Australian Immigration Article

Doctor measuring a patient’s blood pressure during a visa health check, a crucial step in the partner visa health waiver process.

Partner Visa Health Waiver: A Real Case Study to Visa Grant

When you’re applying for an Australian partner visa, the medical examination can feel like just another step on a long checklist. Most people assume that if they feel healthy and their day-to-day life isn’t impacted by a medical condition, this part of the process will be straightforward. It’s a box to be ticked.

But what happens when the Department of Home Affairs sees it differently? What happens when a manageable, everyday condition results in a letter stating you are likely to be refused your visa?

Today, I want to share the real story of a couple who faced this exact scenario. Their journey is a crucial lesson for anyone applying for a visa in Australia, showing how a seemingly perfect application can hit a serious obstacle, and how it can be overcome with the right approach.

Disclaimer: The information in this article is for general guidance only and is not intended as legal advice. Immigration laws and policies change regularly, and individual circumstances can significantly impact visa eligibility and outcomes. If you have health concerns or are unsure about your situation, it’s best to seek advice from an Australian legal practitioner (Australian immigration lawyer).

 

Video Case Study: Partner Visa Health Waiver Success Case

Before diving into the detailed breakdown, you can watch the real-life case study this article is based on. In this video, We’ll walk through exactly how a manageable health condition can be assessed as exceeding the “significant cost” threshold (currently $86,000 as of 1 July 2024), leading to a likely visa refusal. I’ll break down the specific legal criteria, Public Interest Criteria 4007 (PIC 4007), and explain why the Department projected over $300,000 in costs for our client. Most importantly, I’ll detail the exact strategy we used to argue for a health waiver. 

The Background: A Strong Partner Visa Case Hits an Unseen Wall

Let me introduce you to a couple in their mid-30s. The sponsor, an Australian citizen, and his partner from the United States had built a life together in Australia. They’d met at work, fallen in love, married, and welcomed a child.

The US partner was on a Temporary Skill Shortage (subclass 482) visa, but as it neared its end and other options were exhausted, applying for an onshore partner visa (subclass 820) was the clear next step to secure their family’s future in Australia.

They prepared the 820 partner visa application themselves. With a strong relationship history, a wealth of evidence, and a young Australian child they were raising together, everything seemed to be progressing smoothly. They lodged a comprehensive, do-it-yourself application that they believed ticked all the boxes.

A young couple with their child preparing their own partner visa application in Australia

(A couple prepares their own 820 partner visa application, believing they’ve met all the requirements, unaware of the hidden challenge of the Australian visa health requirement.)

 

 

The Unexpected Hurdle: Australian Visa Health Requirement

As part of the process, the applicant was asked to complete her visa medical examination. She did so without a second thought. Soon after, she received a Request for Further Information (RFI) asking her to undergo additional medical checks. Thinking this was just a routine part of the process, the couple complied and didn’t worry too much.

Then, the letter arrived.

It was a formal notification from the Department advising that the applicant did not meet the health requirement for the visa. They were in shock. They couldn’t understand how this could have happened. This is when they contacted us.

A couple looking worried after receiving a letter from the Department of Home Affairs regarding visa health requirements.

(A moment of disbelief: The couple receives a Department of Home Affairs letter stating the applicant may not meet the Australian visa health requirement, triggering potential partner visa refusal on health grounds.)

 

 

Understanding the Visa Health Requirement and Partner Visa Refusal Health Reasons

When you apply for most Australian visas, you must meet what is known as Public Interest Criterion (PIC) 4005 or 4007 depending on the visa type. The purpose of this requirement is to protect the Australian community from public health risks and to contain public expenditure on health care and community services.

In our client’s case, she had a form of arthritis. While it was managed effectively with daily medication and ongoing treatment, allowing her to live a full and active life, the Medical Officer of the Commonwealth (MOC) who assesses these cases saw it differently.

Under immigration policy, an applicant is deemed to have failed the health requirement if they have a condition that is likely to result in “significant” costs for health care or community services.

As of 1 July 2024, the policy threshold for ‘significant costs’ is AUD $86,000 over a potential visa period.

The Department’s assessment estimated the potential cost of our client’s arthritis treatment to be over $300,000. Because this figure vastly exceeded the threshold, she was found not to meet the health requirement, and a waiver was now necessary to save the application.

Reviewing medical test results that led to a failed PIC 4007 health assessment for an Australian visa.

(The applicant’s arthritis treatment costs were estimated at over $300,000  far above the PIC 4007 threshold, requiring a detailed partner visa health waiver submission.)

 

 

Arguing for a Health Waiver and Compassionate and Compelling Circumstances

Fortunately, for many partner visas, a provision for a health waiver exists. A health waiver is not an automatic process and it’s a discretionary power that must be argued for and won.

To obtain a health waiver, we had to demonstrate two key things:

  1. The applicant satisfied all other criteria for the visa (which, in this case, she did).
  2. Granting the visa would be unlikely to result in undue cost to the Australian community or undue prejudice to the access of Australian citizens or permanent residents to services.

To do this, we needed to present compelling and compassionate circumstances that were strong enough to outweigh the significant estimated costs.

Our approach was to build a comprehensive submission that painted a full picture of the family and their situation. We focused on several key factors:

  • The Best Interests of the Australian Child: We made a powerful case about the profound emotional and practical impact that refusing the visa and forcing a family separation would have on their young Australian citizen child.
  • The Sponsor’s Contribution: The Australian sponsor had a significant role in his professional field, with an income well above the high-income threshold. We argued that his ability to continue contributing to the Australian economy and workforce would be severely hampered if his family unit was broken apart.
  • The Applicant’s Potential: We highlighted the applicant’s own skills, qualifications, and strong employment prospects, demonstrating her potential to contribute positively to Australia both socially and economically.
  • Other Mitigating Factors: We also presented evidence about their stable financial situation, their strong community ties in Australia, and their ability to offset some potential health costs.
Doctor checking patient’s pulse as part of a visa medical exam in Australia.

(Health concerns don’t always mean visa refusal. Strong community ties and the ability to offset medical costs can be part of the compassionate and compelling circumstances required for a health waiver.)

 

 

The Result: Partner Visa Granted

Our detailed submissions were successful. The decision maker was satisfied that the compassionate and compelling circumstances outweighed the potential cost. The health requirement was waived and the family received the fantastic news that their partner visa had been granted. They could finally move on with their life together in Australia, free from visa uncertainty.

Australian immigration lawyer preparing a partner visa health waiver submission for a partner visa applicant

(A well-prepared health waiver submission, based on compassionate and compelling circumstances, led to the successful grant of the partner visa despite initial health requirement refusal under PIC 4007.)

 

 

Key Lessons from This PIC 4007 health Waiver Journey

  • A “Manageable” Condition Can Still Trigger a Visa Refusal: Do not underestimate the health requirement. A condition that you manage perfectly well in your daily life can be assessed very differently by a Medical Officer of the Commonwealth looking at long-term potential costs.
  • The Cost Estimate is Key: The process hinges on the estimated cost of your condition. If this estimate exceeds the “significant cost” threshold, a health waiver becomes your only path forward (if available for your visa).
  • Not All Visas Have a Waiver Provision: This is critical. While many family visas, like the partner visa, have a health waiver provision, many skilled and other visa types do not. If you have a health condition, it is vital to get advice early to understand if a waiver is an option for you.
  • Compelling Circumstances are Personal: There is no checklist for what constitutes “compelling and compassionate” circumstances. A successful waiver submission requires a holistic and persuasive argument based on your unique personal situation.
  • Early Advice Can Make a Difference: If our clients had sought advice before lodging, they may have been able to prepare for the health waiver from the outset, potentially reducing the period of intense worry they experienced after receiving the notice.
 

If you have a health condition and are concerned about how it might impact your Australian visa application, we invite you to reach out. Building a case for a health waiver requires careful preparation and a thorough understanding of the legal criteria.

To discuss your situation, you can reach out to our principal migration lawyer, Jay Son, directly by emailing him at jays@flowmigrationlaw.com.au to book a consultation. With over 8 years of dedicated experience in Australian immigration law, Jay has guided many clients through these complex health matters, helping them build a persuasive case for the Department.

 

 

FAQ: Partner Visa Health Requirement & PIC 4007 Health Waivers

❓What is the ‘significant cost’ threshold for an Australian visa?
As of 1 July 2024, the significant cost threshold is AUD $86,000. This amount is calculated by a Medical Officer of the Commonwealth (MOC) over a period relevant to your potential visa (e.g., 10 years for a permanent visa). If the estimated cost of your health condition exceeds this threshold, you will not meet the health requirement.

❓My health condition is well-managed with medication. Will I still fail the health requirement?
Possibly, yes. This case study is a perfect example. Even if your condition is stable and managed, the Department’s assessment looks at the long-term, cumulative cost of your medication, treatment, and potential services. If that projected cost is high, it can trigger a failure of the health requirement.

❓What are ‘compassionate and compelling’ circumstances for a health waiver?
There is no exhaustive list, but they are factors that would lead a reasonable person to conclude that the visa should be granted despite the costs.

❓Do all Australian visas have a health waiver option?
No, and this is a very important point. Many skilled visas and some family visas, for example, do not have a health waiver provision. If you fail the health requirement for one of these visas, it will be refused. Partner visas are among the visa types that typically do have a health waiver available.

❓The Department estimated a high cost for my condition. Can I challenge this?
Challenging the MOC’s cost assessment directly is possible but very difficult. This may include obtaining independent medical opinions that comment on your prognosis, and treatment needs and the estimated costs.

❓I received a letter saying I might not meet the health requirement. What is my first step?
The first and most important step is not to panic, but to act promptly. The letter will give you a specific timeframe to respond. This is your opportunity to prepare and submit a health waiver application. Given the legal complexity, this is the point at which seeking professional guidance from an experienced Australian immigration lawyer is highly recommended.

If you are facing a complex visa situation and need a clear strategy, we invite you to book a consultation with our principal lawyer, Jay, by emailing him at jays@flowmigrationlaw.com.au

Jay Son – Australian Immigration Lawyer and Partner Visa Specialist of Flow Migration Law

Jay Son is the Founder of Flow Migration Law and an Australian Immigration Lawyer with over 8 years of experience helping couples and families navigate the Australian partner visa and all family immigration processes. He works closely with each client to simplify the legal complexities and provide clear and strategic guidance tailored to their unique journey.

Jay is also a strong Migration Advocate and is highly experienced in challenging government decisions in relation to Australian immigration law, solving difficult migration matters and visa problems including the ART appeals, visa refusals, visa cancellations, Schedule 3 submissions, health waivers and character concerns.

🔗 Meet Jay Son here or download the free Partner Visa Guide.