ABOUT THE AUTHOR: Christine Smyth TEP is a
Queensland Law Society Accredited Specialist – Succession Law and
Partner at Robbins Watson Solicitors
In Australia, the power to make laws with respect to marriage
rests with the Australian Federal Parliament. The Marriage Act
1961 (Cth) governs the eligibility and process of marriage. In
2004, it was amended to define marriage as a union between a man
and a woman. It does not permit the marriage of same-sex couples.
Accordingly, same-sex couples are not afforded the right to the
same legal entitlements heterosexual couples obtain when they
marry. While at a federal level the debate over same-sex marriage
continues, various Australian states have taken steps to introduce
legislation to address the difference by recognising same-sex
unions and granting rights that would not otherwise exist. The most
recent of the Australian states to do this is Queensland.
This article provides an overview of the Civil Partnerships
Act 2011 (Qld) with respect to succession law in Queensland. I
will first outline the mechanics of the Act, then address the
succession law consequences arising from the Act, then briefly
compare the various state legislative schemes.
Civil Partnerships Act 2011
(Qld)
The Civil Partnerships Bill was passed by the
Queensland Parliament on 30 November 2011. The substantive
provisions of the Civil Partnerships Act came into force
on 23 February 2012. The significance of the Act is that it creates
a new category of legally recognised relationship in Queensland –
civil partner – with consequential legal rights attaching to that
relationship.
Mechanics
Eligibility: becoming a civil partner
Section 5 of the Act establishes the eligibility criteria for
entering into a civil partnership. To be eligible a person cannot
be married, in a civil partnership or in a prohibited relationship,
and must live in Queensland. A prohibited relationship is one with
a lineal ascendant or descendant.
Adults in heterosexual relationships may enter into a civil
partnership.
How to enter into a civil partnership
Section 6 of the Act sets out the process of entering a civil
partnership. A civil partnership may be entered into by the couple
either registering their relationship or making a declaration then
registering. Before doing so, a notice in the approved form must be
provided either to a civil partnership notary or, if the civil
partnership notary is not the registrar, to
the registrar. If the applicants seek to make the declaration, the
notice cannot be more than 12 months in advance of or less than ten
days before the declaration.
The Act creates a new Part 5A in the Births, Deaths and
Marriages Registration Act 2003 (Qld), establishing a
framework for the registration of the partnership in Queensland. A
civil partnership must be registered with the Registrar of Births,
Deaths and Marriages. The start date for
registration was 2 April 2012.
Termination
A civil partnership is terminated by the death of a party to the
partnership, the marriage of a party to the partnership or a court
order.
Where termination is sought by court order, the Act provides the
District Court of Queensland with the power to terminate the
partnership. The Court must be satisfied that the parties to the
civil partnership have lived separately and apart for a continuous
period of at least 12 months, that the civil partnership has broken
down, and that there is no likelihood of a reconciliation between
the parties. The termination is effective from the date of the
court order, and the Court must give a copy of the order to the
Registrar within 28 days of making the order.
The court process of terminating the partnership can be
circumvented by entering a marriage, as that automatically
terminates a civil partnership. It is possible for one party to the
civil partnership to leave the relationship and marry, thereby
terminating the civil partnership without the knowledge of the
other. This scenario can have a significant effect on succession
planning and eligibility to make claims against an estate.
Impact on Queensland succession law
To achieve its objectives, the Act amends other
acts to give effect to its
provisions.
New definitions of spouse and child
The amendments to the definitions of spouse and child have a
significant effect, as they are the categories of people who secure
the bulk of the rights in deceased estates.
Amendments to s5AA of the Succession Act 1981 and s36
of the Acts Interpretation Act 1954 (Qld) now include a
civil partner in the definition of spouse.
Amendments to the Status of Children Act 1978 relate to
the presumption of parentage of children conceived naturally and
through artificial means during the civil partnership.
These definitions result in an expansion of those persons who
are entitled to:
- make a claim for further and better provision from a deceased’s
estate under Part 4 of the Succession Act 1981 (Qld)
- share in the estate of an intestate pursuant to Part 3 of the
Succession Act 1981 (Qld)
- apply for a grant of representation in accordance with chapter
15 of the Uniform Civil Procedures Rules 1999 (Qld); and
- obtain a copy of a will pursuant to s33z of the Succession Act
1981 (Qld).
Wills
The Succession Act 1981 (Qld) is amended to include new
provisions addressing the impact on wills of entry into or
termination of a civil partnership.
Succession Act 1981 (Qld), s14A: effect of a civil
partnership on a will
The new provision s14A specifies that entry into a civil
partnership revokes a will, with exceptions detailed in s14A(2)
relating to gifts to the civil partner; appointments of executor,
trustee, advisory trustee or guardian; powers of appointment; and
wills made in contemplation of the civil partnership.
Succession Act 1981 (Qld), s15A: effect of end of a
civil partnership on a will
The new provision s15A details the effect of termination of a
civil partnership on a will. Termination of a civil partnership
revokes dispositions made in a will to that civil partner,
appointment as executor trustee and guardian, and powers of
appointment, with exceptions detailed in s15A(2) applying to the
appointment of a testamentary trustee of a trust or power of
appointment for the former civil partner’s children.
Succession law differences between a de facto couple and married
and civil partnership couples
The Act creates differences between the rights of married or
civil partners and those of de facto couples. For the purposes of
the Queensland intestacy provisions, the rights of civil partners
are aligned with the rights of a married couple. For
example:
- Married and civil partnership spouses are more likely to take
an entitlement on intestacy because marriage and civil partnership
generally revoke a will8. Where a married or civil partnership
spouse does not make a will after the marriage or civil
partnership, the union revokes the existing will. Accordingly,
under the intestacy provisions, the surviving spouse will take
their share in the estate of the deceased spouse. Contrast this
with where the couple enter a de facto relationship: the
acquisition of a de facto partner does not revoke the prior will,
so the prior will stands.
- In the case of married and civil partners, separation alone
does not end the spouse’s rights on intestacy. By contrast, the
status of de facto spouse is lost by separation, ending rights on
intestacy.
Corresponding legislation: other Australian
states
The following is a list of Australian states that have enacted
legislation allowing registration of civil partnerships (or
equivalent):
- Tasmania – Relationships Act 2003
- Victoria – Relationships Act 2008
- New South Wales (NSW) – Relationships Register Act 2010
- Australian Capital Territory – Civil Partnerships Act
2008;
- Queensland – Civil Partnerships Act 2011.
In terms of the definition of spouse, all, except NSW, have
redefined spouse for the purposes of succession law.
With respect to mutual recognition, Tasmania is currently the
only state that recognises both corresponding state and
international laws. Queensland,
NSW and the Australian Capital
Territory recognise the registration
of a civil partnership (or equivalent) in another state as a
registered partnership (or equivalent) under their scheme, and
carry safeguards to prevent entry into a civil partnership (or
equivalent) where the parties are currently in a civil partnership
(or equivalent) under the laws of another state.
For international schemes, Queensland, New South Wales and the
Australian Capital Territory each have provision for mutual
recognition through the regulations, yet at the date of writing
none have implemented regulations to give effect to the
same.
Finally, the Victorian Relationships Act 2008 contains
ambiguities about recognition of
corresponding legislative schemes. Through the interrelation of
sections 5 and 6 of the Relationships Act 2008 (Vic) it is
arguable whether persons who have entered into a civil partnership
(or equivalent) under the laws of another jurisdiction may also
register a separate and further civil partnership in Victoria.
Conclusion
While the legislation is in its infancy, it is difficult to
gauge the take-up rate, so it is hard to know to what degree these
changes will affect day-to-day practice in Queensland. It is,
however, important to note that legislation of this type was first
introduced in 1989 by Denmark, followed by other European
countries, along with New Zealand, Canada and some states of the
US. In a global marketplace it is important for succession lawyers
to review their practices to incorporate consideration of this and
corresponding legislation into their risk-management
procedures.