ADMINISTRATIVE REVIEW COUNCIL

THECOERCIVEINFORMATION-GATHERING

POWERS OFGOVERNMENT AGENCIES

Report no. 48

May 2008

AdministrativeReviewCouncil

AnyinquiriesaboutthisreportormoregenerallyabouttheCouncilshouldbe directed to:

TheExecutiveDirector Administrative ReviewCouncil Robert GarranOffices

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©CommonwealthofAustralia2008

Thisworkiscopyright.ApartfromanyusepermittedundertheCopyrightAct1968,

nopartmaybereproducedbyanyprocesswithoutwrittenpermission.ISBN1921241 36 5

ADMINISTRATIVEREVIEWCOUNCIL

1May2008

TheHon.RobertMcClellandMP Attorney-General

ParliamentHouse

CanberraACT2601

DearAttorney-General

IhavepleasureinsubmittingtoyoutheAdministrativeReviewCouncil’sreportentitled TheCoerciveInformation-gatheringPowersof GovernmentAgencies.

Coerciveinformation-gatheringpowersareimportantpowerspossessedandwidelyused by manygovernmentagencies.InthisreporttheCouncildescribesarangeofbest-practice principlesitconsiderswillensurethatagenciesusethepowerseffectively, efficientlyandwith dueregardtoindividualrights.

Yourssincerely

JillianSegalAM President

TheAdministrative Review Council

ThefollowingpeopleweremembersoftheAdministrativeReviewCouncilatthetime of publication:

•JillianSegalAM(President)

•JusticeGarryDownesAM

•ProfessorJohnMcMillan

•ProfessorDavidWeisbrotAM

•PeterAnderson

•BarbaraBelcher

•IanCarnell

•RobertCornallAO

•ProfessorRobinCreyke

•AndrewMetcalfe

•DrMelissaPerryQC

•BrigadierBillRolfeAO(rtd).

ThefollowingpeopleweremembersoftheAdministrativeReviewCouncil

Secretariatatthetimeofpublication:

•MargaretHarrison-Smith(ExecutiveDirector)

•KerrinStewart(SeniorLegalOfficer)

•DanniNicholas-Sexton(Attorney-General’sDepartmentGraduate)

•FarhanaMasih(AdministrativeOfficer).

TheCouncilthanksallpastandpresentmembersoftheSecretariatwhoassistedwith the developmentofthisreport.

Thecoercive information-gathering powers ofgovernment agenciesv

Contents

Preface...... ix

Theprinciples...... xi

1Introduction...... 1

Thepurposeofthisreport...... 2

Theagencieschosen...... 2

Otherworkdoneinrelationtocoerciveinformation-gatheringpowers...... 3

Consultation...... 3

Thestructureofthereport...... 4

2Statutorytriggers...... 5

Providingabalance...... 5

TheAustralianCompetitionandConsumerCommission...... 5

TheAustralianPrudentialRegulationAuthorityandtheAustralian

SecuritiesandInvestmentsCommission...... 6

Centrelink...... 7

MedicareAustralia...... 8

TheAustralianTaxationOffice...... 8

Triggersinlegislation...... 9

Consistencyintriggers...... 9

Settingthethreshold...... 10

3Decidingwhethertousethepowers...... 13

Alternativewaysofobtaininginformation...... 13

Compliancecosts...... 14

Keepingarecordofthedecisiontousethepower...... 17

Consultationonrecordkeeping...... 18

vi / Thecoercive information-gathering powers ofgovernment agencies
Consultationonannualreporting...... 19
Contemptofcourt...... 20
4 / Exercisingthepowers...... 23
Delegationandauthorisation...... 23
Agencylegislation...... 24
Whoshouldexercisethepowers?...... 24
Skills,attributesandqualifications...... 25
Accountability...... 26
Scrutiny...... 27
Training...... 27
Conflictofinterest...... 30
Identitycards...... 31
5 / Notices,examinationsandhearings...... 33
Thecontentofagencynotices...... 33
Agencypracticeinrelationtonotices...... 34
Thenatureofmaterialsthatmaybecollected...... 38
Noticerecipients...... 39
Variationofnotices...... 39
Serviceofnotices...... 40
Examinationsandhearings...... 40
Conductinganexamination...... 41
Legalrepresentation...... 41
Transcripts...... 42
Subsequentuseofinformation...... 42
6 / Claimsofprivilege...... 45
Privilegeagainstself-incriminationorself-exposuretopenalty...... 45
Clientlegalprivilege...... 51
Privilegeandotherprofessionals...... 58

Thecoercive information-gathering powers ofgovernment agenciesvii

7Limitsonthedisclosureanduseofinformation:secrecyandprivacyprovisions...... 61

Thegeneralpositionatlaw...... 61

Disclosureofinformation...... 62

Useofinformation...... 64

Agencypractice...... 65

Consultationandreforms...... 65

Thethresholdforinformationexchange...... 68

Physicalsecurityandrecordmanagement...... 69

AppendixAThelegislation:asummary...... 71

AppendixBSection51oftheAdministrativeAppealsTribunalAct...... 95

AppendixCSubmissionsreceived...... 97

Thecoercive information-gathering powers ofgovernment agenciesix

Preface

Coerciveinformation-gatheringpowersareimportantadministrativeandregulatorydevices forgovernment.AtthenationallevelinAustraliamanyagenciesusethemtocompel the provisionofinformation,theproductionofdocumentsandthe

answeringof questions.

InthisreporttheAdministrativeReviewCouncilconsidersindetailthesepowers,using as its referencepointthepowersofsixagencies—theAustralianCompetitionand Consumer Commission,theAustralianPrudentialRegulationAuthority,theAustralian Securitiesand InvestmentsCommission,theAustralianTaxationOffice,Centrelink, andMedicare Australia.

TheseagenciesprovidedtotheCouncilvaluableinsightsintotheoperationoftheircoercive information-gatheringpowers.Detailsofthemainstatutorypowersofeachagency aresetout inthesummarypresentedas AppendixA. Thisinformation,aswell asinformationprovided byotheragenciesandbodiesinresponsetoadraftreport releasedforcommentinDecember 2006,providesthebasisforthisreport.TheCouncil alsohadregardtotheworkofother reform,reviewandadvisorybodiestothe extentthatitisrelevanttoagencies’coercive information-gatheringpowers.

SubmissionstheCouncilreceivedmakeitclearthatacross-the-boardlegislativeuniformity is neitherfeasiblenordesirableinthisarea.TheCouncildoes,however,consider thatapplicationoftheadministrativelawvaluesoffairness,lawfulness,rationality, transparency andefficiencydoespointto20best-practiceprinciplesthatare generallyapplicable.These principlesseektostrikeabalancebetweenagencies’objectives in usingcoercive information-gatheringpowersandtherightsofthoseinrelation towhomthepowersare exercisable.

Amongthetopicscoveredbytheprinciplesaretheappropriate‘trigger’thresholdfor the useofcoerciveinformation-gatheringpowers,whoshoulddelegatethepowers andtowhomthepowersshouldbedelegated,training,notices,examinationsandhearings, privilege,andexchangeofinformationbothwithinandbetween agencies.Althoughthe principlesthemselvesdonothavelegislativebacking, theyrepresentminimumstandards andgoodadministrativepractice;insomecasestheyaresuggestiveofdesirablelegislative practice.

TheCouncilputsforwardtheprinciplesasanimportantguidetofair,efficientandeffective useofcoerciveinformation-gatheringpowers.Governmentshouldtakethem intoaccount whenofferingsuchpowerstonewagencies,whenreviewingthepowers ofexistingagencies, andwhendeterminingtheannualexpectationsofagencies.

InthereporttheCouncilalsoidentifiesseveralaspectsofagencylegislationandpractice relatingtocoerciveinformation-gatheringpowerswherethereisuncertaintyand lackofdefinitioninthelegislation.Twosuchareasaretheprivilegeagainstself-incrimination or self-exposuretopenaltyandclientlegalprivilege.Inthelegislation

xThecoercive information-gathering powers ofgovernment agencies

theCouncilexamineditwassometimesunclearwhethertheprivilegesappliedand,if so,the extenttowhichtheyhavebeenabrogated.

Therewaslittleguidance—particularly legislativeguidance—onhowtoclaimandto adjudicate aclaimofprivilege.(TheCouncilnotesheretheAustralianLawReform Commission’srecentreportentitledPrivilegeinPerspective:clientlegalprivilegeinfederal investigations.)Foritspart,theCouncilisoftheopinionthattheuncertaintiesarising fromthe lackofclarityinrelationtoprivilegecauseinefficienciesandarecostly foragenciesusing coerciveinformation-gatheringpowers;noraretheyinthebest interestsofthoseinrelationto whomthepowersareused.

Anotherareathatcouldbeworthyofinvestigationisinformationsharingbetweenand withinagencies.Simplificationandrationalisationoftherelevantlegislativeprovisions might bepossiblewithoutcompromisingthefunctionsofagenciesortherights andinterestsof those towhomtheinformationrelates.

Thecoercive information-gathering powers ofgovernment agenciesxi

Theprinciples

TheCouncilputsforwardthefollowingprinciplesasaguidetogovernmentagencies, toensurefair,efficientandeffectiveuseofcoerciveinformation-gatheringpowers.

Settingthethresholdandscope

Principle1

Theminimumstatutorytriggerfortheuseofagencies’coerciveinformation-gathering powersformonitoringshouldbethatthepowerscanbeusedonlytogather information forthepurposesoftherelevantlegislation.

Ifacoerciveinformation-gatheringpowerisusedinconnectionwithaspecificinvestigation, theminimumstatutorytriggerforusingthepowershouldbethattheperson exercisingithas‘reasonablegrounds’forthebelieforsuspicionthatisrequired beforethepowercanbe exercised.

Ifaninformation-gatheringprocessescalatesfrom monitoringtospecificinvestigation, agencyofficersshould,totheextentoperationallypossible,informthesubject ofthe investigationofthatchangeinstatus.

Principle2

Beforeusingthepowers

Beforeusingcoerciveinformation-gatheringpowersagencyofficersshoulddotwothings:

•consideralternativemeansthatcouldbeusedtoobtaintheinformationsoughtand

•weighupwhetherthe probableimportanceofinformationobtainedthrough

usingcoerciveinformation-gatheringpowersisjustified,havingregardtothecost of complianceforthenoticerecipient.

Draftingnotices

Whendraftinginformation-gatheringnoticesagencyofficersshouldseekonlythe information thatisnecessaryfortheircurrentinformation-gatheringrequirements.

Totheextentoperationallypossible,itisdesirablethatagencyofficersconsultproposed noticerecipientsinordertodeterminetheprobablescopeandnatureofinformation held.

xiiThecoercive information-gathering powers ofgovernment agencies

Exercisingthepowers

Whenexercisingcoerciveinformation-gathering powersagencyofficersmustchoosethe mostefficientandeffectivemeansofobtainingtheinformation.Forexample,ifinformation isheld oncomputer,theissuingofanoticerequestingidentificationofrecordsheldonthesystemcouldinthefirstinstancebethemosteffectiveandefficient courseofaction.Thiscouldthen befollowedbyanoticerequestingtheproduction ofrelevantdocuments.

Recordkeeping

Principle3

Whenanagencyusesitsinformation-gatheringpowersforthepurposeofaspecific investigation itisgoodadministrativepracticefortheagencyofficerconcernedtoprepare a writtenrecorddescribingthebasisonwhichthethresholdtriggerfortheuse ofthepowers wasdeemed tohavebeenmet.

Ifthepowersareusedformonitoringorifanagencyregularlyissueslargenumbersof notices,awrittenrecordofthefactoftheuseofthepowersisalsodesirable;itshould name theofficerwhoauthorisedtheuseofthepowers.

Transparency

Principle4

Tofacilitateinternalandexternalscrutinyoftheuseofcoerciveinformation-gathering powers andtoengendercommunityconfidenceintheexerciseofthosepowers, each agencyshouldregularlypublishinformationaboutitsuseofthepowers. Theinformation providedshouldbesufficienttoallowanyoneseekingtoassesstheuseofthepowerstodo so,yetshouldnotbesuchastojeopardisecontinuing investigationsorrevealdetailsof importantinvestigatorymethods.

Contemptofcourt

Principle5

Agenciesshouldregularlymonitordevelopmentsincaselawrelatingtocontemptofcourt. In thisregard,trainingandsupportforofficersexercisingcoercive

information-gatheringpowersareessential.

Authorisationanddelegation

Principle6

Legislationshouldspecifywhomayauthorisetheexerciseofanagency’scoercive information-gathering powers.

Thecoercive information-gathering powers ofgovernment agenciesxiii

Iffailuretocomplywithanoticewouldattractacriminalpenalty,thelegislationor administrative guidelinesshouldspecifythecategoryofofficertowhomthepowerto issuea noticecanbedelegated.

Principle7

Itisimportantthat an agencyhasinoperationproceduresforensuringthatcoercive information-gathering powersaredelegatedonlytosuitablyseniorandexperiencedagency officers.

Theofficerstowhomthepowersaredelegatedshouldbesufficientlyseniorand experienced tobeabletodealeffectivelywithquestionsassociatedwithproceduralfairnessandprivilegethatcanarisein theconductofexaminations and hearings.

Training

Principle8

Iftherighttoexercisecoerciveinformation-gatheringpowerswerelinkedtotrainingor accreditationprogramsthiswouldhelpagencyofficersexercisingthepowerstogain the requisitecompetency.

Foranagencywithalargenumberofofficersexercisingcoerciveinformation-gathering powers,developmentofanaccreditedtrainingprogramspecifictotheagency would representgoodadministrativepractice.

Accountability

Principle9

Whenanagencyconfersauthoritytoexercisecoerciveinformation-gatheringpowerson peoplewhoarenotofficersoftheagency—forexample,stateofficialsoremployees ofagency contractors—theagencyshouldremainaccountablefortheuseof thosepowers.

Principle10

Seniorofficersofanagencyshouldregularlyauditandmonitortheexerciseofcoercive information-gatheringpowerswithintheagency.Inadditiontoensuringthe continuing suitabilityandaccuracyofdelegations,theseniorofficersshouldensure thatofficers exercisingthepowershavereceivedthenecessarytraining,possess therequisiteskills,and havecontinuingaccesstoassistance,adviceandsupport.

xivThecoercive information-gathering powers ofgovernment agencies

Sharingresourcesandexperience

Principle11

Subjecttoconsiderationsofprivacyandconfidentiality,agenciesareencouragedtoshare theirideasandexperiencesinrelationtotheexerciseofcoerciveinformation-gathering powersinthefollowingways:

•establishinganagencynetworkfortheexchangeofeducationalmaterials,including trainingmanualsandideas.Discussionandcirculationofinformationabout relevant casesandthecontentandupgradingofinstructionalmaterialswould be useful—especiallyforsmalleragencies

•establishinganinformalpeernetworkwithinandbetweenagenciesfor discussion,trainingandinformationsharing

•conductingperiodicmeetingsbetween‘likeagencies’

•identifyingimportantacross-agencyorsectoraltopicsforinclusioninagency training programsandmanuals.

Conflictofinterest

Principle12

Agenciesshouldadoptproceduresandoffertrainingaimedatavoidingconflictofinterest inrelationtotheexerciseofcoerciveinformation-gatheringpowers.

DecisionMaking:naturaljustice,guide2intheCouncil’sseriesofbest-practiceguidesfor administrativedecisionmakers,providesanoverviewofthelawinthisareaandof its practicalapplication.

Identitycards

Principle13

Ifface-to-facecontactisinvolved,ataminimumofficersorexternal expertsexercising coerciveinformation-gatheringpowersshouldcarryofficialphotographicidentification and produceitonrequest.

Inaformalinvestigativeprocedureitisgoodadministrativepracticeifofficersandexternal expertsarealsoabletoproducewrittenevidenceoftheextentoftheirauthority.

Thecoercive information-gathering powers ofgovernment agenciesxv

Notices

Principle14

Allcoerciveinformation-gatheringnoticesshoulddothefollowing:

•identifythelegislativeauthorityunderwhichtheyareissued,thetime,dateandplace forcompliance,andanypenaltiesfornon-compliance

•inrelationtospecificinvestigations,setoutthegeneralnatureofthematterinrelation towhichinformationissought

•consistentwiththerequirementsofthePrivacyAct1988(Cth)inrelationtopersonal information,clearlystatewhetheritistheusuallawfulpracticeoftheagency tohand informationcollectedinresponsetonoticestoanotherareaofthesameagencyorto anotheragency

•providedetailsofacontactintheagencytowhominquiriesaboutthenoticecanbe addressed

•informnoticerecipientsoftheirrightsinrelationtoprivilege.

Noticestoprovideinformationorproducedocuments

Itisgoodadministrativepracticetospecifyhowthenoticerecipientshouldprovidethe informationorhowthedocumentshouldbeproducedandtowhom.

Noticestoattendanexaminationorahearing

Noticerecipientsshouldbetoldwhethertheymaybeaccompaniedbyalawyerorthird partyand,totheextentpossible,thenameofthepersonwhowillbeconducting the examination.

Thetimeframeforcompliance

Agencylegislationshouldspecifyaminimumperiodfortheproductionofinformation or materialsorforattendanceforexaminationorhearing.Thelegislationshould alsoallowfor exceptionstotheruleinspecifiedcircumstances.

Materialscoveredbya notice

Tofacilitatecompliance,anoticeoritssupportingcorrespondenceshouldclearlyidentify thesortsofmaterialscoveredbythenotice,includingmaterialsheldoncomputer.

Principle15

Compliancewouldbefurtherencouragedif termssuchas‘informationinthepossessionof’,‘inthecustodyof’or‘underthecontrolof’thenoticerecipientweredefined. Proforma noticescanbeusefulifdifferencesinexpressionoccurinthelegislation ofasingleagency.

xviThecoercive information-gathering powers ofgovernment agencies

Examinationsandhearings

Principle16

Unlesstherearespecialreasonstothecontrary,examineesshouldbeentitledto:

•aprivatehearing—subjecttothepresenceofauthorisedindividuals

•intheabsenceofexceptionalcircumstances,theoptionofhavinglegal(or,if appropriate, other)representation.

Thereasonforholdingapublicexaminationorfordenyinglegalorother representation shouldbeexplainedandarecordofthiskept.

Amongthemattersthatshouldbetakenaccountofinlegislationarethetakingof evidence onoathoraffirmationandtheadmissibilityoftheevidencetakenatthe examination insubsequentproceedings.

Amongothermattersthatmaybedealtwithwithoutlegislationareprovisionforviewing andcorrectionbytheexamineeofatranscriptofproceedingsand,whererelevant, thecircumstancesinwhichathirdpartymaybegivenacopyofthetranscript withinthe scope ofagencyprivacyandsecrecyprovisions.

Examineesshouldbetoldiflegislationprecludessubsequentdisclosureofinformation obtainedduringanexaminationorhearing.Agenciesshouldclearlydifferentiate this situationfromoneinwhichwherethereisnosuchlegislativerestriction.

Privilege

Principle17

Clientlegalprivilegeandtheprivilegeagainstself-incrimination—includingtheprivilege againstself-exposuretopenalty—arefundamentalprinciplesthatshould

beupheldthroughlegislation.Abrogationoftheprivilegesshouldoccuronlyrarely,in circumstancesthatareclearlydefined,compellingandlimitedinscope.Legislation should clearlystatewhetherornottheprivilegesareabrogatedandwhen,howandfromwhomthe privileges(includingauseimmunity)maybeclaimed.

Agenciesshouldkeepwrittenrecordsofthesituationsinwhichtheprivilegesapply,and especiallywhentheyarewaived.Agencyguidelinestosupplementlegislativedirections shouldalsobe developedinrelationtoprivilege;amongthetopics

coveredshouldbetheprocedurestobeadoptedbyagenciesinrespondingtoaclaim

ofprivilegeandthenatureandeffectofawaiverofprivilege.

Thecoercive information-gathering powers ofgovernment agenciesxvii

Disclosureofinformation

Principle18

Thecomplexityandinconsistencyofagencies’secrecyprovisionsmeanthatspecialcare is neededwhendealingwithinter-agencydisclosureofinformation.

Innoticesandrequestsitisnecessarytocarefullydescribetheinformationagencyofficers requireintheexerciseoftheircoerciveinformation-gatheringpowersandthe probable usesofthatinformation.

Agenciesshouldprovidetotheirofficersguidanceaboutsituationsinwhichtheuseof informationforpurposesnotreasonablyforeseenatthetimeofcollectingtheinformation mightbecontemplated.

Guidelinesandtrainingforagencyofficersinboththeseareasandinrelationtotheeffect of andinteractionbetweenthePrivacyAct1988(Cth)andagencies’secrecyprovisions are essential.

Itisgoodadministrativepracticetodevelopmemorandumsofunderstandingbetween agencies,clarifyingtheresponsibilitiesofagencyofficersindisclosinginformation obtained through,amongotherthings,theuseofcoerciveinformation-gathering powers.

Principle19

Subjecttolimitedexceptions,itisdesirablethatinter-agencydisclosureofinformation obtainedintheexerciseofcoerciveinformation-gatheringpowersbesubject toa threshold triggerofthesamecalibreasthatgoverningtheinitialissuingof anotice(seeprinciple1). Additionally,privilegeanduseimmunityshouldbetaken intoaccountwhenthereleaseofinformationtoanotheragencyisbeingconsidered.

Examplesofsituationsinwhichexceptionstothethresholdtriggerwouldbeapposite arewhenthereis animmediateandseriousrisktohealthorsafetyandwhen limited informationisrequiredforaroyalcommission.

Asnoted,thediscretiontodiscloseinformationobtainedthroughtheuseofcoercive information-gathering powersshouldrestwithsenior,experiencedagencyofficers.

Recordmanagement

Principle20

Agencystrategiesandguidelinesshouldoperatetoensuretheintegrity,propermanagement andaccuraterecordingofinformationreceivedintheexerciseofanagency’s coercive information-gatheringpowers.Whereverpossible,receiptsshouldbe givenfordocumentsandmaterialsfurnishedtotheagency.

xviiiThecoercive information-gathering powers ofgovernment agencies

Anagencythat hasuseditsinformation-gatheringpowerstoobtaininformationor documents fromsomeoneshouldkeepundercontinuingreviewtheneedtokeeptheperson informed,asappropriate,aboutwhetheraninvestigationisstillcurrent,

whendocumentscanbereturnedtotheperson,orwhetherotherarrangementscan

bemadeforthepersontobegiveninterimaccesstothedocumentsoracopyofthe documents.

Thecoercive information-gathering powers ofgovernment agencies1

1Introduction

Coerciveinvestigativepowersarestatutorypowersconferredonmanygovernment agencies toenablethemtoobtaininformationassociated withtheperformanceoftheir statutoryfunctions.Suchpowerstypicallypermitagencyofficerstoenterandsearch premises,torequiretheproductionofinformationordocuments,andtorequire provisionof informationrelevanttotheirstatutoryfunctionsbywayoforalexamination orhearing withouttheissuingofawarrantorotherexternalauthorisation.

Suchpowershavealreadybeenthesubjectofdetailedexaminationbylawreformbodies andparliamentarycommittees.TheCouncil’sreportfocuses,however,oncoercive powers relatingtotheproductionofinformationordocumentsandtheprovision ofinformationby wayoforalexaminationorhearing.Thesepowershavenot previouslybeenthesubjectof suchdetailedscrutiny;theyarereferredtointhisreport as‘coerciveinformation-gathering powers’.

Agenciescanusecoerciveinformation-gatheringpowersformonitoringlegislative complianceandinthecontextofformalinvestigationswheretherehasbeenorcouldbe a breachofthelaw.Legislativepowersallowingagenciestocollectinformationinorder to determineaperson’sinitialentitlementtogainaccesstoagovernmentprogram orbenefitdo notfallwithintheambitofthisreport.Sometimesallthreesorts ofusesof information-gatheringpowersareprovidedforinasinglelegislativeprovision.1

Section194oftheSocialSecurity(Administration)Act1999(Cth)isanexampleofacoercive information-gatheringpower.Thesectionprovidesthat,if the Secretaryofthe Departmentof Families,Housing,CommunityServicesandIndigenousAffairsbelieves apersonmighthave informationora documentthatwouldhelplocatesomeone (a‘debtor’)whoowesadebtto theCommonwealth‘underorasaresultofthe socialsecuritylaw’or‘thatisrelevanttothedebtor’sfinancialsituation’,theymay requirethatperson‘togivetheinformation,orproduce thedocument’.

Similarly,s 264oftheIncomeTaxAssessmentAct1936(Cth)provides thattheAustralian TaxationOfficemayissuetoanypersonanoticerequiringthemtofurnish suchinformationastheATOmayrequire,toattendandgiveevidenceconcerning theiror anyoneelse’sincomeorassessment,andtoproduceallrelatedbooks, documentsandother papersintheircustodyorundertheircontrol.

1Sections63and64ofthe Social Security (Administration)Act1999 (Cth),discussed indetailin

Chapter2,areillustrative.

2Thecoercive information-gathering powers ofgovernment agencies

Thepurposeofthisreport

InthisreporttheCouncilprovidesadvicetotheAttorney-General—inaccordancewith its functionsunders 51oftheAdministrative AppealsTribunalAct1975(Cth)(seeAppendix B)—in connectionwithagencycoerciveinformation-gathering powers.

Animportantpurposeofthereportistoidentifyasetofbest-practiceprinciplesthatare consistentwiththe administrativelawvaluesoffairness,lawfulness,rationality,openness (or transparency)andefficiency2 andthatarerelevanttoallagenciesusingcoercive information-gatheringpowers.TheCouncilidentifies20principles.Itrecommendsthemasaguidetofair,efficientandeffectiveuseofsuchpowers.Italsoconsidersthatgovernment shouldtakethemintoaccountwhenprovidingthe

powerstonewagencies,whenreviewingthepowersofexistingagencies,andwhen

determiningexpectationsofagencies.

Afurtherpurposeofthereportistoestablishwhethermoreconsistencyinlegislation relatingtocoerciveinformation-gatheringpowersmightleadtogreaterefficiencies intheuse ofsuchpowers.TheCouncilconcludedthat,althoughacross-the-board uniformityis generallyneitherfeasiblenordesirable,efficiencieswouldprobably beachievedif differencesinlegislationaffectinga singleagencywereremoved.

Theoverridingobjectiveofthereportis,however,tosecurethecorrectbalancebetween theinterestsofagenciesandtherightsofindividualsinrelationtothescopeand useofcoercive information-gatheringpowers.

Theagencieschosen

TheCouncil’sanalysisfocusedonthecoerciveinformation-gatheringpowersofsix agencies—the AustralianCompetitionandConsumerCommission,theAustralianPrudential RegulationAuthority,theAustralianSecuritiesandInvestmentsCommission,theAustralian TaxationOffice,Centrelink,andMedicareAustralia.These agenciesarerepresentativeof Commonwealthagenciesinvolvedinrevenuecollecting (theATO),revenuespending (CentrelinkandMedicare)andcorporateregulation (theACCC,APRAandASIC).Despitetheirdifferentfunctions,theagencies sharetheobjectiveofadministeringtheirstatutory information-gatheringpowers asefficientlyandeffectivelyaspossiblewithregardtotheir ownobjectivesand therightsandinterestsofthosein relationtowhomthepowersare exercisable.3

Thereportdoesnotconsiderthecoerciveinformation-gatheringpowersofagenciesinvolved incriminalinvestigationandprosecutionornationalsecurity;examplesare

2TheCouncil considers these valuesfundamentaltotheCommonwealthadministrativesystemand hasusedthemasbenchmarksforanalysisinanumberofits reportsand otherpublications.

3See,forexample,s1(2)oftheAustralian Securities andInvestments CommissionAct 2001, s 8(2) of the

AustralianPrudentialRegulatoryAuthorityAct1998,ands8ofthe SocialSecurity (Administration)Act

1999.See alsothe ACCC’s2007–08 Corporate PlanandPriorities,where,‘workingonthe

fundamentalprinciplethatthisbenefits consumers,businessand thewidercommunity’,theaim is tobring greatercompetitiveness andfairtrading tothe Australianeconomy;seefurther the ATO’s TaxpayerCharterandtheaddressaboutitsEasier,Cheaper,MorePersonalisedprogramby Michael D’Ascenzo,CommissionerofTaxation,totheAustralasianTaxTeachers’Association18th AnnualConference,Melbourne,30January2006.

Thecoercive information-gathering powers ofgovernment agencies3

theAustralianFederalPolice,theCommonwealthDirectorofPublicProsecutionsand the AustralianCommissionforLawEnforcementIntegrity.Nordoesitconsiderthe coerciveinformation-gatheringpowersofmonitoringbodiessuchastheCommonwealth Ombudsman.

Finally,theCouncildoesnotseektorecommendamendmentofthecoercive information-gathering powersofanyparticularagency.

Otherworkdonein relationtocoerciveinformation-gatheringpowers

IndevelopingitsreporttheCounciltookintoaccountotherbodies’worktotheextent thatitpertainstocoerciveinformation-gatheringpowers.Suchworkincludesthe 2000and2006 reportsoftheSenateStandingCommitteefortheScrutinyofBills4,the government’sresponsetothe earlierofthosereports,the2003reportReviewof theCompetitionProvisionsoftheTrade PracticesAct5,andworkdonebylawreformbodiessuch astheAustralianLawReform Commissionintheareasoftheprivilegeagainstself-incrimination orself-exposuretopenalty andclientlegalprivilege.6 TheCouncilalso tookintoaccounttheALRC’sworkonclientlegal privilegeandprivacy.7

Consultation

Inadditiontotheinformationprovidedbythesixagencies,theCouncilwasmindfulof the36submissionsreceivedinresponsetothedraftreportitreleasedfordiscussioninDecember 2006.(AppendixCliststheorganisationsthatpresented

submissions.)TheCouncilextendsparticularthankstothe sixagencies;italsothanksall who presentedsubmissions.

4SenateStandingCommitteefortheScrutinyofBills2000, EntryandSearchProvisions in CommonwealthLegislation, ParliamentofAustralia,Canberra;Senate Standing Committeeforthe ScrutinyofBills2006,EntrySearchandSeizure Provisions in CommonwealthLegislation, Parliament of Australia,Canberra.

5TradePracticesAct ReviewCommittee2003, Review of the Competition Provisions oftheTrade Practices

Act,ParliamentofAustralia,Canberra.

6AustralianLawReform Commission, PrincipledRegulation:civilandadministrativepenaltiesin

Australia,Reportno.95,ALRC,Sydney; Australian & NSWLawReform Commissions,Evidence Act1995,Issuespaperno.28,ALRC,Sydney; Australian,NSW,VictorianLawReform Commissions2005, Review of the Uniform Evidence Acts,ALRC discussion paperno.47,ALRC, Sydney;Australian,NSW& VictorianLawReformCommissions2005,UniformEvidenceLaw, ALRC Reportno.102,ALRC,Sydney;QueenslandLawReformCommission2004, TheAbrogationofthe Privilegeagainst Self-incrimination,Reportno. 59,QLRC, Brisbane.

7In2007the ALRCreleasedtwodiscussionpapers,Review ofAustralian Privacy Law(Discussion

paperno.72)and ClientLegalPrivilegeand Federal Investigatory Bodies (Discussion paperno.73), in

relationto thesereferences.InJanuary2008itreleaseditsreportofthisreview,Privilegein

Perspective:clientlegalprivilege in federalinvestigations,Reportno.107, ALRC,Sydney.

4Thecoercive information-gathering powers ofgovernment agencies

Thestructureofthereport

Chapter2ofthisreportconsidersthestatutoryandagencytriggersfortheuseof coercive information-gatheringpowers.

Chapter3discusses otherfactorsinfluencingthedecisiontousetheinformation- gathering powers—forexample,whethertherearealternativewaysofobtaining information, thecostsofcompliance,andcontemptofcourt.

Chapter4considerswhomayexercisecoerciveinformation-gatheringpowersand concludeswithadiscussionofagencyguidelinesandtraining.

Chapter5looksatthe noticeprovisionsintheagencies’legislation.Italsodiscusses agencies’ legislationandpracticein relationtoexaminationsandhearings.

Chapter6 dealswiththedisclosureofinformation,includingtheprivilegeagainst self-incrimination orself-exposuretopenaltyandclientlegalprivilege.

Chapter7considersinter-andintra-agencytransferofinformation,agencysecrecy provisions, confidentialityprovisionsandtheprivacylegislation.

AppendixAsetsouta summaryofthemaincoerciveinformation-gatheringpowersof the sixagenciesreviewed.

AppendixBreproducess 51oftheAdministrative AppealsTribunalAct1975.Appendix C liststheorganisationsthatpresented submissionsinresponsetothe

Council’sdraftreportreleasedinDecember2006.

Thecoercive information-gathering powers ofgovernment agencies5

2Statutorytriggers

Providingabalance

Coerciveinformation-gatheringpowersareimportantadministrativeandregulatorydevices. Itisessentialthat,whenusingthem,agenciesimpingeontherightsofindividuals onlyina proportionateandjustifiableway.Amongtheindividual’srights arethoseassociatedwiththeprotectionofpropertyandprivacy8,therighttosilence9,andstatutoryrightstotheprotection ofpersonalinformation.Relatedrightsare therighttoprivilegeagainstself-incriminationorself-exposuretopenaltyandclient legalprivilege.

Thereisoftenastatutorytriggerorlegislativethresholdfortheuseofcoercive information-gathering powers.Thetriggerisimportantformaintainingasuitablebalance betweenthestatutoryobjectivesofagenciesandtheinterestsofthose inrespect ofwhomtheinformation-gatheringpowersareexercisable.Triggersalsoconstitute an importantaccountabilitymechanism.

Thestatutorytriggersfortheuseofcoerciveinformation-gatheringpowersintheagency legislationtheCouncilconsideredforthisreportareasfollows.

TheAustralianCompetitionandConsumerCommission

Unders155oftheTradePracticesAct1974theACCCmayissueanoticerequiringaperson to provideinformation,toproducedocumentsortogiveevidenceorallyorinwriting. The statutorytriggerforuseofthispoweris:

… if the Commission …has reasonto believe that a person is capable of furnishinginformation,producing documentsor giving evidencerelating to amatter that… is relevantto the making of adecisionby the Commission … [emphasis added]

8Historically,thefocuswasonthe right toprivateproperty,butmorerecently this has shiftedto privacy—George vRockett(1990)170CLR104,110.

9SeeR v Director of Serious Fraud Office; Ex parte Smith[1993]AC1,31(MustillLJ).MustillLJ’s commentshavebeennotedwithapprovalinseveral Australiancases—Azzopardi v TheQueen(2001)

205CLR50;AvBoulton (2004)204ALR598;CommonwealthDirector of Prosecutions v Xu 154CrimR

173.SeealsoLegislativeReviewCommittee2006, TheRighttoSilence:response tothe discussion paper, Reportno.4,NSWParliament,Sydney, p. 2.

6Thecoercive information-gathering powers ofgovernment agencies

TheAustralianPrudentialRegulationAuthorityandtheAustralian

SecuritiesandInvestmentsCommission

APRA’spowersareconferred(orenabled)underanumberofstatutes,amongthemtheAustralianPrudentialRegulationAuthorityAct1998(Cth),theSuperannuationIndustry (Supervision)Act1993(Cth),theBankingAct1959(Cth),theRetirementSavings AccountsAct 1997(Cth)andtheInsuranceAct1973(Cth).

Formonitoringpurposes,ss254(2)and 255oftheSuperannuationIndustry(Supervision)Actprovidethattheregulatormayrequiretheprovisionofinformation andtheproduction ofbooks‘forthepurposesofthisAct’.10Therearesimilar provisionsunderss 131 and 132oftheLifeInsuranceAct1995(Cth).APRAuses thesepowersinasupervisory, ratherthaninvestigative,context.

Investigationsareauthorisedbys 263oftheSuperannuationIndustry(Supervision)Act. Subsequentprovisionsrelatetothepowersandprocessesapplicabletothoseinvestigations. Theyincludes 269(Productionofbooks)ands 270(Provisionofreasonable assistanceand/or toappearforexamination).Suchpowersare

exercisable‘ifitappears’toAPRAthat,forexample,acontraventionoftheActmight

haveoccurredorbeoccurringorthefinancialpositionofa superannuationentitymight be unsatisfactory.

ASICisestablishedunderandadministerstheAustralianSecuritiesandInvestments

CommissionAct2001(Cth)andcarriesoutmostofitsworkundertheCorporationsAct

2001(Cth).It hascoerciveinformation-gatheringpowersunderbothActs.11Forthe purposes oftheASICActtheinformation-gatheringpowercanbeusedforthreereasons.

First,ASICmayissueanoticefortheproductionofbooksunderss 30,31,32Aand

33ofDivision3oftheAct.Useofthispowerisgovernedbys 28,whichprovidesthat powersmaybeused:

•forthepurposesoftheperformanceorexerciseofanyofASIC’sfunctionsandpowers underthecorporationslegislation12

•forthepurposesofensuringcompliancewiththecorporationslegislation

•inrelationtocertainallegedorsuspectedcontraventionsofcorporations legislationandotherlegislation

or

•forthepurposesofas 13 investigation—thatis,whereASIChas‘reasontosuspect’thata contraventionmighthaveoccurred.Thepowerisnotconfinedbyproperty rightsin documentsorlegalentitlementtopossession.13

10Thisis located inDivision2ofPart25oftheAct(Monitoringsuperannuationentities).

11Sections672Aand912CoftheCorporationsActrelate toASIC’spowertoissuedisclosurenotices andtodirect entitiestoprovideastatement.

12TheCorporationsActand theASICAct.

13IntegratedFinancialGroupPtyLtdvAustralianSecurities &Investments Commission (2004)183FLR8.

Thecoercive information-gathering powers ofgovernment agencies7

Theproductionpowerscanthereforebeusedaspartofageneralauditormonitoring ofa company’saffairs,as wellasinthecourseofaninvestigationwithaview totaking enforcementaction.Section28(a)providesthatnoformalinvestigation orsuspicionof wrongdoingisrequiredinordertoissueanoticetoproduce books.

Second,investigationsmaybeconductedunderDivision1,Part3,oftheASICAct.Section 13ofthatpartprovidesthat,forASICtomakeinvestigations,itmusthave

‘reasontosuspect’thattheremayhavebeena contraventionofthecorporationslegislation or certainotherlegislation.Theambitoftheinvestigationisnotconfinedto determiningwhetherthesuspectedcontraventionoccurred.Oncetriggered,theprovision givesASICthescopeto conductaninvestigationatleastasbroadasanyofits functionsunders 1(2)oftheASICAct.14

Third,appearanceforexaminationunders 19applieswhereASIC‘onreasonablegrounds, suspectsorbelievesthatapersoncangiveinformationrelevanttoamatterthat itis investigating,oristoinvestigate’[emphasisadded].Thisisastricterthresholdthanthat applyingtotheproductionofdocuments.

BothASICandAPRAmayusemonitoringpowersunderss254(2)and255ofthe Superannuation Industry(Supervision)Act,whichprovidesthattheregulatormayrequire the provisionofinformationandtheproductionofbooks‘forthepurposesofthis Act’.15 Sections 131and132oftheLifeInsuranceActmakesimilarprovision.

Centrelink

ForCentrelink,animportantinformation-gatheringpowerresidesins 192oftheSocial Security(Administration)Act1999(Cth),whichprovidesthattheSecretaryofthe Department ofFamilies,Housing,CommunityServicesandIndigenousAffairsmay requirethatapersongiveinformationorproduceadocumentthatisintheperson’s custodyorundertheircontrol tothedepartmentif theSecretary‘considers’that theinformationcouldberelevanttoa person’seligibilityforbenefit.16

ThereisnostatutorytriggerfornoticesissuedbytheSecretaryunders 193toobtain information directlyfromapersonwhoowesadebttotheCommonwealth.Incontrast, asnoted,s194requiresthattheSecretary‘believethata personmayhaveinformation ora document’thatwouldhelpthedepartmentlocateanotherpersonwho owesadebttotheCommonwealthorisrelevanttothedebtor’sfinancialsituation [emphasisadded].

Sections63(Requirementtoattendthedepartmentetc)and64(Requirementtoundergo a medicalexamination)requiretheSecretarytobe‘oftheopinion’thatsomeoneshouldattendorcontactthedepartmentorprovideinformation.Noticesunder theseprovisionscan beissuedonlytoindividualswhoarereceivingorhave

14See,forexample,LittleRiverGoldfieldsNLvMoulds(1991) 32FCR456.

15Thisis in Division 2ofPart25of the Act(Monitoring superannuationentities).

16Notethat,sincetheDepartmentsofEducation,EmploymentandWorkplaceRelations and

Families, Housing,Community ServicesandIndigenousAffairsshare portfolioresponsibility for

administrationofsocial security law,thecorresponding Secretariesare entitledtoexercisethe powerwithin their department’sportfolioresponsibility.

8Thecoercive information-gathering powers ofgovernment agencies

madeaclaimforasocialsecuritypaymentorotherbenefit(ss63(1)and64(1)).Failure tocomplywithanoticewithoutareasonableexcusewillresultin thenon-payment ofa benefitapersoncurrentlyreceivesorhasappliedfor.

Totheextentthattheseprovisionsareusedforthecollectionofinformationforthepurpose of determininganindividual’sinitialentitlementtoabenefit,theyfalloutside thescopeof theinformation-gatheringpowersunderconsiderationinthisreport.

MedicareAustralia

UndertheMedicareAustralia Act1973(Cth)anauthorisedMedicareofficercanrequire a persontogiveinformationorproducedocuments,canenterpremises,canconduct searches,andcanseizeevidentialmaterial.Section8PoftheActprovidesthat there mustbe ‘reasonablegroundsforbelieving’anoffencehasbeencommittedand theinformationor documentisrelevanttotheoffence.

TheAustralianTaxationOffice

ThereareaccessprovisionsinmanyoftheActsadministeredbytheCommissionerof Taxation.Thecommissioner’srightsundertheaccesspowerscanbeusedonlybyan officer actingingoodfaithandforthepurposesoftheAct.

Section264oftheIncomeTaxAssessmentAct1936(Cth)isoneofthemainaccessprovisions.Asnoted,s264providesthatapersoncanberequiredto‘furnish[theCommissioner]with suchinformationashemayrequire’(s264(1)(a))and‘toattendand giveevidence… concerninghisoranyotherperson’sincomeorassessmentandmay requirehimtoproduce allbooks,documentsandotherpaperswhateverinhiscustody orunderhiscontrolrelating thereto’(s264(1)(b)).

Section264(1)(a)isbroaderthans 264(1)(b).ItallowstheATOtoaskformoregeneral information—forexample, anaccountant’sclientlist.17Incomparison,

s264(1)(b)islimitedtoevidenceordocuments‘concerning[a]person’sincomeor assessment’.ThismeanstheATOmustdeterminethattheevidenceordocumentationitisseekingrelatestoataxpayer’sincomeorassessment.18

Althoughtheproperpositionofs 264(1)(a)canbeseenasa preliminaryinformation- gathering procedureonwhichamoredirectedrequestunders.264(1)(b)canbebased, s264(1)(a)isnotrestrictedtothatfunction.Thetwoprovisionscanoperateindependently.

Asamatterofconstruction,thecourtshaveimpliedtheprerequisitethatthepowerin s 264(1)(a)isusedonlyforthepurposesofthatAct.19Thesepurposeshave,however, been widelyconstrued.Ithasbeensuggestedthatanybonafideinquiry

17McCormack v Commissioner ofTaxation(2001)114FCR574.

18Federal Commissioner ofTaxation v AustralianandNewZealandBankingGroupLtd(1979)143CLR499.

19ibid,535(Mason J).

Thecoercive information-gathering powers ofgovernment agencies9

abouttheoperationoftheIncomeTaxAssessmentActwouldbeforthepurposesofthe Act.20

Triggersin legislation

ThesubmissionspresentedinresponsetotheCouncil’sdraftreportoverwhelmingly supported theinclusionoftriggersinlegislation,ratherthaninsubordinatelegislation. The OfficeofthePrivacyCommissioner submittedthatclearlegislativeauthority assistswith regulationofthedisclosureandsecondaryuseofpersonalinformation.

Consistencyin triggers

Whentheagencieswereaskedwhetherthereshouldbegreaterconsistencyinthetriggers foractivatingcoerciveinformation-gatheringpowers,thepredominantresponse wasthatit isimportantthatsuchtriggersreflecttheregulatoryobjectivesand theriskprofilesofeach agency.Asacorollarytothis,itwasnotedthatconsistencyshouldnotbesoughtatthe expenseofoperationalneed.Moreover,respondents wereunconvincedthatacross-agency consistencyinthisareawouldlead togreaterefficiencies.

TheATOsaid,forexample,itsconsiderabledegreeofdiscretioninrelationtotheuseof its coercivepowerscomplementsthe‘self-assessment’approachonwhichtheAustralian tax systemislargelybased.Itnoted, too, thatthiswidediscretionandtheability tocompelpeople toprovideinformationworkasastrongdeterrenttonon-compliancewithtaxlaws.

Itwassaidthatoneareainwhichconsistencyisdesirableisin relationtothresholdsfor the useofcomparablepowersindifferentstatutesadministeredbya singleagency. BothASIC andAPRApointedtodifferencesbetweentheASICActandtheSuperannuation Industry (Supervision)Actandthetriggersinotherlegislationtheyadminister.21Thesedifferencesseem tobehistoricalratherthanoperationallynecessary andinpracticecanbeinconvenient tocomplywith.

Itwasalsosuggestedthatconsistencyinthepracticalapplicationoflegislativetriggers inan agencyisimportant,especiallywhereanagency’sinformation-gathering powersare exercisedindifferentstatesorterritoriesorinoverseasoffices.

20SeeVincentAMorfuni2004,‘Legalprofessionalprivilegeandthegovernment’srighttoaccess informationanddocuments’,Australian TaxReview,vol. 33, pp.89,99.

21Inresponse to thistypeof concernandrelatedeconomic inefficiencies, the FinancialSystem Inquiry commissioned bytheAustralianGovernment in1996recommended,amongotherthings, amendmentstostandardiseASIC’s coerciveinformation-gathering powersacross thefinancial servicesregime—FinancialSystemInquiryCommittee1997, Financial System Inquiry Final Report, AustralianParliament,Canberra.

10Thecoercive information-gathering powers ofgovernment agencies

Settingthethreshold

Monitoringpowers

Theagenciesstudiedstressed theroleofmonitoringpowersintheexecutionoftheir regulatory responsibilities.Usedtoassessgenerallevelsoflegislativecompliance,these powersareoftennotreferabletoparticularinvestigations.Further,itmightnotalways be apparentwhenmonitoringactivitiesescalateintoamoreformalinvestigation. Whethertouse thepowersformonitoringorin relationtoamorespecific investigationisoftenapractical decisionmadecasebycase.

Anumberofagenciespointedtoinefficienciesthatcouldariseifthethresholdfortheuse of monitoringpowersweresettoohigh.Therewas,however,broadagreementthat,asa minimum,monitoringpowersshouldbeexercisedinamannerconsistentwith theobjectsof therelevantlegislation.

Morespecific investigations

Thesubmissionsexpressedbroadsupportfortheideaoftyingtriggersfortheuseof agencies’monitoringpowerstothelegislativeobjectivesofeachagency.Inthecaseof specific investigations,though,theprevailingviewwasthatthereshouldbeahigher trigger, determinedonthebasisofobjectivelyassessablecriteria.Whatthecriteria shouldbewasless clear.Severalsubmitterssuggestedthatathresholdof

‘reasonablebelief’forpowersusedinacriminalcontextand‘reasonablesuspicion’

forpowersexercisableinacivil contextmightbeappropriate.

Theterms‘suspect’and‘believe’havebeenconsideredbythecourts.InGeorgevRockett the FullCourtof theHighCourtdefined‘suspicion’as‘astateof conjectureor surmisewhere proofislacking’.22AsKittoJnotedinQueenslandBaconPtyLtd23,a

‘suspicionthatsomethingexistsismorethanamereidlewonderingwhetheritexistsor not;it isapositivefeelingofactualapprehensionormistrust,amountingtoa“slight opinion,but withoutsufficientevidence”’.

Ontheotherhand,theHighCourtconsideredinRockettthat‘belief’needsto‘pointmore clearlytothesubjectmatter’.24Althoughbeliefisnotrequiredtoestablishtheexistence of therelevantfactonthebalanceofprobabilities,theCourtheld:

Beliefisaninclinationofthemindtowardsassentingto,ratherthanrejecting, apropositionand thegroundswhichcanreasonablyinduce thatinclination

of the mindmay, depending on the circumstances,leave something to surmise orconjecture.25

Whereeitherthesuspicionorthebeliefmustbebasedon‘reasonablegrounds’,ithasbeen heldthat,althoughthenotionimportsanobjectivetest,‘“reasonable”involves

avalueornormativejudgment’.26Thisdoesnotmeantheissuingofficerhasanon-

22(1990)170CLR104,115.

23Queensland Bacon Ltd v Rees(1966)115CLR266,303.

24GeorgevRockett (1990)170CLR104,112.

25ibid.

26Greiner v Independent Commission Against Corruption(1992)28NSWLR125,167.

Thecoercive information-gathering powers ofgovernment agencies11

examinablediscretion,butithasbeenheldthat theissuingofficer’sdecisionisopento challengeonlyifthedecisionwasonethattheofficercouldnotlawfullyhavemade onthebasisofthematerialsbeforehimorher.27

In Rockett,theHighCourtheldthatwhenthelegislationprovidesthattheremustbe

‘reasonablegrounds’foraparticularstateofmind,includingasuspicionorbelief,this ‘requirestheexistenceoffactswhicharesufficienttoinducethatstateofmindina reasonableperson’.28Thecourtalsoheldthat‘the factswhichcanreasonablyground asuspicionmaybe quiteinsufficientreasonablytogroundabelief’,although

‘somefactualbasisforthesuspicionmustbeshown’.29

ThereasonablegroundstestenunciatedinRockettrelatestothedecisionmaker’sstate ofmind,which,whetherasuspicionorabelief,mustbebasedonsupportingfacts or circumstances.

TheCouncil’sview

TheCouncil’sviewisthatinmostinstancesitisdesirablethattherebeadistinctionbetween thethresholdfortheuseofanagency’scoerciveinformation-gatheringpowers for monitoringandformorespecificinvestigations.Formonitoring,theCouncilconsidersthe minimumthresholdtriggershouldbethatthepowersareexercised in accordancewiththeagency’sstatutoryobjectives.Formorespecificinvestigations, thetestshouldbe correspondinglymorespecific,requiringestablishment ofarequisitestateofmindon reasonablegrounds.Bothtests shouldbe appliedobjectively.

Ifamonitoringprocessescalatestoamorespecificinvestigationofsomeone,itisgood administrativepractice,totheextentoperationallypossible,toinformthatperson ofthe changeinstatus.

Principle1

Theminimumstatutorytriggerfortheuseofagencies’coerciveinformation-gathering powersformonitoringshouldbethatthepowerscanbeusedonlytogather information forthepurposesoftherelevantlegislation.

Ifacoerciveinformation-gatheringpowerisusedinconnectionwithaspecificinvestigation, theminimumstatutorytriggerforusingthepowershouldbethattheperson exercisingithas‘reasonablegrounds’forthebelieforsuspicionthatisrequired beforethepowercanbe exercised.

Ifaninformation-gatheringprocessescalatesfrom monitoringtospecificinvestigation, agencyofficersshould,totheextentoperationallypossible,informthesubject ofthe investigationofthatchangeinstatus.

27MinisterforImmigrationEthnicAffairsvWuShanLiang(1996)185CLR259,275–6.

28GeorgevRockett (1990)170CLR104,112.

29ibid,115.

Thecoercive information-gathering powers ofgovernment agencies13

3Deciding whether to use the powers

Inadditiontothelegislativethresholdsfortheuseofcoerciveinformation-gatheringpowers, otherimportantfactorsarerelevanttothequestionofwhethertheuseofthepowers is appropriate.

Alternativewaysofobtaininginformation

Anagency’sdecisiontoissueanoticeinexercisingitscoerciveinformation-gatheringpowers isnottobemadelightlyconsideringthatfailuretocomplywithaninformation-gathering noticecanbepunishablebyafineorimprisonment,orboth.

Thesixagenciesunderconsiderationforthisreportemphasisedthattheyexercisetheir coerciveinformation-gathering powersonlyaftercarefulassessmentoftheneed todoso, andthisincludesconsiderationofalternativewaysofobtainingthedesired information.

Anumberofagenciesidentifiedotherimportantstatutorysourcesofinformation—for example,annualandotherreportingrequirements.ASICalsonotedtheobligations the CorporationsActimposesontrusteesfordebentureholders,auditors,receivers, administrators andliquidatorstoinformitofpossibleirregularities.

Theagenciessaidthatwhereitisappropriatetheytrytoobtaininformationinformally andvoluntarily.Thisapproachisreflectedinsomeagencies’practicemanuals.

TheACCCsaidthatbeforeissuinganoticeitconsidersthefollowing:

•whethertheinformationisotherwiseavailable—includingvoluntarily

•thedegreeofriskthattheinformationmaybedestroyed,notprovidedor provided ontermsunacceptabletotheACCC

•whetheritisappropriatefortheACCCtoobtaininformationformally

•whethertheinformationisnecessaryandrelevanttotheACCC’sinvestigation

•thetimeandcostimplicationsofas 155processfortheACCCandforthenotice recipient.30

Therearealsoimportantreasonswhyinsomecases theissueofanoticemightbethe preferred option,bothforagenciesandfornoticerecipients.

IfinformationissoughtfromathirdpartythePrivacyAct1988(Cth)mightprecludethat person’sdisclosureofpersonalinformation31unless,amongotherthings,the

30ACCCpolicies andguidelines.

14Thecoercive information-gathering powers ofgovernment agencies

disclosureisauthorisedbylaw.32Disclosureinaccordancewithanagency’scoercive information-gathering powerswouldfallwithinthisexception.

Formalnoticescanalsoofferstatutoryprotectiontoindividualssubjecttocontractual confidentiality clauses.Similarly,protectioninrelationtoself-incriminationunder

s68(3)oftheASICActisnotavailableforinformationprovidedvoluntarily—although it mightexistatcommonlaw—anddoesnotgiverisetoimmunityfromsuit unders 92.

Additionally,concernwasexpressedthatinformationprovidedvoluntarilycouldsometimes be incompleteorofferedtofurthertheperson’sowninterests.Forthisreason anagency’suse ofitscoercivepowersgivesitclearandeffectiveremediesifthere isdoubtaboutwhetherall thenecessaryinformationhasbeenproduced.Several submissionsalsonotedtheevidentiary benefitsarisingfromtheformalissueof anotice.Forexample,ifanexaminationisunderoath theproceedingsareusuallyrecorded, atranscriptisproduced,andthequestionof admissibilityisusuallydealtwith.

TheCouncil’sview

Alternativewaysofobtaininginformationarenotpracticalineverycase—for example, iftimeisacrucialfactororthepersonis unlikelytoprovidethe

informationvoluntarily.Therearealsolegitimatelegalgroundsonwhichtheissuing

ofaformalnoticecanrepresentthepreferableapproach.

Asamatterofgoodadministrativepractice,however,theCouncilconsidersthatbefore they issueanoticeagenciesshouldcarefullyconsideralternativewaysofobtaining information. TheACCC’sapproachillustratesthesortsoffactorsthatarerelevant inthisregard.Other sourcesofpubliclyavailableinformationshouldbeconsidered.

Compliancecosts

Commonlaw,legislationandpractice

Atcommonlaw,thecourtsmayconsiderwhetheranoticeisundulyburdensomeonly as evidencethatitwasissuedunreasonablyorwithouttakingrelevantfactorsinto account.33 Otherwise,noticesmustbecompliedwithregardlessoftheinconvenience, disruptionand expenseinvolved.Ithas,however,beensuggestedthat thedegreeofharshnessandrelated factorsinanoticemightbesuchastosuggest thatthenoticewasnotimposedingoodfaithor wasimposedforacollateral

31‘Personalinformation’is definedin s6ofthePrivacyActas‘informationoranopinion(including informationoranopinionforming partofadatabase),whether true or not, andwhether recorded inamaterialformornot,aboutanindividualwhose identityisapparent,orcanreasonablybe ascertained,from theinformationoropinion’.

32SeeInformationPrivacyPrinciple11.1(e), s 14ofthePrivacy Act; National Privacy Principle2.1(g);

Schedule3to thePrivacy Act.

33Kotan HoldingsPty Ltd v TradePractices Commission(1991)30FCR511,515.

Thecoercive information-gathering powers ofgovernment agencies15

purposeorwithoutregardtoburden.34Thereappearstohavebeennodecisionsupporting thepropositionthatitisappropriatetorelievetheburdenbyrequiringapayment tocover theindividual’scosts.

ThelegislationtheCouncilreviewedrevealsthatthereisnoacross-the-boardapproach to costs.Thebroadestapproachis thatunders 89(3)oftheASICAct,whichprovides thatASIC hasdiscretiontopay‘suchamountasit thinksreasonableonaccountofthecostsandexpenses(ifany)thatapersonincursincomplying’.

Severalstatutespermitpaymentstoindividualsattendingforexamination;examplesare the IncomeTaxAssessmentActandtheASICAct.35TheATO’sAccessandInformation-gathering Manualprovides,however,thatexpenses arenottobepaidifaperson isprovidingevidencein respectoftheirownincomeorassessmentortheincomeorassessmentofapersonthey represent.

Somelegislationprovidesforthesupplyfreeofchargeoftherecordofanexaminationtoexaminees.36Unders 131oftheLifeInsuranceActacompanyisentitled tobepaid reasonablecompensationformakingcopiesofdocuments.

Theobligationtocomplywithanoticeis qualifiedinsomeinstances,noticerecipients beingrequiredtogiveall‘reasonable’assistance.Thisqualificationis,however, found onlyinprovisionsrelatingtoattendanceforexamination.

Consultationoncosts

Costscanbeanimportantandsensitivematter,especiallywhencoercive

information-gatheringnoticesareissuedtothirdpartiesagainstwhoman agencyhasno intentionoftakingregulatoryaction.

Severalsubmissionsexpressedtheviewthatthereislittleawarenessonthepartofagencies ofthepressuresplacedonnoticerecipientsbyrequestsforlargeamountsofinformation. Moreover,thepurposesforwhichinformationwasbeingsoughtwereoften saidtobeunclear.

Itwasalsosuggestedthat,evenifadecisionismadetoissueanotice,anagencymight do bettertoadoptaconsultativeapproachinordertohelpdeterminewhattype ofnotice wouldbestsecuretheinformationsought.Further,itwassaidthatifagencies wererequiredtocompensatenoticerecipientsforthecostofcompliancethey wouldmore carefullyconsiderotheroptionsandrefinethescopeoftheinformation sought.

Despitetheseviews,agenciessaidtheyarenotindifferenttothepotentialcostofcompliancewithanotice.Forexample,theATOsaidifinformationisavailablefrommultiple sources officersarerequiredtoconsiderthepersonwhoismostsuitedtobearing thecostofproviding thatinformation.Similarly,theACCC’s‘Reasonto