Compliance operates at three levels: obtaining the credential, maintaining it, and observing the operational conditions on each flight.
To obtain eligibility, a person must first be assessed by a medical practitioner as meeting the medical standard basic class 2, which is the Austroads commercial vehicle driver medical standard for an unconditional licence (glasses and hearing aids permissible, no other conditions). The medical practitioner completes CASA Form 1474 (the Fitness Report), recording the assessment outcome and a recommended date of next review. The person then applies to CASA, certifying that they have been so assessed. CASA issues the Aviation Medical Certificate (Basic Class 2) if satisfied the applicant meets the standard, and records an expiry date derived from the Fitness Report review date.
To maintain eligibility, the person must not allow the review date from the most recent Fitness Report to pass without obtaining a fresh assessment and, if still eligible, a renewed Aviation Medical Certificate (Basic Class 2). The certificate itself will record an expiry, but because the Fitness Report review date governs the operational cutoff (not merely the certificate expiry), a person who defers their next assessment beyond the review date even within the certificate's nominal validity period will be in breach of the conditions.
On each flight, regardless of whether passengers are carried, a person relying on the exemption must carry their current Aviation Medical Certificate (Basic Class 2). That document must be available for immediate production on request to an authorised CASA officer (sections 6(4)(a), 9(3)(a), 12(3)(a), 15(3)(a), 17(6)(a), 20(6)(a)). Within 48 hours of a request from an authorised CASA officer, a copy of the most recent Fitness Report must also be produced (sections 6(4)(b), 9(3)(b), 12(3)(b), 15(3)(b), 17(6)(b), 20(6)(b)). Carrying only the certificate but not having access to the Fitness Report within 48 hours of a request would put the person in breach of a condition.
For private pilot licence holders and recreational pilot licence holders exercising privileges without a fully medically certified pilot in command on board, every flight must be: by day under VFR (sections 17(4)(a), and for recreational pilots this follows from the underlying licence); below 10,000 feet (section 17(4)(b), applying directly to private pilot licence holders); within Australian territory (sections 17(4)(c), 20(4)); and, for private pilot licence holders, in a piston-engined aircraft with a maximum take-off weight below 8,618 kg (section 17(4)(d)). No flight activity endorsement or operational rating may be exercised.
For any flight carrying passengers, before commencing the flight the pilot must inform each adult passenger, and the legal guardian of any minor passenger, of the three matters set out in sections 18(2) and 21(2): that they do not hold a standard medical certificate, that they hold a Basic Class 2 certificate assessed against Austroads commercial vehicle driver standards, and that they are carrying that certificate and a copy of the relevant conditions (sections 17 or 20) for inspection. The pilot must also carry during the flight both the certificate and a copy of those conditions. There is no prescribed form for the pre-flight disclosure, but the disclosure must cover all three specified matters.
Flight instructors who approve solo flights, and flight examiners who conduct tests, should confirm in their own records that the student or applicant holds a current Aviation Medical Certificate (Basic Class 2) before approving or commencing the flight or test. This is what triggers the exemption under sections 7, 10, 13, and 15A. Part 141 and Part 142 operators should update their operations manuals and standard operating procedures to reflect the new scheme, document their verification steps, and ensure their heads of operations are familiar with the dual exemption structure in sections 22 and 23. The instrument expires on 31 January 2028, so operators should build a review date into their compliance calendars well before that expiry.