A special need relative
23 The applicant contended there were two errors of law within the meaning of s 476(1)(e) in relation to the way in which the Tribunal determined whether the applicant was a special need relative. Firstly, it was submitted that the Tribunal had failed to consider whether the nominator's infirmity, due to old age, combined with her mental deterioration, could constitute a "disability" or "prolonged illness" within the definition of special need relative. Secondly, it was claimed that the conclusion that the combined effect of the nominator's loneliness, mental deterioration and general infirmity, being due merely to her advanced age could not, without more, constitute "other serious circumstances" manifested legal error.
24 Counsel for the respondent Minister submitted that death, disability, prolonged illness or other serious circumstances are not of themselves sufficient grounds for the grant of the visa. It must also be shown that there is a need for permanent or long-term assistance and that such assistance is not available from sources other than the visa applicant. Accordingly, it was claimed that a legally unimpeachable finding in relation to any one of those three requirements would be enough to disentitle the applicant from relief from the Court. The findings of fact that (a) the assistance provided to the nominator by the applicant was no more than companionship and general domestic assistance plus some financial support; and (b) there was no reason to believe the assistance could not reasonably be obtained elsewhere were thus fatal for the applicant. Alternatively, it was submitted that there was no legal error as to the meaning of "serious circumstances". The Tribunal had asked itself the correct questions and carefully and thoroughly considered all the material before it, despite its brevity and vagueness. Having looked at the nominator's age and infirmity as well as the brief medical report, the Tribunal concluded that the nominator did not require the requisite degree of assistance, a factual conclusion which was open to it.
25 I turn to the applicant's first alleged error, that the Tribunal member limited himself only to determining whether the nominator could show "other serious circumstances". The Tribunal member correctly identified the matters that he needed to determine: whether permanent or long-term assistance was needed because of death, disability, prolonged illness or other serious circumstances. However, even on a generous reading of the member's reasons, he then proceeded to consider only whether each of loneliness, mental deterioration, age, infirmity and the other factors raised in the brief medical report provided by the doctor could be said to constitute other serious circumstances. The Tribunal gave no consideration to whether these factors taken together could constitute a "disability" or "prolonged illness". There was no express consideration of this question nor was it, in my opinion, implicit in the Tribunal's reasons. All that occurred was a failure to examine these questions and on assumption, under cover of silence, that they were not relevant criteria. Whether or not these factors taken together could constitute a disease or prolonged illness was clearly arguable and a matter of fact for the Tribunal to determine. A failure by the Tribunal member to turn his mind to these matters can and should be inferred: the case is reminiscent of Jun v Minister for Immigration & Multicultural Affairs [2000] FCA 867 where Mansfield J held that a failure to consider whether a clinical mental condition was a disability or prolonged illness because of an incorrect interpretation of a policy direction was an error of law. The approach of the Tribunal resulted in an incorrect application of the law to the facts and an error of law within s 476(1)(e).
26 In relation to the second alleged error, namely what can constitute "serious circumstances", the Tribunal in my opinion incorrectly interpreted the applicable law within the meaning of s 476(1)(e). The Tribunal stated that "[l]oneliness and mental deterioration, without further factors do not…amount to a serious circumstance". In Wu v Minister for Immigration & Multicultural Affairs [2000] FCA 1817 a Full Court of this Court considered this regulation in relation to a claim that a young child needed the care of its mother. The Court indicated that "serious" refers to something which has a substantial and negative effect on a person, affecting the capacity to look after oneself. The Court then went on to say:
"…there is nothing about the expression "other serious circumstances" nor its immediate statutory context which suggests that a necessary feature of the circumstances is that they be out of the ordinary or unexpected. In our opinion the word "serious" is simply intended to reinforce the nature of the assistance that is central to the definition, namely assistance which is substantial and continuing in relation to a need for assistance which is permanent or long-term. That is, the circumstance is sufficiently serious that, in relation to a citizen, it would require assistance of the same sort that would be required if the citizen was suffering from a disability or prolonged illness. In our opinion, if a citizen or a member of the citizen's family unit is in circumstances which create a need for substantial and continuing assistance of the citizen and the circumstances do not arise because of the death of a member of the family unit or the disability or prolonged illness of either the citizen or the member of the family unit then those circumstances are intended to be comprehended by the expression "other serious circumstances". There is no reason in logic or of policy that we can discern which might explain that the definition was intended to be enlivened in every circumstance where the requisite care of a citizen is required except young childhood and perhaps old age. We say perhaps old age because the long-term or permanent need for substantial and continuing assistance of an elderly person ordinarily arises through a disability or illness associated with old age." (emphasis added)
27 The Tribunal evidently interpreted the definition in reg 1.03 as requiring more than loneliness and mental deterioration to be considered as a serious circumstance. It failed to give due consideration to whether the nominator's level of loneliness and mental deterioration, viewed in the light of her age and her infirmity, could constitute a serious circumstance. Although the matter is not free from doubt, I am prepared to assume that, on a fair reading of the Tribunal's reasons, the Member did have regard to the age of the nominator and her general infirmity even though he did not expressly refer to them, and that, when he referred to other circumstances, it was in addition to age and infirmity. In any case it should be made clear that, at least if there are other factors, age can be a very pertinent factor. As the Full Court said in Wu (at para 38):
"A child's needs are, in many respects, no different to those of a very elderly person or a seriously ill person. Their survival can be dependent on the support and attention of others. The argument that "serious circumstances" cannot "reflect merely the tender age of a person" rather misses the point. The age, whether of a very young or very old person, would rarely be the sole relevant circumstance. But age can be a factor which, along with other circumstances, adds up to special circumstances."
28 It may be necessary to distinguish cases of old age accompanied by disability and/or illness from cases of need generated solely on account of a child's tender years. The Full Court in Wu did not follow Huang v Minister for Immigration & Ethnic Affairs (1996) 71 FCR 95, in which Hill J (Jenkinson J agreeing) said:
"It is hardly conceivable that the expression 'serious circumstances' should reflect merely the tender age of a person."
The judgment in Wu was given before the decision of McHugh J in Re Minister for Immigration & Multicultural Affairs, Ex parte Cohen (2001) 74 ALJR 542. McHugh J, apparently without the decision in Wu having been drawn to his attention, "doubted" that Huang was wrongly decided. With respect, it appears to me that the distinction I have suggested is a cogent one and avoids the necessity to choose between Wu and Huang.
29 Although, as the Tribunal member noted, the medical material provided in support of the application was not as comprehensive as one may have expected making the Tribunal's fact-finding role more difficult, the belief on the part of the Tribunal that it did not need to consider the matter because, as a matter of law, evidence as to loneliness and mental deterioration could never constitute serious circumstances was clearly wrong. There is nothing to suggest that the definition of special need relative should be limited in the way in which the Tribunal member proposed. Wu makes it clear that the circumstances need not be out of the ordinary or unexpected. Accordingly, the Tribunal's interpretation of the regulation was an incorrect interpretation of the applicable law.