Commonwealth Superannuation Corporation v Truan

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FEDERAL COURT OF AUSTRALIA

Commonwealth Superannuation Corporation v Truan [2020] FCA 364

Appeal from: Truan and Commonwealth Superannuation Corporation [2019] AATA 555
File number: VID 416 of 2019
Judge: BROMBERG  J
Date of judgment: 18 March 2020
Catchwords: ADMINISTRATIVE LAW – appeal from Administrative Appeals Tribunal (“Tribunal”) – spouse’s pension under s 39 Defence Force Retirement and Death Benefits Act 1973 (Cth) (“DFRDB Act”) – appellant and deceased spouse married but not living together – whether marital relationship at time of death for purposes of s 6A(1) of DFRDB Act – s6A(5)(b) DFRDB Act: person taken to be living with another person if satisfied that would have been living with other person except for period of absence because of special circumstances – where Tribunal found deceased spouse’s post-traumatic stress disorder was special circumstance – whether Tribunal failed to consider lack of mutual intention to reconcile as reason for absence – whether Tribunal failed to consider objective evidence in determining that respondent held an intention to reconcile – appeal dismissed.
Legislation: Defence Force Retirement and Death Benefits Act 1973 (Cth) ss 3, 6A(1), 6A(5)(b), 6B and 39
Cases cited:

Anees v Minister for Immigration and Border Protection [2020] FCAFC 28

Beezley v Repatriation Commission [2015] FCA 78

CCA19 v Secretary, Department of Home Affairs [2019] FCA 946

Gray v Defence Force Retirement and Death Benefits Authority [2004] AATA 450

Minister for Immigration and Multicultural Affairs v Yusuf (2001) 206 CLR 323

One Key Workforce Pty Ltd v Construction, Forestry, Mining and Energy Union (2018) 262 FCR 527

Rus v Comcare [2017] FCA 239

Salton v Commonwealth Superannuation Corporation (2013) 209 FCR 349

Thiess v Collector of Customs (2014) 250 CLR 664

Date of hearing: 2 March 2020
Registry: Victoria
Division: General Division
National Practice Area: Administrative and Constitutional Law and Human Rights
Category: Catchwords
Number of paragraphs: 36
Counsel for the Applicant: Ms R Kaye
Solicitor for the Applicant: Allens
Counsel for the Respondent: Mr M Carey
Solicitor for the Respondent: Peter Falconer & Associates

ORDERS

VID 416 of 2019
BETWEEN:

COMMONWEALTH SUPERANNUATION CORPORATION

Applicant

AND:

LILLIAN TRUAN

Respondent

JUDGE:

BROMBERG  J

DATE OF ORDER:

18 MARCH 2020

THE COURT ORDERS THAT:

1.The appeal be dismissed.

2.The applicant pay the respondent’s costs of the appeal.

Note:   Entry of orders is dealt with in Rule 39.32 of the Federal Court Rules 2011.


REASONS FOR JUDGMENT

BROMBERG J:

  1. In this proceeding the appellant (“CSC”) appeals from a decision of the Administrative Appeals Tribunal (“Tribunal”) which found that the respondent (“Mrs Truan”) was an eligible spouse to receive a spouse’s pension (“pension”) pursuant to s 39 of the Defence Force Retirement and Death Benefits Act 1973 (Cth) (“DFRDB Act”) following the death of her husband (“Mr Truan”).  On 5 September 2017 a delegate of CSC found that Mrs Truan was not entitled to the pension as a marital or couple relationship did not exist between her and Mr…

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Details
Case
[2020] FCA 364
Decision Date

CaseChat Overview and Summary

In the case of Commonwealth Superannuation Corporation v Truan, the respondent claimed a spouse’s pension under section 39 of the Defence Force Retirement and Death Benefits Act 1973 (Cth). The appellant, the Commonwealth Superannuation Corporation, sought to overturn a decision of the Administrative Appeals Tribunal (Tribunal) which upheld the respondent's claim. The central issue was whether the deceased spouse and the respondent were living together as a married couple at the time of the deceased's death, a requirement for the pension under section 6A(1) of the DFRDB Act. The Tribunal found that the deceased's post-traumatic stress disorder constituted a special circumstance under section 6A(5)(b) of the DFRDB Act, justifying the absence of cohabitation, but the appellant argued that the Tribunal failed to consider other factors, such as the lack of mutual intention to reconcile or objective evidence of such an intention.

The Court of Appeal considered whether the Tribunal adequately assessed the respondent's intention to reconcile and whether it overlooked the absence of mutual intention. The Court found that the Tribunal did not err in its assessment, as it was not necessary for both parties to have an intention to reconcile for the special circumstances to apply. The Court also noted that the Tribunal had considered relevant evidence and reasonably concluded that the special circumstances did exist. The appeal was dismissed as the Court held that the Tribunal's decision was not flawed, and the respondent's claim for the pension was valid.

The Court ordered that the appeal be dismissed and that the appellant pay the respondent's costs of the appeal, as per Rule 39.32 of the Federal Court Rules 2011. This ruling underscores the importance of special circumstances in determining eligibility for a spouse's pension under the DFRDB Act and affirms the Tribunal's discretion in evaluating such circumstances.

Orders

Orders of the court

1. The appeal be dismissed.

2. The applicant pay the respondent’s costs of the appeal.

Note: Entry of orders is dealt with in Rule 39.32 of the Federal Court Rules 2011.

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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