austlii:cth/ARTA/2025/2564
General information, not legal advice.
ARTA
2025-11-28
General Member J
Original judgment source is linked above.
This is the most severe of the collagen VI-related dystrophy. The condition is shown to affect skeletal muscles and connective tissue, patients who suffer from this have severe muscle weakness and contractures (shortening of muscles) that restrict movement and worsen over time as it is a degenerative condition (KidsHealth, 2023). > > Evidence shows individuals who can walk will lose the ability and regress to needing a wheelchair, and this is often in early adolescence (Muscular Dystrophy Australia, 2023) (Bönnemann, 2011).[1]
(a) Case Mode Bed and Pressure Care Mattress, costing $7,151.20, > > (b) Medifab Carewave cushion, costing $669.32, > > (c) Second hand support chair, costing $1,500, > > (d) funding for Assistive Technology BF ezi-Step 2+2 E-bike, costing $7,448, > > (e) funding for complex home modifications and associated works, including kitchen modifications and HBCF insurance, costing $204,009.14.
(a) $30,845 - real estate commission, > > (b) $114,753 - stamp duty, > > (c) $6,853.41 - legal/conveyancing fees, > > (d) $515.13 - mortgage registration fees, > > (e) $395 - loan establishment fees, > > (f) $650 - building and pest inspection, > > (g) $3,500 - removal costs, > > (h) $4,977.62 - furniture rental for sale of home, and > > (i) $8,841.20 - real estate marketing, flyers, photography, and floor plans.
(a) The T-documents,[4] > > (b) Letters and reports from occupational therapists (OTs) including WS, LW, AE, SC and NS, > > (c) Letters and reports from physiotherapists, including SC, JH and MW, > > (d) Letters and property reports from the Applicant's bank, > > (e) Letters and invoices from real estate agents and conveyancers, > > (f) Letters and quotes from builders, > > (g) A letter of support from the Applicant's GP, > > (h) A duty notice from the NSW state revenue office, and > > (i) Several advices from the Agency's Technical Advice and Practice Improvement Branch (TAPIB).
OVERVIEW OF THE NDIS DECISION-MAKING FRAMEWORK[5]
(aa) the support is necessary to address needs of the participant arising from an impairment in relation to which the participant meets the disability requirements ... > > (a) the support will assist the participant to pursue the goals, objectives and aspirations included in the participant's statement of goals and aspirations; > > (b) the support will assist the participant to undertake activities, so as to facilitate the participant's social and economic participation; > > (c) the support represents value for money in that the costs of the support are reasonable, relative to both the benefits achieved and the cost of alternative support; > > (d) the support will be, or is likely to be, effective and beneficial for the participant, having regard to current good practice; > > (e) the funding or provision of the support takes account of what it is reasonable to expect families, carers, informal networks and the community to provide; > > (f) the support is an NDIS support for the participant.[1]
Hi [AM] > > Gosh, this must be so incredibly stressful for you. > > The NDIS are able to cover the following expenses as part of the relocation costs: > > -Real estate commission > > -Conveyancing fees > > -Removal costs > > -Mortgage registration fees > > -Loan application or establishment > > -Building/pest inspections > > I have reached out and asked about the marketing costs and whether this would also be covered by us and I will get back to you as soon as I have an answer. > > Unfortunately, I'm still waiting on an outcome re the Stamp Duty.[14]
Issue 1 - Temporal Application and Non-Retro activity > > ● The matter commenced and was in progress before 3 October 2024 > > ● The AAT application was prior to awareness of the Oct 3 change > > ● The decision under review dated 16 August 2024, which affirmed the original decision to approve a statement of participant supports dated 18 July 2024, pre-dated the legislation amendments and therefore the amendments do not apply to the decision under review. Pursuant to section 85 of the Administrative Review Tribunal Act 2024 (Cth) (ART Act), the application for review is taken to be an application for review of the last of those decisions. > > ● The transitional provision in question is item 129(1) of the Back on Track Act_, which provides that s 33, s 34 and s 35 of the_ NDIS Act as amended apply to an 'old framework plan' if the statement of participant supports is approved or varied after the commencement of the amendments. > > ● I raised my previous concerns with NDIS about a new plan invalidating any consideration of the 'old framework' as it had been proposed during the case conference. This was also raised at the hearing and Dr Louise Tofts in May 2025 > > "HYGR's family are now experiencing financial hardship and are frightened to get a new plan as they have concerns that would invalidate the claim for moving costs" ((JTB60) p 663) > > ● Applying the new Transitional Rules 2024 retrospectively breaches principles of procedural fairness and legitimate expectation (Maxwell v Murphy [1957] HCA 7; (1957) 96 CLR 261; Esber v Commonwealth [1992] HCA 20; (1992) 174 CLR 430). > > ● Requested supports are ancillary costs in nature and directly support the implementation of the approved relocation. > > Issue 2 - Reliance, Procedural Fairness, Legitimate Expectation and accrued and vested rights > > ● I reasonably relied and acted on NDIA communications and approvals under the pre-October framework. > > ● The NDIA's delay, silence, and failure to progress the matter caused serious detriment and hardship. > > ● The NDIA's inaction and the sudden rule change mid-process was procedurally unfair and caused harm. > > ● Approval of the plan on 18 July 2024 created a vested right to have supports assessed under the earlier rules. > > Issue 3 - Transitional Provisions and Parliamentary Intent > > ● Parliament intended continuity and fairness during transition - not invalidation of pending support. > > ● Amendments to the transitional rules/schedule are prospective not retrospective.[15]
23. The Amending Act made changes to various planning related provisions of the NDIS Act, including changes to s 34 (reasonable and necessary supports), and ss 43 and 44 (plan management). The introduction of new s 10 (definition of NDIS support) and changes to s 24 (disability requirements) and s 25 (early intervention requirements) are also relevant to the changes made to s 34. > > 24. Subitem 129(1) of Schedule 1 of the Amending Act provides that ss 33, 34 and 35, as in force on and after 3 October 2024, apply to a plan approved or varied on or after that date. Subitem 129(2) of Schedule 1 of the Amending Act provides that if a plan is varied on or after 3 October 2024, the amendments apply irrespective of whether the Applicant's plan came into effect before, or on or after commencement. However, subitems 129(3) and 129(4) of Schedule 1 to the Amending Act provide that the amendments to s 33 of the Act to insert new ss 33(2A) to (2F) initially apply only to an original decision made by a delegate of the CEO. > > 25. As the Tribunal's decision will be made after 3 October 2024, s 34 (as amended) applies to the Applicant's plan and must be considered by the Tribunal. However, the amendments to s 33 of the Act will not apply to the Applicant's plan and consequently, must not be considered by the Tribunal in this application.[16]
sections 33, 34 and 35 of the National Disability Insurance Scheme Act 2013, as in force on and after the commencement of this Schedule, apply in relation to a statement of participant supports included in an old framework plan for a participant if the statement is approved or varied on or after that commencement. > > ... (a) whether the participant becomes a participant; and > > (b) in the case of a variation - whether the plan comes into effect; > > before, on or after that commencement.
... the following are not NDIS Supports as expressly excluded under Schedule 2 Item 1(a), 2(h) and/or (l):
(a) $114,753.00 - stamp duty;
(b) $6,853.41 - legal/conveyancing fees;
(c) $515.13 - mortgage registration fees;
(d) $395.00 - loan establishment fees.
(a) rent, rental bonds, home and property deposits, stamp duty, mortgage repayments, and strata fees;
(b) purchase of land, or house and land packages;
(h) legal costs; > > ... > > (l) debts, liabilities, loan repayments, buy now pay later payments, and taxes.
... the Respondent maintains that following are not referred to, and do not come within any items listed in Schedule 1 to the Transitional Rules. They are therefore not NDIS Supports under s 10. They essentially constitute the costs normally incurred when one moves house:
(a) $30,845.00 - real estate commission;
(b) $650 - building and pest inspection;
(c) $3,500 - removal costs;
(d) $4,977.62 - furniture rental for sale of home;
(e) $8,841.20 - real estate marketing, flyers, photograph, floor plan online etc.
I am not persuaded the relocation supports Mr Mizzi is seeking in respect of the sale of his previous house are within the terms of item 1(b). I do not accept 'the purchase of land, or house and land packages' can be construed to include the sale of a house. Doing so would strain the ordinary meaning of the words used. Item 1(b) is squarely directed to supports relating to the purchase of a house and land package and it does not include supports relating to the separate sale of a house.[19]
... to assist transition from his previously unsafe home are within the terms of item 3(b) of Schedule 1 even though services relating to his purchase of a new residence are excluded. The transition was directly related to his disability support needs. To the extent the costs he incurred might be considered as costs of daily living, they are additional costs of reasonable and necessary supports directly attributable to his disability support needs which are not excluded under s 5.1(d) and s 5.2(a) of the Supports Rules.
Supports that design, change or modify a participant's home to help the participant live as independently as possible and to live safely at home. > > This includes the following: > > (a) installing equipment or changing a building's structure, fixture or fittings; > > (b) internal and external building modifications to remedy damage arising exclusively from disability-related behaviours or use of NDIS funded assistive technology or equipment; > > (c) regulatory certification requirements for works.
... the Full Court's consideration of 'day-to-day living costs' arose in respect of only the Support Rules. As is evident from the Schedule 2, Items 1 - 8, that phrase carries a different meaning within the Transitional Rules, because the items associated with that phrase (within Schedule 2) clearly refer to items which may represent one-off, irregular costs. That is, nothing about the Full Court's decision would affect the meaning of, or interpretation of, the Transitional Rules, which were not relevant to the Full Court's decision.
(b) costs that are ancillary to another support that is funded or provided under the
participant's plan, and which the participant would not otherwise incur.
In the alternative, and should the Tribunal not be satisfied the relocation costs are not NDIS Supports, those costs as sought by the Applicant that are not specifically excluded, including real estate commission, building and pest inspection, removal costs, furniture rental for sale and real estate marketing, are not sufficiently related to the Applicant's disability as required by Rule 5.1(b).[21]
Can we help you move to a more accessible home? > > If there are no other options, we may consider funding supports to help you move to a more accessible home if you choose to do so. These supports must be value for money, and meet the other NDIS funding criteria. We would only fund these supports if your current home can't be modified, or if the modifications would be very high cost or won't meet your needs long term. > > In this situation, we might be able to fund some of the costs involved in selling your current house and buying a more accessible one. Or we might fund the costs involved in moving to a more accessible rental property. > > The most important thing is you check with us before you move. We need to assess your situation first. > > Usually, we won't fund the costs of moving house, unless we decide it's value for money and it's the most effective way to meet your disability support needs. This is because everyone has to pay moving costs, whether or not they have a disability. We can't fund the purchase of your new house or land. We also can't fund standard day-to-day living costs, like rent, rental bonds, home and property deposits, stamp duty, mortgage repayments and strata fees.[23]
(a) $30,845 for real estate commission, > > (b) $650 for building and pest inspection, > > (c) $3,500 for removal costs, > > (d) $4,977.62 for furniture rental, and > > (e) $8,841.20 for real estate marketing.
(a) the statement of participant supports include sufficient funding for the Applicant to be reimbursed for the following expenses: > > > (i) $30,845 for real estate commission; > > > > (ii) $650 for building and pest inspection; > > > > (iii) $3,500 for removal costs; > > > > (iv) $4,977.62 for furniture rental; > > > > (v) $8,841.20 for real estate marketing. > > (b) the statement of participant supports include sufficient funding for the following agreed items: > > > (i) Case Mode Bed and Pressure Care Mattress, costing $7,151.20; > > > > (ii) Medifab Carewave cushion, costing $669.32; > > > > (iii) second hand support chair, costing $1,500; > > > > (iv) funding for Assistive Technology BF ezi-Step 2+2 E-bike, costing $7,448; and > > > > (v) funding for complex home modifications and associated works, including kitchen modifications and HBCF insurance, costing $204,009.14. > > (c) the date by which the Agency must reassess the Applicant's plan is 12 months from the date that the above supports are added to the Applicant's plan. > > (d) the remaining aspects of the statement of participant supports, including plan management, remain unchanged.
I certify that the preceding 49 (forty-nine) paragraphs are a true copy of the reasons for the decision herein of General Member J Toohey.
[1] Report dated 5 July 2025. Page 648 of the Joint Hearing Bundle. Emphasis in original.
[2] On 14 October 2024, the AAT became the Administrative Review Tribunal (the Tribunal). Under the transitional provisions in the Administrative Review Tribunal (Consequential and Transitional Provisions No. 1) Act 2024 (the Transitional Act), proceedings in the AAT that were not finalised before 14 October 2024 are to be continued and finalised by the Tribunal. Anything done in relation to the proceeding before 14 October 2024 is taken to have been done by the Tribunal.
[3] The document numbering in the hearing bundle index is adopted throughout these reasons.
[4] Which are all the records that the Agency considered when making the decision under review as required by section 37 of the AAT Act.
[5] I have used a similar overview in other decisions.
[13] Re Drake and Minister for Immigration and Ethnic Affairs (No 2) (1979) 2 ALD 634.
[14] Email from LK dated 18 December 2024.
[15] Applicant's closing submissions, 30 October 2025. Emphasis in original.
[16] Respondent's Statement of Facts, Issues and Contentions, 5 June 2025, page 735 of the Joint Hearing Bundle. Notes omitted.
[17] QGGX and National Disability Insurance Agency (NDIS) [2025] ARTA 1903, [20-30].
[18] Mizzi and National Disability Insurance Agency (NDIS) [2025] ARTA 2155.
[20] National Disability Insurance Agency v Warwick [2025] FCAFC 100.
[21] Page 738 of the Joint Hearing Bundle.
[22] DRVV and National Disability Insurance Agency [2025] ARTA 158.
[23] NDIS Operational Guideline: Home modifications published 4 June 2025, page 9. Notes omitted.
[29] Sections 10 and 34(1)(f) as amended.
[30] Section 34(1)(f) prior to amendment.
Mizzi and National Disability Insurance Agency (NDIS) [2025] ARTA 2155
National Disability Insurance Agency v Warwick [2025] FCAFC 100
(1992) 174 CLR 430
(1957) 96 CLR 261