austlii:cth/ARTA/2025/2478
General information, not legal advice.
ARTA
2025-11-19
Original judgment source is linked above.
Mclean and National Disability Insurance Agency (NDIS) [2025] ARTA 2478 (19 November 2025)
Respondent: National Disability Insurance Agency
Decision: The Tribunal affirms the decision under review.
NATIONAL DISABILITY INSURANCE SCHEME - approval of a Statement of Participant Supports - Applicant/participant seeking funding for Specialist Disability Accommodation - whether participant has extreme functional impairment - whether participant has very high support needs - whether participant meets Specialist Disability Accommodation needs requirement - decision under review affirmed
National Disability Insurance Scheme (Getting the NDIS Back on Track No.1) Act 2024 (Cth)
National Disability Insurance Scheme (Getting the NDIS Back on Track) Transitional Rules 2024 (Cth)
National Disability Insurance Scheme (Getting the NDIS Back on Track No.1) (Miscellaneous Provisions) Transitional Rules 2024 (Cth)
National Disability Insurance Scheme (Supports for Participants) Rules 2013 (Cth)
N_a_tional Disability Insurance Scheme (Specialist Disability Accommodation) Rules 2020 (Cth)
Allen and CEO, National Disability Insurance Agency [2025] ARTA 1359
Beezley v Repatriation Commission (2015) 150 ALD 111; [2015] FCAFC 165
Charrington and National Disability Insurance Agency [2022] AATA 1160
Drake v Minister for Immigration and Ethnic Affairs (1979) 2 ALD 60
G v Minister for Home Affairs [2019] FCAFC 79
Mazy and National Disability Insurance Agency (2018) 168 ALD 517
McGarrigle v National Disability Insurance Agency [2017] FCA 308
National Disability Insurance Agency v Warwick [2025] FCAFC 100
National Disability Insurance Agency v WRMF [2020] FCAFC 79
Re Drake and Minister for Immigration and Ethnic Affairs (No. 2) (1979) 2 ALD 634
Shi v Migration Agent's Registration Authority [2008] HCA 31; (2008) 235 CLR 286
Sutherland v National Disability Insurance Scheme [2024] AATA 411
Winn and National Disability Insurance Agency [2024] AATA 3034
National Disability Insurance Scheme, Operational Guideline - Specialist Disability Accommodation
National Disability Insurance Scheme, Specialist Disability Accommodation Design Standard
I live with my brother Brett in supported living arrangement. Brett and I both have a similar disability. Mum and dad have moved out we have support workers helping us with all our day to day needs. My Dad stays with me for 2 nights per week. My grandma lives near us and Mum and Dad take care of her as she is elderly. We don't have any other family or friends around. I don't have any friends who I can meet up with but I'd like to.
I would like to access the community more by myself without my brother to do the things that I like to do. I have an interest in mixing music and singing. I'd really like to meet some people and make some real friends so that I could have a better network and social life.
I get myself up every morning and get ready for work. I need support to get ready. I am prompted with every task. I walk to work at Endeavour on one day a week, I also work at [a café] on Monday and Thursday and I am supported by the Cafe Staff. In past I gained good skills in hospitality working at mum and dad's caf??. I learnt to serve and clear tables and felt more comfortable speaking with customers.
Some days if the weather isn't good I will need someone to drive me there to. If there is anything that changes with me walking to work (eg. rain), I become totally confused and I can wander. I have also been known to become distracted when I see a stray dog and will follow that dog and potentially become lost. This is a significant safety risk factor for me.
At home I like to relax and take it easy. I watch movies and I like Pok??mon, I also like photography and animals. I have a dog and a cat who I love very much. On Wednesdays a support worker comes and assists my brother and I with chores in the home, and with community access.
I need support to participant in social activities and to attend any appointments. On Fridays a Support Worker takes myself and Brett to the Golf Club from 6.00pm to 10.00pm. I would really like to do some skills development so that I can work in a job in hospitality or with animals.[5]
The duty of the Tribunal is to satisfy itself whether a decision in respect of which an application for review is duly instituted is a decision which, in its view, was objectively the right one to be made.[13]
The Tribunal effectively 'stands in the shoes' of the maker of the decision under review.[14] In undertaking its review, the Tribunal may exercise all of the powers and discretions that are conferred on the maker of the decision under review.[15] Also, the Tribunal may consider materials additional to those that were before the decision-maker.[16]
Section 3(3)(b) provides that in giving effect to the objects of the NDIS Act, regard is to be had to the need to ensure the financial sustainability of the NDIS.
4 General principles guiding actions under this Act
(1) People with disability have the same right as other members of Australian society to realise their potential for physical, social, emotional and intellectual development.
(2) People with disability should be supported to participate in and contribute to social and economic life.
(3) People with disability and their families and carers should have certainty that people with disability will receive the care and support they need over their lifetime.
(4) People with disability should be supported to exercise choice, including in relation to taking reasonable risks, in the pursuit of their goals and the planning and delivery of their supports.
(5) People with disability should be supported to receive reasonable and necessary supports, including early intervention supports.
(6) People with disability have the same right as other members of Australian society to respect for their worth and dignity and to live free from abuse, neglect and exploitation.
(8) People with disability have the same right as other members of Australian society to be able to determine their own best interests, including the right to exercise choice and control, and to engage as equal partners in decisions that will affect their lives.
(11) Reasonable and necessary supports for people with disability should:
(a) support people with disability to pursue their goals and maximise their independence; and
(b) support people with disability to live independently and to be included in the community as fully participating citizens; and
(c) develop and support the capacity of people with disability to undertake activities that enable them to participate in the community and in employment.
(12) The role of families, carers and other significant persons in the lives of people with disability is to be acknowledged and respected.
(12A) The relationship between people with disability and their families and carers is to be recognised and respected.
(16) Positive personal and social development of people with disability, including children and young people, is to be promoted.
(17) It is the intention of the Parliament that the Ministerial Council, the Minister, the Board, the CEO, the Commissioner and any other person or body is to perform functions and exercise powers under this Act in accordance with these principles, having regard to the need to ensure the financial sustainability of the National Disability Insurance Scheme.
17A Principles relating to the participation of people with disability
(1A) In performing the CEO's functions and exercising the CEO's powers under this Chapter, the CEO must have regard to the principles in this section.
(1) People with disability are assumed, so far as is reasonable in the circumstances, to have capacity to determine their own best interests and make decisions that affect their own lives.
(2) People with disability will be supported in their dealings and communications with the Agency so that their capacity to exercise choice and control is maximised.
(3) The National Disability Insurance Scheme is to:
(a) respect the interests of people with disability in exercising choice and control about matters that affect them; and
(b) enable people with disability to make decisions that will affect their lives; and
(c) support people with disability to participate in, and contribute to, social and economic life.
(4) The principles in this section are in addition to the principles in section 4 to which the CEO is to have regard in performing the CEO's functions and exercising the CEO's powers under this Act.
... the supports to be provided to a person who qualifies as a participant are intended to accommodate an individual's particular impairments and to assist that particular individual to be a participating member of the Australian community, and to do so on the basis of the values set out in the objects and guiding principle clauses of the Act, as well as the values set out in section 17A of the Act.[21]
31 Principles relating to plans > > The preparation, variation, reassessment and replacement of a participant's plan, and the management of the funding for supports under a participant's plan, should so far as reasonably practicable: > > (a) be individualised; and > > (b) be directed by the participant; and
(c) where relevant, consider and respect the role of family, carers and other persons who are significant in the life of the participant; and
(ca) where relevant, recognise and respect the relationship between participants and their families and carers; and
(d) strengthen and build capacity of families and carers to support participants who are children; and
(da) if the participant and the participant's carers agree - strengthen and build the capacity of families and carers to support the participant in adult life; and
(e) consider the availability to the participant of informal support and other support services generally available to any person in the community; and
(f) support communities to respond to the individual goals and needs of participants; and
(g) be underpinned by the right of the participant to exercise control over his or her own life; and
(h) advance the inclusion and participation in the community of the participant with the aim of achieving his or her individual aspirations; and
(i) maximise the choice and independence of the participant; and
(j) facilitate tailored and flexible responses to the individual goals and needs of the participant; and
(k) provide the context for the provision of disability services to the participant and, where appropriate, coordinate the delivery of disability services where there is more than one disability service provider.
The supports that will be funded or provided under the National Disability Insurance Scheme may be specifically identified in the plan or described generally, whether by reference to a specified purpose or otherwise.
(a) have regard to the participant's statement of goals and aspirations; and
(b) have regard to relevant assessments conducted in relation to the participant; and
(c) be satisfied as mentioned in section 34 in relation to the reasonable and necessary supports that will be funded and the general supports that will be provided; and
(d) apply the National Disability Insurance Scheme rules (if any) made for the purposes of section 35; and
(e) have regard to the principle that a participant should manage his or her plan to the extent that he or she wishes to do so; and
(f) have regard to the operation and effectiveness of any previous plans of the participant; and
(g) have regard to whether section 46 (acquittal of NDIS amounts) was complied with in relation to any previous plan for the participant.
(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 (see section 24) or the early intervention requirements (see section 25);
(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.
(a) the time at which the disability requirements or the early intervention requirements need to be met is the time the CEO decides to approve the statement of participant supports; and
(b) a participant's disability support needs arising from an impairment in relation to which the participant meets the disability requirements or the early intervention requirements may be affected by a variety of factors, including environmental factors or the impact of another impairment in relation to which the participant does not meet either of those requirements.
Whether a support is "reasonable" requires a different assessment to whether a support is "necessary". Again, it is not necessary in the context of this proceeding to be definitive about the nature and extent of the meaning of the phrase, or its components. It is enough to observe that using the concept of necessity would appear to tie one aspect of the CEO's assessment to an evaluation of the kinds of factors set out in s 34(1)(a) and (b) and (d). The word "reasonable" would appear to be directed at factors such as those set out in s 34(1)(c) and (f). That is not to say the meaning of each word is exhausted by the factors set out in s 34(1): rather, it is to illustrate the different work that each concept does as an adjective in the phrase "reasonable and necessary supports".
Relevantly to this proceeding, the factor set out in s 34(1)(e) ("funding or provision of the support takes account of what it is reasonable to expect families, carers, informal networks and the community to provide") goes to both whether a support is "reasonable" (in the sense of it being subject to provision or funding by the Agency) as well as whether it is "necessary" (in the sense of whether it is a support that cannot be provided by others).
In my opinion, the text and context of s 33(5)(c), read with s 34(1) indicates that the CEO (or the delegate or Tribunal) must either be satisfied that a support has the character of being a reasonable and necessary support, or that it does not. Once a support is identified and described (to take an example away from this case, speech therapy lessons three times a week), then the question for the CEO (or the delegate or Tribunal) is whether she or he is satisfied that support, as identified, is reasonable and necessary for that particular participant. It may be open to the CEO to be satisfied that a differently identified support is reasonable and necessary: in this example, speech therapy lessons once a week. That determination can only be made on the basis of probative evidence.[23]
The phrase is a composite phrase. We accept the Agency's submissions that each limb of the phrase should be given work to do. That task is not difficult, or complicated, with these two particular words, which are readily understood as conveying different meanings. However, the Parliament has chosen to use a composite phrase rather than to stipulate two distinct requirements, and therefore, as Gleeson CJ cautioned in XYZ v Commonwealth [2006 HCA 25; (2006) 227 CLR 532 at [19], '[t]here are many instances where it is misleading to construe a composite phrase simply by combining the dictionary meanings of its component parts'. > > In our opinion, such a danger is present on the construction arguments presented by the Agency. Both adjectives qualify the noun 'support', but they do so as a composite phrase. It is not fruitful to split them off and consider them separately, just as it is neither fruitful nor appropriate to attempt any exhaustive or authoritative judicial definition of them. > > Nevertheless, there is no doubt that the contextual use of the phrase in this Act links it to public funding to be provided to a participant. In that context, the phrase connotes supports which meet a threshold which justifies - by reference to the context, objects and guiding principles of the Act and the facts of the case - the expenditure of public funds for that support, for a particular participant. As we have already explained, the phrase also needs to be understood taking into account what has qualified a person as a participant, and the links between a person's impairment and their full participation in the community, in the same variety of ways as persons without a disability might choose to participate. It is not accidental, in our opinion, that Parliament has chosen the term 'participant' to describe individuals who will receive funded support: the choice of that term reinforces, as we have sought to explain, that the driving objective of this Act is the holistic, improved and increased participation by persons with disability in the life of their communities, and in life itself. > > ... > > Ultimately, as the Full Court in McGarrigle recognised, the statutory task of determining the contents of a participant's plan, and what are the reasonable and necessary supports, is a fact‑intensive exercise. More so than in many legislative schemes that confer an administrative benefit, the circumstances of each participant will vary greatly. The exercise is highly individualised. There will be an area of 'decisional freedom' (Minister for Immigration and Citizenship v Li at [28] (French CJ)) for the decision‑maker, about what supports fall within this description, given the circumstances of a particular individual. Provided no substantive legal error attends the choices made, it is possible for reasonable minds exercising the power under s 33(2) to differ. So too on merits review. [24]
(a) methods or criteria to be applied, or matters to which the CEO is to have regard, in deciding, the reasonable and necessary supports or general supports that will be funded or provided under the National Disability Insurance Scheme; and
(b) reasonable and necessary supports or general supports that will not be funded or provided under the National Disability Insurance Scheme; and
(c) reasonable and necessary supports or general supports that will or will not be funded or provided under the National Disability Insurance Scheme for prescribed participants.
209 The National Disability Insurance Scheme rules
(1) The Minister may, by legislative instrument, make rules called the National Disability Insurance Scheme rules prescribing matters:
(a) required or permitted by this Act to be prescribed by the National Disability Insurance Scheme rules; or
(b) necessary or convenient to be prescribed in order to carry out or give effect to this Act.
These Rules are made for the purposes of sections 33 and 34 of the Act.
These Rules are about assessment and determination of the reasonable and necessary supports that will be funded for participants under the NDIS.[25]
... to prescribe, in more detail than the broad criteria in section 33 and section 34, matters that may and may not be included in a statement of participant supports, or matters to which regard is to be had in the preparation or approval of the statement.
3.1 In deciding whether the support represents value for money in that the costs of
the supports are reasonable, relative to both the benefits achieved and the cost of
alternative support, the CEO is to consider the following matters:
(a) whether there are comparable supports which would achieve the same
(b) whether there is evidence that the support will substantially improve the life
stage outcomes for, and be of long-term benefit to, the participant;
(c) whether funding or provision of the support is likely to reduce the cost of the funding of supports for the participant in the long term (for example, some early intervention supports may be value for money given their potential to avoid or delay reliance on more costly supports);
(d) for supports that involve the provision of equipment or modifications:
(i) the comparative cost of purchasing or leasing the equipment or
(ii) whether there are any expected changes in technology or the
participant's circumstances in the short term that would make it
inappropriate to fund the equipment or modifications;
(e) whether the cost of the support is comparable to the cost of supports of the
same kind that are provided in the area in which the participant resides;
(f) whether the support will increase the participant's independence and
reduce the participant's need for other kinds of supports (for example,
some home modifications may reduce a participant's need for home care).
Effective and beneficial and current good practice
3.2 In deciding whether the support will be, or is likely to be, effective and beneficial
for a participant, having regard to current good practice, the CEO is to consider
the available evidence of the effectiveness of the support for others in like
(a) published and refereed literature and any consensus of expert opinion;
(b) the lived experience of the participant or their carers; or
(c) anything the Agency has learnt through delivery of the NDIS.
3.3 In deciding whether the support will be, or is likely to be, effective and beneficial
for a participant, having regard to current good practice, the CEO is to take into
3.4 In deciding whether funding or provision of the support takes account of what it is
reasonable to expect families, carers, informal networks and the community to
provide, the CEO is to consider the following matters:
(i) that it is normal for parents to provide substantial care and support for children; and
(ii) whether, because of the child's disability, the child's care needs are substantially greater than those of other children of a similar age; and
(iii) the extent of any risks to the wellbeing of the participant's family
(iv) whether the funding or provision of the support for a family would
improve the child's capacity or future capacity, or would reduce any risk to the child's wellbeing;
(c) for all participants - the desirability of supporting and developing the
potential contributions of informal supports and networks within their
Part 5 General criteria for supports, and supports that will not be funded or provided
5.1 A support will not be provided or funded under the NDIS if:
(a) it is likely to cause harm to the participant or pose a risk to others; or
(b) it is not related to the participant's disability; or
(c) it duplicates other supports delivered under alternative funding through the NDIS; or
(d) it relates to day-to-day living costs (for example, rent, groceries and utility
fees) that are not attributable to a participant's disability support needs.
5.2 The day-to-day living costs referred to in paragraph 5.1(d) do not include the
following (which may be funded under the NDIS if they relate to reasonable and
(a) additional living costs that are incurred by a participant solely and directly
(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.
... (the Rules) are an important element of the legislative scheme, introducing the ability to modify the operation of ss 33 and 34 by, for example, excluding certain kinds of supports from inclusion in participant plans. It is through the Rules that the executive is able to implement, within the federalism constraints imposed in s 209, some policy decision-making about the nature and extent of supports to be provided or funded under the NDIS.[28]
11 Eligibility to receive support for specialist disability accommodation
A participant is eligible to receive support for specialist disability accommodation under the National Disability Insurance Scheme if the CEO is satisfied that:
(i) has extreme functional impairment (see section 12); or
(ii) has very high support needs (see section 13); and
(b) the participant meets the SDA needs requirement (see section 14).
12 When a participant has an extreme functional impairment
(1) A participant has an extreme functional impairment if:
(a) the impairment results in extremely reduced functional capacity to undertake, or psychosocial functioning in undertaking, one or more of the following activities:
(b) the participant has a very high need for person-to-person supports in undertaking the activity even with assistive technology, equipment or home modifications.
(2) For the purposes of assessing whether a participant has an extreme functional impairment, the CEO may have regard to:
(a) any assessment or examination conducted in relation to the participant including any assessment or examination requested by the CEO under paragraph 36(2)(b) or 50(2)(b) or the Act; and
(b) the daily support requirements of the participant; and
(c) any assessment tool specified by the CEO for the purposes of this paragraph; and (d) any other matters that the CEO considers appropriate.
13 When a participant has very high support needs
(a) the participant has lived in specialist disability accommodation for extended periods and living in that accommodation has impacted on the capacity of the participant to transition to alternative living arrangements and support: or
(b) the participant has a very high need for person-to-person supports, either immediately available or constant, for a significant part of the day and either:
(i) there are limitations in the availability, capacity or capability of the participant's informal support network or risks to its sustainability; or
(ii) the participant is at risk or poses a risk to others, and that risk could be mitigated by the provision of specialist disability accommodation, having regard to the participant's response to risk and the interaction of the participant with the environment.
(2) For the purposes of assessing whether a participant has very high support needs, the CEO may have regard to:
(a) any assessment or examination conducted in relation to the participant, including any assessment or examination requested by the CEO under paragraph 36(2)(b) or 50(2)(b) of the Act; and
(b) the daily support requirements of the participant; and
(c) any assessment tool specified by the CEO for the purposes of this paragraph; and
(d) any other matters that the CEO considers appropriate.
14 When a participant meets the SDA needs requirement
(1) A participant meets the SDA needs requirement if, when compared to other supports alone, combined specialist disability accommodation and other supports would:
(a) better assist the participant to pursue the goals, objectives and aspirations set out in the participant's statement of goals and aspirations; and
(b) be more effective and beneficial, where possible, in:
(i) mitigating or alleviating the impact of the participant's impairment upon the participant's functional capacity; and
(ii) preventing the deterioration of the participant's functional capacity; and
(iii) improving the participant's functional capacity; and
(vi) maintaining or promoting the participant's ability to building capacity, including in the medium or long term; and
(iv) maintaining or promoting the participant's opportunities to develop skills; and
(c) if the participant has very high supports needs - be more effective and beneficial, where possible, in:
(i) reducing the participant's future needs for supports which might be required due to inappropriate accommodation; and
(ii) assisting the participant to pursue goals related to life opportunities and life transitions; and
(d) if the participant has an extreme functional impairment - be more effective in providing the participant with stability and continuity of support; and
(2) For the purposes of paragraph (1)(e), regard must be had to the following matters if the participant has very high support needs:
(a) whether combined specialist accommodation support and other supports would be likely to substantially improve the life stage outcomes for, and be of long-term benefit to, the participant;
(b) the cost of providing the participant with supports needed to live in accommodation other than specialist disability accommodation, taking into account:
(i) whether those supports may be shared with other participants; and
(ii) limitations of the participant's informal support network.
15 Matters to be determined by CEO in respect of each eligible participant
(1) The CEO must determine the following matters for an eligible participant:
(a) the SDA building type that is appropriate to support the eligible participant (see section 16);
(b) the SDA design category that is appropriate to support the eligible participant (see section 17);
(c) the area in which the specialist disability accommodation is to be located (see section 18):
(d) whether the specialist disability accommodation is to be provided as an in-kind support.
Note: The CEO may determine more than one SDA building type, SDA design category or location in relation to an eligible participant. The SDA building type, SDA design category and location must be specified in the participant's plan; see section 19.
Determination of whether support for SDA should be approved for inclusion in a participant's SoPS involves a legally and factually dense analysis in which the Tribunal must pose and answer the following questions in the following sequence:
Stage 1: Ascertain if the participant is eligible to receive support for SDA.
These requirements are expressed disjunctively. It is necessary for the participant to satisfy one requirement, it is not necessary that they satisfy both, but they may do so. If the answer to (i) or (ii) or both is "yes", proceed to Step 2 of Stage 1. If the answer to both (i) and (ii) is "no" that is the end of the enquiry. SDA cannot be approved for inclusion in the participant's SoPS, even if this request were to meet every other requirement of the Stage 1 and 2 enquiries because the first threshold requirement is not met.
Step 2: Determine if the participant meets the SDA needs requirement.
This requires a comparison of outcomes for the participant from two hypothetical support arrangements, being:
The term "other supports" should be taken to encompass both formal (being the general supports provided and reasonable and necessary supports funded, or capable of being provided and funded in the participant's SoPS) and the informal support that is reasonably available to them.
The outcomes of these two support arrangements are compared by reference to a series of criteria. In this respect, it is necessary to ask the questions: would SDA:
(iii) better assist the participant to pursue the goals, objectives and aspirations set out in their Statement of Goals and Aspirations.
If the answer to (iii) is "yes" then consider the next SDA needs requirement. This criterion is not subject to limitation. Therefore, if the answer is "no" then that is the end of the enquiry. SDA cannot be approved for inclusion in the participant's SoPS even if this request were to meet every other requirement of the Stage 1 and 2 enquiries.
(iv) be more effective and beneficial for the participant, where possible, in achieving each of the five outcomes identified in paragraph 14(1)(b).
The five outcomes specified in paragraph 14(1)(b) are expressed conjunctively, however the chapeau of the paragraph contains the words "where possible". Consequently, each specified outcome must be satisfied, subject to it being possible to achieve that outcome.
At this point in the analysis, the enquiry bifurcates between participants with an extreme functional impairment and those with very high support needs as found in Step 1 (recognising that a participant may satisfy both criteria).
With respect to a participant who has very high support needs (but not one that has an extreme functional impairment),
(v) be more effective and beneficial for the participant, where possible, in achieving both outcomes specified in paragraph 14(1)(c).
The two outcomes specified in paragraph 14(1)(c) are expressed conjunctively, however the chapeau of the paragraph contains the words "where possible". Consequently, both specified outcomes must be satisfied, subject to it being possible to achieve each outcome.
With respect to a participant who has an extreme functional impairment (but not one that has very high support needs),
(vi) be more effective and beneficial for the participant in providing them with stability and continuity of support.
At this point in the analysis a converged enquiry resumes, but if a participant has very high support needs, there are separate mandatory considerations.
- whether combined specialist disability accommodation support and other supports would be likely to substantially improve the life stage outcomes for, and be of long-term benefit to the participant,
- the cost of providing the participant with supports needed to live in accommodation other than SDA taking into account;
- whether those supports may be shared with other participants; and
- limitations of the participant's informal support network.
If, on comparison of the conclusions reached in relation to the two hypothetical support arrangements, it is found that the participant meets the SDA needs requirement in addition to having either or both an extreme functional impairment or very high support needs, Stage 2 of the enquiry is reached. If it is found that the SDA needs requirement is not satisfied, then the participant is not eligible for support for SDA, and that is the end of the enquiry.
Stage 2 Determine if the requested support is reasonable and necessary having regard to the criteria in s 34(1) of the Act:
In effect, although each of the s 34(1) criteria must be formally considered, a finding will already have been made in Stage 1, step 1, as to the paragraph 34(1)(aa) consideration, and in Stage 1, Step 2 (iii), in relation to the paragraph 34(1)(a) consideration.
With respect to paragraph 34(1)(c) of the Act and Rule 3.1 of the Supports for Participants Rules, if the person has been found to have very high support needs, the question of whether SDA constitutes value for money has already been considered in the Stage 1, Step 2(vi). While that enquiry is not necessarily exhaustive of the relevant considerations under the Act and the Supports for Participants Rules, if there are additional matters that require consideration the Tribunal would be assisted by either party identifying with precision what those additional matters are.
With respect to persons found to have an extreme functional impairment the question of whether SDA represents value for money is considered 'at large' under the SDA Rules. It is difficult to see how further enquiry under the Act, including by reference to the Supports for Participants Rules, would add anything to the conclusions reached by reference to the SDA Rules. However, if there are additional matters that require consideration under the Act and Rules the Tribunal would be assisted by either party identifying with precision what those additional matters are.
With respect to the paragraph 34(1)(d) requirement, the issue of whether SDA is effective and beneficial for the participant has already been considered at the Stage 1, Step 2(iv) and (v) enquiries. While that enquiry is not necessarily exhaustive of the relevant considerations under the Act and Rules 3.2 and 3.3 of the Supports for Participants Rules, if there are additional matters that require consideration the Tribunal would be assisted by either party identifying with precision what those additional matters are.
The primary work left for s 34(1) to do is in relation to the paragraph s 34(1)(b), (e) and (f) considerations. Therefore, the Stage 2 inquiry involves the following steps:
Step 4: with respect to the paragraphs 34(1)(aa) and (a) considerations make findings based on the conclusions reached in Stage 1 and Steps 2 (i), (ii) and (iii),
Step 5: with respect to the paragraphs 34(1)(c) and (d) considerations, consider any further matters necessary to be considered in accordance with the Act and Supports for Participants Rules, not considered under the SDA Rules.
Step 6: with respect to the paragraph 34(1)(b) consideration, consider the evidence and make findings in relation to that requirement.
Step 7: with respect to the paragraph 34(1)(e) consideration, consider the evidence and make findings in relation to that requirement.
Step 8: with respect to the paragraph 34(1)(f) requirement consider the evidence and make findings in relation to that requirement having regard to Schedule 1, Item 29, of the NDIS Supports Transitional Rules and Rule 7 of the Miscellaneous Rules.
For support for SDA to be approved for inclusion in a participant's SoPS it must satisfy each of the s 34(1) requirements in accordance with the Act and relevant rules, in addition to satisfying the eligibility requirements for support for SDA. These requirements are expressed conjunctively, which means that if any one of them is not satisfied, this support cannot be approved for inclusion in a participant's SoPS. If that is the case, it is the end of the enquiry. If each requirement is satisfied, Stage 3 of the enquiry is reached.
Stage 3 Determine the building type, design category and area in which the SDA is to be located.
Step 9: determine the building type that is appropriate to support the participant, having regard to the matters set out in paragraphs 14(a) to (m) of the SDA Rules.
Step 10: determine the SDA design category that is appropriate to support the participant, having regard to the specific needs of the participant, noting that the "basic" SDA design category cannot be approved.
Step 11: determine the area in which the SDA is to be located having regard to the matters set out in paragraphs 18(1)(a) to (g), and the mandatory considerations set in paragraph 18(2) of the SDA Rules.
Step 12: consider if there are further matters that require consideration in relation to the approval of support for SDA having regard to Rules 15(2), 19, 20 and 21 of the SDA Rules.[33]
Does the Applicant have an Extreme Functional Impairment?
Using the WHODAS difficulty factors and ratings as an interpretive aid, an "extreme" functional impairment for the purposes of Rule 12.1 of the SDA Rules is therefore a degree of difficulty in performing a task or action in a life activity area that is 96% or more greater than a person who does not have the subject person's health condition/s, measured in terms of the increased effort, discomfort or pain, slowness and/or changes to the way the task or action is performed.[46]
Self-care - such as washing yourself, going to the toilet, getting dressed, eating, drinking, talking and taking medication.
Ryan's score on individual items on the FIM+FAM were all 5 and below, which is indicative of Ryan requiring the presence of a carer during all tasks, either to provide prompting or set up assistance through to moderating direction and assistance.[48]
Receives no more than stand-by cueing, coaxing or verbal prompting without physical contact,
OR help just to set-up equipment, apply orthosis, etc.
Receives moderate help, but still performs 50-74% of the task themselves
(Hands on help but patient does more than half the task themselves)
A score of one falls in the sub-category of 'Complete Dependence: The person performs less than half the task' and is described as:
Receives total assistance - the person contributes less than 25% of the effort or the activity is not performed
Patient unable or does very little ( (i) There are limitations in the availability, capacity or capability of the participant's informal support network or risks to its sustainability; or
(ii) the participant is at risk or poses a risk to others, and that risk could be mitigated by the provision of specialist disability accommodation, having regard to the participant's response to risk and the interaction of the participant with the environment.
The words "immediately available" and "constant" are important. They suggest that the participant essentially needs to either have someone constantly supervising them, or at least having someone immediately available to attend to them at a moment's notice.
Ms Yule notes that the Applicant requires permanent supervision on a 24-hour basis. Mr Stretton agrees that the Applicant requires 24-hour support however the intensity of these support requirements varies throughout the day. He can be left alone to complete certain activities and requires either prompting, supervision or physical assistance for others. He does not require constant in person support (or to constantly be in a support worker's line of sight), but support does need to be available in the vicinity if required should there be a fall or other emergency.
It is contended that the need for have a person immediately available should in the event of a fall or an emergency does not mean that a support person needs to be "immediately available" and "constant". Most, if not all "participants" have risk emergencies in their homes, and thus it could not have been intended for this provision to be satisfied simply because there needs to be a person available in the event of an emergency. Obviously, the likelihood of and significance of the risk needs to be considered. It is contended that, having regard to the significance of the risk in this case, the Applicant does not require person-to-person supports, either immediately available or constant, for a significant part of the day.
Further, rule 13(1)(b) of the SDA Rules require there to be limitations in the availability, capacity or capability of the participant's informal support network or risks to its sustainability; or the participant is at risk or poses a risk to others, and that risk could be mitigated by the provision of specialist disability accommodation, having regard to the participant's response to risk and the interaction of the participant with the environment. There is no evidence regarding the limitations of the Applicant's informal support network, including his parents, to provide the assistance in the event of said emergencies.[53]
... should be taken to refer to direct practical support provided to, and/or needed by, the Applicant in relation to the tasks and actions of daily living whether that support is provided formally (by a paid support worker) or informally (by a family member, carer or friend).[54]
This means you need a lot of person-to-person support for a significant part of the day. You need this support with you, or you need to be able to get this support straight away. We also need to know that either:
His cognitive impairment causes impaired judgment, safety awareness and decision-making abilities that are incongruent with being in the community alone.
He requires access to support at home quickly if required but does not require constant direct supervision.[57]
As they age, their capacity to provide supports will decrease and it is sensible to facilitate a transition to independent living while they can still offer support rather than after this need arises urgently by necessity. It is also appropriate for [Ryan's] age and stage of life to reduce his reliance on his parents.[58]
Does the Applicant meet the SDA needs requirement?
(a) Whether combined SDA support and other supports would be likely to substantially improve the life stage outcomes for, and be of long-term benefit to, the participant. > > (b) The cost of providing the participant with supports needed to live in accommodation other than SDA, taking into account: > > > (i) whether those supports may be shared with other participants; and > > > > (ii) limitations of the participant's informal support network.
It can give them visual cues to be able to be able to engage and again, increase that contribution and increase the percentage of his contribution with some of those functional tasks throughout a typical day.
And it's those visual cues that that are part of the minimum standard and minimum design standard features within an improved liveability SDA dwelling that I felt would be the effective or beneficial component for Ryan.
I didn't feel that he required the larger footprint for the accessible bathroom that I had recommended for Brett, for example. I didn't feel that that was that was necessary for Ryan, but it was it was mostly around those cognitive sensory features.
So, within an improved liveability dwelling, they generally are able to sort of mitigate some of those impacts of people's sensory processing difficulties as well.
... the visual contrast as well within an improved liveability dwelling can also help with, just that visual orientation of their environment, and really trying to get people engaging with actual tasks within their home.
Look, I think that the, the size of the dwelling is problematic in terms of the maintenance that would be required and the support that he would be required to undertake in the size of the dwelling that he lives in.
So being a single individual living in a smaller dwelling that was easier to maintain, that had better wayfinding ... the SDA would be definitely more beneficial because it would be more achievable for him to be able to engage in, in managing that home better.
The current environment is, would be near impossible to have a goal of him being able to take full responsibility or shared responsibility for that.
Effectively, consideration needs to be given towards why the Applicant needs specialist disability accommodation, as opposed to accommodation generally.
The explanatory statement to the SDA Rules makes plain that "SDA refers to accommodation for people who require specialist housing solutions, including to assist with the delivery of supports that cater for their extreme functional impairment or very high support needs. SDA does not refer to the support services, but the homes in which these services are delivered. SDA may, for example, have specialist designs for people with very high needs or a location or features that make it feasible to provide complex or costly supports for independent living."
It is contended that there is no evidence that establishes that the Applicant requires an SDA design dwelling, as opposed to any dwelling, with the appropriate care worker assistance.
Ms Yule notes that the provision of SDA will support the Applicant's goal of establishing his own home environment. This does not grapple with why SDA is required to achieve that goal, as opposed to a standard home.
Finally, in addressing the value for money requirement, Ms Yule notes that if the Applicant was provided with SDA in close proximity to his brother and his parent's current home, the Applicant will be able to continue to receive some informal supports from his parents (as their availability allows) and continue to share his formal supports with his brother as is currently the case. This, respectfully, does not address the value for money requirement at all.
It is thus contended that the Applicant does not need SDA, he simply needs a standard home, albeit with support worker assistance. It follows that the provision of SDA is not going to better assist the Applicant's goals of living independently, when compared with other supports alone. Further, it is contended that the provision of SDA is not likely to be more effective or beneficial, than any standard home, with the existing supports available.
Further, under rules 14(1)(e), the provision of funding for SDA must represent better value for money, when compared to other supports alone. If the Applicant has a very high support need, the Tribunal is to have regard to whether combined SDA support and other supports would be likely to substantially improve the life stage outcomes for, and be of long-term benefit to, the participant and to consider the alternative cost of providing necessary supports outside of SDA. This necessarily invites a cost comparison between life with and without SDA.[61]
The evidence establishes that the family home is suitable, to meet his needs. Further, the Applicant has not put on any evidence of whether there are other suitable housing options for him, should the Applicant's parents want to return to the family home.
It is contended that, until those options are explored and, if feasible, the costs of those options are compared to the cost of the provision of SDA, the Tribunal cannot be satisfied that the provision of SDA represents better value for money than the provision of other supports alone.[62]
... the threshold created by the 'needs requirement' is demonstrably high and cannot be met by evidence of benefit or preference alone.[67]
[1] National Disability Insurance Scheme, Operational Guideline - Specialist Disability Accommodation
[2] Hearing Bundle, Document R3, The Agency's Updated Statement of Facts, Issues and Contentions, 14 February 2025, pages 424-452, at [3] (the Agency's updated SFIC).
[3] Hearing Bundle, Document T13, NDIA Plan for the Applicant, 31 March 2022-29 March 2025, pages 225-239.
[4] The Agency's updated SFIC, Annexure B - Participant's plan breakdown, pages 453-454.
[5] Hearing Bundle, Document T13, NDIA Plan for the Applicant, page 233. This section as contained in the plan is reproduced here in its unedited form.
[6] The Agency's updated SFIC, Annexure B - Participant's plan breakdown, pages 451-452.
[7] Hearing Bundle, Document T9, Internal Review Request, 22 June 2022, pages 190-194.
[8] Hearing Bundle, Document T8, Supporting Evidence Form - Home and Living, 22 June 2022, pages 171-189.
[9] Hearing Bundle, Document T1A, Internal Review Decision, 18 August 2025, pages 10-14.
[10] Section 99 of the National Disability Insurance Scheme Act 2013 (Cth), Item 4, designates this decision as a reviewable decision.
[11] Hearing Bundle, Document T1, Application for Review of Decision, 16 November 2022, pages 4-9.
[12] This section and some of the following sections regarding the applicable law have been adapted from previous decisions of the Member.
[13] Drake v Minister for Immigration and Ethnic Affairs (1979) 2 ALD 60, [78].
[14] Shi v Migration Agents' Registration Authority [2008] HCA 31; (2008) 235 CLR 286, 324-325, 327 (Kiefel J), (Shi).
[16] Shi, 300-301 (Kirby J); 314-315 (Hayne and Heydon JJ); 327-328 (Kiefel J).
[17] Beezley v Repatriation Commission [2015] FCAFC 165 [68], as applied in Sutherland v National Disability Insurance Scheme [2024] AATA 411 [53].
[19] The Agency addressed these matters in its updated SFIC, Annexure A, [10]-[20].
[20] Item 132 of Schedule 1 of the National Disability Insurance Scheme Amendment (Getting the NDIS Back on Track No 1) Act 2024.
[21] National Disability Insurance Agency v WRMF [2020] FCAFC 79 (WRMF), at [141].
[22] 'General support' is defined in section 13(2) of the NDIS Act.
[23] McGarrigle v National Disability Insurance Agency [2017] FCA 308 (McGarrigle), at [91]-[93].
[25] This section is also repeated in Part 1 of the Support Rules.
[26] Which in turn reflect some of the requirements under section 34(1) of the Act.
[29] National Disability Insurance Scheme (Specialist Disability Accommodation) Rules 2020, (the SDA Rules), Rule 9.
[31] G v Minister for Home Affairs [2019] FCAFC 79, [18].
[32] Re Drake and Minister for Immigration and Ethnic Affairs (No. 2) (1979) 2 ALD 634, 645 (President Brennan J).
[33] Allen and CEO, National Disability Insurance Agency [2025] ARTA 1359 (Allen and NDIA), [29].
[34] Hearing Bundle, Document A1, Occupational Therapy Assessment Report - Specialist Disability Accommodation, Ms Julie Yule, 7 October 2021, pages 319-346. (Ms Yule's report).
[37] Hearing Bundle, Document A2, Applicant's Response to the Agency's Statement of Facts, Issues and Contentions of 18 January 2024, 28 February 2025, pages 346-360, at page 347.
[38] Counsel for the Agency's submissions, 20 May 2025 and 22 May 2025, Agency's updated SFIC, [12]-[22].
[39] Hearing Bundle, Document R1, Occupational Therapy Assessment Report, Mr Gary Stretton, 15 January 2024, pages 389-410 (Mr Stretton's report).
[42] Allen and NDIA, [35], [39]-[40].
[43] Agency's updated SFIC, [15], citing Charrington and NDIA [2022] AATA 1160, at [60], and Counsel for the Agency's submissions, 22 May 2025.
[44] Counsel for the Applicant's submissions, 22 May 2022.
[49] Excerpts from the Manual for these instruments were provided as a result of a request the Tribunal made during the hearing.
[52] Mr Stretton's report, pages 405-406.
[55] The Guidelines continue, to address the circumstances of participants with behaviours of concern - this part has not been reproduced here.
[56] Counsel for the Agency's closing submissions, 22 May 2025.
[59] Winn and National Disability Insurance Agency [2024] AATA 3034, at [87], and the framework from Allen and NDIA, as noted.
[60] Ms Yule's assessment report, pages 293-295.
[61] Here, Charrington at [54] was cited, as addressed below.
[62] The Agency's updated SFIC, [29]-[36].
[63] Mr Stretton's report, pages 404-405.
[65] Applicant's response to the Agency's SFIC, pages 358-359.
[66] Mazy and National Disability Insurance Agency (2018) 168 ALD 517, at [52], [53] and [58].
[68] See Hearing Bundle, Document T3, Submission of SDA Services, pages 33-70, and Document T5, Report of SDA Services, 27 February 2022, pages 98-165.
(2006) 227 CLR 532
(2008) 235 CLR 286