austlii:cth/ARTA/2025/387
General information, not legal advice.
ARTA
2025-04-16
Original judgment source is linked above.
(a) complex post-traumatic stress disorder ('cPTSD'); > > (b) persistent depressive disorder; > > (c) chronic pain; > > (d) osteoarthritis; > > (e) multi-sensory sensitivity; > > (f) fibromyalgia syndrome; and > > (g) autism spectrum disorder level 2 ('ASD-2').[4]
(a) That the impairments are or are likely to be permanent; > > (b) That the impairments result in substantially reduced functional capacity to undertake specified activities; > > (c) That the impairment affects the person's capacity for social or economic participation; and > > (d) the applicant is likely to require NDIS supports under the NDIS for their lifetime.
Progress note report by Dr Claire Sui dated 28 July 2021
Mental health progress note by Fabian Nieves dated 10 January 2022
Mental health note by Malvin Kamara dated 27 January 2022
Mental health progress note by Kelly Maree Fuller dated 27 January 2022
Mental health progress note by Kelly Maree Fuller dated 1 February 2022
Mental health progress note by Carla Morgan dated 24 February 2022
Webpage entitled 'Orange Hospital Chronic Pain Management Service'
Diagnostic and Statistical Manual of Mental Disorders, Fifth Edition (DSM-V)
Diagnostic and Statistical Manual of Mental Disorders, Fifth Edition, Text Revision (DSM-V-TR)
Applicant's statement of lived experience dated 2 April 2022
Applicant's statement of lived experience dated 22 August 2024
Trevor McDonnell's statement of lived experience dated 22 August 2024
Report of Dr Geoffrey David Champion dated 12 May 2024
Report of Dr Geoffrey David Champion dated 24 July 2023 and amended 21 February 2024
Collection of imaging reports of applicant's lumbar spine, cervical spine, right knee, both ankles, whole body scan and leg alignment (five pages, filed 17 August 2022)
Report of Leesa Morris, forensic psychologist, dated 11 June 2024
Report of Dr Laura Fitzgerald dated 14 November 2024
(a) Dr Geoffrey David Champion; > > (b) Ms Leesa Morris; > > (c) Dr Ashwani Garg; > > (d) Ms Trudie Warner; > > (e) Ms Kelly Katavic; and > > (f) Dr Laura Fitzgerald.
Report of Carla Morgan, clinical psychologist
Report of Trudie Warner, occupational therapist.
(a) her pain level is 5/10 on average; > > (b) her mood is less irritable; > > (c) she is able to leave the house and go to the shops or attend her writers' group; > > (d) she has a shower and gets dressed; > > (e) she makes a TikTok video where she provides instructions for support workers in the disability sector (based on her experience with her daughter); and > > (f) she does some writing (she writes poetry and has written a book on birds in her local area).
(a) she wakes with pain; > > (b) her pain sits at 6/10 to 7/10; > > (c) she has a shower and gets dressed; > > (d) she might perform some simple meal preparation or light household tasks; > > (e) she can walk to the car without having to sit and rest on the front steps; and > > (f) she has two meals per day.
(a) Her pain levels are severe, from 8/10 to 10/10; > > (b) her emotional distress is worse; > > (c) her anger and frustration are high; > > (d) she sits on the lounge chair and doesn't move unless it is to go to the toilet; > > (e) her inability to do anything around the house and her reliance on Trevor to do things around the house sends her 'into a shame spiral'; and > > (f) she spends long periods of the day in tears.[19]
(a) a four-wheel walker with seat; > > (b) a shower stool; > > (c) a ramp at front access of home; > > (d) a raised seat on toilet; and > > (e) a stool in kitchen and laundry.[20]
(a) in her neck, shoulders, and arms. Ms McDonnell reported that symptoms had commenced approximately a month ago and had persisted without substantial improvement. She stated that she feels like 'something is out of place in her neck'. The pain is aggravated by awkward or sustained positions of the head and neck and by elevating the arms above shoulder level; > > (b) in both her hands; > > (c) in her lower back. There is constant lower back pain that radiates to the right lower limb and varies from 5/10 to 9/10; > > (d) in her hips. The pain is longstanding and constant. She reports a pain level of 1/10 to 2/10, but increasing to 5/10 after 30 minutes of sitting; > > (e) in her knees. Both knees have 'bone on bone', and her knees click and when she is walking. She reports that it feels like the knees 'are going to separate'; and > > (f) in her ankles. She reported at the time that the left ankle was worse than the right. There is a constant dull ache in the ankles that she rates as a 2/10 to a 3/10. However, at times her feet swell, and she experiences a severe sharp pain in the ankles which she rates as a 7/10 to an 8/10.[21]
(a) she has a swaying gait with a wide base of support; > > (b) she has balance deficits; > > (c) she could negotiate three steps with support from the handrail; > > (d) she walked from the steps 10 meters to her vehicle along a concrete driveway without aids. She was then able to remove her four-wheel walker from the rear of her vehicle; and > > (e) she walked on the road and refused to walk on an uneven grass surface. She walked approximately 150 meters with support from the four-wheel walker before needing a seated break. After sitting for 2-3 minutes, she was able to resume walking and completed the return trip.
(a) pain; > > (b) reduced mobility; > > (c) fatigue; > > (d) diminished drive and motivation; and > > (e) anxiety.
(a) depression; > > (b) anxiety; > > (c) PTSD; > > (d) borderline personality disorder; and > > (e) chronic pain.
(a) a shower stool; > > (b) a raised toilet seat; > > (c) a long handled shoe horn and sock aid; > > (d) front opening bras; > > (e) incontinence products; > > (f) a kitchen stool; > > (g) a robotic vacuum and mop; and > > (h) a freestanding clothes airer.[25]
Ms McDonnell said that she has developed severe pain in her body due to arthritis. She also suffers from diabetes and a heart condition. She cannot walk for very long without having to rest. She has tried medications given to her by her GP, but they do not relieve her pain. She was doing some water exercises in a heated pool, which relieved her pain, however she is finding it too difficult to get funding.[30]
Ms McDonnell said that she does not have any problem in communicating verbally. She can speak fluently and can express herself through language and gestures. She does not have any problems in comprehending information given to her by others or having conversations with them. She does not have any problems in understanding others' emotions while interacting with them.[32]
...she has two other major psychiatric conditions, for which she would require some guidance and prompting from a mental health worker. She would require assistance to arrange access to community support from various organisations. She would also require prompting to attend her appointments with her treatment team. She would require this support once a week.[35]
Report of Dr Champion, rheumatologist and pain medicine specialist
(a) communication. The applicant had difficulty conversing at times particularly expressing wants and needs; > > (b) social interaction; > > (c) coping with her emotions. At times, she experiences a loss of sense of purpose, distrust of others and a tendency to isolation; > > (d) self-care. She had difficulty taking responsibility for her health and welfare, at times she has required prompting to attend to personal hygiene; and > > (e) mobility and transport. She has difficulty leaving the house at times and requires prompting and support with this, for example, to attend appointments.[37]
(a) in relation to communication, her capacity to communicate has been impacted by multiple symptoms and disabilities, but she is inherently intelligent and if her overall wellbeing were to improve, so would her communication; > > (b) in relation to social interaction, Dr Champion noted that 'this is a problem'. Her social engagements should be encouraged and facilitated. She has an interest in birds and in writing. He suggested that she engage with the Galah magazine and contribute an article on birds in the Forbes district. That would be helped by and lead to more engagement with her writing group; > > (c) in relation to learning, she does have an intelligent interest in exploring information on the internet and feels that functioning better would enable improved learning, especially regarding writing; > > (d) in relation to mobility, it is grossly limited and she needs a walker. Her mobility could be improved by better pain control and more specific evaluation and management of her individual arthritic pain sites as well as an approach to her associated fibromyalgia syndrome. The extent to which the applicant would improve with treatment and assistive technology is a matter for speculation; > > (e) in relation to self-care, that can be managed with assistance from her husband; and > > (f) in relation to self-management, with the help and support of her husband she manages most of her requirements. Dr Champion recommended her to be assessed for domestic assistance.[47]
Report of Leesa Morris, forensic psychologist
(a) complex post traumatic stress disorder; > > (b) persistent depressive disorder; and > > (c) autism spectrum disorder level 2.
Ms McDonnell is noted to demonstrate and describe ongoing difficulty comprehending and interpreting social cues and behaviours. She also notes repetitive behaviours and a need for order and routine to reduce her anxiety. Unfortunately, Ms McDonnell's physical impairments interrupt her ability to establish such structure, increasing agitation and aggravating Ms McDonnell's neurodiversity and trauma conditions. Ms McDonnell meets criteria for F84.0 Autism Spectrum Disorder, Level Two, requiring substantial support.[51]
...without the physical supports to assist with her pain and immobility, Ms McDonnell's needs for order and routine associated with neurodivergence cannot be met. This in turn increases Ms McDonnell's emotion dysregulation and triggers her trauma symptoms. In order to assist Ms McDonnell to engage more fully in meaningful activities in her community she requires the presence of a support worker twice per day to assist with personal and domestic care, including healthy meals. Ms McDonnell would also benefit from assistance with transport to appointments that would improve her mobility. With these supports and physical improvement in place, Ms McDonnell's functioning would likely increase to permit some reduction in supports over time. > > Additionally, Ms McDonnell would likely benefit from some psychological intervention to assist with understanding her neurodiversity and how it impacts her functioning. This intervention could also address Ms McDonnell's tolerance of life stressors which is also affected by her trauma condition. While Ms McDonnell has been resistant to psychological pain management intervention, if presented as an additional tool to use when the medications don't work (enough), she may find some benefit from the techniques.[52]
Report of Kelly Katavic, occupational therapist
(a) mobilised independently indoors; > > (b) had an abnormal gait pattern, which was reportedly due to hip stiffness, osteoarthritis and weight; > > (c) was independent for sit-stand chair transfers and bed transfers.
(a) a four-wheeled walker is required for outdoor mobilisation and mobilisation in the community, with need to sit down every 1 to 2 minutes; > > (b) she had a falls history, which suggested impaired balance; > > (c) she avoids mobilising on uneven surfaces; > > (d) she avoids stairs or gradients with or without rails; > > (e) she is only able to stand independently for 1 to 2 minutes; > > (f) she avoids public transport; > > (g) she had number of falls inside the house in the last 12 months and a single fall outside the home; > > (h) she uses a grab rail and raised toilet seat for toilet transfers; > > (i) she is able to transfer to a vehicle with difficulty; > > (j) she is unable to rise from the floor to a standing position; > > (k) she uses a shower chair and handheld shower hose; > > (l) she is independent in grooming, except assistance needed with toenails; > > (m) She has urinary incontinence; > > (n) she was dressing herself independently every few days; > > (o) she is independent with eating and drinking; > > (p) she is independent dropping clothes into the washing machine and unloading the dryer; > > (q) she is using a stool to prepare simple microwave and air-fryer meals; > > (r) she has her groceries delivered; > > (s) she is independent with driving; > > (t) she is communicating independently but reported having difficulty with word meanings due to her ASD-2. [58]
Supplementary report of Dr Champion, rheumatologist and pain medicine specialist
Supplementary report of Leesa Morris, forensic psychologist
Applicant's husband's statement of lived experience
Disability attributable to an impairment (s 24(1)(a))
The impairments are likely to be permanent (s 24(1)(b)
Substantially reduced functional capacity (s24(1)(c))
When does an impairment result in substantially reduced functional capacity to undertake relevant activities? > > An impairment results in substantially reduced functional capacity of a person to undertake one or more of the relevant activities - communication, social interaction, learning, mobility, self-care, self-management (see paragraph 5.1(c)) - if its result is that: > > (a) The person is unable to participate effectively or completely in the activity, or to perform tasks or actions required to undertake or participate effectively or completely in the activity, without assistive technology, equipment (other than commonly used items such as glasses) or home modifications; ...
The National Disability Insurance Scheme rules may prescribe circumstances in which, or criteria to be applied in assessing whether: > > (a) ... > > (b) One or more impairments result in substantially reduced functional capacity of a person to undertake, or psychosocial functioning of a person in undertaking, one or more activities for the purposes of paragraph 24(1)(c):...
An impairment results in substantially reduced functional capacity of a person to undertake one or more of the relevant activities...if its result is that: > > (a) the person is unable to participate ...completely in the activity, or to perform tasks or actions required to...participate...completely in the activity, without...equipment (other than commonly used items such as glasses)...
...This being the case, the Tribunal considers that Mr Ditchfield falls short of being able to "leave the home" and "move about the community" "effectively or completely". This qualifier, i.e. "effectively or completely" appearing in rule 5.8(a) is critical to the Tribunal reaching its conclusion about whether this deeming provision applies to Mr Ditchfield. The Tribunal does not accept the interpretation of this provision as contended by the NDIA...Instead, the Tribunal considers that it must give those words, "effectively or completely" their ordinary and natural meaning. > > The Macquarie Dictionary Online defines "effective" as meaning "serving to effect the purpose; producing the intended or expected result" and "complete" as "having all its parts or elements: whole; entire; full". The Tribunal considers that this could not be said of Mr Ditchfield's capacity to mobilise if he is able to drive places or facilities within the community but is unable to leave the car park to go inside of those facilities, or walk around those places, without experiencing pain or risking falling over. The Tribunal is satisfied that Mr Ditchfield's mobility to this extent is both incomplete and ineffective...Accordingly, the Tribunal concludes that without wearing his raised shoes and orthotics and despite being permitted to use a walking stick, Mr Ditchfield is unable to participate effectively or completely in the activity of "mobility", including to "leave the home" and to "move about in the community".[74]
Taking this evidence in toto, the Tribunal finds, applying the criteria in the Guideline, that Ms Madelaine is able to undertake many essential tasks relating to personal hygiene, grooming, dressing, cooking, feeding herself and administering medication. Despite the conflicting evidence, it considers that she can shower (however reluctantly) and in any case has an alternative form of bathing herself. She cannot clean her house but the Tribunal notes that this is not recorded as a criterion for self-care. She also cannot cut hard foods, but other, more pliable foods are available for the purposes of nutrition. On the other hand, the Tribunal finds that she cannot always wipe effectively after toileting, she cannot cut her toenails and her capacity to self-administer medication is sometimes compromised by forgetfulness or hand tremors. It should be noted that the evidence does not show that she is only unable to do these things on bad days. > > Applying these findings, firstly, to the provisions of s 24(1)(c), it can reasonably be concluded that Ms Madelaine does not have substantially reduced functional capacity to undertake self-care. The things she cannot do, in relation to toileting, grooming and meeting her health needs, indicate some slight reduction in functional capacity, but not so as to amount to a _substantia_l reduction. It could be said that such gaps as there are in her capacity to undertake self-care do not significantly compromise the maintenance of her health, safety and well-being. > > However, a different outcome arises from the application of the deeming provision in Rule 5.8. By reason of the deficiencies in her capacity for toileting, grooming and health care, it should reasonably be concluded that she is unable to participate... completely in the activity of self-care (emphasis added). If, for example, she cannot complete the necessary tasks associated with toileting, she cannot be said to perform the tasks required to undertake that activity completely. Toileting is obviously a key component of self-care. Similarly, if medications are dropped and irretrievable, she cannot care for her own healthcare needs completely. On this basis, the Rule requires that she be deemed to have a substantially reduced functional capacity for self-care pursuant to s 24(1)(c). > > As can be seen, Rule 5.8 applies a different regime for entry to the Scheme than that outlined in s 24(1)(c). The latter denies her entry, but the former facilitates it. In Drake, Brennan J postulated these rules with respect to the application of ministerial policy by the Tribunal: > > These considerations warrant the Tribunal's adoption of a practice of applying lawful ministerial policy, unless there are cogent reasons to the contrary... > > When the Tribunal is reviewing the exercise of discretionary power reposed in a Minister, and the Minister has adopted a general policy to guide him in the exercise of the power, the Tribunal will ordinarily apply that policy in reviewing the decision, unless the policy is unlawful... > > [Emphasis added] > > In this case, it appears that the ministerial policy - Rule 5.8 - imposes a different (and lower) threshold for access to the Scheme than that outlined in s 24(1)(c). In these circumstances, it must be doubted that the rule reflects the intention of the Parliament in enacting s 24. Delegated legislation cannot take away what is clearly conferred by a substantive law, nor, conversely, can it enlarge the ambit or scope of that law beyond what was legislatively intended. > > On this basis, employing the discretion in the Tribunal described by Brennan J in Drake, I will apply the entry criteria as outlined in s 24(1)(c) and disregard those in Rule 5.8, to the extent of the latter's inconsistency with the former.[75]
Impairment affects the person's capacity for social and economic participation (s 24(1)(d)
The applicant is likely to require NDIS support for her lifetime (s 24(1)(e)
the support is necessary to address needs of the participant arising from an impairment in relation to which the participant meets the disability requirements (see section 24) or the early intervention requirements (see section 25)
5.8 An impairment results in substantially reduced functional capacity of a person to undertake one or more of the relevant activities - communication, social interaction, learning, mobility, self-care, self-management (see paragraph 5.1(c)) - if its result is that: > > (a) ...; or > > (b) the person usually requires assistance (including physical assistance, guidance, supervision or prompting) from other people to participate in the activity or to perform tasks or actions required to undertake or participate in the activity; or
Dates of Hearing: 2 and 3 September 2024 and 2 December 2024.
Annexure A: Extracts from the National Disability Insurance Scheme Act 2013
(a) the person has a disability that is attributable to one or more intellectual, cognitive, neurological, sensory or physical impairments or the person has one or more impairments to which a psychosocial disability is attributable; and
(b) the impairment or impairments are, or are likely to be, permanent; and
(c) the impairment or impairments result in substantially reduced functional capacity to undertake one or more of the following activities:
(d) the impairment or impairments affect the person's capacity for social or economic participation; and
(e) the person is likely to require NDIS supports under the National Disability Insurance Scheme for the person's lifetime.
(2) For the purposes of subsection (1), an impairment or impairments that vary in intensity may be permanent, and the person is likely to require NDIS supports under the National Disability Insurance Scheme for the person's lifetime, despite the variation.
(3) For the purposes of subsection (1), an impairment or impairments that are episodic or fluctuating may be taken to be permanent, and the person may be taken to be likely to require NDIS supports under the National Disability Insurance Scheme for the person's lifetime, despite the episodic or fluctuating nature of the impairments.
Note 1: The time at which a requirement in this section needs to be met is the time the matter falls to be determined. For an access request, that time is the time of considering the request (see paragraph 21(1)(c)).
Note 2: National Disability Insurance Scheme rules may be made in relation to this section under subsection 27(1).
(1) A person meets the early intervention requirements if:
(i) has one or more identified intellectual, cognitive, neurological, sensory or physical impairments that are, or are likely to be, permanent; or
(ii) has one or more identified impairments to which a psychosocial disability is attributable and that are, or are likely to be, permanent; or
(b) the CEO is satisfied that provision of early intervention supports for the person is likely to benefit the person by reducing the person's future needs for supports in relation to disability; and
(c) the CEO is satisfied that provision of early intervention supports for the person is likely to benefit the person by:
(i) mitigating or alleviating the impact of the person's impairment upon the functional capacity of the person to undertake communication, social interaction, learning, mobility, self - care or self - management; or
(ii) preventing the deterioration of such functional capacity; or
(iv) strengthening the sustainability of informal supports available to the person, including through building the capacity of the person's carer; and
(d) the CEO is satisfied any early intervention supports that would be likely to benefit the person as mentioned in paragraphs (b) and (c) would be NDIS supports for the person.
Note: In certain circumstances, a person with a degenerative condition could meet the early intervention requirements and therefore become a participant.
(1A) For the purposes of subparagraph (1)(a)(i) or (ii), an impairment or impairments that are episodic or fluctuating may be taken to be permanent despite the episodic or fluctuating nature of the impairments.
(2) The CEO is taken to be satisfied as mentioned in paragraphs (1)(b) and (c) if one or more of the person's impairments are prescribed by the National Disability Insurance Scheme rules for the purposes of this subsection.
Note 1: The time at which a requirement in this section needs to be met is the time the matter falls to be determined. For an access request, that time is the time of considering the request (see paragraph 21(1)(c)).
Note 2: National Disability Insurance Scheme rules may be made in relation to this section under subsection 27(1).
27 National Disability Insurance Scheme rules relating to disability requirements and early intervention requirements
(1) The National Disability Insurance Scheme rules may make provision for determining any matter for the purposes of section 24 (disability requirements) or 25 (early intervention requirements).
(2) Without limiting subsection (1), National Disability Insurance Scheme rules made for the purposes of that subsection may prescribe:
(a) methods or criteria to be applied, or matters that may, must or must not be taken into account, for the purposes of either of those sections; or
(b) circumstances in which a matter relevant to the application of either of those sections is taken to exist or to not exist in relation to a person.
[4] Applicant's Statement of Facts, Issues and Contentions dated 8 July 2024 ('Applicant's SOFIC'), [6].
[50] DSM-V is the Diagnostic and Statistical Manual which sets out the criteria for mental disorders, 5 denotes that it is the fifth edition. The edition used by Ms Morris was in fact DSM-V-TR. TR stands for text revision.
[73] Mulligan and NDIA [2015] AATA 974, [109]-[116], [120]-[125].
[75] Madelaine, [126]-[130], citing Drake and Minister for Immigration and Ethnic Affairs (No 2) (1979) 2 ALD 634
[76] [2023] FCAFC 11 ('Foster').
Costello and Secretary, Department of Transport [1979] AATA 184; (1979) 2 ALD 934
Davis and National Disability Insurance Agency [2023] AATA 1437
Ditchfield and National Disability Insurance Agency [2019] AATA 2121
Madelaine and National Disability Insurance Agency [2020] AATA 4025
Mulligan and NDIA [2015] AATA 974
Mulligan v National Disability Insurance Agency [2015] FCA 544
National Disability Insurance Agency v Foster [2023] FCAFC 11.
Saitta Pty Ltd v Commonwealth [2000] FCA 1546
(2000) 106 FCR 554