On 1 July 2022, the new Child Safe Standards (CSS) come into force, along with new Ministerial Order 1359 (MO 1359). Both instruments have an increased focus on child safety in the online environment. This article covers our top tips for schools and organisations to ensure child safe online environments to mitigate risks to children and young people.

Increased focus on online safety in child safety regulation

The new CSS, which apply to all organisations in Victoria providing services or facilities for children, contain specific obligations for organisations to:

  • consider online environments in addition to physical environments; and
  • identify and mitigate risks in these environments without compromising a child or young person’s right to privacy, access to information, social connections and learning opportunities.

For schools, a major change in the new MO 1359, which replaces Ministerial Order 870 and implements the CSS, is the updated definition of “school environment” to include additional detail regarding online and virtual school environments. Online and virtual school environments made available or authorised by a school governing authority for use by a child or student are captured by MO 1359 and now specifically include software applications, collaboration tools, and online services in addition to email and intranet systems. This additional detail reflects the increased focus of the new CSS on child safety in virtual environments, and increases obligations on schools to maintain safe online environments.

Earlier this year, the Online Safety Act 2021 (Cth) came into effect. This law includes a world first scheme to take down cyber abuse and protect children and adults from online bullying. See our earlier article discussing these changes here.

What are the risks?

According to the eSafety Commissioner, some of the key risks for children and young people in online environments include:

  • image-based abuse;
  • cyberbullying;
  • online scams and identity theft;
  • fake news and misinformation;
  • sending nudes and sexting;
  • unwanted or unsafe contact; and
  • sexual extortion.

1 in 5 Australian young people reported being socially excluded, threatened or abused online.

1 in 5 Australian young people admitted behaving in a negative way to a peer online — such as calling them names, deliberately excluding them, or spreading lies or rumours.

Top tips for ensuring online safety

We recommend that schools and organisations follow these tips to ensure their online environments are safe for children and young people:

  1. Understand your risks by undertaking a thorough risk assessment of your online platforms.
  2. Set clear expectations of behaviour with staff members, students, parents and/or children and young people associated with your organisation (as applicable).
  3. Provide continuous, tailored child safety training to staff members.
  4. Provide training or information to students and/or children and young people associated with your organisation (as applicable).
  5. Run regular child safety officer (or equivalent) meetings to ensure information regarding red flags and child safety concerns is shared.
  6. Ensure your school or organisation is able to monitor and record online activity on any platform that it uses.
  7. Comply with reporting requirements and remind staff members of their reporting obligations.
  8. Provide guidance to parents of students or children and young people associated with your organisation on creating a child safe online environment.
  9. Evaluate, learn and improve your school or organisation’s online platforms, practices and procedures.
  10. Attend Moores’ free e-safety webinar. The webinar will discuss these online risks and tips in greater detail, using case studies for practical application. Register for the webinar here.

How we can help

If you would like more information about what the new CSS and MO 1359 mean for your organisation or school or what steps you can take to protect children and young people from online harm, please do not hesitate to contact us.

Moores’ e-safety webinar in 2022 will reflect on:

  • recent regulatory changes to understand how they address identified risks to children in online and virtual environments; and
  • key lessons and tips which arose out of Safer Internet Day in February, promoted by the e-Safety Commissioner and privacy Commissioners around Australia.

You can access the recording to our 2021 Safer Internet Day webinar on Social Media and Child Safety here.

Contact us

Please contact us for more detailed and tailored help.

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The Disability Royal Commission has recently released its fifth Progress Report, summarising key themes arising from its investigation into violence, abuse, neglect and exploitation of people with disability in Australia.

In 2019, the Federal Government announced a Royal Commission into Violence, Abuse, Neglect and Exploitation of People with Disability (Disability Royal Commission). The Royal Commission has been authorised to inquire into how to effectively prevent harm against people with disability, and achieve best practice in investigating and responding to reports of harm.

The Disability Royal Commission will ultimately result in recommendations for how to improve laws, policies, and practices to ensure a safer, and more inclusive society for people with a disability.

What is a Royal Commission?

A Royal Commission is the highest independent investigation into a matter of public concern, established by the Governor-General of Australia under the Royal Commissions Act of 1902 (Cth). Royal Commissions have broad powers, including powers to hold public hearings and compel people to participate and give evidence. When a Royal Commission has finalised its investigation and gathered its evidence, it will prepare a report and recommendations for presentation to Parliament, which often leads to significant changes in legislation and policies, and cultural change within society.

The Royal Commission’s Fifth Progress Report

The Disability Royal Commission has recently released its fifth Progress Report, covering the progress of the Royal Commission during the period from 1 July to 31 December 2021 (Reporting Period). During the Reporting Period, the Royal Commission held eight public hearings, and 400 private sessions. It also produced a number of reports. Themes emerging from the 878 submissions received during the Reporting Period include:

  • Alarming rates of violence, abuse, neglect and exploitation, arising in a variety of settings including schools (10.1% of accounts), state and federal services (35%), the workplace (6.6%), health settings (21.3%), group homes (15.6%) and family and domestic settings (24.2%).
  • The perpetration of violence, abuse, neglect or exploitation by support workers, family members and medical professionals. Of the accounts, 49.4% reported incidents of neglect, 49.4% reported abuse and violence, 78.2% reported systemic abuse or neglect and 10.1% exploitation. Many of the accounts discussed multiple incidents of types of abuse and harm.
  • Unsatisfactory outcomes when violence, abuse, neglect or exploitation has been reported, including significant barriers to reporting. People with a disability reported feeling that their complaints would not be heard or appropriate action taken.
  • Difficulties accessing the NDIS and navigating the NDIS appeals process.
  • Discrimination in the education system, with schools and tertiary institutions failing to accommodate students with disability.
  • The disproportionate impact of COVID-19 restrictions on people with disability.
  • Experiences of racism by First Nations people with disability.
  • Financial exploitation of people with disability, including misuse of NDIS funds.

Public Hearing 13 – Preventing and responding to violence, abuse and neglect and exploitation in disability services was the first public hearing that examined the conduct of a Disability Service Provider, Sunnyfield Disability Service. Recommendations and key themes from this public hearing were identified and further investigation into these themes will be considered by the Royal Commission.

The Disability Royal Commission will continue to investigate and report on experiences in all settings and contexts, including schools, workplaces, secure facilities, family and group homes, hospitals, and day programs. It will release its Final Report by late 2023.

On 3 December 2021, the Australian Government published Australia’s Disability Strategy 2021-2031, which is based on the Royal Commission’s interim report and recommendations. The Australian Government has committed to reviewing the strategy in 2023 following the release of the Royal Commission’s Final Report.

What is safeguarding?

Safeguarding is the action that an organisation takes to promote the safety and welfare of vulnerable people, including children, people with disability, and elderly people. Safeguarding measures can involve the implementation of strategies, policies and procedures, training and screening mechanisms for new staff or volunteers, identifying and mitigating risks, and investigating and responding to concerns and complaints.

The NDIS Commission is empowered to undertake enforcement action to hold organisations accountable for failing to adequately safeguard people with disability from harm and abuse.

How we can help

At Moores, we provide a broad range of safeguarding services to assist organisations to comply with regulators, mitigate risk, and respond appropriately and comprehensively to safety concerns. We have expertise in harm prevention in the disability, aged care, and child safety sectors, and work closely with regulators, stakeholders, complainants and survivors to strategically advise clients. We assist organisations to model best practice in their safeguarding strategies, and to hear and respond to concerns in a trauma-informed manner.

Our safeguarding team can assist with training; reviews and audits of current systems and operations; ensuring compliance with laws and regulations; development and implementation of policies and procedures; quality improvement; and complaints management. Our Education and Workplace Relations teams are also equipped to advise on discrimination matters, and the obligations of employers and education providers towards people with disability.

Contact us

If you or your organisation would benefit from assistance with safeguarding vulnerable people within your organisation, please contact us for more information.

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Welcome to the sixth in our series on Special Disability Trusts (SDTs), where we hope to demystify particular aspects of these trusts, and highlight the benefits, eligibility requirements and restrictions to look out for.

As discussed in our previous articles in this series, the two main benefits of establishing an SDT for a vulnerable person are:

  1. Protecting the person from poor decision making and exploitation from others; and
  2. Preserving the person’s receipt of the Disability Support Pension (DSP).

In this article we discuss the relief from capital gains tax (CGT) that may be available when transferring a CGT asset to an SDT.

Capital Gains Tax

Capital Gains Tax laws can be quite complex, with a variety of discounts, exemptions or other forms of relief from paying this tax available, depending on the particular circumstances.

Common examples of CGT assets are shares or real estate (other than for the period a property was the principal place of residence) that were acquired after 20 September 1985 when the CGT laws were introduced in Australia.

Ordinarily if a person disposes of a CGT asset, tax is payable on any increase (gain) between the value at the time they acquired the asset (the cost base) and the value at the time they dispose of the asset. The CGT applies on the increased value, even if the asset is gifted for no money in return.

However, under section 118-85 of the Income Tax Assessment Act 1997 (ITAA 97), any capital gain from a transfer of a CGT asset to an SDT or a trust that becomes an SDT as soon as practicable after the transfer, is disregarded.

In addition to the capital gain being disregarded, the cost base of the property in the hands of the trustee of the SDT is deemed to be equal to the market value of the property when the SDT acquires it (s 112-20 ITAA 97).

In other words, the cost base of the property isn’t just rolled over and transferred to the trustee, but is “refreshed” to the asset’s market value at the time it is transferred to the SDT.

Let’s consider the following example:

  • Richard and Jane have a son, Brendan, aged 31 years who has a disability that qualifies him to be the beneficiary of an SDT (see our previous article on eligibility requirements here).
  • Brendan has been living at home but wants more independence.
  • Richard and Jane bought a flat nearby in 2005 for $250,000. They feel this would be a suitable home for Brendan to live in with some support from them and other carers.
  • The flat is currently valued at $650,000.
  • If they sold the flat (or gifted it to their son or a trust that was not an SDT) after available discounts and based on their current tax rates, they would pay around $70,000 in CGT.
  • However, by gifting the flat to the SDT, there is no CGT to pay.
  • The cost base of the property when the SDT acquires the flat is now $650,000 (the trustee of the SDT doesn’t “inherit” Richard and Jane’s cost base of $250,000.

How we can help

If you (or someone you know) are considering gifting an asset (such as shares or real estate) to a SDT, then this could be something to explore further. You should first seek advice from a licenced financial planner who has expertise in this area, to see if this would be suitable for your particular circumstances.

Look out for the next article in our series, when we discuss the Land Tax relief that may be available on real estate owned in a Special Disability Trust.

Contact us

Please contact us for more information and tailored help.

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Submissions are now open for the Australian Government’s request for feedback and comments in relation to the implementation design of the new deductible gift recipient (DGR) category relating to pastoral care services. This follows recent Government announcements about the new DGR category to be established for the purpose of supporting pastoral care services delivered to students in Australian primary and secondary schools. This will improve the ability of entities providing pastoral care services in schools to raise funds by offering tax deductibility to donors. It will also enable entities to receive distributions from public and private ancillary funds.

What is the Government’s proposal?

The Australian Government currently provides significant support to pastoral care services in schools through its National School Chaplaincy Program. The proposed DGR category will supplement support already provided by the Government by encouraging greater private funding of these pastoral care services.

The proposal includes the following key features:

  • the ordinary definition of pastoral care would be adopted. This broadly involves the provision of wellbeing support services to students facing challenges related to stress, relationships, managing emotions, bullying, and health and lifestyle issues.
  • pastoral care services could be delivered by both religious and non- religious providers but would not include ‘ordinary religious services’. Pastoral care services would also not include most health services such as clinical assessment, diagnosis, treatment or formal case management of students’ health concerns.
  • the new DGR category would operate in a similar manner to a school building fund (whereby a school or other entity can establish a fund into which tax-deductible donations can be made and the donated money can then be used only for the purpose of the fund). The fund would need to be operated by a registered charity or be a registered charity in its own right.
  • the fund would solely support the provision of pastoral care services in primary and secondary schools in Australia (in both government and non-government schools) as well as pre-schools and approved curriculum-based learning institutions. Pastoral care services could be delivered via group-oriented programs or individual sessions.
  • use of the fund would not extend to the provision of pastoral care services in tertiary institutions, Sunday schools, after school care programs and childcare services.

What can you do?

Further details and the full consultation paper can be accessed via the Treasury’s website. Key stakeholders are encouraged to carefully review the proposed design, including the proposed wording of the various elements that would constitute the new DGR category, and to respond to the prompts and questions that are contained within the consultation paper.

Submissions are open until 29 April 2022.

How we can help

Moores can provide more information or guidance regarding any of the above, including support to submit a formal response.

Contact us

Please contact us for more detailed and tailored help.

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The Public Ancillary Fund Guidelines 2011 (Guidelines) setting out the rules for the establishment and operation of a public ancillary fund (PuAF) are due to lapse on 1 April 2022.

The majority of the proposed changes to the Guidelines are minor and technical in nature. The only substantive change is that public ancillary funds can seek a merits review of a decision by the Commissioner of Taxation on applications for a lower minimum annual distribution rate (proposed changes).

Ordinarily PuAFs must distribute annually:

  • at least four per cent (minimum annual distribution rate) of the market value of the PuAF’s net assets if its expenses are met outside the fund; or
  • at least $8,800 (or the remainder of the fund if that is worth less than $8,800) during a financial year if any expenses of the fund in relation to that financial year are paid directly or indirectly from the PuAF’s assets or income.

A PuAF can apply for the Commissioner to reduce this minimum distribution rate at any time. The proposed change will allow a PuAF to seek a merits review of any decision by the Commissioner not to reduce the annual distribution rate following application by the PuAF.

These proposed changes are likely to also be reflected in the changes to the Private Ancillary Fund Guidelines 2019.

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The definition of a de facto relationship for family law purposes is where two people (whether of the same or opposite sex) who are not married nor related by family are in a relationship as a couple on a genuine domestic basis.

For many of our clients, the legal definition of a de facto relationship can be different to how they view their relationship as a couple. Relationships are not nuclear and no two sets of circumstances are the same. The exception is where the couple has a child together. In those circumstances the couple is automatically deemed to be in a de facto relationship.

Why is this important? You might legally be in a de facto relationship without realising. If you are found to be in a de facto relationship and you separate, you and your partner may be entitled to make a claim for a property settlement following the breakdown of your relationship.

How do I know if I am in a de facto relationship? Am I not just dating?

It is recognised in legislation that there is a not a “one size fits all” approach when it comes to proving the existence of a de facto relationship. The Family Law Act 1975 (Cth) (The Act) lists a number of factors which are taken into consideration. They include:

  1. The duration of the relationship. How long was the relationship for? Were there extended periods of the time where the couple took a break and saw other people?
  2. Nature and extent of the common residence. Did the couple live together? To what extent? How many nights did they spend with each other per week?
  3. Whether a sexual relationship existed. Where they regularly intimate? Did they have separate bedrooms? Why so?
  4. The degree of financial interdependence or financial dependence. Did one person pay for all household expenses and rent or were these expenses shared? Did one person financially support the other? Did they open a joint bank account? Were finances intermingled?
  5. The ownership, use and acquisition of their property. Did they purchase property together? Did they become a co-signature on a mortgage? Were they both named on a rental agreement?
  6. The care and support of children. Did they financially support each other’s children? Did they take children to and from activities? Did they fulfil a step parent role?
  7. The reputation and public aspects of the relationship. Did they meet each other’s family members? Did the family members view them as a couple? Did their friends know about the relationship?

In the recent case of Bahan & Pinder [2021] FedCFamC2F 347 (11 November 2021) (Bahan & Pinder) the Court applied the above factors in determining if a de facto relationship existed.

The Applicant maintained that she and the Respondent lived together in Tasmania as a de facto couple from March 2012 to June 2019. The Respondent maintained that the relationship was causal, they were girlfriend and boyfriend, save for a couple of months.

The Applicant was a 31 year old administration assistant. The Respondent was a 29 year old tradesman. His FIFO work meant he would spend 28 days interstate followed by 7 days at home with the Applicant in Tasmania. A significant part of the Respondent’s case was that the parties’ did not reside together, or share a common residence for the majority of time.

The Judge ultimately found the parties’ were in a relationship as a couple on a genuine domestic basis and they were not dating casually. The pertinent evidence included:

  1. The parties shared all facets of day to day life together which were only briefly interrupted by two short periods of separation and then reconciliation;
  2. The parties’ shared a common residence that the Applicant maintained when the Respondent was absent for FIFO work including completing chores and housework on his behalf;
  3. The parties shared a sexual relationship whilst not being continuously exclusive;
  4. The parties’ earned individual incomes and provided financially for themselves to a degree, but the Respondent provided financial support to the Applicant who was financially dependent on him; and
  5. They socialised as a couple and were perceived by their mutual friends as a couple.

Bahan & Pinder provides us with an example of how two people can be determined to be in a relationship on a genuine domestic basis even where they had short periods of separation, their relationship was not monogamous at times, they were of a relatively young age and they spent more time living separately than together due to employment obligations.

If you are currently in a relationship, looking to commence a relationship or have recently separated, it is important to obtain advice from a family lawyer to ascertain the status of that relationship to discuss asset protection or your entitlement to a property settlement under the Act.

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The Australian Taxation Office (ATO) has commenced targeted consultation in relation to the upcoming changes for not-for-profit (NFP) entities that self-assess as eligible for income tax exemption (ITE). From 1 July 2023, NFP entities with an active Australian Business Number that self-assess as eligible for ITE will be required to lodge an annual self-review form along with supporting documentation with the ATO. Failure to lodge may result in loss of ITE and penalties may apply.

These reforms were announced by the Australian Government on 11 May 2021 as part of the 2021-22 Federal Budget. The reforms are intended to ensure that only eligible NFP entities access ITE resulting in the increased trust, transparency and integrity of NFP entities within the sector. The additional administrative burden will likely diminish in subsequent years as the ATO is funded to develop an online portal providing NFP entities with the ability to either confirm or amend a pre-filled self-review form.

Affected NFP entities

The changes will affect NFP entities that are not registered charities with the Australian Charities and Not-for-profits Commission (ACNC) and self-assess as ITE. Approximately 125,000 NFP entities[1] will be affected, many of which will be reporting to the ATO for the first time.

These entities fall into eight categories (the ITE categories):

  • Community service organisations including playgroup associations, community service clubs and senior citizens associations.
  • Cultural organisations established for the encouragement of art, literature or music.
  • Public educational institutions that are open to the public or a section of the public and whose sole purpose is providing education. This includes universities, grammar schools, primary and secondary schools and NFP business colleges.
  • Health organisations, being public hospitals or hospitals operated by NFP societies or associations and NFP private health insurers.
  • Employment organisations, being employee associations, employer associations or trade unions. Employee associations and employer associations must be registered or recognised under the Fair Work (Registered Organisations) Act 2009 or an Australian law relating to the settlement of industrial disputes.
  • Resource development organisations established to promote the development of aviation, tourism or specific Australian resources (being agricultural, aquacultural, fishing, horticultural, industrial, manufacturing, pastoral, viticultural and ICT resources). This includes promoting development through research, provision of facilities, training, marketing and facilitating cooperation.
  • Scientific organisations including scientific institutions, NFP entities established for the encouragement of science and funds established to enable scientific research to be conducted by or with a public university or public hospital.
  • Sporting organisations, being NFP entities established for the encouragement of a game, sport or animal racing.

Relevant considerations for all NFP entities seeking to self-assess as ITE are set out below.

Is the entity entitled to self-assess as income tax exempt?

Does the entity fall within one of the ITE categories?

All entities should confirm which of the ITE categories listed above (if any) they fall within. Entities should then review specific requirements that apply to their particular ITE category (as set out in the links above).

Should the entity be a registered charity?

Generally, the ATO requirement is that an entity that can be registered as a charity with the ACNC must be registered as a charity. This means that an entity that could be a registered charity is not entitled to self-assess as ITE – it must register with the ACNC as a charity to access ITE.

There is a significant overlap between the ITE categories listed above and those organisations that may be entitled to be registered as charities, particularly (but not exclusively) in the cultural, educational and health ITE categories.

A registered charity must report to the ACNC and comply with the ACNC Governance Standards. Registered charities also benefit from charity tax concessions, which are broader than those available to ‘mere’ NFP entities that are not registered charities.

Is the entity complying with the substantive requirements of its governing rules?

An often-overlooked requirement for all entities seeking ITE is the requirement to comply with the substantive requirements of the entity’s governing rules. This includes[2] the rules that:

  • give effect to the object or purpose of the entity (this is considered further below);
  • relate to the non-profit status of the entity (this is considered further below);
  • set out the powers and duties of directors and officers of the entity – directors and officers must take care to ensure that their decisions do not exceed the powers conferred on them by the rules. They must also take care to comply with their duties;
  • require financial statements to be prepared and retained;
  • set out the criteria for admission as a member of an entity – the entity should ensure that it is not inappropriately excluding individuals entitled to seek admission (or conversely, admitting individuals that are not entitled to membership);
  • require an entity to maintain a register of members – the entity should ensure that its member register is up to date and that individuals are added to and removed from the register in accordance with the requirements of the rules; and
  • relate to the winding-up of the entity.

Is the entity acting consistently with its purpose?

The entity must ensure it is acting consistently with the purpose or objects statement set out in its governing rules (which must be aligned with any requisite purpose for its ITE category). Generally, any other purpose of the organisation must be incidental, ancillary or secondary to the required purpose.

The ATO will look at an entity’s governing rules, activities, use of funds and history when considering its ‘true’ purpose. Entities whose activities have changed significantly over time should consider whether those activities are still directed towards the achievement of their purpose. Entities should also consider whether their secondary materials (such as the entity’s annual report, strategic plan, website and key policies) appropriately communicate their purpose.

Is the entity not-for-profit?

While a NFP entity can make a profit, that profit must be used for its purposes. This means that the entity must ensure that it is not making payments to members in their capacity as members. The entity must also ensure that it is not making other payments that could be characterised as conferring an inappropriate private benefit (such as excessive payments to employees or directors or payments to directors that are prohibited by the governing rules).

Does the entity need to meet one of the ‘three tests’?

Most ITE categories (with the exception of NFP private health insurers, employment organisations, scientific research funds and resource development organisations) require entities to meet one of three tests:

  • the entity has a physical presence in Australia (and to the extent it has a physical presence in Australia, pursues its objectives and incurs its expenditure principally in Australia);
  • the entity is named in the income tax law as a deductible gift recipient or has been endorsed as a deductible gift recipient; or
  • the entity is named in the Income Tax Assessment (1997 Act) Regulations 2021 (regulation 50.50.1, 50.50.02 or 50.50.01).

Even if the entity is not required to meet one of the three tests:

  • employment organisations must be located in Australia or incur expenditure principally in Australia; and
  • scientific research funds must be deductible gift recipients or be located in Australia or incur expenditure principally in Australia.

An ITE entity that has a significant presence outside Australia should carefully reviews these requirements to ensure it is complaint.

Has the entity reviewed the ATO self-assessment tools?

The ATO has produced the following self-assessment tools. These tools will assist entities to prepare the supporting documentation that is likely to be required for submission to the ATO:

How we can help

Moores can advise on what these proposed changes mean for your entity and work with you to confirm that the entity is entitled to self-assess as ITE.

Contact us

Please contact us for more detailed and tailored help.

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[1] Not-for-profit Sector Tax Concession Working Group: Fairer, simpler and more effective tax concessions for the not-for-profit sector (May 2013)
[2] Taxation Ruling TR 2015/1

On 10 February 2022, the Senate passed the Corporations Amendment (Meetings and Documents) Bill 2001 (the Bill). The Bill has amended the Corporations Act 2001 (Cth) (the Act), permanently enacting previously temporary changes that had been introduced to provide companies with the flexibility to use technology to meet their obligations in relation to meetings, notices and documents.

What are the changes?

Amongst other things, the changes allow companies (including not-for-profit and charitable companies limited by guarantee) to use technology or electronic means to:

  • Sign documents (i.e. minutes of meetings and resolutions and deeds).
  • Hold directors’ and members’ meetings (including hybrid meetings) provided:
    • the entity’s constitution provides for it; and
    • the individuals entitled to attend had a reasonable opportunity to participate, including to hear and be heard.
  • Provide (and receive from members or directors) notices and certain meeting related documents.
    Note: members must be notified of their right ‘at least once each year’ to elect to receive a document electronically or in physical form or not to receive documents from a company.
  • Record and retain minute books.

What do the changes mean for my company?

We recommend that you:

  • review your charity’s governing document to ensure it is consistent with the new provisions;
  • consider whether it is appropriate to take advantage of the flexibility to provide documents to members:
    • electronically (i.e. notice of meeting, a notice of resolution, proxy forms, minutes); or
    • by posting on a website (i.e. an annual report).
  • consider how meetings are held (i.e. in person, hybrid or virtual only). Although the changes do not mandate the ‘format’ of the meeting, technology must provide the ‘members as a whole’ a reasonable opportunity to participate. It is important to ensure that technology is selected and used in a way that provides this ‘reasonable opportunity’ to all members. For example, the Act makes it clear that giving members access to the ‘chat’ function but no opportunity to speak will not be sufficient. Companies should also consider whether there is appropriate evidence (such as a record of any questions and the corresponding responses provided during the meeting) that members were given this ‘reasonable opportunity’.
  • when accepting electronically signed documents, consider whether your charity has reliable processes in place to identity the person and confirm the person’s intention to sign the document. If not using a software such as Docusign which authenticates signatures, it is good practice to retain an email or separate document that amongst other things:
    • identifies the person signing the document;
    • indicates the person’s intention in respect of the information recorded; and
    • authorises the use of an electronic signature.
  • consider the appropriateness of information being recorded electronically in a minute book rather than a physical record.

How we can help?

Moores can review your governing document or assist with any questions that you may have about the changes.

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Since we published our recent article Land tax on your home? 6 ways you might get caught out, one particular risk area which we identified seems to have come to the fore – contiguous land.

You may have received a letter from the State Revenue Office (SRO) in recent months warning that you may be at risk of receiving a land tax assessment on “contiguous land” which you own. Unfortunately, these letters are worded vaguely, leaving people wondering what they need to do.

Wonder no more.

What is contiguous land?

In a nutshell, contiguous land means land which is adjacent to your home, but contained in a separate title.

Such land was historically considered part of a person’s principal place of residence or “PPR”, and treated under the Land Tax Act 2005 as exempt from land tax on that basis.

From 1 January 2020, that position changed – now, land contiguous to a PPR will only be exempt from land tax if it is:

  • located in regional Victoria; or
  • a car space or a storage cage associated with an apartment in metropolitan Melbourne.

This means that if your garden, tennis court or outbuildings are on a separate title, that land will be subject to land tax.

I received a letter from the SRO – what should I do?

If you’ve received a letter from the SRO stating that you own contiguous land, the first step is to work out whether your property is actually caught by the contiguous land provisions in the Land Tax Act.

This requires an examination of your title plans, and may require a surveyor to conduct a “check survey” to ascertain where the home is located relative to the title boundaries.

If there is more than one title but your home sits over all of them, this is not “contiguous land” – in these circumstances, all titles qualify for the PPR exemption and the SRO should be advised of that.

If your home doesn’t extend over all titles (for example, the home is contained within the boundaries of one title and the second title contains only garden and garage), then you have a contiguous title. In these circumstances, you have a choice to either consolidate the titles into a single title, or keep them separate and accept that you will pay land tax on the contiguous title.

What’s involved in consolidation?

Consolidation involves three key steps:

  • Preparation of a plan of consolidation – you’ll need to engage a surveyor to do this.
  • Obtaining consent from the local council to consolidate the titles – this will usually be handled by the surveyor.
  • Registering the plan of consolidation at the Land Titles Office – this is handled by a lawyer.

If you want to ensure that the PPR exemption is applied to all of your land from 2023 onwards, you’ll need to ensure that the consolidation process is completed by no later than 31 December 2022.

Should I consolidate my titles?

When deciding to consolidate, the first thing to consider is your future intentions for the land.

If you’re considering the possibility of developing a second dwelling on the contiguous title, whether for sale or retention, then consolidating the land may not be recommended – you’d likely need to re-subdivide the land in the future to proceed with the development.

To decide whether consolidation is appropriate, you’ll need to weigh a number of different considerations, including:

  • how long until you’re planning to develop the land and what your land tax liability would be during that period
  • what costs would be associated with re-subdivision
  • whether you’re likely to experience any difficulties getting council consent for a subdivision

It’s important that the tax consequences of consolidation are also considered – a tax accountant or lawyer with tax expertise can assist in that regard.

How we can help

If you’ve received a letter from the State Revenue Office about contiguous land or are worried that you may have a potential liability in this regard, get in touch with us. We’ll guide you through the specifics of how the new rules affect your land and ensure that you avoid any nasty surprises in the next round of land tax assessments.

Contact us

Please contact us for more detailed and tailored help.

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As a nation, Australians have been horrified to read of the many stories of substandard care and abuse in our aged care system, which have been amplified during the COVID-19 pandemic.

On 18 October 2018, the Royal Commission into Aged Care Quality and Safety (Royal Commission) was established. In 2021, the final report titled Care, Dignity and Respect (Final Report) was released. Royal Commissioners Tony Pagone QC and Lynelle Briggs AO identified systemic problems, and called for fundamental reform of the aged care system in Australia. The Final Report made 148 recommendations stating, “…the extent of substandard care in the current aged care system is deeply concerning, and has been known for many years.”

Substandard care and abuse pervades the Australian aged care system

Final Report

From 1 July 2019, as part of the recommended reforms, organisations providing Commonwealth subsidised aged care services are required to comply with the Aged Care Quality Standards, the Charter of Aged Care Rights, and the National Aged Care Mandatory Quality Indicator Program. Further, in 2021, the federal government introduced the Serious Incident Response Scheme (the Scheme) to reduce the risk of neglect and abuse of people living or staying in residential aged care providers.

The Serious Incident Response Scheme

The Hon. Pagone stated in the Final Report, “Frequently I heard evidence of failure where those who were failing would not have seen themselves at fault when frustrations, lack of understanding, competing demands and human failings resulted in an older person being treated badly.” The introduction of the Scheme ensures independent oversight of reportable incidents and holds organisations accountable for any failures.

The Scheme requires residential aged care providers to put an effective incident management system in place and report certain types of incidents to the Aged Care Quality and Safety Commission (Commission), which is the national regulator of aged care services and oversees the Scheme.

What is a reportable incident?

Reportable incidents includes those which occur or are alleged or suspected to have occurred. There are eight categories of reportable incidents under the Scheme:

  1. unreasonable use of force;
  2. unlawful sexual contact or inappropriate sexual conduct;
  3. neglect of a consumer;
  4. psychological or emotional abuse;
  5. unexpected death;
  6. stealing or financial coercion by a staff member;
  7. inappropriate use of restrictive practices; and
  8. unexplained absence of care.

Different reporting obligations attach to incidents depending on whether they are categorised as Priority 1 or Priority 2 incidents.

  • Priority 1 incidents are reportable incidents:
    • that have caused or could reasonably have been expected to cause, a consumer physical or psychological injury or discomfort that requires medical or psychological treatment to resolve, or
    • that constitute reasonable grounds to contact the police, or
    • that involve the unexpected death of a consumer or a consumer’s unexplained absence from the service.
  • Priority 2 incidents are reportable incidents that do not meet the criteria for a Priority 1 reportable incident.

What does my organisation need to do to comply with the Scheme?

The Scheme has been introduced in two stages:

  • Stage 1 came into effect on 1 April 2021 and requires that Priority 1 incidents be reported to the Commission within 24 hours of the provider becoming aware of the incident. Those incidents may also need to be reported to police.
  • Stage 2 came into effect on 1 October 2021 and requires that Priority 2 incidents be reported to the Commission within 30 days of becoming aware of the incident.

From 1 July 2022, the Scheme will be expanded from residential care to include in-home aged care services.

Reports need to be lodged via the My Aged Care Service Provider Portal within the relevant timeframe. An organisation will be required to document the incident, conduct an investigation into reportable incidents where appropriate, and ensure that actions are taken to avoid similar incidents from being repeated.

As with most new laws, the Commission is likely to take a more educative approach to implementing the Scheme in the early stages of the roll out, however we expect that enforcement action will commence for non-compliant providers now the Scheme is operational. Compliance action can include serving non-compliance notices and infringement notices, publishing notices of non-compliance on a publicly available non-compliance checker, and civil penalties, which can have highly detrimental reputational and operational consequences for an organisation. Organisations must act now to ensure they are compliant with the Scheme.

How Moores can help

Moores can help your organisation comply with the requirements of the Scheme by assisting with the development of compliant policies and procedures that are tailored to the unique environment of your organisation. We can also provide you with support to implement the training needed to equip your staff with the necessary knowledge to implement your policies and procedures in a practical and informative way.

Our team are experts in providing organisations with guidance and advice to ensure that any internal investigations are conducted thoroughly and in compliance with the necessary requirements. We also help by conducting independent safeguarding investigations into reportable incidents when an internal investigation is not appropriate.

Who to contact

If you have any questions about what support we can provide you, please get in touch with our safeguarding experts Skye Rose and Patrice Fitzgerald.

Contact us

Please contact us for more detailed and tailored help.

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