Under the Equal Opportunity
Act 1995 (“EOA”) exemptions and exceptions can
apply in certain circumstances. Where they apply, discrimination
is not unlawful under the Act; that is there is an excuse for the
discrimination. Such exemptions and exceptions can be positive and
beneficial in assisting the promotion and protection of equal opportunity.
Exceptions allow a person to discriminate
in limited circumstances. If a complaint is made about the discrimination
it is the responsibility of the person who is relying on the exception
to raise and prove an exception as a defence to a complaint.
Exemptions can be granted by the Tribunal
if it believes that doing so would further the goal of promoting
equal opportunity. This means that discrimination will be exempt
from the provisions of the EOA. Temporary exemptions apply for the
period of time set by the Tribunal, which cannot be longer than
three years. During the exemption period the discriminatory behaviour
will be lawful.
There is a general exemption in relation
to special services, benefits or facilities that are designed to
meet the special needs of people with a particular attribute or
to prevent or reduce a disadvantage suffered by those people in
their education, accommodation, training or welfare. For example,
special measures may exist for women, people with a disability or
people within a particular age or religious group.
The case of Stevens and Ors v Fernwood
Fitness Centres[75]
involved a women only gym. The Tribunal said it would look at whether
there was some public interest to justify the granting of the exemption;
whether the exemption was within the spirit although not the letter
of some of the express exception provisions, and whether it would
promote an objective of the Act. The Tribunal granted the exemption
to allow a women only gym.
Discrimination based on statutory authority
All discrimination laws recognise the general
principle that there is some legislation which may conflict with
the content of anti-discrimination laws and principles.[76]
In many instances the conflicts are based on sound policy and are
in accordance with community values and expectations. Examples include
where laws allow (i) specialist religious or other educational institutions,
(ii) youth wages to be paid, (iii) an entitlement to an age pension,
or (iv) insurance policies that discriminate on the basis of age
or health status.
However, in other circumstances laws may
be discriminatory or may lead to discrimination and the basis of
the law is either out-of-date or is unintended.
In Victoria, discrimination which is necessary
to comply with or is authorised by a legislative provision is not
unlawful under the EOA. Section 69 provides—
Things done with statutory
authority
(1) A person may discriminate if the discrimination
is necessary to comply with, or is authorised by, a provision
of–
(a) an Act, other than this Act;
(b) an enactment, other than an enactment
under this Act.
(2) For the purposes of sub-section (1),
it is not necessary that the provision refer to discrimination,
as long as it authorises or necessitates the relevant conduct
that would otherwise constitute discrimination.
An enactment referred to in the section includes
a rule, regulation, by-law, local law, order, Order in Council proclamation
or other instrument of a legislative character.[77]
In order for the provision to come into operation it is not necessary
that the provision in another Act or enactment refer to discrimination.
It must however authorise or necessitate the relevant conduct that
would otherwise constitute discrimination.
In the decision of Public Transport Commission
v Waters,[78]
the High Court considered a similar provision in the 1984 Equal
Opportunity Act.[79]
Three of the judges considered that the section should be construed
narrowly so as to refer only to something which is done in order
to comply with a specific obligation directly imposed by an actual
provision of another Act.
In Heinz Company Australia Ltd v Turner[80]
the Supreme Court of Victoria considered the extent of the
requirement, ‘necessary to comply’. The Court decided
that it was lawful for an employer to refuse an employee to work
overtime because it would exacerbate a work related injury. The
refusal discriminated against the employee on the basis of his impairment
but was necessary in order to comply with the Occupational Health
and Safety Act.
A managerial policy or directive made under
an Act does not come within the exception as it has not been gazetted
or introduced into parliament.[81]
Discrimination in Legislation
Set out below are several examples of Victorian
Acts which contain provisions that if complied with, could result
in discrimination:
The Victorian Guardianship and Administrative
Act 1986 provides that any person may apply to the Tribunal
for an order appointing a guardian for a person with a disability
who has attained the age of 18 years.[82]
This provision discriminates on the basis of disability and age.
However, as the purpose of the legislation is for the appointment
of guardians (and administrators) for persons who because of a disability
are in need of a guardian and/or administrator, the discriminatory
provision is beneficial and can be supported on policy grounds.
The issue however, is whether the age of
18 is the appropriate minimum age at which a person can have a guardian
and/or administrator. For example, in the New South Wales Act, an
application for a guardianship order may be made for a person who
is 16 years and older. In light of the NSW legislation, it is questionable
whether 18 years as the minimum age at which one can have a guardian
and/or administrator appointed in Victoria, is based on sound policy
and representative of community values.
Occupational health and safety legislation
may contain provisions that could give rise to discrimination. For
example, in Hawes v NSW Ambulance Service,[83]
the New South Wales Tribunal held that the dismissal of an ambulance
officer subject to epileptic seizures was not unlawful discrimination
on the ground of disability, as the employer was required to comply
with occupational health and safety law. It is argued that such
discrimination is justified and based on sound policy given that
the continued employment of this officer could have placed him in
danger as well as his co-workers and the general community.
The County Court Act 1958 creates
an entitlement to a pension for the widows of judges.[84]
The entitlement persists until remarriage, at which time it will
terminate. As it is, the provision does not contemplate the provision
of a pension to the widowers (male partners) of female County Court
Judges. Additionally, no pension is payable to the spouse of a former
judge where the marriage occurred after the judge’s resignation
or retirement. The provision therefore specifically discriminates
against a person on the basis of sex and marital status and sexual
orientation for same sex partners.
Under the Victorian Coroners Act 1985,
a person who is a senior next of kin can object to the carrying
out of an autopsy.[85]
The lack of inclusion of other persons who may have a specific interest
in whether or not an autopsy is performed may lead to discrimination.
In addition, an objection to an autopsy on the basis of custom or
cultural belief cannot, for example, be raised by an elder.
In the case of Green v Johnstone[86],
the Supreme Court considered whether an order should be that no
autopsy should be performed on the grounds that Aboriginal cultural
and religious law prohibited the mutilation of a body. The Court
said that great weight should be given to the cultural and spiritual
laws and practices of groups forming our society and great care
should be taken to ensure that their laws and practices, if otherwise
lawful, are not disregarded or abused. The Court decided that if
an autopsy was contrary to Aboriginal culture and law, then no autopsy
should be performed.
Under the Control of Weapons Act 1990,
it is an offence to possess or carry a dangerous article without
lawful excuse.[87]
Considering provisions similar to section 7 of the Victorian Act,
the High Court in Taikato v The Queen[88]
considered the possession of an irritant spray for self-defence.
The majority of the Court dismissed the appeal, and found that there
was no lawful purpose or reasonable excuse for Ms Taikato to keep
the canister for the purpose of self-defence.
One judge considered that Australian courts
should look at relevant and contemporary Australian conditions which
he stated, include the danger which is faced by women in certain
circumstances and at certain times in Australian cities. They also
include the dangers faced by other vulnerable groups, such as the
old, the young, ethnic minorities and homosexuals. On this view,
the decision by the High Court that no legal right of self-defence
arises until there is a reasonable apprehension of attack by the
person assaulted, leads in effect to discrimination against women.
Other exceptions and exemptions
The EOA provides a number of exceptions and
exemptions whereby certain discrimination is not prohibited and
therefore not unlawful. The exceptions and exemptions which are
within the EOA itself rather than by reference to other Acts include—
Section 22 – Special services or facilities
Pursuant to section 22 of the Act, an employer
may discriminate against another person as a job applicant or employee
on the basis of impairment if, in order to perform the “genuine
and reasonable requirements of the employment”—
-
the person with a disability requires
special services or facilities;
-
and it is not reasonable in the circumstances
for those special services or facilities to be provided;
-
or the person could not adequately perform
the genuine and reasonable requirements of the employment even
after the provision of special services or facilities.
In deciding whether or not a person can perform
the requirements of the employment, all relevant factors and circumstances
must be considered, including the person’s training, qualifications,
experience and current performance in the position where applicable.
In the case of Vanderhorn v VYMP
International Pty Ltd known as Artflo Design,[89]
an employee with a hearing impairment required a device to
be fitted to the telephone so that she could hear incoming
calls. In that case, the employer argued that he was not in
breach of the Act as he came within the special services and
facilities exception. The Board held that the employer did
not make sufficient inquiries as to the cost and availability
of arrangements that could be made to assist the employee.
The Board found that the employer had not fulfilled the requirement
of showing that the special services or facilities could not
have reasonably been provided. |
Section 23 – Reasonable terms of employment
An employer may set reasonable terms of employment,
which correspond to the genuine and reasonable requirements of the
employment.
An employer can also make reasonable variations
to those terms, to take into account–
-
any special limitations that a person’s
impairment or physical features imposes on his or her capacity
to undertake the reasonable and genuine requirements of the
employment;
-
or any special facilities that are required
to enable the person to undertake or facilitate the employment.
Section 26 – Compulsory Retirement
of Judicial officers
Although the Act abolished compulsory retirement,
an exception is provided to this abolition with respect to the retirement,
or failure to appoint (on the basis of age)—
Section 27A – Early retirement schemes
Although compulsory retirement is unlawful,
in deciding the terms on which to offer an employee an incentive
to resign or retire, an employer may take into account the age of
the employee and the eligibility of the employee to receive retirement
benefits from a superannuation fund.
Section 66 – Competitive sporting
activities
A person may exclude people of one sex or
with a gender identity from participating in a competitive sporting
activity in which the strength, stamina or physique of competitors
is relevant. This does not apply to sporting activities for children
under the age of 12 years. A person may restrict participation in
a competitive sporting activity to people—
-
who can effectively compete;
-
of a specified age or age group;
-
with a general or particular impairment.
Section 71 – Pensions
Discriminatory provisions in relation to
pensions are not unlawful. It can be argued that although this section
applies to discrimination against the immediate recipient of the
pension, the exception does not extend to discrimination against
other persons who may be entitled to receive the benefit of the
pension by virtue of their relationship with the recipient.
Section 72 & 73 – Superannuation
There are four specific exemptions in relation
to superannuation and age discrimination. Discrimination which is
exempted from the Act is that which—
-
occurs in the application of standards
under the Superannuation Entities (Taxation) Act 1987 or the
Superannuation Industry (Supervision) Act 1993;
-
is required to comply with, to obtain
benefits or avoid penalties under any other Commonwealth Act;
-
is based on actuarial or statistical
data or any other data on which it is reasonable to rely and
is reasonable having regard to any relevant factors;
-
if none of the above apply, the discrimination
is reasonable having regard to any relevant factors.
This exception is designed to allow discrimination
on the basis of age, where a decision is based on sound actuarial
information. For example, a person’s age and expected number
of years in employment and in retirement have a bearing on the person’s
income, level of contribution and financial needs.
Section 75 & 77 – Religious bodies
and people
Religious bodies are permitted to discriminate
in appointing religious ministers and people to perform other religious
functions, and more generally where it is necessary to avoid injury
to the religious sensitivities of people of the religion.
Section 79 – Legal incapacity and
age of majority
Section 79 states that a person may discriminate
against another person who is subject to a legal incapacity that
is relevant to the transaction or activity in which they are involved.
This may be relevant if a person with a disability lacks legal capacity
in relation to their financial and legal affairs.
Further, the Act is not intended to affect
the law in relation to “the age of majority”. A person
may discriminate against another person who is subject to a legal
incapacity that is based on their age. It is recognised that children
do not have many of the rights which adults enjoy.
For instance the voting age, age limits on obtaining a
driver’s licence, restrictions on working in or entering
a bar where alcohol is sold and age restrictions on entering
into a binding contract are not affected by the Act. |
Section 80 – Protection of health,
safety and property
A person may discriminate on the basis of
a person’s disability or physical features if the discrimination
is “reasonably necessary” to protect—
Further, a person may discriminate on the
basis of pregnancy if the discrimination is reasonably necessary
to protect the health or safety of any person (including the person
discriminated against).
In the case of Allegrata v Prime
Holdings Pty Ltd,[90]
an employer’s concerns that a pregnant bar attendant
may slip over, thereby putting her own and her baby’s
health and safety at risk were held not to be reasonable grounds
for her dismissal. The Board held that the employer’s
health and safety obligations were to take all reasonable
precautions to prevent injury for all employees and that in
this case all employees faced the same risk as the complainant. |
Section 81 – Age benefits and concessions
A person may provide benefits, including
concessions, to another person based on age. For example, a cinema
may provide discounts to patrons or a shop may provide “pensioner
discounts”.
Section 83 – Exemptions by the Tribunal
The Victorian Civil and Administrative Tribunal
can grant certain exemptions from the provisions of the Act. The
exemption can be granted for a specified period up to 3 years and
may be renewed or revoked on application to the Tribunal.
The granting of the exemption is at the Tribunal’s
discretion. Generally, it will take into account the following factors
in assessing whether an exemption is appropriate—
-
that an exemption will not be unnecessary;
-
that an exemption will not be granted
where this will be futile;
-
how the exemption may promote the objectives
of the Act;
-
whether there is an overriding public
interest involved;
-
all the relevant circumstances of the
particular case.[91]
For example, an exemption was granted
to an applicant to advertise for and employ only female drivers
to drive for a taxi service for the carriage only of women,
unescorted children or a family group that includes a woman
or child.[92]
|
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Footnotes
|
[75] |
(1996) EOC 92-782.
|
|
[76] |
Ronalds, C., Discrimination Law and
Practice, Federation Press, Sydney 1998, p. 146. |
|
[77] |
CCH Australian & New Zealand
Equal Opportunity Law & Practice 74-940. |
|
[78] |
Waters v Public Transport Corporation
(1991) 173 CLR 349. |
|
[79] |
Equal Opportunity Act 1984 (Vic),
s39(e). |
|
[80] |
(1999) EOC 92-964. |
|
[81] |
X v Western Australia (1997)
EOC 92-878. |
|
[82] |
Equal Opportunity Act 1995,
s19. |
|
[83] |
(1994) EOC 92-586. |
|
[84] |
Equal Opportunity Act 1995,
s14. |
|
[85] |
Equal Opportunity Act 1995,
s29. |
|
[86] |
[1995] 2 VR 176. |
|
[87] |
Equal Opportunity Act 1995,
s7. |
|
[88] |
(1996) 139 ALR 386. |
|
[89] |
(1992) EOC 92-402. |
|
[90] |
(1991) EOC 92-364. |
|
[91] |
In the Matter Of An Application
For Exemption By Australian Olympic Committee Inc., Anti-
Discrimination Tribunal of Victoria, 12 February 1998, p.3
citing Re Fernwood Fitness Centre (1996) EOC 92-782; Re
Balmforth, Anti-Discrimination Tribunal of Victoria,
4 November 1996. |
|
[92] |
Re Balmforth, Anti-Discrimination
Tribunal of Victoria, 4 November 1996. |
 | |
|