20 May 2015

Maori: Fenwick v. Naera

Plans to exploit geothermal resources at Tikitere near Rotorua are on the back burner after the Supreme Court ruled a joint venture agreement be referred back to the Maori Land Court because one trustee voting in favour had a conflict of interest.  This ruling affects business decisions being made by the over 5500 ahu whenua trusts holding communally-owned Maori assets.  English law took centuries to create rules governing conflicts of interest within general business relationships; clear rules are yet to be developed for the special characteristics of Maori business.
The Tikitere Trust was set up in 2003.  Trustees have power to develop its 32 hectares as a geothermal tourist park along with authority to establish a geothermal power station.  Tikitere Geothermal (owned by the Tikitere Trust) was set up as a business vehicle to exploit commercial possibilities in the area.  Arguments over a 2008 joint venture agreement between Tikitere and two neighbouring Maori Trusts have been rumbling through the courts with seven beneficiaries of Tikitere Trust objecting to the joint venture.  The Trust has over 1200 beneficial owners.  At a meeting of Tikitere Trust beneficiaries, members voted against the proposed joint venture by a margin of fifty votes: 89 against; 39 for.
The joint venture’s validity was challenged in the Supreme Court on the grounds that three of the Tikitere Trust trustees had failed to protect the interest of beneficiaries by allowing their personal interests to conflict with their duties as trustees.  Equity expects trustees to exercise single-minded loyalty.  Any hint that a trustee may benefit personally will see courts overturn the trustee’s decision.  This is problematic within Maoridom; familial links run deep. 
The Supreme Court ruled one Tikitere Trust trustee did have a disqualifying conflict of interest when agreeing to the joint venture.  She holds approximately two per cent of shares in the Tikitere Trust, personally owns some five per cent of shares in a second trust which is party to the joint venture and her family hold at least 20 per cent of shares in that second trust.  She should not have been involved in negotiating and signing the joint venture.  She had a marked personal interest in the outcome.
The general rule is that the courts cancel any contract tainted by a trustee’s conflict of interest.  The Supreme Court ruled that cancellation was not the only outcome with ahu whenua trusts.  The Te Ture Whenua Maori Act governing ahu whenua trusts supports Maori control of Maori assets.  Inevitably, trustees will be beneficiaries.  The Court ruled that the tenor of the Act is for the Maori Land Court to make a pragmatic decision when faced with a trustee’s serious conflict of interest.  This may involve replacement of those trustees who have a conflict enabling an earlier business decision to be considered afresh.
Fenwick v. Naera – Supreme Court (20.05.15)

15.051