The second major reason the application failed was complexity. Dr Mahmoud argued that the matter was exceptionally complex and important, involving a large evidentiary record, multiple related trade mark applications, allegations of legal error, procedural unfairness and issues under both the Trade Marks Act and the Administrative Decisions (Judicial Review) Act 1977 (Cth). The Court said that did not assist the company.
Owens J considered that, to a very significant extent, the complexity appeared to be attributable to the absence of legal representation. The amended notice of appeal was 50 pages long and, on the Court's description, travelled well beyond a statement of the grounds on which the trade mark application should be accepted and the rejected amendments allowed. It appeared to include a separate judicial review claim, extensive complaints about the delegate's reasoning and procedure, complaints about the examiner's report and reports in other trade mark applications, allegations under discrimination legislation, and a claim for damages. The Court did not finally decide the adequacy or merits of those claims at this stage, but it did say that they introduced significant additional legal and factual complexity.
A key part of the reasoning was the Court's explanation of the nature of a section 35 trade mark appeal. Although called an appeal, it is an exercise of original jurisdiction and is heard de novo. The Court decides whether the application should succeed on its merits. It is not concerned with whether the delegate made an error or whether there were defects in the decision-making process. That mattered because the Court questioned what additional benefit a separate judicial review claim was supposed to achieve if the company already had a complete de novo pathway under section 35. Whatever the answer, the Court said, the judicial review claim would introduce significant extra complexity.
The Court also pointed out that the additional allegations about discrimination, unlawful treatment and damages were not the kind of matters ordinarily expected in a section 35 appeal. Again, the Court did not finally rule on whether those claims could be brought through some other procedural mechanism. But as the case stood, their inclusion meant the proceeding would almost inevitably require argument about the validity or propriety of those additional elements and the way they might properly be agitated.
The Court rejected the submission that any overreach could simply be fixed later through case management. It said that one of the benefits of legal representation is that issues can be narrowed and focused outside the courtroom, without forcing the other side and the Court to spend time and resources dealing with unnecessary matters. In other words, the Court's concern was not just that the case was complex. It was that the way it had been framed suggested legal representation would likely simplify it substantially.
The Court also dealt with the argument that Dr Mahmoud's intimate familiarity with the documents and events made him the best person to run the case. Owens J disagreed. A competent lawyer could be expected to become familiar with the evidence, and lawyers also bring training and experience in the efficient presentation of complicated material. More importantly, Dr Mahmoud's deep personal involvement created an objectivity problem. The Court considered it almost inevitable that he would find it difficult to exercise the objectivity expected of an independent legal practitioner when deciding how to formulate and present the case and what evidence should be relied on.
That concern became even stronger because, if the case remained as broadly framed, Dr Mahmoud would likely need to give evidence and be cross-examined. The Court said that possibility told most powerfully against dispensation. A person who is likely to be an important witness is generally not well placed to act as the company's courtroom representative in the same proceeding.