Discrimination in the Law

Inquiry under section 207 of the Equal Opportunity Act 1995

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Chapter Two: What is Discrimination?

Discrimination generally means doing something in favour of, or against a person. This involves making a distinction between one person and another and treating him or her differently. Anti-discrimination law adopts a formulation of discrimination as being, not only different treatment, but also less favourable treatment.

Less favourable treatment indicates a sense of comparison between two people where one person is treated less favourably than another person. Discrimination is seen as being against one person,[5] namely the one who has been treated in an unfair or unequal manner. In many situations this less favourable treatment will be unlawful under anti-discrimination law.

Discrimination can be direct or indirect. Direct discrimination requires a comparison to be made between the treatment of the person discriminated against and a different real or hypothetical person.[6] Indirect discrimination involves treatment which appears to be neutral or fair but which has the effect of disadvantaging a particular group.

Direct discrimination tends to focus on a disadvantage suffered by one person, the notion of indirect discrimination centres more on group based disadvantage.[7] However, this does not mean that direct discrimination happens only to individuals or that indirect discrimination happens only to groups.[8]

The making of a comparison between two groups involves an assumption that two groups or sorts of people can be compared and that they should be treated equally.[9] This is not always possible as there are occasions when such a comparison is unhelpful or inappropriate, such as trying to compare pregnant women to men.

The Equal Opportunity Act 1995

It is discrimination as defined under the Equal Opportunity Act 1995 (“EOA”) that is unlawful. However, the Act also provides that there are some situations when an act of discrimination will not be unlawful. This means that there is an excuse for the discrimination. Section 7 of the Act defines discrimination to mean direct or indirect discrimination on the basis of an attribute. It is the attributes (or personal characteristics) of a person that form the basis for anti-discrimination law.

Under the EOA, discrimination on the basis of an attribute generally includes discrimination on the basis—

  • that a person has that attribute or had it at any time;

  • of a characteristic that a person with that attribute generally has;

  • of a characteristic that is generally imputed to a person with that attribute;

  • that a person is presumed to have that attribute or to have had it at any time.

For example, as discrimination on the ground of a presumed or imputed HIV/AIDS status is unlawful, a person who is a member of one of the perceived “high risk” groups, such as a gay man, can rely on this provision if discrimination occurs as a result of an assumption that he is HIV positive or has an AIDS related condition.[10]

The attributes which are protected under the EOA are—

(a) age;

(ab) breastfeeding;

(ac) gender identity;

(b) impairment;

(c) industrial activity;

(d) lawful sexual activity;

(e) marital status;

(ea) parental status or status as a carer;

(f) physical features;

(g) political belief or activity;

(h) pregnancy;

(i) race;

(j) religious belief or activity;

(k) sex;

(l) sexual orientation;

(m) personal association (whether as a relative or otherwise) with a person who is identified by reference to any of the above attributes.

Direct Discrimination

Section 8 of the EOA states—

(1) Direct discrimination occurs if a person treats, or proposes to treat, someone with an attribute less favourably than the person treats or would treat someone without that attribute, or with a different attribute, in the same or similar circumstances.

(2) In determining whether a person directly discriminates it is irrelevant—

(a) whether or not that person is aware of the discrimination or considers the treatment less favourable;

(b) whether or not the attribute is the only or dominant reason for the treatment, as long as it is a substantial reason.

The ambit of the section extends to discrimination which has occurred as well as that which may not yet have occurred.

(1) The requirement of less favourable treatment

The test for direct discrimination is that the person is treated “less favourably”, for example because of his or her sex, race or disability. Different treatment is not enough, some sense of comparability is required.[11] Discriminating between people involves a genuine distinction made according to relevant and permissible considerations, whereas discrimination against a person involves treatment which is based on irrelevant or impermissible considerations.[12]

An example of discriminating between people is where Sam and Lin compete for the same job and Lin gets the job because of previous experience in the field. But in a different situation, Sam and Lin compete for the job and Lin doesn’t get it because s/he is too short, which would be discriminatory.

Anti-discrimination law protects only the latter.

The decision of the Victorian Equal Opportunity Board in Wardley v Ansett Transport Industries (Operations) Pty Ltd[13] illustrates the requirement that the treatment be less favourable.

In that case, a woman was refused appointment as a trainee pilot by Ansett because she was of child-bearing age. The evidence showed that she would have been appointed if she had been male. The Board rejected the submission that Ms Wardley should not be compared to a male applicant because she was in a materially different situation, being that she was about to be married, may become pregnant and pregnancy would render her unable to hold a licence. The Board held that Ansett had directly discriminated against her on the basis of sex.

(2) The requirement of ‘on the basis of’

The further test is that the less favourable treatment is on the basis of the person’s particular attribute. In Oyekanmi v National Forge Operations Pty Ltd,[14] the Victorian Equal Opportunity Board stated that “it is clear that ‘on the ground of’[15] indicates a connection between the treatment and the race or colour”. But what kind of connection? There must be an identifiable causal link between the ground of discrimination and the decision or action complained about.[16]

A number of High Court judges have indicated that the attribute in the Act must be the “true basis” of the less favourable treatment.[17]

(a) The meaning of awareness/consciousness

Under the EOA it does not matter whether or not a person intended to discriminate against another person.[18]

(b) The meaning of substantial reason

The attribute must be a substantial reason for the treatment.[19] This means a reason that is of more than a little significance.[20]

Indirect Discrimination

Direct discrimination operates from the principle that all people in the same situations should be treated the same. The concept of indirect discrimination is that people who are not alike should not be treated the same. Indirect discrimination attempts to address structural discrimination by acknowledging that treating people as if they were the same when they actually differ in significant ways is just as discriminatory as penalising them directly for their difference.[21]

Section 9 of the EOA provides that indirect discrimination means imposing a requirement, condition or practice that—

  • a person with an attribute is unable to comply with; and

  • a higher proportion of people without that attribute, or with a different attribute, do or can comply with; and

  • it is not reasonable in the circumstances.

This means that indirect discrimination occurs when a requirement, condition or practice, which on its face appears to be neutral, in effect has a disproportionate impact on a particular group of people who are protected under the Act. Such a requirement may be “fair in form and intention but discriminatory in impact and outcome”.[22]

(1) The meaning of requirement, condition or practice

Broadly, the words “requirement, condition or practice” include any policies, rules or practices which may appear neutral, but have a discriminatory effect in practice.

The requirement need not be explicit nor specific but the effect of it must be clear.[23]

In Waters & Ors v Public Transport Corporation, the High Court found that the removal of conductors from trams indirectly discriminated against people with disabilities. The court found that requiring people to use trams without conductors was an unreasonable requirement condition or practice of using the service (and one that the complainants were unable to comply with). The requirement that trams be used without conductors provided a barrier to people with disabilities accessing tram services.[24]

(2) The meaning of differences

Indirect discrimination operates from the assumption and acceptance of differences between groups of people with different attributes. The way in which differences between people affect their ability and capacity to meet the requisite standards imposed is broad ranging.

Persons of various attributes may not meet the physical or functional requirement, for example, average height or weight.

For example, a specific height/weight requirement may indirectly discriminate against women and persons of Asian origin because a significant proportion may be below what is required.[25]

The cultural and religious traditions of persons may also subject them to indirect discrimination, for example in observing religious holidays or times of prayer during ‘working hours’. Another example is in working patterns.

In Australian Iron & Steel Pty Ltd v Banovic[26]a retrenchment policy of “last on-first off” had the effect of adversely affecting women because the company had only begun to employ women after many years of only employing men in the iron and steel industry. Therefore, the last-on first-off policy for retrenching workers adopted by the company discriminated against women.

(3) The meaning of compliance

The meaning of the term “does not or cannot comply with” has been interpreted broadly with the effect that compliance is considered as a matter of practicality[27] and not given a literal interpretation.

In Byham v Preston City Council[28] the complainant who had a mobility disability was considered unable to comply with the requirement that in order to attend council meetings he must be able to climb the stairs to the first floor, although he could in fact climb the stairs if assisted by a staff member or a family relative.

(4) The higher proportion requirement

As was noted with respect to the test of “less favourable treatment” in direct discrimination, anti-discrimination law generally requires a comparison to be made in order to determine whether indirect discrimination exists.

This requires a comparison between persons with the attribute and persons without the attribute, and a finding that a “higher proportion” of people with the protected attribute cannot meet the requirement.

In the Banovic retrenchment policy “last on-first off” case, the High Court said that the relevant proportions for comparison were the number of men who could comply as a proportion of all relevant men and the number of women who could comply as a proportion of all relevant women.[29]

In the case of Finance Sector Union v Commonwealth Bank of Australia,[30] a broad calculation revealed that 98% of men and 91% of women were able to comply with a requirement that new positions be taken up within 4 weeks of the Bank’s restructure. This difference was held to be a substantially higher proportion.[31]

(5) The meaning of reasonableness

Unlike direct discrimination, the formulation of indirect discrimination includes a component of reasonableness.

The EOA provides the factors that need to be taken into account in assessing reasonableness. These include—

  • the consequences of failing to comply with the requirement, condition or practice;

  • the cost of alternative requirements, conditions or practices;

  • the financial circumstances of the person imposing, or proposing to impose, the requirement, condition or practice.[32]

Reasonableness must be assessed against the objectives of the EOA and the circumstances of the particular case.[33] A requirement, standard or condition which is merely for business convenience or because things have always been done in a particular way, may not be considered reasonable.

There should be a demonstrated nexus between the requirement or condition and the activity to be performed, so that it can be shown that the requirement is appropriate and adapted to the particular activity and not merely arbitrary.[34] Further, it needs to be determined whether an alternative requirement or condition could have avoided or lessened the disadvantage suffered by the complainant.

In Cocks v State of Queensland,[35] the requirement that patrons with mobility impairments enter the newly constructed Brisbane Convention and Exhibition Centre through a side entrance was held to be indirect discrimination. In that case, the detriment to the respondent was cost and the aesthetic effect of the installation of a lift. The benefit to those with an impairment was that they would feel welcomed into a major public building thereby enhancing their rightful acceptance as members of the community with equal dignity. This would be in furtherance of the objects of the Act. It was estimated that this would affect about 10% of the population of Queensland.[36]

Footnotes

[5]

Thornton, M., The Liberal Promise: Anti-Discrimination Legislation in Australia, Oxford University Press, Melbourne, 1990, p. 2.

[6]

Oyekanmi v National Forge Operations Pty Ltd & Anor (1996) EOC 92-797 citing Boehringer Ingelheim v. Reddrop (1984) EOC 92-108 at 76,052; Haines v. Lewes (1987) EOC 92-192 at 76,842.

[7]

Hunter, R., Indirect Discrimination in the Workplace, The Federation Press, Sydney, 1992, p. 11.

[8]

Hunter, R., Indirect Discrimination in the Workplace, The Federation Press, Sydney, 1992, p. 11.

[9]

New South Wales Law Reform Commission, Review of the Anti-Discrimination Act 1977 (NSW), Discussion Paper 30, 1993, p. 64.

[10]

CCH Reporter, Australia and New Zealand Equal Opportunity Law and Practice, CCH Australia Ltd, 7-870.

[11]

Thornton, M., The Liberal Promise: Anti-Discrimination Legislation in Australia, p. 1.

[12]

Waters v Public Transport Corporation (1991) EOC 92-390 at 78,676 per Mason and Gaudron JJ.

[13]

(1984) EOC 92-002 at 5,133.

[14]

(1996) EOC 92-797.

[15]

(1996) EOC 92-797 at 78,895. It is noted that the reference to “on the ground of” is a reference to the wording of the 1984 Act whereas the 1995 Act refers to discrimination “on the basis of” an attribute. Under both the old and new Acts the test is the connection between the treatment and the attribute.

[16]

Ronalds, C., Discrimination Law and Practice, Federation Press, Sydney 1998, p.30.

[17]

Australian Iron and Steel v Banovic (1989) EOC 92-271 at 77,733 per Gaudron and Deane JJ; Waters v Public Transport Corporation (1991) EOC 92-390 per Mason CJ, Gaudron and Deane JJ

[18]

Equal Opportunity Act 1995, ss8(2)(a) and 9(3).

[19]

Creek V Cairns Post Pty Ltd (2001) EOC 93-108.

[20]

Oyekanmi v National Forge Operations Pty Ltd & Anor (1996) EOC 92-797 at 78,896.

[21]

Hunter, R., Indirect Discrimination in the Workplace, The Federation Press, Sydney, 1992, p. 6.

[22]

The Secretary of the Department of Foreign Affairs & Trade v Styles & Anor (1989) EOC 92-265 at 77,636.

[23]

Waters & Ors v Public Transport Corporation (1991) EOC 92-390 at 78,675 per Mason and Gaudron JJ.

[24]

(1991) EOC 92-390.

[25]

This was the complaint made by two Vietnamese women in Dao and Nguyen v Australian Postal Commission (1987) EOC 92-193.

[26]

(1989) EOC 92-271.

[27]

Finance Sector Union v Commonwealth Bank of Australia (1997) EOC 92-889 at 77,238.

[28]

(1991) EOC 92-377.

[29]

Op. cit., EOC at 4,620.

[30]

(1997) EOC 92-889.

[31]

(1997) EOC 92-889 at 77, 240.

[32]

Equal Opportunity Act 1995, s9(2).

[33]

Waters v Public Transport Corporation (1991) EOC 92-390.

[34]

Finance Sector Union v Commonwealth Bank of Australia (1997) EOC 92-889 at 77,242.

[35]

(1994) EOC 92-612.

[36]

(1994) EOC 92-612 at 77, 284.

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