Disaggregating Co-Morbid Conditions in Guardianship Applications: When Medication Misuse, Personality Disorder and Mental Illness Cannot Ground a Guardianship Order

An Analysis of J [2026] WASAT 29

1.  Introduction

The decision of Senior Member Marillier in J [2026] WASAT 29 is a significant contribution to the jurisprudence of the State Administrative Tribunal (“the Tribunal”) on the scope of the Guardianship and Administration Act 1990 (WA) (“the GA Act”). The decision addresses a question of considerable practical importance for guardianship practitioners: where a represented person presents with multiple co-morbid conditions, which of those conditions can properly sustain a guardianship order?

The Tribunal’s analysis required the disaggregation of four distinct conditions — Cluster B personality disorder, bipolar affective disorder, chronic medication misuse, and mild cognitive impairment consistent with vascular dementia — and a principled determination of whether each condition, individually or in combination, met the statutory criteria in s 43(1)(b) and (c) of the GA Act.

The decision warrants close attention from practitioners for three reasons. First, it articulates a clear analytical framework for multi-diagnosis cases. Second, it draws a principled distinction between episodic substance-induced impairment and intrinsic cognitive incapacity, holding that the former does not constitute the “lack of decision-making ability” contemplated by the GA Act. Third, it demonstrates the evidentiary weight the Tribunal accords to longitudinal professional observation of functional deterioration when formal diagnostic evidence is equivocal.

2.  Relevant Legal Framework

The Statutory Test

Section 43(1) of the GA Act provides that the Tribunal may appoint a guardian for a person if satisfied that the person is: (a) incapable of looking after their own health and safety; (b) unable to make reasonable judgments in respect of matters relating to their person; or (c) in need of oversight, care or control in the interests of their own health and safety or for the protection of others. In addition, s 43(1)(c) requires that the Tribunal be satisfied the person is “in need of a guardian.”

Section 4 of the GA Act sets out the principles governing the exercise of the Tribunal’s jurisdiction, including the presumption of capacity, the requirement that any order be the least restrictive alternative, and the obligation to ascertain the views and wishes of the represented person.

The Concept of “Mental Disability” and the Legislative Purpose

The GA Act does not define “mental disability” in terms that prescribe specific diagnoses. In FY [2019] WASAT 118 at [32], the Full Tribunal confirmed that a finding of mental disability may rest on one or a combination of identified medical conditions, or it may be established where the underlying cause is not entirely clear or susceptible to a particular medical diagnosis, provided the existence of the mental disability is beyond doubt.

Senior Member Marillier drew on the long title of the GA Act and the second reading speech of the Minister for Health (Legislative Assembly, 6 June 1990) to identify the legislative purpose. The long title describes the Act as providing “for the guardianship of adults who need assistance in their personal affairs.” The second reading speech contemplates that the Tribunal will appoint a guardian “only where it is established that a person lacks a decision-making ability” and identifies the intended beneficiaries as persons who, “as a result of” an intrinsic condition, “are unable to make decisions.”

S and SC [2015] WASAT 138

In S and SC [2015] WASAT 138, Member Leslie appointed a guardian for a man who consumed alcohol to the point of complete intoxication daily (at [84]). However, as the Tribunal in J noted, the critical finding in S and SC was that the chronic alcohol abuse had caused “significant memory deficits that are irreversible” rendering the represented person’s judgment impaired “even during the limited times when he is sober” (at [85]). The guardianship order was therefore grounded not in the intoxication itself but in the permanent cognitive damage it had caused.

3.  The Facts of the Case

The Represented Person and the Procedural History

J, a retired nurse in her mid-70s, was the subject of a fourth application to the Tribunal since January 2024 (at [1]). Her husband B applied under s 40 of the GA Act for the appointment of the Public Advocate as J’s guardian, citing medication misuse, falls, unresponsiveness, and calls to emergency services (at [23]).

The procedural history is striking. The first application in February 2024 resulted in the appointment of J’s adult children as limited guardians for three months to cover B’s overseas absence (at [7]). At review, equivocal capacity evidence led the Tribunal to revoke the order (at [10]). A second application in October 2024 culminated in J’s involuntary admission to an older adult psychiatric unit for 55 days (at [13], [21]), but the order was again dismissed after B confirmed he remained willing to provide support at home (at [22]).

The Medical Evidence

J’s diagnostic history was characterised by shifting and conflicting assessments across multiple clinicians and settings. A long-standing diagnosis of bipolar affective disorder was rescinded in 2021 during a 17-day hospital admission where lithium toxicity was identified (at [5]). A diagnosis of vascular dementia was made by physicians at two tertiary hospitals and a geriatrician during the same period, supported by a CT brain showing an old lacunar infarct and microvascular ischaemic change, and a Montreal Cognitive Assessment (MoCA) score of 10/30 (at [5], [67]).

During the 55-day psychiatric admission in late 2024, J’s Addenbrooke’s Cognitive Examination (ACE-III) score was 72/100, below the highly specific cut-off of 82 (at [15], [68]). An MRI brain scan showed changes consistent with moderate chronic small vessel ischaemic change (at [16]). The treating psychiatrist diagnosed bipolar affective disorder with a resolving depressive relapse, co-morbid Cluster B personality disorder (emotionally unstable and histrionic), and mild cognitive impairment (at [16]). However, the psychiatrist subsequently retreated from the bipolar diagnosis in oral evidence, and the discharge summary listed only personality disorder and mild cognitive impairment (at [21], [58]).

The OAMHS psychiatrist, who had seen J three times in the preceding twelve months, remained unsure of J’s diagnosis or diagnoses and was unsure of her capacity in all three domains of personal decision-making (at [30], [32]). The OAMHS case manager described chronic medication misuse (particularly the analgesic Targin), urinary and faecal incontinence, neglect of personal hygiene, and social isolation (at [34]–[40]). Five emergency department attendances between July 2025 and January 2026 were documented, including three episodes of opioid intoxication (at [41]).

The Evidence of Functional Impairment

B’s oral evidence included that J could not work out how to use the keys to unlock the apartment from the inside, and could not heat pre-prepared meals in the microwave (at [43], [47], [72]). The OPA investigator observed physical deterioration since his previous visit, including visible faecal soiling, a nightshirt worn inside out, and increased agitation, while noting that J denied any continence issues and expressed anger at B for purchasing continence pads (at [51]).

4.  Analysis of the Tribunal’s Reasoning

The Disaggregation Methodology

The analytical structure adopted by Senior Member Marillier is the most significant methodological contribution of the decision. Rather than treating J’s multiple conditions as a composite clinical picture, the Tribunal assessed each condition separately against the statutory criteria, asking: does this condition, of itself, ground a guardianship order?

Personality Disorder

The Tribunal accepted that J had Cluster B personality disorders, supported by consistent family evidence over two years and findings by two psychiatrists (at [56]). However, Senior Member Marillier found that J had managed to pursue a professional career throughout adulthood, and the personality disorder was not causing a loss of capacity to make reasonable judgments, notwithstanding that it compromised her ability to maintain supportive relationships (at [56]). This is an important finding: personality disorder, even when diagnosed and behaviourally significant, is not of itself a basis for guardianship.

Mood Disorder

The Tribunal’s treatment of the mood disorder is nuanced. Senior Member Marillier was satisfied that J suffered from a mental illness causing recurrent crises, with two long hospital admissions and differing psychiatric opinions over time (at [60]). The Tribunal found that when acutely unwell, J was not able to make reasonable decisions. However, the Tribunal held that the Mental Health Act 2014 (WA) was the relevant legislation for responding to J’s impaired decision-making during acute episodes, not the GA Act (at [60]). This channels acute psychiatric crises into the involuntary treatment regime and reserves guardianship for conditions with a more enduring character.

Medication Misuse

The Tribunal’s analysis of medication misuse at [61]–[66] is the centrepiece of the decision. Senior Member Marillier accepted that J had a long-standing pattern of medication misuse that put her health and safety at risk (at [62], [66]). However, the Tribunal held that “episodic intoxication due to substance misuse is not a basis for the Tribunal to appoint a guardian in the absence of cognitive impairment when not intoxicated” (at [62]).

This finding was grounded in a purposive analysis of the GA Act. The Tribunal looked to the long title and the second reading speech, observing that the legislation “appears to anticipate an intrinsic condition underpinning the appointment of a guardian rather than a temporary impairment predictably caused by a self-administered chemical agent” (at [64]). Senior Member Marillier drew a clear line: “[t]he Tribunal could and should not appoint a guardian for every person who has made or may make impaired decisions while intoxicated” (at [64]).

The Tribunal distinguished S and SC [2015] WASAT 138, where guardianship was appropriate because chronic alcohol abuse had caused irreversible cognitive deficits persisting during sobriety (at [65]–[66]). In J’s case, the medication misuse did not appear to cause cognitive impairment when she was not intoxicated (at [66]). Accordingly, the misuse contributed to risk but did not constitute a “lack of decision-making ability” with the “implication of chronicity” required by the legislation (at [66]).

Mild Cognitive Impairment / Vascular Dementia

Having excluded personality disorder, mood disorder, and medication misuse as independent grounds, the Tribunal turned to the cognitive impairment. Senior Member Marillier engaged carefully with the neuroimaging and psychometric evidence. The CT and MRI findings of cerebrovascular disease were accepted as structural abnormalities present for at least five years, unaffected by transient illness or medication (at [69]). The 2021 MoCA score of 10/30 was discounted because it occurred during lithium toxicity (at [70]). However, the ACE-III score of 72/100, obtained after three weeks as an inpatient and accepted by the treating psychiatrist as demonstrating at least mild cognitive impairment, was given significant weight (at [71]).

Critically, the Tribunal accorded substantial evidentiary weight to the longitudinal observations of the OAMHS clinicians and the OPA investigator, who had provided evidence across multiple hearings over two years and could attest to progressive deterioration in J’s functional capacity (at [73]). Senior Member Marillier described this longitudinal professional collateral evidence as “highly persuasive of a progressive neuro-degenerative condition” (at [73]).

On this basis, the Tribunal was satisfied that J suffered from a measurable cognitive impairment, accompanied by changes on brain imaging and progressive functional deterioration, consistent with the diagnosis of vascular dementia made in 2021, and that she had lost the capacity to make reasonable decisions about her person (at [74]–[75]).

5.  Assessing the Consequences

The practical consequences of the Tribunal’s disaggregation methodology are significant for both applicants and represented persons.

For applicants, the decision makes clear that applications grounded primarily in medication misuse or substance-related impairment face a high threshold. Unless the applicant can demonstrate that the substance misuse has caused permanent cognitive damage persisting during sobriety (as in S and SC), the intoxication itself — however dangerous — will not sustain an order. This has particular implications in cases involving elderly persons who misuse prescription opioids, benzodiazepines, or other medications, a scenario of increasing clinical prevalence.

For represented persons, the decision provides an important safeguard against the appointment of a guardian on the basis of behaviours that, however risky, are within the person’s autonomous decision-making. The Tribunal’s reasoning preserves the distinction between unwise decisions and incapable decisions — a distinction fundamental to the GA Act’s rights-based framework.

The decision also has systemic implications for the relationship between the GA Act and the Mental Health Act 2014 (WA). By channelling acute psychiatric crises into the involuntary treatment regime, the Tribunal reinforces the separate and distinct purposes of the two legislative schemes. The GA Act provides for ongoing substitute decision-making for persons with enduring incapacity; the Mental Health Act provides for crisis intervention and compulsory treatment for persons whose decision-making is temporarily impaired by acute mental illness.

6.  Worked Example

Consider a hypothetical represented person, “M,” aged 68, who has a history of alcohol use disorder and chronic obstructive pulmonary disease. M lives alone. His adult daughter applies for a guardianship order after M is hospitalised three times in six months following falls sustained while intoxicated. M has been prescribed opioid pain medication for a fractured hip and has on two occasions taken more than the prescribed dose. A GP report states that M has a “possible mild cognitive impairment” but formal neuropsychological testing has not been undertaken. An MRI brain shows age-related changes only.

Applicant’s Perspective

The applicant would seek to establish that M’s combined alcohol misuse and medication misuse, in the context of his chronic illness and social isolation, have caused or are causing a progressive loss of decision-making capacity. She would point to the repeated hospitalisations as evidence that M is incapable of looking after his own health and safety (s 43(1)(b)). She should obtain formal neuropsychological testing (not merely GP screening) and, if possible, neuroimaging showing structural pathology beyond age-related changes. Without evidence of cognitive impairment persisting during sobriety, the application is at risk of failing on the reasoning in J at [62]–[66].

Represented Person’s Perspective

M’s representative would argue that M’s hospitalisations resulted from episodic intoxication and do not demonstrate an intrinsic lack of decision-making ability. Relying on J at [64], M would submit that the GA Act is not intended to appoint guardians for persons who make impaired decisions while intoxicated. M would resist formal neuropsychological testing if confident it would return a normal result, or seek to have testing conducted in optimal conditions. M would point to the absence of structural brain pathology beyond age-related changes as distinguishing his case from J, where both CT and MRI showed cerebrovascular disease.

7.  Practitioner Guidance: A Step-by-Step Framework

The following framework is derived from the Tribunal’s reasoning in J and is intended to assist practitioners advising clients in multi-diagnosis guardianship applications.

Step 1: Identify and Itemise Each Condition Separately.  Do not present the represented person’s conditions as a composite clinical picture. The Tribunal’s methodology requires each diagnosis to be assessed independently against the statutory criteria. Practitioners should ensure that medical reports address each condition separately and specify which condition or conditions are said to cause the loss of capacity.

Step 2: For Each Condition, Ask Whether It Causes an Intrinsic Loss of Decision-Making Ability.  Apply the test derived from the long title and second reading speech as articulated at [63]–[64]: does this condition cause a lack of decision-making ability that is intrinsic rather than the temporary, predictable result of a self-administered chemical agent? If the impairment is episodic and substance-induced, it will not sustain an order unless permanent cognitive damage has resulted (S and SC at [85]).

Step 3: Consider the Appropriate Legislative Regime.  If the represented person’s impaired decision-making arises from acute mental illness, consider whether the Mental Health Act 2014 (WA) is the more appropriate vehicle for intervention (at [60]). The GA Act is reserved for enduring incapacity, not crisis management.

Step 4: Obtain and Present Objective Cognitive Evidence.  Formal psychometric testing (ACE-III, MoCA, or neuropsychological assessment) and neuroimaging (CT or MRI brain) are essential where cognitive impairment is alleged. The Tribunal will scrutinise the circumstances in which testing was conducted: scores obtained during acute illness or medication toxicity may be discounted (at [70]), while scores obtained after a period of stabilisation carry greater weight (at [71]).

Step 5: Assemble Longitudinal Evidence of Functional Deterioration.  The Tribunal placed significant weight on the longitudinal observations of the OAMHS clinicians and the OPA investigator, describing their evidence of progressive deterioration as “highly persuasive” (at [73]). Practitioners should seek to adduce evidence from clinicians or professionals who have observed the represented person over time, not merely at a single point in time.

Step 6: Address Need Separately from Capacity.  Even where the capacity threshold is met, the Tribunal must be separately satisfied that the person is “in need of a guardian” (s 43(1)(c)). The Tribunal’s analysis at [76]–[80] shows that need may be absent where an informal carer is willing and able to provide adequate support. The need inquiry is dynamic: what was unnecessary at one hearing may become necessary at the next if the carer’s willingness or ability changes.

Step 7: Ascertain and Present the Represented Person’s Views.  Section 4 of the GA Act requires the Tribunal to ascertain the represented person’s views and wishes. Where the represented person does not attend, practitioners should ensure that the OPA investigator or another independent person has met with the represented person and can convey their views (at [50]–[54], [81]). The Tribunal may decline to follow those wishes but must address them.

8.  Evidence and Arguments Available to Each Side

For the Applicant

An applicant in a multi-diagnosis case should: (a) obtain medical reports that disaggregate each condition and address its individual effect on capacity; (b) secure formal cognitive testing conducted during a period of clinical stability, not during acute illness or intoxication; (c) obtain neuroimaging to identify structural brain pathology; (d) adduce longitudinal evidence from clinicians who have observed the represented person over an extended period; (e) if medication misuse is a significant feature, present evidence that it has caused permanent cognitive damage persisting during sobriety, relying on S and SC at [85]; (f) address the need requirement separately, with evidence of the inadequacy of less restrictive alternatives; and (g) ensure that the represented person’s views have been obtained and can be presented to the Tribunal.

For the Represented Person

A represented person resisting a guardianship application in a multi-diagnosis case should: (a) challenge each condition separately, arguing that personality disorder does not cause incapacity (at [56]), that acute mental illness is properly addressed under the Mental Health Act 2014 (at [60]), and that substance-induced impairment is not an intrinsic lack of decision-making ability (at [62]–[66]); (b) challenge the reliability of cognitive testing conducted during periods of acute illness, medication toxicity, or hospitalisation; (c) present evidence of functional capacity during periods of stability; (d) argue that less restrictive alternatives exist, such as informal carer support, community services, or three-day medication dispensing (at [61], [76]); and (e) assert the person’s own views and wishes, including their opposition to the appointment of a guardian.

9.  Key Takeaways for Legal Practice

1.  Disaggregate co-morbid conditions.  The Tribunal requires each diagnosis to be assessed independently against the statutory criteria. A composite clinical picture is insufficient; each condition must be shown to cause, or contribute to, a loss of decision-making ability.

2.  Episodic intoxication is not a basis for guardianship.  Medication misuse or substance misuse that causes temporary impairment while intoxicated does not constitute the “lack of decision-making ability” contemplated by the GA Act unless permanent cognitive damage has resulted.

3.  Personality disorder does not equate to incapacity.  A personality disorder, even when diagnosed and behaviourally significant, is not of itself a basis for guardianship. The Tribunal will look for evidence of whether the person was able to function independently throughout adulthood despite the personality disorder.

4.  Acute mental illness is addressed under the Mental Health Act.  The GA Act provides for enduring substitute decision-making. Where the represented person’s impaired decision-making arises from an acute psychiatric episode, the Mental Health Act 2014 (WA) is the appropriate legislative vehicle.

5.  Cognitive testing must be contextualised.  Scores obtained during lithium toxicity, acute illness, or medication side effects may be discounted. Testing conducted after a period of clinical stabilisation carries greater weight.

6.  Longitudinal professional evidence is highly persuasive.  The Tribunal placed significant weight on the evidence of clinicians and OPA investigators who had observed the represented person across multiple hearings over two years. Single-point-in-time assessments are less compelling.

7.  Neuroimaging supports the case for structural pathology.  CT and MRI findings of cerebrovascular disease were accepted as objective evidence unaffected by transient illness or medication, providing a stable foundation for the finding of cognitive impairment.

8.  The need requirement is dynamic and must be addressed at each hearing.  A person may have lost capacity but not be “in need” of a guardian where adequate informal support exists. The inquiry is situational and may change between hearings as the carer’s willingness or ability to continue fluctuates.

9.  The Tribunal will not allow withdrawal without scrutiny.  Where the procedural history and cognitive evidence warrant continued oversight, the Tribunal may decline to permit withdrawal of an application, as occurred at the second application stage (at [19]).

10.  Participation and communication support matter.  The Tribunal arranged voice-to-text instant transcription to accommodate J’s hearing impairment and the OPA investigator communicated by typing questions for J to answer verbally (at [8], [50]). Practitioners should consider and advocate for appropriate communication supports where a represented person has sensory impairments.

10.  Conclusion

J [2026] WASAT 29 provides a disciplined analytical framework for multi-diagnosis guardianship applications. By requiring each co-morbid condition to be assessed independently, the Tribunal has clarified the limits of the GA Act’s reach and reinforced the distinction between temporary, substance-induced impairment and the enduring cognitive incapacity that the legislation was enacted to address.

The decision’s central message for practitioners is one of analytical rigour: identify each condition, assess its individual effect on capacity, and present evidence that is both objective and longitudinal. Applications that rest on a generalised impression of incapacity, or that conflate the effects of substance misuse with intrinsic cognitive decline, will not succeed. Equally, represented persons can take comfort that the Tribunal will not strip their autonomy on the basis of behaviours — however risky — that do not demonstrate an enduring loss of the ability to make decisions.

The decision also serves as a reminder that the GA Act and the Mental Health Act 2014 (WA) serve distinct purposes. Guardianship is not a crisis-response tool; it provides for ongoing substitute decision-making where a person’s intrinsic capacity is permanently or progressively diminished. Where the impairment is acute, episodic, or substance-induced, other legislative regimes are more appropriate.

The Indivisibility of Decision and Reasoning: Why Courts Cannot Judicially Review Findings Without Disturbing the Decision

An Analysis of Re Magistrate Robert Young; Ex parte J C [2026] WASC 115

 1. Introduction

In Re Magistrate Robert Young; Ex parte J C [2026] WASC 115, Palmer J of the Supreme Court of Western Australia dismissed an application for a review order under s 36 of the Magistrates Court Act 2004 (WA) (the Act). The decision addresses a question of practical importance: whether the reasoning of a magistrate may be judicially reviewed independently of the magistrate’s ultimate decision.

The applicant, who had succeeded in resisting a Family Violence Restraining Order (FVRO) application before Magistrate Young, sought to quash certain findings and reasoning in his Honour’s decision while preserving the favourable outcome — the dismissal of the FVRO application. Palmer J held that s 36(1) of the Act does not permit the review of reasons independently of the decision itself, and that a finding of jurisdictional error would necessarily vitiate the entire decision, including the outcome the applicant wished to preserve.

The decision warrants the attention of practitioners in all areas of Magistrates Court litigation. It clarifies the indivisibility of a decision and its reasoning in the context of judicial review, reinforces the distinction between jurisdictional error and error within jurisdiction, and illustrates of the limits of review proceedings — particularly for self-represented litigants who may be dissatisfied with aspects of a judgment but not its result.

2. Relevant Legal Framework

The statutory review mechanism under s 36

Section 36(1) of the Magistrates Court Act 2004 (WA) provides a statutory alternative to the prerogative writs. It empowers an aggrieved person to apply to the Supreme Court for a “review order” in respect of an act, order, or direction of a court officer that was made without jurisdiction or power, or on any ground that might have justified certiorari, mandamus, or prohibition (at [8]).

The procedure under Order 56A of the Rules of the Supreme Court 1971 (WA) involves a two-stage process. At the first stage, the application is heard ex parte before a judge in chambers. A review order will be made if the material demonstrates reasonable prospects of success. If a review order is made, the matter proceeds to a second hearing at which affected parties may appear and be heard (at [10]–[12]).

Jurisdictional error and inferior courts

The concept of jurisdictional error, as described by Hayne J in Re Refugee Review Tribunal; Ex parte Aala [2000] HCA 57, involves a decision-maker acting outside the limits of the functions and powers conferred upon them, as distinct from incorrectly deciding a matter within jurisdiction (at [18]).

Palmer J reiterated that it is more difficult to demonstrate jurisdictional error on the part of an inferior court than in the case of an administrative decision-maker (at [19]), citing Craig v South Australia (1995) 184 CLR 163 and Kirk v Industrial Court (NSW) [2010] HCA 1.

His Honour set out the five established categories of jurisdictional error in respect of inferior courts, drawn from Re Carey; Ex parte Exclude Holdings Pty Ltd [2006] WASCA 219 and Re State Administrative Tribunal; Ex parte McCourt [2007] WASCA 125, together with the additional category of denial of procedural fairness (at [20]–[21]).

Reasons and the record

A distinction, drawn from Craig v South Australia at 182–183 and reinforced in Re Magistrate D Temby; Ex parte Stanton [2015] WASC 357, is that the reasons for decision of an inferior court are not part of the “record” unless there is an error of law on the face of the record. An error of law in the reasons is not, without more, a ground that might have justified certiorari (at [22]–[23]).

Discretionary refusal

Even where the grounds for a review order are established, the grant of relief remains discretionary. In Blum v Boothman [2014] WASC 452, Mitchell J refused a review order on discretionary grounds because the order had expired and certiorari would lack utility (at [24]).

3. The Facts of the Case

Background: the FVRO Application

The proceedings arose out of a Family Violence Restraining Order application brought by the applicant’s former partner. The FVRO application had generated extensive prior litigation, including two appeals to the District Court, an application to transfer the FVRO proceedings to the Supreme Court (JC v TH [2025] WASC 91), and earlier judicial review proceedings (Ex parte J C [2025] WASC 99) (at [2]).

On 5 August 2025, Magistrate Young heard the FVRO application and dismissed it. The applicant succeeded (at [3]).

The applicant’s dissatisfaction with the reasoning

Despite prevailing on the ultimate question, the applicant was dissatisfied with the Magistrate’s conduct of the proceedings and certain findings in his reasons. The applicant’s complaints included that the Magistrate had found a threat to kill was made (albeit in jest), had made a finding that family violence occurred despite the Family Court making no such determinative finding, had failed to engage with exculpatory evidence including an audio recording, had made prejudicial remarks describing the applicant as “puerile,” “childish,” and “bloody-minded,” and had misapplied the statutory test under the Restraining Orders Act 1997 (WA) (at [27]–[33]).

The relief sought

The applicant sought to quash Magistrate Young’s factual findings “without disturbing the dismissal of the final restraining order itself” (at [26]). This position was maintained throughout the proceedings. Draft orders filed on 20 October 2025 expressly sought that “the dismissal of the restraining order application by Magistrate Young remain undisturbed” (at [35]). The applicant characterised his application as seeking review of the “reasoning process” rather than the decision (at [36]).

Multiple submissions

The applicant filed a supplementary originating process on 3 September 2025 identifying twelve grounds of review (at [34]), submissions on 25 November 2025 referring to a large number of cases without properly explaining their relevance (at [40]), and further submissions on 15 January 2026 repeating similar assertions (at [41]).

4. Analysis of the Court’s Reasoning

The indivisibility principle

The central holding of the decision is unequivocal. Palmer J held that s 36(1) of the Act “does not provide for the judicial review of reasons for a decision, independently and separately from, a review of the decision itself” (at [44]).

His Honour’s reasoning proceeded on two bases. First, as a matter of statutory construction, ss 36(1)(b) and (c) provide for the review of an “act, order or direction” and do not, in their terms, make provision for a review of the reasons why an officer took that act or made that order (at [45]). Second, as a matter of legal principle, where an inferior court has committed jurisdictional error, the consequence is that the entire decision has no legal force. A successful challenge to the Magistrate’s reasoning on jurisdictional error grounds would therefore necessarily vitiate his Honour’s ultimate decision to dismiss the FVRO application (at [46]).

The applicant’s case authorities

The applicant referred to various cases which he claimed demonstrated that reasons could be reviewed without disturbing the ultimate decision. Palmer J found that the applicant’s submissions “failed to meaningfully engage with what was decided in those cases, or how they established the proposition claimed” and that none of the cases appeared to address the issues raised (at [47]).

No reasonable prospect of success

Palmer J concluded that the application had no reasonable prospect of success (at [42], [49]). The costs application relief sought in the draft orders was found to be beyond the scope of the Judicial Review Application (at [50]).

5. Assessing the Consequences

The logical impossibility of selective review

The decision exposes a logical impossibility at the heart of the applicant’s case. Judicial review for jurisdictional error is a binary instrument: if jurisdictional error is established, the decision is void. There is no mechanism to declare that the decision-maker’s reasoning was vitiated by jurisdictional error while simultaneously preserving the operative decision that the reasoning produced.

This has practical consequences. A successful litigant who is dissatisfied with judicial reasoning but content with the result faces a choice: accept the decision in its entirety (reasoning and all), or challenge the decision and risk losing the favourable outcome. There is no middle path.

Reputational harm and the limits of judicial review

Findings of family violence and a threat to kill, even in the context of an ultimately dismissed FVRO application, remain on the public record and may carry reputational consequences. However, Palmer J’s decision confirms that judicial review under s 36 is not the mechanism by which such concerns are addressed. The statutory regime is directed at the legality of decisions, not the curating of judicial observations.

Costs of unsuccessful applications

The applicant, who was self-represented, filed multiple rounds of submissions, a supplementary originating process, and draft orders over a period of several months. The decision illustrates the investment of court and party resources that can be consumed by applications which, are directed at relief that the court has no jurisdiction to grant.

6. Worked Example

Consider a hypothetical scenario. A respondent in proceedings before the Magistrates Court successfully resists a claim for damages arising from an alleged breach of contract. The Magistrate dismisses the claim but, in the course of the reasons, makes adverse findings about the respondent’s credibility and commercial conduct — findings that the respondent considers factually wrong and potentially damaging to their business reputation.

The respondent’s perspective

The respondent wishes to have the adverse findings set aside. They consult a lawyer about applying for a review order under s 36 of the Act. The lawyer must advise that a review order directed at the Magistrate’s reasoning, without disturbing the dismissal of the claim, is not available. If jurisdictional error were established in the Magistrate’s fact-finding process, the entire decision — including the dismissal — would be void. The respondent would then face a rehearing at which they might not succeed.

The claimant’s perspective

If the respondent were to bring a review application challenging the reasoning, the original claimant could point to Ex parte J C [2026] WASC 115 and submit that the application discloses no reasonable prospect of success, since the applicant does not seek to disturb the operative decision. The claimant could also raise the discretionary ground that the application lacks utility: the findings, while recorded in the reasons, have no operative legal effect.

The practical lesson

The lawyer’s advice must be that the respondent’s remedy, if any, lies outside the judicial review jurisdiction. If the adverse findings are causing concrete harm (for example, being cited in other proceedings), they may need to be addressed in those other proceedings on their merits. Judicial review is not a mechanism for editing judgments.

7. Practitioner Guidance: A Step-by-Step Framework

Step 1: Identify the decision, not the reasoning. When a client is dissatisfied with a Magistrates Court outcome, the first question is whether the complaint is directed at the decision (the act, order, or direction) or at the reasoning. Section 36(1) only provides for review of the former (at [44]–[45]).

Step 2: Assess whether the client is prepared to risk the outcome. If the complaint is with the reasoning but the decision was favourable, the client must be advised that a successful jurisdictional error challenge would void the entire decision, including the favourable outcome (at [46]). If the client is not prepared to accept that consequence, a review application is not appropriate.

Step 3: Distinguish jurisdictional error from error within jurisdiction. It is more difficult to establish jurisdictional error on the part of an inferior court than an administrative decision-maker (at [19]). Mere errors of law in the reasoning, without more, do not constitute grounds for certiorari (at [22]–[23]). Apply the five established categories of jurisdictional error set out by Palmer J at [20].

Step 4: Check whether errors appear on the face of the record. For an inferior court, the reasons for decision are not part of the “record” unless there is an error of law on the face of the record (at [23], citing Craig v South Australia at 182–183). If the error is confined to the reasons and does not appear on the face of the record, the remedy lies in the appellate process, not judicial review (at [22]).

Step 5: Consider discretionary grounds for refusal. Even where jurisdictional error is established, relief is discretionary (at [24]). If the relief sought would lack utility — for example, because the order has expired, or the applicant does not wish to disturb the decision — the court may refuse a review order.

Step 6: Engage meaningfully with case authorities. Palmer J criticised the applicant’s submissions for referring to cases without properly explaining why they established the propositions claimed or how those propositions advanced the applicant’s case (at [40]–[41], [47]). Submissions that merely assert that cases stand for propositions, without analysis, are unlikely to persuade.

Step 7: Confine the application to the scope of the originating process. Relief sought must fall within the scope of the judicial review application as filed. Palmer J noted that the costs application relief in the draft orders appeared to be beyond the scope of the present application (at [50]).

8. Evidence and Arguments Available to Each Side

For an applicant seeking review of reasoning

An applicant in an analogous position would need to overcome the obstacle identified by Palmer J: that s 36(1) does not provide for review of reasons independently of the decision. Arguments that might be advanced include:

First, that the impugned findings constitute a separate “act” or “direction” within the meaning of s 36(1)(c), distinct from the ultimate disposition. Palmer J did not accept this in the present case, but a differently constituted set of facts — for example, where findings have direct operative legal consequences independent of the disposition — might present a stronger argument.

Second, that the reasoning discloses a denial of procedural fairness (the sixth category of jurisdictional error at [21]) which can be addressed without disturbing the outcome — though this argument faces the same difficulty that jurisdictional error vitiates the entire decision.

Third, that the court’s inherent jurisdiction or supervisory jurisdiction provides a basis for declaratory relief concerning the reasoning, independent of the statutory mechanism in s 36. This argument was not developed in the present case.

For a respondent opposing such an application

A respondent would rely directly on Palmer J’s reasoning:

First, that the plain language of s 36(1) is directed at acts, orders, and directions, not at reasons or findings (at [45]).

Second, that jurisdictional error necessarily vitiates the entire decision, making selective review logically impossible (at [46]).

Third, that even if some basis for review could be found, discretionary refusal would be appropriate where the applicant does not wish to disturb the operative decision and the relief sought therefore lacks utility.

9. Key Takeaways for Legal Practice

1. Reasons cannot be reviewed independently of the decision. Section 36(1) of the Magistrates Court Act 2004 (WA) provides for review of an “act, order or direction,” not for review of the reasoning that led to it. A decision and its reasoning are indivisible for the purposes of judicial review (at [44]–[45]).

2. Jurisdictional error vitiates the entire decision. If jurisdictional error is established, the decision has no legal force. An applicant cannot selectively challenge findings while preserving the operative outcome (at [46]).

3. The “reasonable prospect of success” threshold requires more than dissatisfaction. At the first stage of the O 56A process, the applicant must demonstrate a case with reasonable prospects of success (at [12], [42]). Disagreement with findings, however strong, is insufficient if the relief sought is not available.

4. Inferior court reasons are not part of the “record” unless error appears on its face. An error of law in the reasons of an inferior court is not, without more, a ground for certiorari (at [22]–[23]). Errors confined to the reasons must be addressed through the appellate process.

5. Submissions must meaningfully engage with authority. Asserting that cases stand for propositions without explaining why, or how those propositions advance the applicant’s case, is unlikely to succeed and may attract judicial criticism (at [40]–[41], [47]).

6. Relief must fall within the scope of the originating process. Additional heads of relief that are beyond the scope of the application as filed may not be entertained (at [50]).

7. Discretionary refusal may apply even where grounds are established. The grant of a review order is discretionary. Where the relief sought would lack utility, the court may refuse the order (at [24]).

8. Self-represented litigants are held to the same jurisdictional limits. The decision illustrates that the court cannot extend its review jurisdiction beyond statutory limits to accommodate the concerns of a litigant who has, in fact, succeeded.

10. Conclusion

Re Magistrate Robert Young; Ex parte J C [2026] WASC 115 provides an authoritative statement that judicial review under s 36 of the Magistrates Court Act 2004 (WA) is directed at decisions, not reasoning. A decision and its reasoning are indivisible: an applicant cannot surgically excise findings from a judgment while leaving the operative order intact.

The decision is a reminder for practitioners advising clients who are dissatisfied with aspects of a judgment. The first question must always be: what is the decision, and does the client wish to challenge it? If the answer to the second question is no, then judicial review is not the appropriate avenue, regardless of how unsatisfactory the reasoning may appear.

For self-represented litigants and practitioners alike, the case underscores the importance of understanding the jurisdictional limits of review proceedings before committing resources to an application. Dissatisfaction with judicial reasoning is not, by itself, a gateway to judicial review. The law draws a clear line between the legality of a decision and the acceptability of its reasoning, and s 36 addresses only the former.

The Duty to Exercise Independent Forensic Judgment: When Lawyers Must Overrule Their Clients on Evidence

An Analysis of Bailey and Petersen [2026] FCWA 50

1.  Introduction

All names used in this article are pseudonyms assigned by the Court. The judgment was published under those pseudonyms with the approval of the Family Court of Western Australia pursuant to s 114Q(2) of the Family Law Act 1975 (Cth). No details in this article identify or are intended to identify any party, witness, or associated person.

Bailey and Petersen [2026] FCWA 50 is a judgment of O’Brien J in the Family Court of Western Australia, delivered on 16 March 2026, that warrants close attention from all legal practitioners—not merely family lawyers. While the decision arose in the context of a parenting dispute under the Family Law Act 1975 (Cth), its analysis of the professional obligations of lawyers in relation to the evidence they place before a court has application across all areas of legal practice.

The judgment addresses a question that arises with regularity in contested proceedings: what is a lawyer to do when a client insists upon filing evidence that is irrelevant, lacking in probative value, or gratuitous? O’Brien J’s answer is unequivocal. The lawyer must exercise independent forensic judgment. That duty is not merely aspirational; it is mandatory. It cannot be displaced by client instructions, client preferences, or client-drafted affidavits. A lawyer who files irrelevant material has failed in a professional obligation.

The significance of the decision lies in its clarity. It consolidates, in accessible terms, the interplay between the overarching purpose provisions of the Family Law Act, the specific powers of the Court in child-related proceedings, and the professional conduct obligations imposed on solicitors and barristers. It does so by reference to a concrete and, as the Court acknowledged, “stark” example (at [94]).

2.  Relevant Legal Framework

2.1  The overarching purpose provisions

Section 95 of the Family Law Act 1975 (Cth) sets out the overarching purpose of practice and procedure provisions. That purpose is to facilitate the just resolution of disputes in a manner that, among other things, ensures the safety of families and children, promotes the best interests of the child, and achieves resolution “as quickly, inexpensively and efficiently as possible” (s 95(1)(d)). Section 95(2)(e) requires the disposal of proceedings “at a cost that is proportionate to the importance and complexity of the matters in dispute.”

Section 96 imposes a duty on parties to conduct proceedings consistently with that overarching purpose. Lawyers have a corresponding duty to assist their client to comply with it. As O’Brien J observed at [17], these are duties imposed by statute, not mere aspirations.

2.2  The Court’s powers in child-related proceedings

Section 102NE provides that the Court must actively direct, control and manage the conduct of child-related proceedings. Section 102NN confers broad powers to give directions or make orders about, among other things, the matters on which parties may present evidence, who may give evidence, and the number of witnesses (s 102NN(2)(j)). The Court may also limit or disallow cross-examination of a particular witness (s 102NN(2)(i)).

2.3  The professional conduct obligations

The duties of lawyers as officers of the court are reinforced by the Legal Profession Uniform Law Australian Solicitors’ Conduct Rules 2015 (WA), r 17, and the Legal Profession Uniform Conduct (Barrister) Rules 2015 (WA), rr 42–43. O’Brien J summarised the effect at [23]: lawyers must not act as the “mere mouthpiece” of their client. They are required to exercise independent forensic judgment and do not breach their duty to the client by doing so, even where it means acting contrary to instructions.

2.4  Relevance, admissibility and probative value

Rule 239 of the Family Court Rules 2021 (WA) reflects the fundamental principle that evidence at trial should be limited to facts that are relevant, admissible, and of probative value (at [9]). O’Brien J emphasised that the relaxed evidentiary regime in parenting proceedings—section 102NL permits opinion and hearsay evidence—does not equate admissibility with relevance or probative value (at [12]). The distinction between the unqualified opinion of a lay witness and expert opinion evidence, as discussed in Makita (Australia) Pty Ltd v Sprowles (2001) 52 NSWLR 705 at 743–744 [85], remains critical.

3.  The Facts of the Case

The proceedings concerned parenting arrangements for two children, Charlie (born 2017) and Henry (born 2019), following the separation of Mr Bailey and Ms Petersen. The proceedings were commenced in May 2020 and listed for a seven-day trial before O’Brien J in 2026. Both parties were legally represented. Between them, they proposed to call 25 witnesses (at [1]).

At a Status Hearing in early 2026, the Court confirmed the matters actually in issue. Both parties agreed, through their respective counsel, on a series of concessions that materially narrowed the dispute. These included that there was no risk of the children being exposed to family violence, abuse or neglect in the care of either parent (at [3](a)); that each parent was competent and attentive (at [3](c)); and that both were devoted and engaged parents (at [4](b)). The only identified risk to the children was exposure to the negativity of each parent about the other (at [4](a)).

Against that narrow factual matrix, O’Brien J expressed surprise at both the proposed trial length and the number of lay witnesses: seven for the wife and ten for the husband (at [5]). The Court required counsel to be prepared to make submissions at trial as to why each affidavit, other than those of the parties themselves, the Single Expert Witness, and the family therapist, should be received into evidence (at [6]).

3.1  The husband’s proposed evidence

The husband proposed to rely on evidence from 13 witnesses in addition to his own three affidavits. The Court’s treatment of each is instructive.

Of the 13, counsel for the husband conceded that the evidence of five witnesses—Mr Morgan (at [39]), Mr Becker (at [41]), Ms Orson (at [52]), Mr Leroy (at [54]), Mr Whit (at [56]), and Ms Douglas (at [64])—had no probative value. The concession that Ms Frances Bailey’s evidence similarly lacked probative value followed (at [58]). A subpoena for Dr Johnson was discharged before trial (at [32]).

Three further affidavits were excluded after contested submissions. The affidavit of Ms Radu, a clinical psychologist who had seen the parties years before the children were born, was excluded on the basis that the matters it addressed—an admitted slap and admitted communication difficulties—were already established (at [37]). The affidavits of Mr Robert Bailey and Ms Eliot, siblings of the husband who had limited contact with the children, were excluded for having little relevance and no probative value (at [46], [50]).

Only two affidavits beyond the husband’s own were admitted: that of Ms Michelle Bailey, his mother, who had lived with him and had significant contact with the children, and whose evidence was relevant to an issue raised in the Single Expert Witness’s report (at [60]–[62]); and that of Mr Visser, the husband’s treating psychologist, given the currency of his professional engagement (at [69]).

3.2  The wife’s proposed evidence

The wife proposed seven lay and professional witnesses in addition to her own affidavits. Five lay witness affidavits—from a high school friend, a brother-in-law, a neighbour, a mothers’ group friend, and a retired professional—were sensibly abandoned at trial (at [73]).

The affidavit of Mr Joshua Petersen, the wife’s brother, was excluded. It contained extensive personal history, including detail of shared cooking arrangements in Europe in 2006–2007, and was characterised by gratuitous commentary about the husband’s career and ambition (at [82]–[85]).

The affidavits of Ms Suzanne Petersen (the wife’s mother, admitted due to her active involvement and at the husband’s request for cross-examination: at [77]–[78]), Ms Curtis (treating psychologist, admitted for currency of engagement: at [81]), Dr Joyce (paediatrician, clearly relevant to a medical dispute: at [87]), and Dr Carrillo (general practitioner, relevant to the same dispute: at [90]) were received.

3.3  Outcome

Of 25 proposed witnesses, the affidavits of 16 were not received into evidence (at [92]). The trial proceeded with the evidence of the parties, six professional witnesses, and one lay witness for each side.

4.  Analysis of the Court’s Reasoning

4.1  The “prospective and predictive exercise”

O’Brien J’s reasoning is anchored in the characterisation of parenting orders as a “prospective and predictive exercise” (at [13]). The Court’s task is to determine what arrangements will best serve the children’s interests going forward, informed by relevant past events but not overwhelmed by them. “Cradle to grave” affidavits are rarely informative for that purpose.

4.2  The distinction between admissibility and probative value

The relaxed evidentiary provisions of s 102NL allow opinion and hearsay evidence in parenting proceedings. O’Brien J was at pains to emphasise that admissibility does not equate to relevance or probative value (at [12]). This is a point of general application. The fact that evidence may be received does not mean it should be. The gateway of admissibility is necessary but not sufficient.

4.3  The problem with lay opinion evidence

The judgment draws a clear line between lay opinion and expert opinion. A friend’s view that the husband is a good father, a brother-in-law’s assessment of the husband’s career ambition, or a neighbour’s impression of the wife’s parenting are, in practical terms, testimonials. They carry no weight in a forensic exercise where the Court has the benefit of expert evidence from a Single Expert Witness, a family therapist, and relevant treating professionals. As O’Brien J noted, the distinction identified in Makita at [85] between unqualified lay opinion and expert evidence remains critical (at [12]).

4.4  The “forensic disadvantage” test

A notable feature of the judgment is the role played by the opposing party’s position in the admissibility determination. In several instances, the Court admitted evidence where the opposing counsel identified a forensic disadvantage in not being able to cross-examine the witness. This arose with Ms Michelle Bailey (at [61]), Ms Suzanne Petersen (at [77]), Ms Curtis (at [80]), and Mr Visser (at [68], though there the wife’s counsel did not perceive disadvantage and the affidavit was admitted on other grounds). Where neither party perceived a forensic need for the evidence, exclusion followed.

4.5  The 220 photographs

O’Brien J’s observation about the 220 “happy photographs” annexed to the parties’ affidavits (at [27]) is a pointed illustration. No photograph of a child looking happy has probative value in proceedings where both parents are acknowledged to be devoted and competent. While self-represented litigants might mistakenly think such material serves a forensic purpose, the Court observed that “there is frankly no excuse for lawyers seeking to adduce them into evidence.”

5.  Assessing the Consequences of Non-Compliance

O’Brien J identified three categories of consequence flowing from the failure to exercise independent forensic judgment on evidence.

5.1  Costs to the parties

The parties incurred unnecessary costs in the preparation, drafting, settling, filing and serving of 16 affidavits that were ultimately excluded (at [95]). Each affidavit involved time spent by the deponent in preparation, time spent by the lawyer in settling and filing, and associated court filing fees. The costs extend to the preparation of cross-examination plans for witnesses who were never called.

5.2  Delay to the parties

The inflated witness list drove an estimate of seven trial days. That estimate in turn limited the listing options available, such that earlier dates that would otherwise have been utilised could not be (at [96]). The parties’ own progress to trial was thereby delayed.

5.3  Impact on other litigants

The seven days allocated to the matter could not be allocated to other families (at [97]). This is a point of systemic significance. Court time is a finite public resource. Its inefficient consumption by one matter has a direct and measurable impact on every other matter awaiting hearing.

6.  Worked Example: Applying the Principles

Consider a hypothetical parenting dispute with the following features. The parties agree that each is a competent parent. The dispute concerns the division of time and a disagreement about schooling. Each party proposes to call five lay witnesses comprising family members and friends. The single expert has provided a report. A family therapist has been appointed.

6.1  From the perspective of the party proposing the evidence

The practitioner must undertake a rigorous assessment of each proposed witness before any affidavit is drafted. The questions to ask are:

First, what is the matter in issue to which this witness’s evidence is directed? If the answer is a generalised proposition—“my client is a good parent”—the evidence is almost certainly without probative value where that proposition is not in dispute.

Second, does this witness have direct knowledge of a fact that is genuinely contested and that cannot be established by other evidence already before the Court? If the Single Expert Witness and the parties’ own evidence already address the issue, a lay witness’s observations will add nothing.

Third, is this witness offering opinion evidence? If so, is the witness qualified to give that opinion? The unqualified opinion of a family member that a parent is “demanding” or “lacks ambition” has no forensic utility.

Fourth, will the evidence withstand the scrutiny applied by O’Brien J? Would counsel be able to articulate, with precision, the probative value of the evidence if required to do so by the Court?

6.2  From the perspective of the party opposing the evidence

The practitioner should consider whether there is a genuine forensic disadvantage in the evidence being excluded. If the answer is no—if the evidence, even if admitted, would not affect the outcome—the practitioner should say so. This is what occurred in several instances in Bailey and Petersen (see, for example, at [68] where counsel for the wife confirmed no forensic disadvantage in excluding Mr Visser’s evidence).

Conversely, where the opposing party’s witness has made allegations that require testing, the practitioner should identify the forensic disadvantage of exclusion. This is what occurred with Ms Michelle Bailey (at [61]) and Ms Suzanne Petersen (at [77]), where opposing counsel’s submission that exclusion would cause forensic disadvantage contributed to the evidence being admitted.

7.  Practitioner Guidance: A Step-by-Step Framework

The following framework, derived from the principles stated in Bailey and Petersen, is applicable to any proceedings in which a practitioner is considering what evidence to file.

Step 1: Identify the matters in issue.

Before any affidavit is drafted, the practitioner must clearly identify the matters actually in dispute. As O’Brien J observed, this must occur at an early stage and before trial affidavits are prepared, “for obvious reasons” (at [10]).

Step 2: Assess each proposed witness against the issues.

For each proposed witness, the practitioner must determine whether their evidence is directed to a matter genuinely in issue, whether it is relevant and of probative value, and whether it is duplicative of evidence already before the Court.

Step 3: Exercise independent forensic judgment on client-drafted material.

Where clients or witnesses have prepared initial drafts of affidavits, the practitioner has a duty to review, edit, and if necessary refuse to file that material. The duty extends to the “deletion of inadmissible, irrelevant, or gratuitous content” and further to “a refusal by the lawyer to file the affidavit if it is of no relevance or probative value” (at [26]).

Step 4: Remove all material without probative value.

This includes, by way of non-exhaustive example: happy photographs of children (at [27]); testimonial-style character evidence; gratuitous commentary about the other party’s career, ambition or personality; submissions disguised as evidence (at [48]); and historical detail unconnected to any matter in issue (at [82]).

Step 5: Communicate the professional obligation to the client.

As O’Brien J observed at [100], “the requirement to adhere to clear professional obligations is a complete answer to many of the demands made by clients.” The practitioner should explain to the client that filing irrelevant evidence will not assist their case, will increase costs, and may delay the hearing. The professional obligation provides the basis for that conversation and, if necessary, for acting contrary to the client’s wishes.

Step 6: Apply the proportionality principle.

The cost and time involved in the evidence must be proportionate to the importance and complexity of the matters in dispute (s 95(2)(e)). In a case where the core issues are narrow, a large number of witnesses is unlikely to be proportionate.

8.  Evidence and Arguments Available to Each Side

8.1  For the party seeking to adduce lay evidence

The strongest argument for admission arises where the opposing party would suffer a forensic disadvantage from exclusion. This occurred in Bailey and Petersen with the parties’ mothers (at [61], [77]). The lay witness must have direct, relevant knowledge of a contested matter that is not adequately addressed by other evidence. Frequency and recency of contact with the children will strengthen the case for admission. Evidence addressing a specific concern raised by the Single Expert Witness is more likely to be admitted (at [60]).

8.2  For the party opposing the evidence

The following arguments, each grounded in Bailey and Petersen, are available:

(a) The evidence is duplicative: the same matters are addressed in the party’s own affidavit and/or the expert evidence (at [45]).

(b) The evidence is opinion evidence from an unqualified lay witness and lacks the indicia required for expert opinion: Makita at [85]; Bailey and Petersen at [12].

(c) The witness has limited contact with the children, reducing the weight and relevance of any observations (at [45], [47]).

(d) The affidavit contains submissions rather than evidence (at [48]).

(e) There is no forensic disadvantage from exclusion because the matters addressed are not in dispute or are adequately addressed elsewhere (at [68]).

9.  Key Takeaways for Legal Practice

1.  The duty to exercise independent forensic judgment is mandatory. It is not diminished by client instructions, client-drafted affidavits, or the pressures of busy practice (at [22]–[23]).

2.  Identify the issues before drafting evidence. The matters in issue must be clearly identified at an early stage and before trial affidavits are prepared (at [10]).

3.  Admissibility does not equate to relevance or probative value. The relaxed evidentiary regime in parenting proceedings does not exempt evidence from scrutiny for relevance and probative value (at [12]).

4.  Lay opinion evidence is rarely of probative value where the Court has the benefit of expert evidence. The distinction in Makita between qualified and unqualified opinion evidence remains critical.

5.  Testimonials and character references do not assist. Evidence that a parent is “a good father” or “a caring mother” has no forensic utility where competent parenting is not in dispute.

6.  The professional obligation is a tool, not a burden. It provides the complete answer to demanding clients (at [100]). Adherence to it will “alleviate the pressure perceived by a practitioner more often than it will exacerbate it.”

7.  Consequences extend beyond the parties. Inflated trial estimates consume finite court resources and delay other families’ access to justice (at [97]–[98]).

8.  The principles are of general application. While the judgment arises in the family law jurisdiction, the duties described apply to all lawyers in all jurisdictions. The obligation to confine a hearing to the real issues and present the case as quickly and simply as is consistent with its robust advancement is universal.

10.  Conclusion

Bailey and Petersen is a judgment that every practitioner should read. Its significance extends well beyond family law. It is a clear, authoritative statement that lawyers are not obliged—and are in fact prohibited—from acting as conduits for their clients’ every wish in relation to evidence. The independent forensic judgment of the lawyer is not a discretionary add-on; it is a professional obligation.

The judgment serves as a reminder that the pressures of practice—demanding clients, tight deadlines, the temptation to file everything and let the Court sort it out—do not excuse a failure to discharge that obligation. As O’Brien J observed, with proper regard to the principles summarised in the judgment, the process of excluding 16 of 25 proposed witnesses “should have been entirely unnecessary” (at [94]). The affidavits eventually excluded should never have been filed.

For practitioners, the practical message is straightforward. Identify the issues early. Assess each piece of evidence against those issues. Remove what is irrelevant. Refuse to file what is gratuitous. Explain the professional obligation to the client. The obligation is not a constraint on effective advocacy; it is a component of it.