austlii:cth/ARTA/2025/2855
General information, not legal advice.
ARTA
2025-09-23
Mod P
Original judgment source is linked above.
Gouldman and Secretary, Department of Social Services (Social Security) [2025] ARTA 2855 (23 September 2025)
Respondent: Secretary, Department of Social Services
Date: Statement made on 23 September 2025 at 11.40am
Decision: The Tribunal sets aside the decisions under review and remits the matter for reconsideration in accordance with the order that Centrelink reassess Mr Gouldman's claim for age pension made on 9 April 2025 on the basis that Mr Gouldman was not a member of a couple with [Mr A]. This means the application for review is successful.
SOCIAL SECURITY - Age Pension - member of a couple - shared accommodation - Partner details form not completed - joint investment property and bank account - remainder of financial arrangements separated - separate social lives and household duties - tolerance and support of outside relationships - Centrelink unable to assess age pension claim - decision under review set aside and remitted
Names used in all published decisions are pseudonyms. Any references appearing in square brackets indicate that information has been omitted from this decision and replaced with generic information pursuant to subsection 201(1A) of the Social Security (Administration) Act 1999.
(i) the person has a relationship with another person, whether of the same sex or a different sex (in this paragraph called the partner);
(ii) the person is not legally married to the partner;
(iii) the relationship between the person and the partner is, in the Secretary's opinion (formed as mentioned in subsections (3) and (3A)), a de facto relationship;
(iv) both the person and the partner are over the age of consent applicable in the State or Territory in which they live;
(v) the person and the partner are not within a prohibited relationship.
Member of a couple - criteria for forming opinion about relationship
In forming an opinion about the relationship between 2 people for the purposes of paragraph (2)(a), subparagraph (2)(aa)(ii) or subparagraph (2)(b)(iii),the Secretary is to have regard to all the circumstances of the relationship including, in particular, the following matters:
(i) any joint ownership of real estate or other major assets and any joint liabilities; and
(ii) any significant pooling of financial resources especially in relation to major financial commitments; and
(iii) any legal obligations owed by one person in respect of the other person; and
(iv) the basis of any sharing of day-to-day household expenses;
(i) any joint responsibility for providing care or support of children; and
(iii) the basis on which responsibility for housework is distributed;
(c) the social aspects of the relationship, including:
(i) whether the people hold themselves out as married to, or in a de facto relationship with, each other; and
(ii) the assessment of friends and regular associates of the people about the nature of their relationship; and
(iii) the basis on which the people make plans for, or engage in, join social activities;
(e) the nature of the people's commitment to each other, including:
(ii) the nature of any companionship and emotional support that the people provide to each other; and
(iii) whether the people consider that the relationship is likely to continue indefinitely and
(iv) whether the people see their relationship as a marriage-like relationship or a de facto relationship.
(a) a person is receiving, or has made a claim for, a social security payment; and
(b) the Secretary notifies the person under subsection 63(2), (2AB) or (4); and
(c) the requirement in the notice is reasonable; and
(d) the person does not comply with the requirement; and
(e) except if the person is receiving, or has made a claim for, a participation payment--the Secretary is not satisfied that the person had a reasonable excuse for not complying with the requirement; and
(f) the Secretary is satisfied that it is reasonable for this subsection to apply to the person;
the payment that the person is receiving or has claimed is not payable.
(1) Subject to subsections (2), (3), (4) and (5), a determination under section 37 takes effect on the day on which the determination is made or on such earlier or later day as is specified in the determination.
(a) a decision (the original decision) is made rejecting a person's claim for a social security payment or a concession card; and
(b) the person is given a notice informing him or her of the original decision; and
(c) within 13 weeks after the notice is given, the person applies to the Secretary, under section 129, for review of the original decision; and
(d) a decision that the claim be granted is made as a result of the application for review;
the determination embodying the last-mentioned decision takes effect on the day on which the determination embodying the original decision took effect.
Issue 1 - Whether Mr Gouldman should be assessed as being a member of a couple for the purposes of determining his eligibility for age pension.
The s 4(3) criteria does have some subjective components but it is overwhelmingly objective in nature and in construct. Additionally, the opinion formed about the relationship is not that of the parties to it, but the regard the Secretary is to have to its circumstances, including the criteria at (3). The opinion formed will be based on the whole of the circumstances of the relationship, viewed objectively.
In considering the various criteria set out in subsection 4(3) it is necessary to take an objective view of the facts. However, the subjective views of the parties may be relevant in considering aspects of the relationship, such as the commitment of each party to the other.
It is not suggested that this list is exhaustive nor will each of these subjects fall to be considered in every case. It must also be emphasised that a particular answer to a single subject will rarely, if ever, supply a final solution. The responsibility of the fact finding Tribunal is to have regard to all the material facts of each case, treating the matters listed above only as indicators. The Tribunal will make its determination whether a particular man and woman are or are not living separately and apart only after assessing the totality of the evidence and other material that is before it.
... being a member of a couple involves a lot more than sharing a common address. However, all the criteria need not be satisfied. In fact, one may satisfy few of them but still be considered to be a member of a couple. All of the circumstances need to be considered. Each matter is different.
Issue 2 - Whether Mr Gouldman's claim for age pension was correctly rejected on the basis that he had not provided a completed Mod P Partner details form about [Mr A] by the required date.
Issue 3 - What is the date of effect of any favourable determination in relation to Mr Gouldman's claim for age pension?
The Tribunal sets aside the decisions under review and remits the matter for reconsideration in accordance with the order that Centrelink reassess Mr Gouldman's claim for age pension made on 9 April 2025 on the basis that Mr Gouldman was not a member of a couple with [Mr A]. This means the application for review is successful.
(1991) 32 FCR 164