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Smorgon, Samantha Jane v ES Group Operations P/L (ACN 069 851 305) as Trustee of the ES Group Operating Trust No 1 & Ors (according to the schedule) [2021] VSC 608

EQUITY
Supreme Court of Victoria
Division: 
Common Law Division
Judge(s): 
M Osborne J
Parties: 

Smorgon, Samantha Jane v ES Group Operations P/L (ACN 069 851 305) as Trustee of the ES Group Operating Trust No 1 & Ors (according to the schedule)

Judgment Date: 
27 September 2021
Catchwords: 

EQUITY - Trusts - Application by discretionary beneficiary for inspection of trust documents - Discretionary approach applied - Whether presumption of disclosure to discretionary beneficiary - Proximity of beneficiary to trusts - Whether applicant is a 'named beneficiary' in the trust deeds - No allegation of breach of trust - Schmidt v Rosewood Trust [2003] 2 AC 709; Hartigan Nominees Pty Ltd v Rydge (1992) 29 NSWLR 405; Deutsch v Trumble (2016) 51 VR 108; Chan v Valmorbida Custodians Pty Ltd [2020] VSC 590; Erceg v Erceg [2017] 1 NZLR 320; Wright v Stevens [2018] NSWSC 548; Chaine-Nickson v Bank of Ireland [1976] IR 393 HC; Spellson v George (1987) 11 NSWLR 300; Murphy v Murphy [1999] 1 WLR 282; Foreman v Kingston [2004] 1 NZLR 841 considered.

Citation: