Uniform and dress codes have commonly found themselves in the media, often when found to be at odds with changing societal expectations and values. Since 2017, female students at Victorian government schools have been allowed to wear shorts and trousers.1 Independent schools have a choice. Here we discuss what factors may influence your school’s choice over uniforms and dress codes.

Community pressure and expectations

There is mounting pressure on schools to ensure that their uniform policies promote equal participation and are tailored to the needs of different students, including on the basis of their sex, religion, culture, disability and gender identity.

Anti-discrimination law

Students must not be discriminated against on the grounds of personal characteristics such as gender identity, religious beliefs or sexual orientation (among others). These characteristics may impact how a student responds to a uniform requirement, and this could result in indirect discrimination. Indirect discrimination is when treating everybody the same way disadvantages someone because of a personal characteristic.


Example: Arora v Melton Christian College2

VCAT found the College had contravened the Equal Opportunity Act 2010 (Vic) because:

  • The uniform policy was a requirement imposed on the child.
  • The restriction on long hair disproportionately impacted the child, due to the religious beliefs of the family (Sikh).
  • The requirement for the child to comply with the hair requirement was unreasonable. The College could not prove it was reasonable.
  • Common identity, community and inclusivity through the uniform could be achieved without imposing the discriminatory requirement.

The Equal Opportunity Act 2010 (Vic) (the Act) contains an exception that permits schools to set and enforce reasonable standards of dress, appearance and behaviour for students (the Exception).3 A standard of dress will be ‘reasonable’ if the school has taken into account the views of the school community in setting the standard. This means, if community views are changing, your standards may also need to change. The more extensive, engaging and collaborative the consultation process, the more likely it is to be considered reasonable. When did your school last review its uniform policy?

Health and safety

Could elements of the school uniform put students at risk? Consider the risks of:

  • Sunburn and heat stroke;
  • Jewellery, cords etc that could cause harm when playing sport or during active outdoor play;
  • School bags that are too heavy and/or pose risks of back injuries to students.

Child safety and wellbeing requirements

Ministerial Order 1359 requires schools to pay particular attention to the needs of students with a disability, students from culturally and linguistically diverse backgrounds and LGBTQIA+ students – who may be disproportionately impacted by uniform policies.

You can find broader information about transitioning to a more gender inclusive school environment here. We also talk about associated topics of bathrooms and events regarding gender inclusion here.

Setting a dress code can promote a shared sense of identity and pride, allow students to feel equal and enhance the profile of the school in the wider community. Whilst there can be many benefits associated with a dress code, they should be sensitive to the needs of different students and sufficiently flexible to promote equal participation. Schools must achieve a balance between imposing standards of dress and behaviour with their obligation not to discriminate against students on the basis of a protected attribute; one being sex where the questions of trousers for girls arises again.

Pants and trousers are less common options for girls under the dress codes in non-government schools. However, advocates for uniform reform argue that forcing girls to wear dresses and skirts reinforces rigid gender stereotypes, limits physical movement and makes girls less inclined to exercise or participate in sporting activities.

How we can help

Moores can help your school with:

  • Advice on anti-discrimination issues that arise in an education context.
  • Updating enrolment policies and agreements to ensure that they protect the legal interests of the school and comply with anti-discrimination law.
  • Resolving disputes with parents following complaints regarding discrimination.
  • Updating school policies and procedures, including dress codes and grievance procedures.
  • Delivering professional development sessions to staff and volunteers (e.g. equal opportunity training).

Contact us

Please contact us for more detailed and tailored help.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.


1 http://www.theage.com.au/victoria/girls-win-right-to-wear-shorts-and-trousers-to-all-victorian-state-schools-20170912-gyfwf9.html

2Arora v Melton Christian College (19 September 2017 – VCAT)

3 Equal Opportunity Act 2010 (Vic) s 42.

The school year is coming to a close. Many students are already on summer holidays. We are certain teachers are looking forward to the holidays as well. Before you depart, we have some recommendations for our school clients to consider in your planning for priorities in 2024.

The governance angle

  • Have policies been reviewed and approved this year, if required?
  • Has reporting to the Board been finalised?
  • Board skills review – who do you have? What are their skills? Are there cliques and cronies? Are members fit and proper? Do you need a board skills review?
  • Constitution – check director terms limits, and how a director can be removed (you will be surprised!)
  • External audit process – do you have a process for rigorous and regular external board evaluation and the ability to implement recommendations?
  • Workforce restructuring in the face of increasing costs and the payroll tax

Child safety

  • Have your staff, board and volunteers received their required annual training?
  • Have you empowered your students to understand their rights to safety over the summer holidays, for example, regarding risks of grooming?
  • What mechanisms have been put in place to address online safety and bullying between students?
  • Have recruitment processes for 2024 followed the child safety policy and met Ministerial Order 1359?
  • Are your inclusion practices intersectional? For example, how do your child safety practices support students with disability? What about inclusion of students and staff of different faiths?  

Enrolment

  • Have offers been made and accepted for 2024?
  • What do these offer and acceptance forms say regarding the enrolment agreement? Is it a binding contract?
  • Have you considered recent legal changes in this space; Brindabella and ACL amendments?
  • Have your made enquiries and considered what reasonable adjustments and resources you will need for new students?

Your school grounds and facilities

  • Will works be done on the school  premises over the holidays?
  • What processes are in place regarding working with children checks for school building projects?
  • What access will children have to the school premises over the holidays? Can school premises be accessed by the public?
  • Will you be hiring your facilities over the school holidays? What do your arrangements with hirers require of them and are you adequately covered?

How we can help

Our Education team can help with any of the above recommendations to help your prepare for the summer holidays and the 2024 school year.

Contact us

Please contact us for more detailed and tailored help.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

If you are unable to make a decision on your medical treatment, a health practitioner may need the consent of your Medical Treatment Decision Maker (MTDM) before they provide treatment.

Appointing a person to make medical decisions for you can be just as important as appointing an attorney to act for financial and personal matters. In Victoria, unlike some other Australian States, a MTDM is appointed under a separate document to that of a financial or personal attorney. The relevant legislation is the Medical Treatment Planning and Decisions Act 2016 (Vic) (Act).

As part of an estate planning matter, we talk to our clients about the importance of having the right people making decisions for them if they were to lose capacity – this includes consenting to or refusing medical treatment. Here are the 5 most commonly asked questions on matters relating to medical decisions.

1. Who can I appoint as my Medical Treatment Decision Maker?

You can appoint an adult person to make medical decisions for you provided you have decision making capacity at the time of the appointment. You may decide to appoint one of your family members, another close relative or a friend. Your MTDM should be someone who you trust, can communicate effectively, and who is willing to accept the responsibilities of the role. Your MDTM does not need to be the same person you appoint as your financial and personal attorney.

Only one person can act as your MTDM at any time. If you want to appoint more than one person to act, the decision-maker is the first person listed who is available, willing, and able to make the decision at the relevant time. 

The appointment of a MTDM must be made in writing in the prescribed form. It must be executed and witnessed in accordance with the requirements of the Act. A person appointed as your MTDM must also accept their appointment.

2. Who will make medical decisions for me if I do not appoint a decision-maker, or my appointed decision-maker is not willing and able to make the medical treatment decision for me?

If you do not appoint a MTDM, or your appointee is not available and willing and able to make a decision for you, then a guardian appointed by the Victorian Civil and Administrative Tribunal (VCAT) with the power to make medical decisions can act for you.

If there is no VCAT appointed guardian, your MTDM will be the first of the following who is in a close and continuing relationship with you:

  • spouse or domestic partner;
  • primary carer;
  • oldest available adult child;
  • oldest parent; and
  • oldest adult sibling.

3. What types of decisions can my MTDM make?

A MTDM must make the medical treatment decision that they believe is the decision you would make if you had decision-making capacity, subject to any conditions or limitations specified in a MTDM document. This includes consenting to treatment on your behalf, or refusing treatment. Your MTDM must consider:

  • Any valid and relevant values directive;
  • Any other relevant preferences that you have expressed;
  • The likely effects and consequences of the medical treatment; and
  • Whether there are any alternatives, including refusing medical treatment.

There are some exceptions to consent. Consent is not required from a health practitioner in the event of an emergency to save your life, prevent serious damage to your health or prevent you from suffering significant pain or distress. 

A MTDM also cannot:

  • Make a decision about palliative care, but can advocate for your preferences and values to be taken into account; and
  • Make decisions with respect to voluntary assisted dying.

4. Can I change who I appoint as my decision-maker?

If you have capacity and you decide that one or more of the people you have appointed as your decision maker is no longer appropriate, you can revoke the appointment of your MTDM. You can do this by:

  • Completing a revocation document which must be in the prescribed form; or
  • Having a subsequent MTDM document in place, as a later document will revoke an earlier one.

VCAT also has the power to revoke an appointment of a MTDM. 

If you revoke your MTDM, you should inform your MTDM and any people who know of the appointment, such as your health practitioner or hospital. 

5. Can I provide directions about medical treatment I consent to and refuse?

In Victoria, you can make an advance care directive. This is a document where you can set out your binding instructions or preferences and values in relation to your medical treatment. 

You can give an advance care directive if:

  • You have decision making capacity in relation to each statement in the directive; and
  • You understand the nature and effect of each statement in the directive.

An advance care directive must comply with certain formal requirements. To be binding, the directive must be in writing, contain certain particulars, be signed by the person giving it and witnessed by two adults, one of whom must be a medical practitioner.

Some of the matters which you can address in an advance care directive are:

  • What matters most to you in your life?
  • Do you have any unacceptable outcomes of medical treatment after illness or injury?
  • What type of medical treatment do you consent to/refuse?
  • Whether you would like the document to expire on a particular date.

Any statement about palliative care in an advance care directive is regarded as a values directive. You cannot provide directions on voluntary assisted dying in an advance care directive.

You can amend or revoke an existing advance care directive, or make a new advance care directive should you change your mind or wish to record further directions.

How we can help

Appointing a MTDM allows you to control who will make medical decisions for you if you are not able to make them yourself. Your estate planning should incorporate a discussion on medical treatment decisions and the preparation of documentation to appoint a decision-maker. We can advise on, and prepare a MTDM as part of attending your estate planning.

Contact us

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

Children are particularly vulnerable to online harms. The increasing profile and powers of the eSafety Commissioner under the Online Safety Act 2021 (Cth) is partly designed to address this vulnerability, as are some of the possible amendments to the Privacy Act 1988 (Cth) (Privacy Act). Children increasingly rely on online platforms, social media, mobile applications and other internet connected devices in their everyday lives. While acknowledging the many benefits these services provide to children and young people, there is equally a concern that thousands of data points are being collected, including information about their activities, location, gender, interests, hobbies, moods, mental health and relationship status.

The 2023 Australian Community Attitudes to Privacy survey results showed:

  • protecting their child’s privacy is a major concern for 79% of Australian parents; and
  • the privacy of their children’s personal information is of high importance to 91% of parents when deciding to provide their child with access to digital devices and services.

The Government Response to the Privacy Act Review has provided more clarity on the likely changes to the Privacy Act to better protect children’s privacy.

Amendments we are likely to see to the Privacy Act

Amendments we are likely to see include:

  • that a child should be defined in the Act as an individual who has not reached 18 years of age;
  • a prohibition on targeting a child unless it is in their best interests;
  • a prohibition on trading in personal information of children;
  • a prohibition on direct marketing to children unless there was direct collection and the direct marketing is in the child’s best interests;
  • a requirement that organisations must have regard to a child’s best interest in considering if collection, use or disclosure is fair and reasonable in the circumstances
  • a Children’s Online Privacy Code to clarify how the best interests of children should be upheld in the design of online services; and
  • a requirement that valid consent must be given with capacity.

Whereas the Government Response adopts only 38 of the 116 recommendations from the Attorney-General’s Department’s February Report, the area of children’s privacy is one space where many of the recommendations are agreed to.

How we can help

Being committed to working with organisations on child safety and the safeguarding of other vulnerable Australians, Moores is well positioned to empower your organisation to implement these privacy changes for organisations who work with children and vulnerable Australians. It is most commonly individuals who are already vulnerable who face greater risks of harm from interference with their privacy. More details about how we can help with privacy and data security is here.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

The Privacy Act Review has been a work in progress since 12 December 2019, initially in response to the Australian Competition and Consumer Commission’s Digital Platforms Inquiry. Throughout this journey we have endeavoured to keep our community up-to-date, through our article series:

Now we have the next step in the process: the Government Response to the Privacy Act Review which responds to the Attorney-General’s Department Report published in February 2023 and adopts 38 of the 116 recommendations. Other recommendations are agreed to “in principle”. The Government Response has narrowed proposed amendments into five categories:

  1. Bring the privacy act into the digital age;
  2. Uplift protections;
  3. Increase clarity and simplicity for entities and individuals;
  4. Improve transparency and control; and 
  5. Strengthen enforcement.

We explain these categories in more detail below.

Bring the privacy act into the digital age

This means changing the scope and application of the Privacy Act 1988 (Cth) (Privacy Act) to apply to a broader range of information and entities. For example:

The Government agrees in-principle that the small business exemption should be removed in light of the privacy risks applicable in the digital environment.1

However, the small business exemption will not be removed from the Privacy Act until further consultation has been undertaken and supports are afforded to small businesses to assist compliance.

Uplift protections

We’ve written previously about how privacy-by-design can help future-proof your operations for subsequent privacy breaches or data breaches. Now we have an official statement that:

The Government agrees in-principle that privacy settings for online services should reflect the ‘privacy-by-default’ framework of the Privacy Act.2

This is part of the possible amendments that collection, use and disclosure must be fair and reasonable in the circumstances, distinct from other requirements to collect or disclose such as consent. A fair and reasonable threshold for collection, use and disclosure is said to partly address “dark patterns” which are designs in systems and processes to nudge users towards consenting to more privacy intrusive practices.

An uplift in protections will likely also see more detail included in the Privacy Act as to what reasonable steps to secure personal information entail; that is, it entails both technical and organisational measures. Retention is another feature:

The Government agrees in-principle that entities should be required to establish their own maximum and minimum retention periods for personal information they hold and specify these retention periods in privacy policies.3

Some organisations will already have strict retention policies, such as schools in Victoria who are required to adhere to the Public Records Office Victoria Recordkeeping standards under Ministerial Order 1359. Another major possible change is the reduction in the notification period under the Notifiable Data Breach Scheme to 72 hours. Again, this is only agreed to “in principle” and further consultation is flagged as the next step.

Increase clarity and simplicity for entities and individuals

This includes introducing definitions of key terms, such as collection, disclosure and consent. Another key change would be the introduction of a distinction between controllers and processors of personal information. These are terms found in the European Union’s General Data Protection Regulation (GDPR); generally considered the global gold standard in privacy protections for individuals. Aligning with the GDPR is acknowledged to “reflect the operational reality of modern business relationships, and reduce the compliance burden for entities acting as processors”.4

To further support international trade and business, the Government agrees a mechanism should be introduced to prescribe countries with substantially similar privacy laws. This replicates the function of adequacy decisions under the GDPR.

Improve transparency and control

Australians overwhelmingly (84%) want more control over their data. While privacy policies and collection notices are intended to provide individuals with transparency, consultation revealed concerns that privacy policies and collection notices are often complex, lengthy, legalistic and vague. To address this, the Government agrees in-principle that:

  • privacy notices should be clear, up-to-date, concise and understandable, with appropriate accessibility measures in place;
  • standardised templates for privacy policies and privacy notices should be developed for voluntary adoption by entities. This could include standardised icons, layouts and phrases to better support consumers to make quick and informed decisions.
  • collection notices should also specify if information is collected, used or disclosed for high privacy risk activities, how to exercise individual rights and the types of personal information that may be disclosed to overseas recipients. 

We may also see the introduction of individual rights in addition to the existing rights of access and correction. These could include the right to an explanation of how information is used and the right to require deletion (i.e., similar to the GDPR’s right to erasure). Individuals could also be given the ability to bring legal action under a statutory tort for serious invasions of privacy, which would be based on a model proposed by the Australian Law Reform Commission in 2014.5

Strengthen enforcement

While we saw increased penalties for serious interference with privacy introduced in 2022, there is a possibility for:

  • a mid-tier civil penalty provision to address interferences with privacy which do not meet the threshold of being ‘serious’; and
  • a low-level civil penalty provision for specific administrative breaches of the Privacy Act and Australian Privacy Principles. 

How we can help

There are a lot of proposed reforms, but no Bill before Parliament as yet. At this stage, we recommend organisations focus on getting their house in order to prepare for changes to the law. One place you can start is to reflect on what data you collect and where you store it. We can help with this first stage through a Privacy Audit, designed to map your information handling practices and identify areas for improvement. We can work with you to address any more specific concerns your may have to design a tailored product for your organisation. More details about how we can help with privacy and data security is here.

Contact us

Please contact us for more detailed and tailored help.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.


1 Australian Government, Government Response Privacy Act Review Report, (28 September 2023) page 7.

2 Australian Government, Government Response Privacy Act Review Report, (28 September 2023) page 9.

3 Australian Government, Government Response Privacy Act Review Report, (28 September 2023) page 10.

4 Australian Government, Government Response Privacy Act Review Report, (28 September 2023) page 17.

5 Australian Government, Government Response Privacy Act Review Report, (28 September 2023) page 21; Australian Law Reform Commission, Serious Invasions of Privacy in the Digital Era (ALRC Report 123) 3 September 2014.

The statistics are in. The Office of the Australian Information Commissioner (OAIC) conducted a survey of Australians this year and the results show privacy is a growing concern and priority for Australians.

  • 62% of Australians surveyed see the protection of their personal information as a major concern in their life;
  • 74% of Australians surveyed consider data breaches to be one of the biggest privacy risks they face today;
  • Only 32% of Australians surveyed feel in control of their data privacy; and
  • 84% of Australians surveyed want more control and choice over the collection and use of their personal information.1
OAIC Survey results

How to prioritise privacy and build trust with stakeholders

Privacy is inherently about trust and identity. By sharing personal information about themselves with your organisation, individuals are placing trust in your organisation that you will respect their identity – our information or data is an extension of self-expression and identity.

To grow this trust, we recommend organisations:

  • Review their privacy policy to ensure it reflects current information handling practices. The requirement to have a privacy policy is based on openness and transparency about information handling practices.
  • Implement tailored, clear and concise collection statements. This will address the desire for more control and choice over the collection of personal information.
  • Only collect the information you actually need. In addition to this being recommended to reduce risks of data breaches impacting greater swathes of data, and a requirement under certain privacy legislation2, it builds trust in your stakeholders. The OAIC’s survey found less than half of people trust organisations to only collect the information they need.

Where to start in making privacy a priority

As a starting point to take steps in making privacy a priority, you can:

  • Review the detailed legislative guidance published by the OAIC for information about privacy policies and collection notices;
  • Embed a culture of Privacy Impact Assessments and privacy-by-design; and
  • Map how and where your organisation collects and stores personal information.

How we can help

We know you are busy. We know many of our clients include the role of Privacy Officer in a broader risk and compliance role. We can support you with directions of how to start through our online publications – such as our Privacy Toolkit – or we can take on these projects for you. This can be a full privacy audit that will start with mapping your data assets, reviewing your information handling practices and processes, and proposing changes to systems and policies. Alternatively, we can discuss what other projects may look like for your organisation and design a tailored offering to your needs. More details about how we can help with privacy and data security is here.

Contact us

Please contact us for more detailed and tailored help.

Subscribe to our email updates and receive our articles directly in your inbox.

Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.


1 The 2023 Australian Community Attitudes to Privacy Survey

2 For example, the Health Records Act 2001 (Vic).

Update: December 2023 – The changes to the vacant residential land tax (VRLT) laws have now passed into law, with the new bill receiving Royal Assent on 12 November 2023. Read more in our article here.

The Victorian government has this week announced significant changes to the vacant residential land tax (VRLT), which could have major impact on owners of holiday homes.

To avoid incurring an unexpected land tax liability, anyone owning a holiday home in Victoria will need to give careful consideration to the new rules and plan accordingly.  

What is VRLT?

VRLT is an annual tax collected by the State Revenue Office. It is separate and additional to standard land tax.

VRLT is calculated as 1% of the capital improved value of the property – this means a property with a capital improved value of $1.5m would incur a VRLT bill of $15,000 annually.

It is important to note that this is different to standard land tax, which is calculated on ‘site value’ (unimproved value).

Current operation of VRLT

Currently, only properties in the inner and middle suburbs of Melbourne are caught by the VRLT net. 

Properties in those areas are liable for VRLT in any calendar year where the property ticks all of these boxes:

  • residential in nature (ie. currently able to be used solely or primarily for residential purposes, or land on which a residence is being renovated, or where a former residence has been demolished and a new residence is being constructed);
  • vacant for more than six months in the preceding calendar year (the period of six months does not need to be continuous); and
  • does not satisfy one of the legislated grounds of exemption.

The exemptions from VRLT include the following scenarios:

  • Holiday homes – The property was used as a holiday home and occupied by the owner for at least four weeks of the preceding calendar year. To be entitled to this exemption, the owner must have principal place of residence (PPR) elsewhere in Australia. The holiday home exemption can only be applied to one property.
  • Business use – The property was used by the owner to attend the owner’s place of business or employment for at least 140 days of the preceding calendar year.
  • Change of ownership – The property changed ownership in the preceding calendar year.
  • Renovations – Properties in the process of undergoing construction of a home or significant renovations will not be considered vacant for up to two years from a building permit being issued.

Importantly, residential properties owned by companies, organisations and trusts are generally not eligible for the first two exemptions.

Proposed changes to the VRLT

The Government is proposing to extend the current VRLT rules to the whole of Victoria with effect from 1 January 2025.

Further amendments will also be made to expand the type of land which will be subject to VRLT.

  • The definition of ‘residential land’ is proposed to widen to include vacant land which has been unimproved for more than five years.
  • It will also include land in metropolitan Melbourne which is not solely or primarily used for non-residential use.

Some additional VRLT exemptions have been proposed, including:

  • Land that is contiguous to the owner’s PPR such as a swimming pool or tennis court; and
  • Land that cannot be used or developed for residential purposes.

These further amendments and additional exemptions are scheduled to come into force on 1 January 2026.

What should you do?

If the proposed changes are passed by the Parliament, there are a lot of people who could potentially receive a hefty and unexpected VRLT bill in 2025.

To reduce the chances of being one of those people, follow these tips:

  • Anyone who owns more than one residential property in Victoria should consider taking steps ensure that their properties are not considered ‘vacant’ for more than six months in a year. Options available include:
    • Leasing the property out formally to a tenant (whether short-term or long-term).
    • Permit someone else to reside at the property as their PPR (a common scenario is allowing a relative to reside at a property – importantly, though, this cannot be on a casual basis, and the permitted person must be treating the property as their PPR).
    • Ensuring that the registered owner stays at the property as a holiday home for at least 4 weeks each year.
  • If you (or your client) own land in a company, trust or other organisation’s name and use it as a holiday home or for business use, it is essential to seek advice as to whether any exemption will be available. This will also be relevant to properties intended to be held in a testamentary trust following a person’s death. If not, then one option could be to restructure the ownership of the property – for example, by distributing the property out of the trust to a beneficiary who uses the property as a holiday home. Such transfers can have potentially significant duty and CGT implications however, and so tax issues will need to be carefully considered before proceeding, along with the impact on any existing estate planning arrangements.

How we can help

The team at Moores is across the complex issues raised by the VRLT changes, and would be glad to help you or your clients to navigate the new rules.

We can assist with:

  • Advising on the impact of the changes on a specific person’s landholdings
  • Exploring options to ensure that a property is not vacant and caught by the VRLT regime
  • Exploring potential restructuring options, including tax and estate planning and administration implications

Contact us

Please contact us for more detailed and tailored help

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

In the ever-evolving landscape of legal practice, establishing meaningful connections with clients, particularly elderly ones, is paramount. Online communication with elderly clients demands patience, empathy and active engagement. For good reason, lawyers are often hesitant to obtain instructions from elderly clients online. 1 in 6 elderly Australians are subject to some form of abuse – financial abuse being the most common.

Teams-work makes the dream work: Zoom ahead with these strategies when engaging with vulnerable clients over video conference

Below are five strategies for lawyers to foster strong relationships with elderly and other vulnerable clients in the digital age, whilst effectively managing the inherent risk of taking instructions and signing documents online.

  1. Understand the legal framework: Capacity is a fluid, decision-specific, legal construct that requires a practitioner to broadly assess a client’s ability to: understand information that is being explained to them, retain that information to the extent necessary to make a decision, use or weigh that information as part of making a decision and communicate the decision in some fashion. Be aware that the specific test for capacity is often enshrined in the law that governs either the document that is being signed or decision that is being made. It is also critical to understand whether the document that is being prepared can actually be signed electronically, or whether a wet-ink signature is still required.
  2. Treat any online meeting as if it was in person: We often fall into the trap of treating an online meeting as purely transactional and failing to try and build rapport with the client. Assessing a client’s capacity, or whether they are being subjected to coercion or pressure from another person, is often best done in the ‘small talk’ that surrounds the subject matter of the meeting. During video calls, focus on maintaining eye contact with the client. A key tip is to deactivate the feed that is displayed of yourself in Zoom or Teams which will force you to look directly at the client and therefore better assess them and their environment.
  3. Take your time: When communicating with elderly or vulnerable clients online, it’s vital to acknowledge the significance of time. Allow clients the space they need to express themselves fully. Be patient and avoid rushing through conversations. Give your undivided attention to the client, demonstrating your genuine interest in their concerns. Ask open-ended questions, avoid interrupting and instead, allow them to finish their thoughts. Acknowledge their emotions and concerns, validating their experiences. Avoid distractions by turning off email notifications and turning over your phone, and concentrate on their words, ensuring they know you are fully present.
  4. Always be on your ‘A-game’: It can be tempting to act more casually when engaging with clients in an online environment, particularly if you yourself are also working out of the office. Given you are not in the room with the client, you are at a higher risk of unauthorised recording or eavesdropping, which may be later used as evidence against you in a professional negligence claim. In addition to ensuring that clients are vigilant about confidentiality and security risks, you should always be aware that you do not have full control over the meeting environment when done so online.
  5. Don’t run away from technology: Clients with mobility or other health issues will often prefer an online meeting to an in-person meeting. Furthermore, capacity is best assessed when a client is in a familiar environment, and over the course of multiple meetings, which means an online meeting may be a more efficient mode of communication for all involved. In a post-Covid world, we not only find that we have better access to our clients, but they also have better access to us, which means that rather than delaying or avoiding matters altogether they are instead able to engage with us and obtain the advice they need.

In the digital age, the essence of human connection should never be lost. By integrating these strategies into online interactions and your practice generally, lawyers can establish genuine, respectful, and trusting relationships with elderly and other vulnerable clients. Through active engagement, legal professionals can ensure that engaging with elderly clients in an online environment, whilst not risk-free, is an avenue that should be embraced.

The content above was part of a seminar hosted by Leo Cussen where Max Ezerins and James Dimond of Moores presented on the topic: “Tips on how to detect capacity issues in an online environment vs in person”.

How we can help

For expert advice or guidance regarding Elder Financial Abuse, please do not hesitate to contact us.

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Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

Following on from our recognition as a First Tier Law firm in Victoria for both ‘Wills & Estates Litigation‘ and ‘Wills, Estates & Succession Planning‘, we are proud to share that Practice Leader, Lachlan McKenzie, has been featured as a ‘Leading Wills & Estates Litigation Lawyer’ in the Doyle’s Guide national rankings.

The 2023 listing details solicitors practising within the areas of Wills & Estates Litigation, Disputes and Contested matters across all Australian legal markets.

This recognition also marks the seventh consecutive year that Moores has featured in the national rankings.

For more information or to speak with one of our experienced lawyers, please do not hesitate to contact us.


Lachlan McKenzie, Practice Leader

A cornerstone of our law is the presumption that adults have legal capacity to make their own decisions unless proven otherwise. But because decision-making capacity is issue and decision specific, this can mean that someone may have decision-making capacity for some easier decisions, such as getting married, but not for other more complex ones, such as making a will, leading to some unusual outcomes.

For example: Noah is a widowed elderly gentleman living in a nursing home. His estate plans were set up years ago and his will leaves his estate to his two sons. These days Noah has dementia and is losing decision-making capacity, however, he finds companionship in the nursing home and marries Allie. A lovely way to live out his days with his new wife. However, the act of Marriage has now voided Noah’s will.

Noah has the capacity to get married but does not have capacity to make a new will. This means Noah’s long standing wishes in his will are disregarded. When Noah dies, based on the laws of intestacy (the laws that apply when someone dies without a will) much or all of his estate passes to his new wife, Allie. 

Decision-making capacity assessment

Because of the significant ramifications that can flow from someone having or not having capacity to make certain decisions, it is critical that the correct evidence is applied to the correct legal tests wherever a decision is proposed or made where a person’s capacity is in some doubt. Making sure the right evidence is applied to the right test can help ensure an elderly or disabled person’s autonomy is preserved and respected and can avoid costly future legal disputes if a particular decision or transaction is disputed after the fact.

Generally, a person’s decision-making capacity in relation to any particular decision is assessed based on:

  1. Whether they are able to understand information relevant to the specific situation/decision to be made;
  2. Whether they are able to retain information to the extent necessary to make the decision;
  3. Whether they can use or weigh that information as part of the process of making the decision;
  4. Whether they can assess the consequences of making the decision; and
  5. Whether they can communicate the decision and their views on that decision/why it has been made.

Capacity is a legal concept rather than a medical one, and different legal tests are applicable in different situations. However, assessing capacity is complex and in making capacity assessments, legal practitioners will often interact with medical practitioners and specialists such as a neuropsychologists to reach a conclusion.

Capacity is also fluid and can fluctuate. A person may have capacity on one day but not on another, or a person might have capacity in the morning but not later on in the day (this is particularly prevalent in the elderly). 

Obtaining high-quality evidence at the time of a potentially contentious transaction can avoid future disputes that can drag on for years where costs may stretch into the triple figures. Too often, we see brief “one liners” from a person’s General Practitioner which might claim the person does or does not have decision making capacity but is of little evidentiary value because its not clear how they arrived at that conclusion, what decision their assessment relates to and what test they applied to get there.

Indications someone may not have capacity

Some signs that may indicate a person in your life’s decision making capacity could be in doubt include:

  1. Memory loss and other cognitive impairment;
  2. Vulnerability to undue influence;
  3. Difficulties with communication;
  4. Sudden changes in views and beliefs;
  5. Difficulties with problem solving;
  6. Being disoriented;
  7. Others speaking for them;
  8. Suffering from delusions;

If you have concerns about a person’s capacity to make certain legal decisions, it is important that that the proper assessments and correct tests are completed and you get professional advice about the thresholds and tests which need to be reached for a person to be able to make those decisions.

How we can help

If you suspect a vulnerable person’s capacity to make a certain legal decision (such as getting married, entering into a legal transaction, making a Will or appointing an Enduring Power of Attorney) is impaired, we can assist in applying the appropriate tests to assess their decision-making capacity and ascertain whether they are able to do so.

Contact us

Please contact us for more detailed and tailored help

Subscribe to our email updates and receive our articles directly in your inbox.

Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.