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Equity and Trusts, 4th Edition

Equity and Trusts, 4th Edition

  • Author:
  • Publisher: LexisNexis Australia
  • ISBN: 9780409338331
  • Published In: May 2016
  • Format: Paperback
  • Jurisdiction: Australia ? Disclaimer:
    Countri(es) stated herein are used as reference only
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  • Description 
  • Contents 
  • Author 
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    The fourth edition of this comprehensive text provides a clear and accessible discussion of the principles of equity, the law of trusts and equitable remedies. Fully revised to incorporate recent developments in case law and legislation, this text is designed to meet the needs of both students and practitioners.


    Equity and Trusts provides a thorough but accessible statement and analysis of the principles of equity, the law of trusts and equitable remedies. An understanding of fundamental principles is fostered through engaging discussion of case law, with boxed case summaries to assist in identifying key cases.

    The fourth edition has been fully revised and consolidated to include recent developments in case law and legislation, including discussion on:

    • charitable trusts in the light of the Charities Act 2013 (Cth)
    • Andrews v ANZ Banking Group Ltd (HCA - 2012) and Paciocco v ANZ Banking Group Ltd (FCA – 2015) on the law of penalties 
    • HIH Claims Support Ltd v Insurance Aust Ltd (HCA - 2011) and Lavin v Toppi (HCA - 2015) on the law of contribution, particularly co-ordinate liability
    • Re Dion Investments (NSWCA - 2014) on limits on court power to authorise amendments of trust deeds
    • Federal Republic of Brazil v Durant International Corp (UKPC - 2015) on doctrine of tracing
    • Australian Financial Services & Leasing Pty Ltd v Hills Industries Ltd (HCA - 2014) on defence of change of position to claim for restitution of moneys paid under mistake
    • Sidhu v Van Dyke (HCA - 2014) on proprietary estoppel 
    • Bofinger v Kingsway Group Ltd (HCA - 2009) on the doctrines of subrogation and unjust enrichment in Australia 

    The clear explanations of the meaning and practical application of the principles of equity and trusts in Australian law make the book ideal for students and an authoritative and reliable reference for practitioners.

     

    Features
    • Highlighted case summaries assist understanding of leading cases
    • Authors are experienced practising barristers 
    • Key principles are illustrated with case examples
    • Fully revised and updated to include current developments in case law and legislation

  • PART 1 - THE HISTORY AND NATURE OF EQUITY
    Chapter 1: The History of Equity 
    Chapter 2: The Relationship between Law and Equity 
    Chapter 3: The Maxims of Equity 

    PART 2 - EQUITY AND PROPERTY
    Chapter 4: Equitable Rights, Titles and Interests 
    Chapter 5: Equitable Interests and Torrens Title 
    Chapter 6: Equitable Priorities 
    Chapter 7: The Assignment of Interests in Property in Equity 
    Chapter 8: Voluntary Assignment of Legal Interests in Equity 
    Chapter 9: Voluntary Assignment of Equitable Interests 
    Chapter 10: Assignments of Interests in Property for Value in Equity 
    Chapter 11: Assignments of Future Property 

    PART 3 - EQUITABLE OBLIGATIONS
    Chapter 12: Fiduciary Duties: Identification of Fiduciary Relationships 
    Chapter 13: Fiduciary Duties: Breach of Duty — Defences and Remedies for Breach 
    Chapter 14: Confidential Information 
    Chapter 15: Undue Influence 
    Chapter 16: Fraud in Equity and Unconscionable Dealings 
    Chapter 17: Mistake and Misrepresentation in Equity 

    PART 4 - EQUITY AND CONTRACTS
    Chapter 18: Estoppel 
    Chapter 19: Penalties and Forfeiture 

    PART 5 - EQUITABLE DOCTRINES
    Chapter 20: Subrogation 
    Chapter 21: Contribution 
    Chapter 22: Minor Doctrines 

    PART 6 - THE NATURE OF TRUSTS
    Chapter 23: The Classification of Trusts 
    Chapter 24: Trusts and Powers of Appointment — Discretionary Trusts 
    Chapter 25: The Creation of Trusts 
    Chapter 26: Resulting Trusts 
    Chapter 27: The Variation of Trusts 
    Chapter 28: Termination of Trusts 

    PART 7 - CHARITABLE TRUSTS
    Chapter 29: Charitable Trusts 

    PART 8 - TRUSTEES
    Chapter 30: The Appointment, Retirement and Removal of Trustees and the Vesting of Trust Property 
    Chapter 31: Duties of Trustees 
    Chapter 32: The Powers of Trustees 
    Chapter 33: The Rights of Trustees 
    Chapter 34: The Liabilities of Trustees 

    PART 9 - BENEFICIARIES
    Chapter 35: The Rights of Beneficiaries 
    Chapter 36: The Doctrine of Tracing 

    PART 10 - EQUITABLE DEFENCES
    Chapter 37: Laches and Acquiescence and Limitation of Actions in Equity 
    Chapter 38: Set-off in Equity 
    Chapter 39: Minor Defences 

    PART 11 - EQUITABLE REMEDIES
    Chapter 40: Injunctions — Part 1 General Principles 
    Chapter 41: Injunctions — Part 2 — Interlocutory Injunctions 
    Chapter 42: Specific Performance 
    Chapter 43: Damages in Equity and Equitable Compensation 
    Chapter 44: Minor Remedies 
    Chapter 45: Declarations 
    Chapter 46: Constructive Trusts 
    Chapter 47: Third Parties as Constructive Trustees 

    PART 12 - TRUSTS AND TAXATION
    Chapter 48: Income Tax 
    Chapter 49: Trust Losses 
    Chapter 50: Capital Gains Tax and Trusts 
    Chapter 51: Deceased Estates 
    Chapter 52: Trusts and Tax Avoidance

  • Michael Evans is Barrister of the Supreme Courts of New South Wales, Victoria and Queensland, and of the High Court of Australia.

    Bradley L Jones is a barrister of the Supreme Court of New South Wales and the High Court of Australia. 

    Theresa M Power is a Barrister of the Supreme Court of New South Wales and the High Court of Australia.

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