Identify applicable pathway and prepare corroborating evidence. Members or Defence administrators should first determine whether the dependant-as-potential-dependant meets the foundational test in both new subsection 5 and 5A: that the person "would be a dependant of the member if they normally lived with the member" (5.a; 5A.a). The instrument does not define that phrase, so compliance will require assembling factual evidence showing the factual relationship that would amount to dependency (for example proof of financial support, shared household expenses, or dependency in practice), consistent with Defence’s normal administrative approaches.
Document the reason for non-cohabitation tied to the relevant subsection. Under the service-requirements-only route (5.b), the member must show non-cohabitation is due to service requirements only. Under the 5A route, the member must show non-cohabitation is due to (i) court orders relating to children, (ii) court orders relating to safety and welfare, or (iii) "compelling reasons". For 5A.i-ii, produce certified copies of the relevant court orders. For 5A.b.iii "compelling reasons", prepare a detailed statement explaining the circumstances and any supporting documentation; why these reasons are compelling will be evaluated by the CDF under the reasonableness test in 5A.c.
Prepare to satisfy the CDF’s reasonableness evaluative step. The new subsection 1.3.85.5A requires the CDF to be "satisfied that it is reasonable in the circumstances to recognise the person as a dependant" (5A.c). Reasonableness assessments are evaluative; provide contextual evidence, timelines, corroboration from third parties (e.g. legal counsel, social services, or other documents showing safety/welfare concerns), and any service-related documentation that shows alternatives were explored. For court-order-based claims, emphasise the content of the order relevant to custody, access or safety and how that precludes "normal" cohabitation.
Track recognition status and subsequent cohabitation. Paragraphs inserted in 7.6.29.1 and 7.8.6.5 make eligibility depend on whether the member and the dependant "have not normally lived together since the dependant was recognised" under 1.3.85.5A (7.6.29.1.e.ii; 7.8.6.5.e.ii). Therefore, once recognition is granted, both members and administrators should record the recognition date and the factual living arrangements subsequently. If cohabitation resumes or changes, that fact can alter eligibility under those provisions.
Coordinate elections in dual-member cases. Where a dependant is also a member, an election process is available under substituted 8.3.6.5.b.i: if neither or both members live with dependants, the members may elect which member is to be the one categorised as "member with dependants (unaccompanied)"; absent an election, seniority determines the categorisation (8.3.6.5.b.ii). To comply, the members should: (a) agree and document the election promptly in a manner acceptable to Defence administrators; (b) if unable to agree, ensure documentary proof of seniority is available so Defence can apply the default rule.
Update internal administrative processes and record-keeping. Defence administrators should amend internal forms, guidance and databases to record whether recognition was under 1.3.85.5 or 1.3.85.5A, the reasons relied upon (service requirements, court order, or compelling reasons), the date of recognition, and whether the member and dependant have cohabited since recognition. Because the instrument deleted and altered other paragraphs (for example the omission of 1.3.95.3 and paragraph 8.3.5.c), administrators should review the whole Determination (as amended) to ensure internal procedures reflect the new structure.
Be aware of savings provisions and triggers to apply. The transitional rules (Schedule 2) preserve pre-commencement categorisations until member circumstances change in a manner that either changes categorisation or requires the member to apply for categorisation. Members with a pre-existing categorisation should monitor their circumstances: a change that would alter categorisation or triggers a re-application obligation should prompt an application in accordance with Defence’s procedures. Defence should communicate to members what changes will trigger application obligations and how to apply, because the amendment does not itself set out that administrative process.
Maintain evidentiary integrity. Because the instrument does not provide sanctions or verification procedures, practitioners should assume that verification will be required and ensure documents are authentic, current and certified where appropriate. For court-orders, provide certified copies and any translations. For service requirements evidence, obtain official verification from the member’s chain of command or personnel records substantiating postings or orders that prevented cohabitation.
Prepare for CDF discretionary assessment. The CDF’s satisfaction is the legal trigger for recognition. Applications should thus be structured to address both factual predicates and reasonableness. Where "compelling reasons" are asserted, explain why these reasons are compelling relative to the member’s circumstances and candidly address alternatives considered. Provide a clear chronology and explain how the proposed recognition aligns with the Determination’s purpose, noting that the instrument itself frames recognition as discretionary.
Communicate changes to impacted personnel. Defence should notify members who are likely to be affected by the amendments (for example those separated from dependants due to family court orders or safety orders) that they may be eligible for recognition under the new pathway, and inform them how to submit evidence and the consequence of recognition for categorisation. Clear guidance reduces administrative friction and mitigates disputes arising from inconsistent implementation.
Document election procedures and seniority definitions. For dual-member situations, Defence should clarify the procedural steps for elections and how seniority is calculated, and record both election choices and seniority determinations. This will avoid ambiguity in applying subsection 8.3.6.5 and reduce the risk of inconsistent categorisation decisions.
Review related internal policies. Although the instrument does not refer to privacy or human resources policies, administrators should ensure that handling of court orders and safety/welfare information complies with Defence’s broader policies and applicable Commonwealth standards, and that disclosure is limited to the administrative necessity of the recognition decision.