Julie Pascoe, Andrew Beitzel, Sara Anne Gaske v United Workers' Union
Commissioner Simpson
Not yet cited by other cases
Applicant: Julie Pascoe, Andrew Beitzel, Sara Anne Gaske
Respondent: United Workers' Union
Ratio
An order for production of WhatsApp Group messages between employees discussing union directions is granted because the messages have apparent relevance to the live issues of whether directions were given and whether the applicants understood and complied with them, and the balancing exercise favours production. However, disclosure is initially confined to the respondent's legal representatives to protect the privacy of non-parties and the sensitive nature of the discussions."
Outcome
For applicant
granted
Authority signal
Not yet cited by other cases
Signal-weighted score: 0.0
Derived from how later decisions have treated this case. Dark green = leading authority,
green = positively treated, grey = neutral or sparse data,
amber = caution, red = treated negatively.
Key facts · 8
- The United Workers' Union (UWU/Respondent) sought production of messages from a joint WhatsApp Group entitled 'UWUSU Education' between the three Applicants
- The UWU initially requested messages from 1 January 2025 to 31 October 2025, later amended to 1 April to 20 October 2025
- The Group discussed matters including UWU's directions to the Applicants and how they ought to be responded to
- The Applicants organised a delegates meeting on 9 September 2025 without supervisor authority
- A 'Team Reset Email' was sent on 5 September 2025, which is central to the dispute about whether directions were given
- The Applicants deny they received clear directions and deny they breached any directions
- The Group also contained another member of the UWU Staff Union team
- The Applicants argued the documents would expose protected industrial activity discussions
Factors
For
- The messages may be relevant to facts in issue, including whether the Respondent gave directions and the nature of the Applicants' understanding of such directions
- The Applicants have not disputed that they were members of the Group and discussed the Directions and how they ought to be responded to
- The Applicants have already compiled the documents, reducing any burden of production
- The documents have apparent relevance to the live issues in dispute
- The documents seek to support the Respondent's case that directions were given and that Applicants failed to comply
- The balancing exercise favours granting the application
Against
- The documents would expose communications concerning protected industrial activity and internal deliberations on industrial relations matters
- The original timeframe (January 2025 to October 2025) was overly broad and included messages not plausibly relevant to September 2025 conduct
- The messages contain subjective feelings of the Applicants which are not relevant to whether lawful and reasonable directions existed or were followed
- The Group includes persons not a party to the proceedings
- The Applicants characterised the request as seeking to establish further grounds for dismissal after the fact rather than having genuine forensic purpose
- The request could be oppressive in its impact on the Applicants
Legislation referenced
- Fair Work Act 2009 (Cth) s.394
- Fair Work Act 2009 (Cth) s.590(2)(c)
- Fair Work Act 2009 (Cth) s.594
Concept tags · 5
Principles · 6
articulates para 11
The test for relevance in document production does not require direct relevance; rather, documents must have some potential relevance to the issues in proceedings
Test: apparent relevance test
articulates para 11
A balancing exercise must be conducted when assessing applications for document production, applying principles of procedural fairness
Test: balancing exercise
articulates para 22
Where documents are exchanged in a private chat group and include persons not parties to the proceedings, it is appropriate to confine disclosure to the respondent's legal representatives at the initial stage
cites para 4
Material sought must have adjectival relevance, a subpoena cannot be used for fishing or to determine preliminary questions, there must be a legitimate forensic purpose, and the issue must not be oppressive in its impact on the recipient
cites para 8
Document production orders must not be oppressive in their impact on the recipient
cites para 11
The test for relevance does not require direct relevance, rather documents must have some potential relevance to the issues in proceedings, and a balancing exercise must be conducted
Cases cited in this decision · 6
Cited
[2009] FCA 364
(not in corpus)
"…sion, are to be produced only to the Commission and the legal representatives of the Respondent, and not disclosed to others, until further order. COMMISSIONER [2026] FWC 411 5 Printed by authority of the...…"
Cited
[2024] FWC 2780
— Australian Manufacturing Workers' Union v Acciona M&E Pty Ltd T/A Acciona...
"…9] FCA 364. 2 Faulkner v BHP Coal Pty Ltd [2014] FWA 5134. 3 Automotive, Food, Metals, Engineering, Printing and Kindred Industries Union" known as the Australian Manufacturing Workers' Union v Acciona M&E Pty Ltd...…"
Cited
[2014] FWA 5134
(not in corpus)
"…14] FWA 5134. 3 Automotive, Food, Metals, Engineering, Printing and Kindred Industries Union" known as the Australian Manufacturing Workers' Union v Acciona M&E Pty Ltd T/A Acciona Mechanical & Electrical [2024] FWC...…"
Cited
[2024] FWC 479
— Transport Workers' Union of Australia v Cleanaway Operations Pty Ltd T/A...
"…acturing Workers' Union v Acciona M&E Pty Ltd T/A Acciona Mechanical & Electrical [2024] FWC 2780; Faulkner v BHP Coal Pty Ltd [2014] FWA 5134. 4 Clerks (Alcoa of Australia – Other Than Mining and Refining)...…"
Cited
[1988] AIRC 391
(not in corpus)
"…kner v BHP Coal Pty Ltd [2014] FWA 5134. 4 Clerks (Alcoa of Australia – Other Than Mining and Refining) Consolidated Award 1985 [1988] AIRC 391. 5 [2024] FWC 479. 6 Clerks (Alcoa of Australia – Other Than Mining and...…"
Cited
(2011) 192 FCR 78
(not in corpus)
"…Than Mining and Refining) Consolidated Award 1985 [1988] AIRC 391. 5 [2024] FWC 479. 6 Clerks (Alcoa of Australia – Other Than Mining and Refining) Consolidated Award 1985 [1988] AIRC 391. 7 Coal & Allied Mining...…"
Archived text (1864 words)
1 Fair Work Act 2009 s.394—Unfair dismissal Julie Pascoe, Andrew Beitzel, Sara Anne Gaske v United Workers’ Union (U2025/17491; U2025/17492; U2025/17502) COMMISSIONER SIMPSON BRISBANE, 9 FEBRUARY 2026 Application for order to produce – Application granted – Confidentiality Order [1] On 28 January 2026, the United Workers’ Union (UWU / the Respondent) made a request for orders to produce under s590(2)(c) of the Fair Work Act 2009. The UWU seeks production of messages from a joint WhatsApp Group entitled ‘UWUSU Education’ (the Group) between Ms Julie Pascoe, Mr Andrew Beitzel, Ms Sara Anne Gaske (the Applicants). The Applicants oppose the request for the order for production. The application for order [2] The UWU initially applied for an order covering all messages from 1 January 2025 to 31 October 2025. The UWU submitted that the documents were sought as a key issue in the proceedings will be whether the applicants failed to follow directions of the Respondent regarding an enterprise bargaining campaign. The Respondent is aware that the Applicants and others were members of the Group and that they discussed matters including the UWU’s directions to the Applicants and how they ought to be responded to. The UWU wrote to the applicants seeking the Group messages on 5 November 2025. The Applicants submissions [3] The three Applicant’s in the substantive matter submits that the application should be refused, or in the alternative that the scope of the order be greatly reduced, and/or that subject to further order, access to the document be restricted to the UWU’s legal representatives. The Applicants provided that as well as the Applicants, the Group also contained another member of the team of the UWU Staff Union, and involved discussions relating to industrial activity, support for other members of the staff union not involved in the group which are protected. [4] The Applicants submitted that the Commission ought apply the principles articulated by Collier J in Tamawood Limited v Haibtare Developments Pty Ltd1: (a) the material sought must have an adjectival relevance, that is, an apparent relevance to the issues in the principal proceedings. The adjectival relevance looks towards the [2026] FWC 411 DECISION [2026] FWC 411 2 possibility whether the material sought could reasonably be expected to throw light on some of the issues in the principal proceedings; (b) a subpoena cannot be used for the purposes of “fishing” or for the purpose of determining a preliminary question as to whether a party has a supportable claim; (c) there must be a legitimate forensic purpose for the production of documents; and (d) the issue of the subpoena must not, in all the circumstances, be oppressive in terms of its impact on the recipient. [5] The Applicants submit that the documents are not directly relevant to the issues which remain in dispute following the filing of evidence and submissions. The Applicants submit that there is a relatively small field of issues remaining in dispute following their concessions in evidence and arguments in their submissions in their outline of argument, and that the Group messages cannot assist in resolving these concerns. [6] The Applicants emphasise that they do not deny that they jointly organised the delegates meeting of 9 September 2025 without the authority of their supervisors. The Applicants submit the standing issue in dispute is whether there was an obligation not to do so. The Applicants deny that the Team Reset Email of 5 September imposed any clear directions on them in respect of messaging and meetings with delegates. Further, the Applicants deny that there were any clear, lawful and reasonable directions regarding industrial strategy in relation to the bargain or messaging or that they in fact ignored or did not follow the Education Team’s preferred messaging. The Applicants submit that measure of relevance in this context is what the Applicants did and said to delegates. As such, any messages which might disclose subjective feelings of the Applicants is not relevant to whether there were lawful and reasonable directions, whether the alleged conduct occurred or whether it constitutes a valid reason for dismissal. [7] The Applicants submit that the UWU cannot advance their arguments in these disputes from the documents which would be produced. This is especially so, given the scope of the request, which includes messages going as far back as January 2025, which messages could not plausibly be relevant to the impugned conduct in September 2025. The Applicants submit it appears that the Respondent’s request does not have a genuine forensic purpose and rather seeks to establish further grounds for the dismissals after the fact.2 [8] The Applicants also submit that the order would be oppressive in terms of its impact on the Applicants.3 [9] The Applicants submit that the order would expose communications between UWUSU officials and the Applicants which constitute ‘internal deliberations on industrial relations matters’.4 With these together, the Applicants submit the order would be oppressive to be required to produce the Group chat in its entirety. [10] The Applicants submit that if orders were to be made, they should be limited to being between 5 September 2025 and 20 October 2025, being the most prominent purported directions in dispute. They further submit that if orders be made access to the documents should be initially limited to the legal representatives of the Applicant until further order. [2026] FWC 411 3 UWU submissions [11] The Respondent, in preparing its submissions, revised its draft order for production to confine the Group chat period requested to 1 April to 20 October 2025. The Respondent placed emphasis on the principles as stated in Transport Workers’ Union of Australia v Cleanaway Operations Pty Ltd,5 particularly “The test for relevance does not require that a party demonstrate direct relevance, rather, the documents must have some potential relevance.” The Commission is also to conduct a balancing exercise,6 applying procedural fairness.7 [12] The Respondent characterises the issues in dispute differently to the Applicants, stating in particular that the Applicants’ submissions leave two live issues, firstly that the Applicants deny they received the directions, and secondly, they deny that they breached the directions. [13] The Respondent submits the Applicant should order production, following addressing five questions: (a) Has the Respondent established grounds for a belief that a document or class of document exists, and that such a document or class of documents may be or have been in the possession, custody or power of the Applicants? (b) Are the documents sought identified with sufficient particularity? (c) Do the documents sought have apparent relevance to the issues in the proceedings? (d) Are the documents being sought to support the Respondent’s existing case? (e) Does the balancing exercise favour the production of the documents being sought? [14] The Respondent submits that there is very low chance the order would be oppressive as it is uncontroversial the Applicants’ have access to the documents and have already confirmed they have been compiled but not provided to the Respondent. The Respondent also notes the documents are sufficiently particularised, and the dispute is to what scope is relevant. [15] The Respondent submits the Commission should conclude that the test of apparent relevance is met. In the WhatsApp Group the Applicants discussed, inter alia, the Directions and how they ought to be responded to. Significantly, this is not disputed by the Applicants. The Commission should conclude that because the messages set out discussion about the Directions they are relevant to the live issues. As such, production of the messages will assist the Commission in determining the live issues. [16] Further, the Respondent submits Commission should conclude that the documents are being sought to support the Respondent’s case that the Direction was given by the Respondent to each of the Applicants and that each of the Applicants failed to comply with the Directions. The balancing exercise favours the grant of the order of production. The Respondent asserts the Applicants fail to proffer a cogent reason as to why the Commission should reject the application. [2026] FWC 411 4 [17] The Respondent asserts that the Applicants’ submission that the documents are not relevant to the actual issues in dispute should be rejected. In the Group Chat the Applicants discussed, inter alia, the Directions and how they ought to be responded to by the Applicants. The documents are relevant to both live issues. [18] The Respondent rejects the Applicants’ assertion that ordering production would be oppressive in the meaning considered in the precedents. The Respondent says it does not place any burden on the Applicants as they documents have already been compiled. The complaint that they are ‘private’ is not a consideration. Further, the UWUSU has already concluded its enterprise bargaining from the period, and it would not affect the UWUSU as there are no extant bargaining or industrial disputes that would be subject to the implied undertaking. [19] Finally, the Respondent’s submission is there is no justification for the documents produced to be limited to only the access of the Respondent’s legal representatives. CONCLUSION [20] Having considered the submissions I am satisfied the messages may be relevant to facts in issue, including whether the Respondent gave directions, the nature of the Applicants understanding of what directions may have been given and their views in relation to such matters. Messages in relation to those matters are relevant and live issues and the assistance the Commission may receive in ordering the production of the messages favours granting the application for production. [21] The Applicants have expressed concern in relation to the time for which the order is sought. I note the Respondent has amended the period for which it seeks the production of messages. I am satisfied the now proposed period from April 2025 is appropriate. [22] I am satisfied given the messages were exchanged in a private chat group and the chat group appears to have included persons that are not a party to the proceedings, that it is appropriate, at this stage, to confine the disclosure of the messages to the Respondents legal representatives. The matter can be revisited on application. [23] I order in accordance with power under section 594 of the Fair Work Act 2009 that the group chat messages that are to be produced as required by the order to produce as described in the order that will be issued separately and concurrently with this decision, are to be produced only to the Commission and the legal representatives of the Respondent, and not disclosed to others, until further order. COMMISSIONER [2026] FWC 411 5 Printed by authority of the Commonwealth Government Printer <PR796572> 1 [2009] FCA 364. 2 Faulkner v BHP Coal Pty Ltd [2014] FWA 5134. 3 Automotive, Food, Metals, Engineering, Printing and Kindred Industries Union" known as the Australian Manufacturing Workers' Union v Acciona M&E Pty Ltd T/A Acciona Mechanical & Electrical [2024] FWC 2780; Faulkner v BHP Coal Pty Ltd [2014] FWA 5134. 4 Clerks (Alcoa of Australia – Other Than Mining and Refining) Consolidated Award 1985 [1988] AIRC 391. 5 [2024] FWC 479. 6 Clerks (Alcoa of Australia – Other Than Mining and Refining) Consolidated Award 1985 [1988] AIRC 391. 7 Coal & Allied Mining Services Pty Ltd v Lawler and Others (2011) 192 FCR 78 at [28].