The claims as made and resolved by the Tribunal
9 Of present relevance is the fact that the Applicant son maintained before the Tribunal that in Korean culture it was the responsibility of the eldest son to assume responsibility for an aged parent and it was to be expected that the daughter-in-law would provide help.
10 The son's Statutory Declaration that was before the Tribunal thus stated in part as follows (without alteration):
I am willing and able to provide appropriate care to my mother.
I am the eldest son and it is a Korean tradition and culture that the eldest son and his wife are expected to look after elderly parents. My sister, Gyeong Hee STROUD is an Australian Citizen who has been looking after my mother occasionally before I came to look after my mother. My mother's care is needed more frequently and longer, my sister has been unable to provide care to my mother, because she suffers from breast cancer and on her cancer treatment. In addition, her husband, Eddie has also health problems that she needs to care. More importantly, her son, Matthew has caused lots of problems to her and her family so she has been under lots of pressure and worries for her son.
The claim was also made as follows in a report from a social worker, which was also before the Tribunal:
Due to the high care needs of [the mother], on two occasions her eldest son, Hyunil Jung, has come from Korea to provide full time care. Within Korean culture, it is traditional for the eldest son to assume the responsibility and care of an elderly parent, therefore, Hyunil Jung is evidently the most appropriate person to care for Mrs Yoon. From medical information provided, it is also evident that this is most beneficial to Mrs Yoon, as it has a positive effect on her mood. At the family's expense, Mr Jung has flown backwards and forwards between Korea and Australia to provide this care.
11 A further aspect of the claim made before the Tribunal was that the son was willing to provide the support for his aged mother and that such residential care as could be provided for his mother by a "low residential care facility" would not be in her best interests.
12 In support of this concern was a detailed report prepared by Dr Nguyen, a Consultant Geriatrician. In the report's concluding paragraph, the doctor stated that it "seems appropriate to have a family member to support Mrs Yoon with her current physical and emotional needs".
13 The reasons provided by the Tribunal as to the manner in which it resolved these claims (and the other claims advanced on behalf of the Appellant son) were as follows (without alteration):
42. After a short adjournment to consult with their representative, the representative said that the sponsor lives in the Parramatta area and attends Westmead Hospital, and there are not the facilities in the area. One place, Windemere, which does cater for Korean people, does not have vacancies at the moment. The visa applicants have not extended the enquiries to the extended area which the Tribunal had indicated and will make these enquiries. Also, in relation to the assistance the sponsor's daughter and granddaughter could provide, such as with transport, this is difficult as the granddaughter does not speak Korean at all and so this would cause difficulties with assisting. The Friday and Saturday Church activities are from 6-9pm and the daughter finishes work around 5.30pm and it would sometimes be difficult to meet the commitment to transport.
43. The representative stressed that culturally it is expected that the eldest son would take responsibility for aged parents and it is expected that daughters in law would provide help, which is what the second applicant has done. There is no direct responsibility on her but there is an expectation. The representative said that the applicant did the heavy lifting of equipment for the sponsor, such as her walking frame.
44. The representative said that the applicant could work flexible hours; also, whatever the arrangements were, he would be the one who, as her son, had the responsibility for the sponsor's care.
45. Following the hearing, then applicant's representative sent further information to the Tribunal. In a written submission, she stressed the sponsor's deep commitment to her Church and that she needs one person's assistance to mobilise with her walkers. The representative submitted that the sponsor is mentally alert and that if she is unable to exercise her mental ability as she does through these Church activates, she is likely to sink further into depression and become psychologically distressed.
46. The representative also submitted that the sponsor's daughter had made further enquiries about residential care and she provided emails from four such places, which have been carefully considered.
47. Based on the evidence before it, the Tribunal is of the view that the relatives in Australia cannot provide the full-time care required. The sponsor's grandson is estranged from the family. However, the sponsor's daughter and granddaughter are in a position to provide some assistance, such as with transport and doctor's appointments on a reasonably regular basis. This would include providing transport to Church if required.
48. In relation to the assistance which could reasonably be obtained from welfare and other services, the Tribunal is satisfied that the sponsor has been approved for high care residential care on a permanent basis and this approval is on-going. She can access this care when any suitable vacancy becomes available and there is no information that such a vacancy will not become available. There are no financial barriers to her obtaining this care. There are also facilities which provide care for people of Korean background and which provide Korean speaking staff and culturally appropriate meals.
49. The Tribunal is mindful of the sponsor's deep commitment to her Church. It is also mindful that these Church activities provide mental stimulation and psychological benefits to her. The Tribunal accepts that residential facilities cannot necessarily provide the transport and assistance with mobility which the sponsor needs. However, as noted previously, her daughter and granddaughter would be able to provide such assistance on a fairly regular basis between them. The Tribunal is of the view that the granddaughter's lack of Korean language skills would not be a barrier to her assisting in this way; and that the daughter would be able to provide the assistance after she finishes work.
50. The sponsor is reluctant to live in a residential facility and the submission is that a course would exacerbate her depression and cause psychological issues for her. However, it is of the view that this is speculative; there is no independent information to indicate that this would be the likely outcome.
51. Given these factors, the Tribunal is not satisfied that the assistance cannot reasonably be provided by a relevant relative, or obtained from welfare, hospital, nursing or community services in Australia and therefore the requirements of r.1.15AA(1)(c) are not met.
The Tribunal then directed its attention to reg 1.15AA(1)(f) and found as follows (without alteration):
52. For completeness, the Tribunal also considered the further requirements for the grant of the visas.
53. Regulation 1.15AA(1)(f) requires that the applicant is willing and able to provide to the Australian relative substantial and continuing assistance of the kind needed. In addressing this criterion, it should be noted that 'willingness' is concerned with the applicant's state of mind. In contrast, the issue of ability is an objective inquiry as to whether the applicant is a person who is suitable or fit to provide the assistance: Xiang v MIMIA [2004] FCAFC 64.
54. The terms 'substantial and continuing assistance' has not been directly considered in this context, but has been the subject of judicial consideration in the context of the definition of 'special need relative' in r.1.03. In Perera v MIMIA [2005] FCA 1120, the Court held that the term 'substantial' is directed to the level of assistance and the term 'continuing' is directed at the duration of the assistance and that it is a composite phrase, in the sense that its two elements are cumulative. Although the comments in this case were not made in the context of the definition of 'carer', the Tribunal considers them to be of assistance when considering that definition.
55. As indicated, the Tribunal is satisfied that the first visa applicant is able and willing to provide the assistance the sponsor required. The issue is whether this is "substantial and continuing assistance". The information provided by the visa applicants is that the first visa applicant would have to work, at least part-time, for financial reasons. There would therefore be regular periods of time when he was not able to provide any assistance. Further, the information concerning the actual care provided at this time shows that the second visa applicant provides at least half the assistance required; possibly more. She does the majority of the personal care such as toileting, dressing, mobilising of the sponsor. She also does her cooking and takes her for outings, including to Church with the first visa applicant. The Tribunal is of the view that it is the second applicant who does the greater proportion of caring and that, when the first visa applicant were to go out to work this proportion would increase.
56. The Tribunal finds that the review applicant is not willing and able to provide to the Australian relative substantial and continuing assistance of the kind needed and therefore does not meet the requirements of r.1.15AA(1)(f).