a drunken employee ended up engaging in a range of inappropriate conduct including sexually harassing his colleagues and verbally abusing his boss.

Without appropriate safeguards, employers can be exposed to myriad claims such as sexual harassment complaints, bullying complaints and workers’ compensation claims. Therefore, it is important that employers adopt preventive measures to minimise the possibility of any potential claims:

1. Establish well-drafted workplace policies emphasizing appropriate and respectful behaviour, applicable during festivities; and remind the staff about these policies prior to the event.

2. If alcohol is being served, implement methods of moderation, which can include:

  • Serving drinks for a limited period only;  
  • Prohibiting self-service of drinks;
  • Ensuring that the venue refuses service to intoxicated individuals; and
  • Discouraging an open bar tab.

3. Enforce a robust social media policy to prevent reputational harm, either by cautioning employees about photo sharing or considering a ban on posting photos.

4. Employers have a duty of care towards their employees while they are engaged in any activity that is induced by or encouraged by the employer. Therefore, employers can attract liability if  an employee sustains an injury on their journey back home. As such, it is important that you organize a safe and convenient method for them to get home.

Key Takeaways

  • Conduct a venue inspection to eliminate potential hazards.
  • Appoint a supervisor to mitigate risks during the event.
  • Establish well-drafted workplace policies emphasizing respectful behaviour.
  • Implement moderation measures if alcohol is served.
  • Enforce a robust social media policy to prevent reputational harm.
  • Provide a safe way for employees to get home.

How Sharrock Pitman Legal can help

Both employers and employees benefit from a safe and harmonious workplace. Celebrations such as the office Christmas party can sometimes test the boundaries of acceptable workplace behaviour. Having clearly understood workplace policies helps everyone to know what is expected behaviour at work and the consequences for crossing the line.

If you would like advice or assistance drafting policies for your workplace or for any other employment law matters, please do not hesitate to contact our Employment Law team on 1300 205 506 or email sp@sharrockpitman.com.au.

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

,

.

Mehraaz Sidhu

For further information contact

Mehraaz Sidhu

Mehraaz Sidhu is a member of our Commercial Law team. Please contact Mehraaz directly on (03) 8561 3325 or email mehraaz@sharrockpitman.com.au.

More on

Employment Law

Celebrations such as the office Christmas party can sometimes test the boundaries of acceptable workplace behaviour. Mehraaz Sidhu provides some tips for employers to avoid tinsel turmoil.

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.