Fatigue cracking prior to rotor transmission support link fracture

Deterioration not detected during routine maintenance contributed to the in-flight fracture of a pylon link assembly on a Bell Longranger helicopter, an Australian Transport Safety Bureau investigation has concluded.

On 9 December 2022, the Bell 206L Longranger was being used for a low-level wildlife survey about 60 km south-west of Deniliquin, in the New South Wales Riverina, with a pilot and three passengers on board.

While surveying above a forest, the pilot heard a loud bang and the helicopter pitched nose up, rolled to the left, and started vibrating severely.

“With nowhere to land immediately, the pilot applied cyclic to counter the pitch and roll and flew straight for about 10 seconds, at which point the vibration effectively stopped,” ATSB Director Transport Safety Dr Stuart Godley said.

“The pilot was then able to conduct a precautionary landing in some farmland about 2 km away.”

It was subsequently found that the helicopter’s right forward pylon support link assembly had fractured.

“The link assembly is designed to isolate and support the main rotor transmission and rotor, reducing cabin noise and vibration.”

The ATSB’s investigation found the fracture was due to fatigue cracking, which initiated as a result of unidentified degradation of an elastomeric bearing.

The helicopter’s manufacturer advised the ATSB of two similar occurrences, which in one instance led to a hard landing, and in another a ditching.

“The degradation of the bearing in this case was likely present at the time of the helicopter’s most recent periodic maintenance inspection,” Dr Godley noted.

“However, the helicopter maintainer had not been removing the link assemblies in accordance with the helicopter manufacturer’s maintenance manual inspection requirements, reducing the likelihood of the bearing degradation being detected.”

As a result of this incident, the helicopter maintainer has updated its maintenance scheduling to include the requirement to remove the link assemblies for detailed examination, in accordance with the manual.

“This incident reinforces to maintenance organisations the importance of ensuring all required procedures are reflected in their scheduling,” Dr Godley said.

“Additionally, when inspecting for evidence of bearing degradation, consider the particular installation or presence of protective coatings, which could potentially inhibit the release and detection of wear material.”

Read the final report: Pylon support link assembly fracture involving Bell 206L-3, VH-JSU, 60 km south-west of Deniliquin Aerodrome, New South Wales, on 9 December 2022

Loss of control and in-flight break-up involving Robinson R66, VH-KFT, near Hawks Nest, New South Wales on 26 October 2023

Final report

Investigation summary

What happened

On 26 October 2023 the pilot of a Robinson R66 helicopter, VH-KFT, departed Cessnock Airport, New South Wales (NSW) and travelled north along the Williamtown coastal visual flight rules (VFR) route. At about 0920 local time, the helicopter passed over the southern shoreline of Yacaaba Headland, to the west of Mount Yacaaba, at an altitude of about 900 ft and 115 kt indicated airspeed. 

While crossing the headland the aircraft experienced an in‑flight break‑up. The pilot was fatally injured, and the aircraft impacted the waters of Providence Bay, near Hawks Nest, NSW.

What the ATSB found

The ATSB identified that the helicopter crossed the Yacaaba Headland at an altitude and position that resulted in it rapidly entering a low‑G condition due to turbulence and the pilot’s response to it, inducing a significant uncommanded right roll.

At the time, the helicopter's airspeed exceeded Robinson Helicopter Company's recommended turbulence airspeed, which significantly increased the uncommanded right roll rate and reduced the time available for the pilot to respond with a gentle aft cyclic input to prevent an in‑flight break‑up. Additionally, the pilot’s right hand was occupied, resulting in them manipulating the cyclic with their left hand. This reduced the pilot's ability to slow the aircraft in a timely manner using coordinated flight control inputs.

After the aircraft entered the low‑G condition and the resultant uncommanded right roll, aft cyclic was not applied to reload the main rotor, and the roll continued to develop. Progressively increasing left cyclic was also applied during the right roll, increasing the risk of an extreme teetering event.

The ATSB also found that the asymmetric horizontal stabiliser design in the Robinson R22, R44 and R66 models significantly contributed to the uncommanded right roll rate during low‑G conditions and the risk of an in‑flight break‑up.

Additionally, the Robinson Helicopter pilot’s operating handbook sections for operation in high winds or turbulence did not warn of the potential for turbulence-induced low‑G, and rapid right roll, particularly at high airspeed or provide guidance for appropriate control inputs in response to a turbulence‑induced low‑G situation. 

Finally, recovery and download of the Robinson Helicopter Company installed cockpit video camera and data was invaluable to the accident investigation. Analysis of the recovered data provided an unprecedented insight into the significant, rapid uncommanded right roll that can result from low‑G at high airspeed.

This in‑flight break‑up occurred only 3.5 seconds after the helicopter encountered the low‑G condition.

What has been done as a result

The Robinson Helicopter Company has developed a symmetrical horizontal stabiliser that, at the time of writing, will be fitted to all new Robinson helicopters, and is available as a modification on all existing Robinson helicopters. All current R66 and R44 asymmetric stabilisers will be replaced with a symmetrical assembly when returned to the manufacturer for overhaul.

Further, the manufacturer is in the process of updating several safety notices to provide pilots with improved guidance specific to low-G, turbulence, and pilot distraction.

Safety message

While the pilot’s response to this turbulence encounter contributed to the development of the low‑G condition, Robinson Helicopter pilots are advised that a low‑G condition may also result from turbulence directly. If the main rotor disc is not immediately reloaded the subsequent right roll may develop rapidly, particularly when an asymmetrical stabiliser is fitted. At normal cruise airspeeds, the time available to recognise the low‑G condition and to respond appropriately is minimal, and is significantly reduced at higher airspeeds.

Pilots should be aware of the risk of encountering a low‑G condition in turbulence, and where possible avoid turbulent conditions, particularly the downwind side of terrain or obstacles. Where flight in turbulent conditions cannot be avoided, reduce airspeed to the recommended airspeed of 60‍–‍70 kt.

Robinson Helicopter Company offers a symmetrical horizontal stabiliser modification which is available as a retro-fit for all Robinson helicopter models, and is being fitted as standard equipment to all new Robinson helicopters. The modification significantly reduces the right roll if a low‑G condition is encountered, allowing pilots more time to recognise and respond. In all cases, if low‑G is encountered, apply immediate gentle aft cyclic to reload the main rotor, before correcting the right roll.

The ATSB strongly encourages fitment of the symmetrical stabiliser.

Summary video

 

The occurrence

Occurrence flight 

On 26 October 2023 at about 0850 local time, the pilot and sole occupant of a Robinson Helicopter Company R66, registered VH-KFT, departed on a private flight from Cessnock Airport to Wallis Island Airport, New South Wales. The flight initially tracked east toward Newcastle (Figure 1) and onboard video showed the helicopter flying close to the cloud base at heights between 500 ft and 1,000 ft above mean sea level (AMSL). Light rain was visible on the windshield. Small deviations in attitude and heading were also shown in the video, consistent with the presence of light turbulence.

The helicopter’s autopilot system was engaged, with the stability augmentation system (SAS) mode selected for the entirety of the flight (see the section titled Autopilot system). Heading hold and altitude hold modes were also selected. The pilot manually overrode the autopilot heading and altitude hold modes several times between Cessnock Airport and Newcastle to ensure the aircraft remained clear of cloud or to make corrections during turbulence. 

Approaching the coast, the pilot requested and received clearance from Williamtown air traffic control (ATC) to transit Williamtown restricted airspace northbound at 500 ft AMSL via the coastal visual flight rules (VFR) route. On reaching Anna Bay, Williamtown ATC provided further clearance for flight below 2,000 ft AMSL for the remainder of the coastal VFR route. 

During the flight north along the coastal route, the autopilot maintained about 500 ft AMSL, until Anna Bay, at which time the target altitude was increased to about 900 ft AMSL. The pilot also made several course corrections, using the heading selection knob on the primary multi-function display unit, throughout the transit north to maintain the aircraft close to the coastal VFR route. Indicated airspeed fluctuated between 110‍–‍120 kt for the flight north towards Yacaaba Headland. The pilot was occupied with non-flying related tasks for much of this time, specifically, mobile phone use and the consumption of food and beverages. Internal and external visual scanning appeared to be carried out throughout the flight.

Figure 1: Flight path

Figure 1: Flight path

Source: Google Earth and Geoscience Australia, annotated by the ATSB

Accident sequence

The following sequence of events was identified from the onboard video and covers the period from when the helicopter crossed the southern shoreline of Yacaaba Headland until the accident (Figure 2 and Figure 19):

  • At 0920:10 the helicopter passed over the southern shoreline of Yacaaba Headland at an altitude of about 900 ft (670 ft above ground level) and 185 ft above and about 600 m to the west of the Mount Yacaaba peak. The indicated airspeed was about 115 kt. The pilot was eating at this time, with the food being held in their right hand.
  • Between 0920:12 and 0920:17 the helicopter encountered turbulent air, it rolled right about 4°, pitched nose down, and started to climb. The indicated airspeed increased to about 120 kt. Due to their right hand being occupied, the pilot placed their left hand on the cyclic control cross bar at 0920:17 and began to make cyclic control inputs to counter the uncommanded aircraft attitude movements and continued to make reactionary cyclic inputs for the remainder of the flight. No collective or yaw control inputs were evident for the entirety of the accident sequence.
  • Between 0920:17 and 0920:21 the helicopter rolled to 25° left, pitched nose up to about 10°, yawed to the left, and climbed to about 1,000 ft AMSL. The airspeed indicator fluctuated rapidly, indicating between 120‍–‍135 kt.
  • Between 0920:21 and 0920:26 the helicopter passed north of Yacaaba Headland and over Providence Bay. It rolled right to bank angle of about 10°, before rolling left to about 15°. During this time, the nose remained pitched up at about 6° and the helicopter climbed to about 1,100 ft AMSL. The airspeed indicator continued to fluctuate while reducing to 110 knots.
  • Between 0920:26 and 0920:29 the helicopter pitched down to about level and rolled to the right to become completely inverted (180°), then continued to roll right to about 270°. Indicated airspeed dropped from 110 to 100 kt.

As the helicopter reached an excessive roll angle it sustained an in‑flight break‑up and impacted the waters of Providence Bay, near Hawks Nest. The pilot was fatally injured.

Figure 2: Aircraft attitude and altitude timeline

Figure 2: Aircraft attitude and altitude timeline

Source: ATSB

Context

Aircraft information

VH-KFT was a Robinson Helicopter Company R66, serial number 1138. It was manufactured in the United States in 2022 and registered in Australia in June 2022. The helicopter was fitted with a Rolls-Royce 250-C300/A1 gas turbine engine. VH-KFT underwent its first 100‑hour/annual inspection on 24 August 2023 at a total time in service of 97.8 hours. At the time of the accident, the hour meter showed a total time in service of 117.6 hours.

Onboard camera

The aircraft was fitted with a factory‑installed, forward‑facing cockpit camera mounted in the roof lining, close to the centre line of the aircraft and behind the cockpit seats (Figure 3).

Figure 3: Cockpit camera location

Figure 3: Cockpit camera location

Source: ATSB

The Robinson Helicopter Company Cockpit camera user guide, stated:

The cockpit camera records 4K video, intercom audio and radio communications, and GPS position both internally and to a removable flash drive inserted in the front of the camera housing. The internal memory retains only the most recent 3 hours of video and is not user accessible. Recording starts automatically when the helicopter battery switch is turned on and stops when it is turned off.

The system also measured and recorded 3‑axis accelerometer and gyroscope data. Vertical accelerometer data recovered from the accident flight identified the existence of a low-G condition prior to the in‑flight break‑up (see the section titled Recovered data).

Autopilot system

The helicopter was fitted with a Genesys Helisas 2‑channel autopilot (AP) system to reduce pilot workload. The system’s primary AP mode, Stability Augmentation System (SAS), maintained a selected aircraft attitude using the aircraft’s pitch and roll flight control channels only. The system did not provide collective or yaw flight control inputs, which were required to be manually controlled by the pilot. Additional AP modes, available at airspeeds above 44 kt, included:

  • heading mode
  • altitude mode
  • navigation mode
  • vertical navigation mode
  • backcourse mode.

SAS was required to be engaged before these AP modes could be selected.

Cyclic pitch and roll control were provided by 2 electromechanical servo‑actuators connected to the cyclic flight control channels via electro‑magnetic clutches. The direct mechanical connection of the servo‑actuators to the cyclic pitch and roll channels resulted in the pilot’s cyclic control moving with the AP inputs, and therefore could be directly observed by the pilot in flight.

The AP control panel was located in the instrument panel. It consisted of a row of push‑on, push‑off buttons to allow selection of the SAS, and individual modes, with corresponding indicator lights. Further control was provided by a cyclic‑mounted AP DISC/OFF[1] button, and Force Trim Release (FTR)[2] button. Regardless of the selected modes, the system allowed the pilot to override the AP by applying a small force to the cyclic control to fly the aircraft without autopilot influence. If the pilot then released the cyclic control, the autopilot would re‑engage to maintain the original target attitude and/or engaged mode condition provided the FTR button had not also been depressed.

AP mode status was visually indicated by annunciator lights above the mode selection buttons. An unlit light indicated the mode was off, while a white light indicated a mode had been armed but was not engaged. A green light indicated the mode was engaged. An audio chime was provided to the pilot’s headset to notify the pilot of engagement and disengagement of the autopilot system. Both the lights and chime information were present on the recovered flight video (Figure 4).

Figure 4: Autopilot control panel

Figure 4: Autopilot control panel

Source: ATSB and Genesys AeroSystems, annotated by the ATSB

On the accident flight the following AP modes were engaged:

  • SAS mode. SAS maintained the aircraft attitude at the time it was selected.
  • Heading mode. The AP maintained a selected heading, by cyclic roll inputs., Once engaged, the aircraft could be steered by adjusting the heading bug[3] on the primary multi‑function display unit.
  • Altitude mode. The AP maintained the aircraft altitude by cyclic pitch inputs. The AP system was not capable of making collective control inputs, therefore any significant cyclic inputs made by the AP to maintain altitude would affect the aircraft airspeed. In those circumstances, the pilot was required to apply collective inputs to control aircraft airspeed.
Rotor system 

The Robinson R66 main rotor hub assembly design is a semi‑rigid rotor head, otherwise known as a teetering rotor head. During normal flight, the  main rotor blades are free to flap independently via the coning hinges, and the rotor is free to teeter around its designed flight axis via the teeter hinge, while elastomeric teeter stops limit the degree of teetering (Figure 5).

Under certain specific flight conditions, semi-rigid rotor systems are susceptible to extreme teetering where the blades teeter beyond their normal operational range, resulting in what is commonly known as ‘mast bumping’ (see the section titled Low-G mast bumping).

Figure 5: Robinson main rotor head

Figure 5: Robinson main rotor head

Image modified to remove spindle tusks and droop stop bolt for clarity. Source: Robinson Helicopter Company, modified and annotated by the ATSB

Weight and balance

The pilot filled the aircraft fuel tanks prior to departing Cessnock Airport, and the pilot was the only person aboard the aircraft. A small dog was located on the back seat. Weight and balance calculations were completed by the ATSB using the R66 pilot’s operating handbook (POH), aircraft weight and balance record, pilot’s medical records, and an assumption of 10 kg of cargo.

The estimated aircraft weight when it departed Cessnock was 960 kg. The aircraft would have consumed about 33 kg of fuel[4] in the 30 minutes between departure and the accident, providing an estimated weight of 927 kg at the time of the accident. At both weights the aircraft was within the centre of gravity limitations stated in the POH and below the maximum take‑off weight of 1,225 kg. 

Pilot information

The pilot held a private pilot licence (helicopter), with the required ratings and endorsements to operate the helicopter under the visual flight rules[5] (VFR). The pilot also held a current class 2 aviation medical certificate.

Prior to the accident, the pilot had recorded a total flying time of 1,097.6 hours in their logbook, with the last entry recorded on 11 June 2023. Additionally, dated aircraft running sheets were recovered recording an additional 27.7 hours in the accident aircraft, updating the pilot’s total recorded flying time to 1,125.3 hours, last recorded on 20 October 2023 in VH‑KFT, at 112.85 airframe hours.

At the time of the accident, the aircraft hour meter recorded 117.64 hours, including at least 4 hours of factory pre-delivery testing. Assuming that the accident pilot was the only person to fly the accident aircraft, and no other unrecorded flying was completed in another aircraft; a total flying time of 1,130.1 hours was extrapolated. These hours included 117.6 hours in the R66, 1,007 hours in R44 and R22 combined, and 5.5 hours in Bell 206 helicopters. Of these hours, about 14.64 hours were logged in the 30 days prior to the accident, all in VH‑KFT.

The investigation identified a non‑disclosed reportable medical condition, which may have increased the risk of medical impairment in flight. As the pilot was not recovered following the accident, the ATSB was unable to gain any further medical information from a post‑mortem examination or toxicological assessment. However, the recovered video and audio showed no indications of impairment. Further, the pilot’s medical records show that the condition was likely controlled by medication that was unlikely to present a risk to flight safety. 

The pilot completed a single engine helicopter flight review in KFT, on 11 September 2022, which was valid until September 2024, and the Robinson Helicopter Company Overseas Helicopter Pilot Safety course on 15 February 2023.

72-hour history

The ATSB was unable to determine the pilot’s activity (including sleep history) in the 72 hours prior to the accident, primarily due to the pilot living alone. However, some information was available, namely:

  • On the night of 24 October 2023, the pilot slept well and rose at about 0600 the next morning, which was typical.
  • At 2227 on 25 October 2023, the pilot sent a text message.
  • 0604 on 26 October 2023 (accident morning), first recorded ADS-B data point recorded north‑east of Jindabyne, New South Wales, likely corresponding to the aircraft departure from Jindabyne.
  • At 0900 on 26 October 2023, the pilot sent a text message about the weather conditions.

The pilot’s National Aeronautical Information Processing System login was last accessed on 24 October 2023.

With the limited information available, it was not possible to determine whether, at the time of the accident, the pilot was operating with a level of fatigue known to affect performance. However, from the available history, the pilot had about 6 hours of sleep opportunity the night before the accident.

Wreckage

On 28 October 2023, New South Wales Police divers located the helicopter’s cabin and tail boom on the sea floor of Providence Bay at a depth of about 5 m. The wreckage was recovered to a secure facility in Newcastle for examination by the ATSB. The entire windshield and forward cabin roof section, as well as the main rotor head and both main rotor blades, were not located during the sea search operation (Figure 6).

Figure 6: Recovered fuselage

Figure 6: Recovered fuselage

Source: ATSB

The ATSB’s examination of the recovered helicopter structure indicated that a main rotor blade had likely impacted the right side of the cabin. Damage to the fuselage below the pilot’s seat, evidence of main rotor blade paint transfer, and damage to the cyclic control column were all consistent with main rotor blade impact on the right side of the cabin.

Although the main rotor head and blades were not initially[6] recovered, mast bending, cross section ovalisation, impact marks below the fracture surface and fracture surface features (Figure 7), were all consistent with tensile overstress failure due to extreme teetering and mast bumping. No evidence of pre‑existing defects, such as fatigue‑related cracking, were evident on the fracture surfaces.

Figure 7: Main rotor mast fracture surface

Figure 7: Main rotor mast fracture surface

Source: ATSB

The tail boom separated from the fuselage, aft of the engine fairing, from contact with a main rotor, prior to impacting the water. Damage to the fuselage was consistent with the fuselage impacting the water on the left side. No pre‑existing faults or damage were identified.

The aircraft’s cockpit camera (Figure 3) was liberated from the aircraft during the accident sequence. It was found on a beach near to the accident site by a member of the public and handed to local authorities, and subsequently provided to the ATSB for data recovery and analysis.

The 32 GB internal memory SD card was intact and a complete video recording of the accident flight, with audio and data, was recovered from the camera. A 128 GB SD card and USB adapter plugged into the external USB port was also recovered which also contained recorded video of the accident flight (see the section titled Recovered data).

Low-G operation

During flight under normal operating conditions, a helicopter with a semi‑rigid rotor design hangs under the main rotor disc at the teeter hinge under the influence of a combination of gravity (G[7]) and flight manoeuvring loads. The rotor disc provides lift, and can be tilted to allow horizontal movement of the helicopter

An aircraft at rest, or in non‑accelerating flight, is said to be experiencing 1 G. This is due to the force of gravity always acting on the aircraft. An aircraft accelerating through the air is said to be experiencing a G load.[8] During periods of increased G load, above 1 G, such as at initiation of a climb or during a turn, the pilot may experience feeling heavy in their seat. 

A low‑G condition describes the reduction in G load below 1 G acting on the fuselage, either due to control inputs, or as a result of turbulence. In a low‑G condition the pilot may experience feeling light, or even weightless, in their seat.

In a helicopter with a teetering rotor design, during periods of low‑G, the main rotor disc is still controlled by pilot flight control inputs and the disc is able to be tilted in pitch or roll, but the ability for the rotor disc to control the movement of the fuselage is reduced. A low‑G condition does not require a completely zero G loading in order to affect control, any reduction from 1 G can affect helicopter controllability, but effects become more severe with a decrease in G loading, and will persist until the main rotor is reloaded, and the normal rotor/fuselage control relationship is restored.

Tail rotor thrust 

The purpose of the tail rotor is to provide thrust to counter the torque reaction created by the main rotor. Thrust produced by the tail rotor is modulated to counteract the torque produced by the main rotor. The controllable tail rotor thrust also allows the pilot to rotate the aircraft about the vertical axis, also known as the yaw axis, when hovering and maintaining balanced forward flight.

The tail rotor in Robinson aircraft is located above the aircraft’s centre of gravity, which results in the force from the tail rotor also causing the aircraft to rotate about its horizontal, or roll, axis, in addition to the yaw movement (Figure 8). This rolling force is small and is corrected by main rotor roll inputs. 

Figure 8: Tail rotor force in flight and low-G

Figure 8: Tail rotor force in flight and low-G

Source: Robinson Helicopter Company, modified and annotated by the ATSB

Robinson asymmetrical horizontal stabiliser

The horizontal stabiliser counters the tendency of the helicopter to adopt a nose down attitude in forward flight, which increases with forward speed. The Robinson horizontal stabiliser is an inverted aerofoil, which produces a downward force by aerodynamic action. An increase in angle of attack amplitude, associated with a helicopter pitching nose down in flight, or an increase in forward airspeed, increases the magnitude of the downward force, and pushes the tail down to maintain a level attitude. 

Due to the asymmetric design of the stabiliser on Robinson helicopters, the downward force produced by the stabiliser is offset to the right of the aircraft centre of mass. This offset also creates a right rolling moment on the aircraft fuselage, which increases with airspeed. This tendency to roll right is countered by a left tilt of the main rotor disc that provides an opposing left roll moment on the fuselage to assist the maintenance of level flight (Figure 9).

Figure 9: Stabiliser force in flight and low-G

Figure 9: Stabiliser force in flight and low-G

Source: Robinson Helicopter Company, modified and annotated by the ATSB

Low-G mast bumping

Mast bumping, also known as extreme teetering, is a phenomenon that can occur in helicopters with a semi‑rigid main rotor head design. It describes the condition where the teetering angle of the main rotor disc, relative to the main rotor mast, exceeds the design limits of the system, and the main rotor spindles contact the main rotor shaft.

Robinson helicopters incorporate soft elastomeric teeter stops that allow contact under normal conditions where teetering can be expected, such as landing across a slope. Normal teeter stop contact will be felt by the pilot as a 2-per revolution vibration and serves as a warning of the teeter limit being reached. Extreme teetering under low‑G conditions destroys the teeter stops and results in spindle to mast contact (Figure 10).

Mast bumping can generally be identified by extensive damage to the teeter stops and varying degrees of damage to the main rotor shaft. It can also result in failure of one or both pitch links, allowing uncontrolled pitching of the blade(s), allowing the blade(s) to deviate from their normal path of rotation and contact with the airframe. Severe mast bumping can result in the failure of the main rotor mast, and separation of the main rotor head in flight.

During a low‑G condition the influence of the main rotor forces on the fuselage, which include the right roll countering force are reduced. However, the right rolling moment produced by the asymmetric stabiliser and tail rotor are still present. This results in the fuselage rolling to the right (Figure 8 and Figure 9). At higher airspeeds the right roll rate increases with increasing horizontal stabiliser down force and the pilot’s ability to counteract the roll reduces with reducing G. Reducing airspeed reduces the rolling moment, but reloading the rotor with gentle aft cyclic restores the main rotor force influence and allows the pilot to correct the condition. 

The manufacturer reported that the tail rotor thrust contribution to the right roll is minor in comparison to the stabiliser force and therefore is not the primary cause of the uncommanded right roll during a low-G condition in Robinson helicopters with the asymmetric stabiliser fitted.

If the pilot responds to a low‑G/right roll by applying left cyclic input before reloading the disc, the rotor disc will tilt (teeter) left without affecting the roll. The left main rotor tilt without the corresponding fuselage reaction reduces the clearance between the main rotor blade spindle and the main rotor mast. In extreme teetering cases the clearance reduces to zero and destroys the elastomeric teeter stops, resulting in the blade spindle bumping into the mast (Figure 10).

Figure 10: Main rotor mast bump

Figure 10: Main rotor mast bump

Image modified to remove spindle tusks and droop stop bolt for clarity. Source: Robinson Helicopter Company, modified and annotated by the ATSB

To reduce the risk of mast bumping, Robinson Helicopter Company specifies the correct response to a low‑G induced right roll is to resist the instinctive response of left cyclic, and instead apply gentle aft cyclic, tilting the rotor disc aft. The aft tilt restores the rotor disc/fuselage loading relationship, arresting the right roll and allows the pilot’s lateral control inputs to influence the fuselage. Left cyclic can then be applied to level the helicopter.

Symmetrical stabiliser modification

Robinson Helicopter Company (RHC) has developed a symmetrical stabiliser modification applicable to all Robinson models. The modification alleviates the low‑G/right roll phenomenon associated with the stabiliser by repositioning the horizontal stabiliser aerodynamic downward force in line with the aircraft centre of mass. RHC has stated that, while an uncommanded roll will still develop in a low‑G condition, its rate is greatly reduced, allowing pilots more time to recognise and respond appropriately.

At the time of writing, all models of Robinson Helicopters were being manufactured with the symmetrical stabiliser fitted. RHC has also advised that all asymmetrical stabilisers are being replaced with the symmetrical unit when they are returned to the factory for overhaul or repair. Symmetrical stabilisers were also available directly from RHC for retrofit outside of the factory. 

Environmental conditions

Forecasts and observations

The Bureau of Meteorology (BoM) Graphical Area Forecast valid for the airspace surrounding Newcastle, at the time of the accident, forecast broken stratus[9] cloud between 800‍–‍2,000 ft AMSL, and overcast Stratocumulus[10] cloud (with implied moderate turbulence) between 2000‍–‍6,000 ft AMSL.

Forecast wind data in the Williamtown terminal area forecast (TAF), issued and valid at the time of the pilot’s departure, predicted 16 kt winds from 170° within 9 km of the airport.

Figure 11: Grid point wind temperature forecast

Figure 11: Grid point wind temperature forecast

Source: Bureau of Meteorology, annotated by the ATSB

The grid point wind temperature (GPWT) forecast issued and valid at the time of the pilot’s departure predicted 17 kt and 21 kt at 1,000 and 2,000 ft altitudes respectively. Of note, the BoM regional GPWT forecast charts displayed data in a grid of 1.5° latitude by 1.5° longitude, with the data given valid for the mid-point of each square only. The BoM Graphical Area Forecast and AIRMET User Guide, stated:

It should be noted that the GPWT forecast is valid for the centre of the grid box and not necessarily for the … location in that box. 

In this instance the centre point of the grid encompassing Yacaaba Headland was about 73 km, south‑west of the headland, and located over land. Wind speed over land is typically lower than the same wind over water, this is due to the land creating friction between the wind and surface. In that context, the GPWT region located over sea to the east of the headland was likely more representative of the actual conditions at Yacaaba Headland at the time of the accident (Figure 11). This grid predicted 27 kt at 1,000 and 2,000 ft.

Table 1: Weather forecast data

 26 Oct

Wind

Cloud

Temp

Source

Time

DirSpeed

Gust

AltitudeCoverHeight°C
TAF Williamtown (Valid 0900–0300)

0822

17016 kt26 ktSurface5-7/82000 ft15
GPWT Forecast (Valid 0900–1200)[11]

0557

17018 kt 1,000 ft  10
GPWT Forecast (Valid 0900-1200)

0557

17021 kt 2,000 ft  8
GPWT Forecast One Grid East

0557

16027 kt 1,000 ft  13
GPWT Forecast One Grid East

0557

16027 kt 2,000 ft  11

The closest BoM observation station to the accident site was Nelson Bay, about 4 km south‑west of Mount Yacaaba. However, recorded observations at Nelson Bay were limited in scope and frequency, and the BoM advised that they were not representative of the conditions at Mount Yacaaba at the time of the accident. Therefore weather observation and forecast information was acquired from multiple sources to develop an understanding of the likely conditions in the area at the time of the accident (Table 1 and Table 2).

The surface wind observations for Williamtown recorded surface wind speed of 12 kt from 190° at 0900, and 15 kt from 180° at 0930. The Cessnock Airport data was excluded due to its distance from the accident site. The Nelson Bay data was close to the accident site, but the wind observation was excluded based on advice from the BoM that it was likely unrepresentative. 

Table 2: Weather observation data

 

26 Oct

Wind

Cloud

Temp

Source

Time

DirSpeed

Gust

AltitudeCoverHeight°C

METAR Cessnock

0900

180

8 kt

 

Surface  14

SPECI Williamtown

0900

190

12 kt

 

Surface5-7/81100 ft14

METAR Williamtown 

0930

180

15 kt

 

Surface3-4/81000 ft15
BoM Williamtown Observation

0900

18012 kt16 ktSurface  14.3
 

0930

18015 kt23 ktSurface  14.7

BoM Nelson Bay Observation

0900

1808 kt Surface8/8 14.4

Atmospheric Sounding Williamtown

0900

17025 kt 500 ft  13

 

0900

17030 kt 1,500 ft  10.5

Doppler wind radar located at Lemon Tree Passage, about 15 km east‑south‑east of Yacaaba Headland, recorded wind speed between 5‍–‍22 kt (10‍–‍40 km/h), from 150°‍–‍170° at 0924, about 4 minutes after the accident (Figure 12). However, doppler wind radar is limited to measuring the radial component of wind only, that is wind heading directly toward or away from the radar. Also, the doppler beam is designed to be emitted at a slightly elevated angle to avoid interference from nearby objects or topography. This results in the beam measuring windspeed at an altitude that increases with the distance from the radar.[12] An additional complication is produced by a beam refraction due to temperature and humidity.

For these reasons the doppler wind data was considered to only be indicative of the wind speed and direction above Yacaaba Headland.

Figure 12: Doppler wind image

Figure 12: Doppler wind image

Source: Bureau of Meteorology, annotated by the ATSB

The wind measured by the Williamtown atmospheric sounding showed wind speeds between 25‍–‍30 kt at 500 and 1,500 ft respectively, from 170°.

Considering all the sources of data, it was assessed that the wind above Yacaaba Headland was likely between 25‍–‍30 kt from 170°. 

The Civil Aviation Safety Regulations,[13] regarding pilot access to weather data, required that pilots review weather forecast and observation data within 1 hour of departure. The pilot’s Electronic Flight Bag was not recovered, however their National Aeronautical Information Processing System (NAIPS) account login had not been accessed since 24 October 2023, 2 days prior to the accident flight.

It is possible that the pilot accessed weather forecast and observation data from another source, but the investigation did not find any evidence of this. As such, details of the pilot’s knowledge of the weather immediately prior to departure, including the wind strength and direction, could not be determined.

However, a text message from the pilot’s mobile phone while in flight indicated that the pilot selected the coastal VFR route, rather than heading directly to their destination, to remain below the cloud base. This suggested that the pilot had some awareness of the expected weather conditions prior to departing Cessnock or the direct route was obviously not viable. 

Turbulence

The BoM hazardous weather phenomena, turbulence brochure uses the following descriptions for turbulence categories:

Mechanical turbulence occurs due to frictional forces on the surface wind creating turbulent eddies. The intensity of mechanical turbulence is primarily dependent on wind speed, surface roughness and atmospheric stability near the surface. The intensity increases as both overlying wind speed and surface roughness increase, and when air flow is forced by obstacles to diverge around, or converge through gaps in, barriers. Winds over the ocean are subject to less frictional stress than winds over land.

Orographic turbulence is initiated by large-scale displacement of airflow by hills, mountains and islands. In general, upward displacement and consequential gravitational forcing lead to the development of mountain waves, downslope winds and rotors. Mountain waves form above and downwind of topographic barriers when strong winds blow with significant vector component perpendicular to the barrier in a stable environment. If air is being forced over terrain, it will move downward along lee slopes, then obstacle in a series of waves as it moves downstream, sometimes propagating long distances downwind. Aircraft may encounter severe turbulence in the wake of isolated islands when the atmosphere is stable. In these instances, air is forced around the obstacle rather than over them, producing both horizontal and vertical vortices and thereby adding to complex turbulent motions in the obstacles wake. These lee side horizontal disturbances are called von Karman vortices and can rotate both clockwise and anticlockwise directions.

Further reference to turbulence in the report will refer to both mechanical and orographic turbulence.

Figure 13: Schematic representation of turbulent flow

Figure 13: Schematic representation of turbulent flow

Source: UK Meteorological Office, Handbook of Aviation Meteorology

The effects of terrain on airflow are complex and unpredictable. However, in the case of isolated, small‑scale topography (less than a few kilometres in horizontal extent) simplifications can be made, and turbulence can be assessed using wind speed and topography only (Figure 13). The orientation of the terrain to the relative wind can also introduce complexities, so for the purpose of this discussion we will only consider airflow perpendicular to an obstacle. In these simplified cases, for topography where the slope is greater than about 18°, recirculating eddies can be expected on both the windward and lee sides. Where the slope exceeds about 45°, the turbulent region may extend downwind by trailing vortex circulations. If wind speed exceeds about 20 kt severe turbulence may be present extending some distance downwind, and up to twice the height of the hill (UK MET, 1994). 

Figure 14: Turbulent areas over Yacaaba Headland

Figure 14: Turbulent areas over Yacaaba Headland

Source: Google Earth, annotated by the ATSB

Yacaaba Headland is connected to the mainland by an isthmus, resulting in the headland peak being surrounded by sea, or low terrain in all directions. The headland measures about 1.8 km from east to west, and about 750 metres north to south. The headland rises steeply from the sea surface to the peak at 218 metres (715 ft), over about 200–250 metres south to north. The peak forms part of a ridge from east to west, reducing in altitude to about 80–100 metres (260–320 ft) at the point where the aircraft crossed, forming a steep scarp (about 45°) on the southern face of the headland (Figure 14 and Figure 15).

Figure 15: Turbulent areas around Yacaaba Headland

Figure 15: Turbulent areas around Yacaaba Headland

Source: Google Earth and NSW Spatial Services (DCS), annotated by the ATSB

Video footage recovered from the aircraft showed differences between the sea surface conditions on the north and south side of the headland, indicative of the presence of wind and turbulence (Figure 16):

  • On the south side of the headland, the surface swell and wave white caps were indicators of south‑easterly surface wind strengths of about 11–21 kt (Table 3).
  • On the north side of the headland the sea surface was noticeably calmer, due to the shielding effect of the headland. However, dark patches on the sea surface, known as cat’s paws, indicated the presence of localised gusts accompanied by turbulence. (Marin, 1996).

Figure 16: Sea surface turbulence indicators

Figure 16: Sea surface turbulence indicators

Source: ATSB

Table 3: Beaufort wind scale

Speed (Knots)DescriptionSpecification
11–16Moderate BreezeSmall waves, becoming larger; fairly frequent white horses.
17–21Fresh BreezeModerate waves, taking a more pronounced long form; many white horses are formed.
22–27Strong BreezeLarge waves begin to form; the white foam crests are more extensive everywhere.

Recovered data

Data was recorded on the recovered cockpit camera internal 32 GB microSD, and external 128 GB card. The camera was dismantled by the ATSB to gain access to the internal microSD card. Data from both cards was extracted using a write‑protected forensic recovery unit. The internal 32 GB microSD card contained GPS and sensor data, video, and audio files, and the external 128 GB card contained video files only.

The internal 32 GB card was not readable by common software due to a data error caused by the sudden loss of power to the unit during the accident sequence. A repair was conducted by the ATSB, with assistance from Robinson Helicopter Company, after which a 30Hz MP4 format video and audio file was recovered and analysed. Also recovered from the internal 32 GB card was GPS and sensor data recording 3-axis aircraft accelerations and rotations at 10Hz fidelity.

Synchronisation of the sensor, video, and audio data was completed using data landmarks over multiple points across the extent of the recovered data, resulting in a high level of confidence in the accurate synchronisation of the data types. An accurate synchronisation provided assurance that the precise sequence of events could be determined to within 0.5 second increments.

Figure 17: Onboard video from VH-KFT, in a 15° left bank (immediately prior to the final right roll)

Figure 17: Onboard video from VH-KFT, in a 15° left bank (immediately prior to the final right roll)

Source: ATSB

The pilot’s fore and aft cyclic flight control inputs, shown in the accident flight video, were measured. To achieve this, the ATSB used a sample video provided by Robinson Helicopter Company that showed the full range of cyclic motion in an exemplar R66 helicopter. The sample video showed the fore and aft positions of the cyclic measured in 1.0-inch increments on a measuring tape. Each 1.0-inch increment was marked as a red horizontal line in the scale shown in the right image of Figure 17. The scale was overlaid onto the accident flight video frames referencing common fixed locations in the cockpits of the exemplar aircraft and the accident aircraft. 

Measurement of the pilot’s fore and aft cyclic flight control inputs, and the aircraft’s roll angle relative to the visible horizon in the final 13 seconds of the accident flight were performed in 0.5 second increments. An instantaneous roll rate was calculated by dividing the change in measured roll angle with the elapsed time.

The measured fore-aft cyclic position was compared to instantaneous roll rate and accelerometer data (Figure 18) to assess the potential contribution of the cyclic movement to the recorded low‑G. Lateral cyclic position was observed but not precisely measured.

Figure 18: Vertical-G and cyclic fore/aft inputs

Figure 18: Vertical-G and cyclic fore/aft inputs

Source: ATSB

Vertical accelerometer data showed significant and variable G loading throughout the final 12 seconds of flight. Between +2 and −0.6 G was recorded prior to the rapid right roll and final rapid reduction to zero G during the final 3.5 seconds (Figure 19). Roll angle data showed the aircraft was subject to roll acceleration throughout the entire final 12 seconds of flight, and the rapid right roll in the final 3.5 seconds coincided with the sharp decrease in vertical G.[14] In the 1 second leading up to the final right roll, vertical G loading decayed rapidly from about +1.6 G, holding briefly at about +0.9 G, before reducing rapidly again to around zero G after the initiation of the right roll.

Indicated airspeed was read directly from the airspeed gauge, visible in the accident flight video. Airspeed varied rapidly and significantly between 100 and 135 kt during the aircraft’s encounter with turbulence (Figure 19). The rapid fluctuations presented on the airspeed gauge were possibly caused by the air pressure or direction fluctuations typical in turbulent air, and not necessarily indicative of ground speed changes. The pilot made no visible attempt to slow the aircraft using coordinated cyclic and collective control inputs during the turbulence encounter.

Figure 19: Vertical-G, roll angle, and indicated airspeed

Figure 19: Vertical-G, roll angle, and indicated airspeed

Airspeed smoothed for graph. Last second of flight cropped for clarity. Source: ATSB 

Pilot cyclic control inputs

In the 10 seconds leading up to the loss of control, the pilot made smooth, gentle cyclic roll inputs in response to the attitude perturbations caused by turbulence. Additionally, coincident with the time of initiation of the low‑G (about 4 seconds prior to the loss of control), a 0.25 inch forward cyclic movement was initiated and maintained for about 1 second. Over the following 1.5 seconds, the cyclic was moved further forward to about 1 inch forward, before returning to the cruise position. The second forward cyclic input also coincided with the pitch attitude of the helicopter reducing by about 6° to an approximately level attitude.

The second forward cyclic movement was also made in conjunction with a progressively increasing left roll cyclic input and may have been unintentional, consistent with the biomechanical action of using the left hand on the cyclic crossbar. It is also possible that the forward cyclic inputs were intentionally applied to arrest the uncommanded climb in the context of the surrounding low cloud base. A localised peak in the recorded right roll rate was recorded concurrently with the 1 inch forward cyclic movement, the roll rate then progressively reduced from about 50º per second to 40º per second over 1.5 seconds (Figure 20).

Cyclic roll inputs made by the pilot appeared to be in response to the roll moments imparted by the turbulent air and low‑G condition. The cyclic roll inputs were smooth and proportional to the roll angle of the aircraft. As the final right roll developed and passed about 45°, full left cyclic was reached and held for the remainder of the flight. 

Low‑G test flight data provided to the ATSB showed a delay of about 0.75 seconds between the initiation of a 1.25 inch, (1.75 second duration) forward/aft cyclic movement and the beginning of a right roll during a test flight at 120 kt[15], in an aircraft fitted with an asymmetric stabiliser.

A similar aircraft reaction delay, of about 0.4 seconds, to aft cyclic movement was also evident in the data which, importantly, arrested the roll rate, but did not stop the roll for at least 1 second. Test flight data analysis was terminated 1.5 seconds after the roll initiation. Data derived from the test flight video was compared to the accident flight data, which showed a 0.5 inch per second forward cyclic movement to 0.25 inch, about 0.5 seconds prior to the initiation of the right roll (Figure 20). The right roll rate accelerated rapidly in the 0.5 seconds prior to the in‑flight break‑up, after it passed through about 90º right roll, peaking at about 125º per second immediately before the break‑up.

Figure 20: Accident and test flight cyclic fore/aft inputs and roll response

Figure 20: Accident and test flight cyclic fore/aft inputs and roll response

Source: ATSB

The pilot’s dog was located in the back seat of the aircraft, and was not observed interfering with the flight controls at any time. 

Pilot reaction time

In analysing the pilot’s response throughout this occurrence, several factors relating to reaction time require consideration. Human reaction time can be as fast as 110 milliseconds (0.11 seconds) in response to a tactile stimulus under optimal conditions, involving a practiced, single choice, response (Boff, K.R. et al., 1988). Pilot reaction times are dependent on a range of personal and environmental variables.[16] While studies have been conducted to identify and measure individual factors affecting a pilot’s response to a range of in‑flight events (see the section titled Sources and submissions), real world reaction times are significantly variable and events often have multiple relevant factors. Additionally, the overall result is not a simple addition of individual factors’ reaction times (Boff, K.R. et al, 1988).

Table 4 lists a range of studied effects relevant to the task of piloting an aircraft. The impacts of these effects are not a fixed value and vary subject to the particular situation, pilot arousal, focus and attention, and stress.

The significance of these effects is that the time between an event and a pilot reacting to that event can take a considerable amount of time, which is increased if the event is unexpected, elicits a stress response, or the response is not practiced beforehand.

As all these factors are experienced subjectively, their objective existence and influence are difficult to test outside the laboratory. However, their existence is acknowledged and measures such as:

  • specifically-designed aircraft ergonomics
  • warning systems
  • practical training to prepare the pilot in both recognition and response to a particular event

all reduce the need for the pilot to analyse a situation in an emergency, improving response time.

Table 4: Reaction time factors

EffectDescriptionRelevanceReaction time
Vestibular stimuli reaction timeWhen reaction is dependent on the vestibular sense, reaction time can be delayed when compared to touch, visual, or audibleThe pilot is dependent on their vestibular sense to detect a low-G condition.Highly variable. Median value ~ 400 milliseconds
Stimulus-response compatibilityWhen the response to a stimulus is not intuitively compatible with the stimuli, reaction time can increase.To correct the low-G induced right roll, the pilot must apply aft cyclic before left cyclic can be applied.Depending on degree of incompatibility 280 – 660 milliseconds
Multiple response optionsIf more than one possible response is available, response time can increase.In a low-G/right roll, the pilot must decide between the intuitive and the recommended response.Each doubling of alternatives adds ~ 150 milliseconds
Practice effectWhen multiple possible responses to a stimulus are possible, practice of responses reduces reaction time. This effect is greatest when stimulus-response are incompatible, or options are numerous.The inability to safely practice the correct response to the low-G condition results in increased reaction time to unexpected in-flight low-G.Between 1 – 2 seconds
Irrelevant stimuliWhen irrelevant stimuli are simultaneously present, reaction time can increase.Aircraft movement due to turbulence, noises, alarms, and warning lights.<400 milliseconds
Surprise effect

The surprise effect is defined as an emotional and cognitive response to an unexpected event that is difficult to explain and requires a person to change their understanding of the situation.

Surprise cognitive responses include confusion, loss of situational awareness, interruption of ongoing task (freezing), inability to analyse and remember appropriate operating procedures.

Surprise increases arousal and draws attention to the triggering event. It mobilizes the attentional system on the most salient information, which is not the most important in that moment. This condition can significantly affect decision-making, problem solving, and critical skills in handling complex emergency situations.

Between 2.3 – 4.9 seconds (mean reaction time). 

4.42 – 7.79 seconds (90th percentile reaction time).

Chappelow, JW, Smith, PR (1999) CAA Paper 99001, Pilot Intervention Times in Helicopter Emergencies. Civil Aviation Authority, London

Stress responseAcute stress is a likely result of the surprise effect. Stress is thought to cause a shift from analytical skills toward intuitive judgment, making one susceptible to biases.In this case it is likely that the pilot's stress increased as a result of the evolving loss of control of the aircraft. That resulted in the incorrect application of a partially fitting solution that was easily retrieved from memory due to recent experiences.Variable dependent on subjective experience. 

Source: Boff, K. R., & Lincoln, J. E. Engineering Data Compendium 1988 & Diarra M, Marchitto M, Bressolle M-C, Baccino T and Drai‑Zerbib V (2023) A narrative review of the interconnection between pilot acute stress, startle, and surprise effects in the aviation context: Contribution of physiological measurements.

Operational guidance

Pilot operating handbook

The R66 POH contained several limitations, cautions, and notices pertaining to general aircraft flight, flight in turbulence, and the low‑G condition. Relevant to the circumstances of this accident flight, they were:

  • Section 2 Limitations.  AIRSPEED LIMITS.
    NEVER EXCEED AIRSPEED (Vne) Below 2200 lb (998 kg) TOGW 140 KIAS
  • Section 2 Limitations. FLIGHT AND MANEUVER LIMITATIONS.
    Low-G cyclic pushovers prohibited CAUTION A pushover (forward cyclic maneuver) performed from level flight or following a pull-up causes a low-G (near weightless) condition which can result in catastrophic loss of lateral control. To eliminate a low-G condition, immediately apply gentle aft cyclic. Should a roll commence during a low-G condition, apply gentle aft cyclic to reload rotor before applying lateral cyclic to stop roll.
  • Section 2 Limitations. INSTRUMENT MARKINGS.
    DO NOT EXCEED 110 KIAS EXCEPT IN SMOOTH AIR
  • Section 2 Limitations. PLACARDS.
    LOW-G PUSHOVERS PROHIBITED
  • Section 4. NORMAL PROCEDURES.
    RECOMMENDED AIRSPEEDS
    Maximum Cruise. 110 KIAS (Do not exceed except in smooth air and then only with caution)
    Significant turbulence[17]. 60 to 70 KIAS
  • Section 4. NORMAL PROCEDURES.
    CRUISE
    2. … Maximum recommended cruise speed is 110 KIAS.
    CAUTION Do not exceed 110 KIAS except in smooth air and then only with caution. In turbulence, use lower airspeed. If turbulence is significant or becomes uncomfortable for the pilot, use 60 to 70 KIAS.
  • Section 9. HELISAS AUTOPILOT
    CAUTION The autopilot is intended to enhance safety by reducing pilot workload. It is not a substitute for adequate pilot skill nor does it relieve the pilot of the responsibility to monitor the flight controls and maintain adequate outside visual reference.
  • Section 10. SAFETY TIPS AND NOTICES
    SAFETY TIPS
    1. Never push the cyclic forward to descend or to terminate a pull-up (as you would in an airplane). This may produce a low-G (weightless) condition which can result in a main rotor blade striking the cabin. Always use the collective to initiate a descent.
    PILOT KNOWLEDGE AND PROFICIENCY
    - Low-G and mast bumping (Ref SNs 11, 29, and 32)
    • Avoidance
      • Reduce airspeed in turbulence
      • Monitor airspeed when lightly loaded
      • Ensure passenger controls are removed
    • Recognition and recovery
      CAUTION Never practice/demonstrate low-G in flight. Low-G training should be knowledge based only.

Three safety notices in the Robinson R66 POH were also relevant:

Safety Notice SN-11 LOW-G PUSHOVERS – EXTREMELY DANGEROUS

Pushing the cyclic forward following a pull-up or rapid climb, or even from level flight, produces a low‑G (weightless) flight condition. If the helicopter is still pitching forward when the pilot applies aft cyclic to reload the rotor, the rotor disc may tilt aft relative to the fuselage before it is reloaded. The main rotor torque reaction will then combine with tail rotor thrust to produce a powerful right rolling moment on the fuselage. With no lift from the rotor, there is no lateral control to stop the rapid right roll and mast bumping can occur. Severe in‑flight mast bumping usually results in main rotor shaft separation and/or rotor blade contact with the fuselage.

The rotor must be reloaded before lateral cyclic can stop the right roll. To reload the rotor, apply an immediate gentle aft cyclic, but avoid any large aft cyclic inputs. (The low‑G which occurs during a rapid autorotation entry is not a problem because lowering the collective reduces both rotor lift and rotor torque at the same time.)

Never attempt to demonstrate or experiment with low‑G maneuverers, regardless of your skill or experience level. Even highly experienced test pilots have been killed investigating the low‑G flight condition. Low‑G mast bumping is almost always fatal.

NEVER PERFORM A LOW-G PUSHOVER!!

Safety Notice SN-29 AIRPLANE PILOTS HIGH RISK WHEN FLYING HELICOPTERS

There have been a number of fatal accidents involving experienced pilots who have many hours in airplanes but with only limited experience flying helicopters.

The ingrained reactions of an experienced airplane pilot can be deadly when flying a helicopter. The airplane pilot may fly the helicopter well when doing normal maneuvers under ordinary conditions when there is time to think about the proper response. But when required to react suddenly under unexpected circumstances, he may revert to his airplane reactions and commit a fatal error. Under those conditions, his hands and feet may move purely by reaction without conscious thought. Those reactions may well be based on his greater experience, ie., the reactions developed flying airplanes.

For example, in an airplane his reaction to a stall warning horn (stall) would be to immediately go forward with the stick and add power. In a helicopter, application of forward stick when the pilot hears a horn (low RPM) would drive RPM even lower and could result in a rotor stall, especially if he also “adds power” (up collective). In less than one second the pilot could stall his rotor, causing the helicopter to fall out of the sky.

Another example is the reaction necessary to make the aircraft go down. If the helicopter must suddenly descend to avoid a bird or another aircraft, he rapidly lowers the collective with very little movement of the cyclic stick. In the same situation, the airplane pilot would push the stick forward to dive. A rapid forward movement of the helicopter stick under these conditions would result in a low “G” condition which could cause mast bumping, resulting in separation of the rotor shaft or one blade striking the fuselage. A similar situation exists when terminating a climb after a pull-up. The airplane pilot does it with forward stick. The helicopter pilot must use his collective or a very gradual, gentle application of forward cyclic.

To stay alive in the helicopter, the experienced airplane pilot must devote considerable time and effort to developing safe helicopter reactions. The helicopter reactions must be stronger and take precedence over the pilot’s airplane reactions because everything happens faster in a helicopter. The pilot does not have time to realize he made the wrong move, think about it, and then correct it. It is too late; the rotor has already stalled or a blade has already struck the airframe and there is no chance of recovery. To develop safe helicopter reactions, the airplane pilot must practice each procedure over and over again with a competent instructor until his hands and feet will always make the right move without requiring conscious thought. AND ABOVE ALL, HE MUST NEVER ABRUPTLY PUSH THE CYCLIC STICK FORWARD.

Safety Notice SN-32 HIGH WINDS OR TURBULENCE

Flying in high winds or turbulence should be avoided.

A pilot’s improper application of control inputs in response to turbulence can increase the likelihood of a mast bumping accident. If turbulence is encountered, the following procedures are recommended:

• 1. Reduce power and use a slower than normal cruise speed. Mast bumping is less likely at lower airspeeds.

• 2. For significant turbulence, reduce airspeed to 60 - 70 knots.

• 3. Tighten seat belt and rest forearm on right leg to minimise unintentional control inputs. Some pilots may choose to apply a small amount of cyclic friction to further minimise unintentional inputs.

• 4. Do not over control. Allow aircraft to go with turbulence, then restore level flight with smooth, gentle control inputs. Momentary airspeed, heading, altitude, and RPM excursions are to be expected.

• 5. Avoid flying on the downwind side of hills, ridges, or tall buildings where turbulence will most likely be severe.

The helicopter is more susceptible to turbulence at light weight. Reduce speed and use caution when flying solo or lightly loaded.

ATSB Safety advisory notice to Robinson Helicopter pilots and operators AO-2023-051-SAN-01

Shortly after this accident, the ATSB released the following safety advisory notice that emphasised several of the key points detailed above:

Anticipate turbulence and slow down
Although further analysis is required to establish the contributing factors in this accident, the circumstances as far as they are known at this time suggest that the helicopter encountered turbulence, followed by a low‑G condition immediately prior to the in‑flight break‑up. The ATSB therefore considers it prudent to draw attention to Robinson’s advice regarding flight in turbulent conditions and avoidance/recovery from low‑G flight until such time as the factors that contributed to this accident can be fully established.
Awareness of conditions likely to produce turbulence, and slowing down prior to encountering turbulence, could increase the time available to recognise and respond to a low‑G condition in Robinson Helicopters.

Related occurrences

Between 2014 and 2023, the ATSB recorded 2 (including this event) fatal mast bumping accidents in Robinson aircraft where turbulence was identified as a factor.

In the same 9-year period, the United States (US) National Transportation Safety Board (NTSB) recorded 2 similar occurrences, which were able to be confidently attributed to low-G in‑flight break‑up with a likely environmental contribution. Several other NTSB reports into Robinson accidents were considered in this process, however the publicly available NTSB accident reports into Robinson Helicopter in‑flight break‑ups were often brief, without the detail necessary to assess the contributing factors, and therefore restricted the assessment of similarity to this event. A conservative approach was taken to assess similarity, and it is possible that a greater number of related occurrences exist than are presented here.

The New Zealand (NZ) Transport Accident Investigation Commission (TAIC) recorded 3 related accidents in the period between 2014 and 2023. One 2013 incident was also included in this list as it detailed a rare case of a pilot who encountered a low-G condition, and 360º right roll, and avoided an in‑flight break‑up. In that occurrence sequence no left cyclic input was applied by the pilot.

Australian Transport Safety Bureau AO-2020-061

In December 2020 a Robinson R44, VH-HGU, entered a low‑G condition due to turbulence, inappropriate control inputs, or a combination of both, and experienced an in‑flight break‑up. The ATSB completed an investigation and found:

Wreckage examination indicated that while flying in the vicinity of the valley, the helicopter entered a low‑G condition due to turbulence, inappropriate control inputs, or a combination of both. This condition, probably in combination with inappropriate recovery control inputs resulted in extreme teetering of the main rotor. A mast bump occurred as a result, and the helicopter subsequently broke up in flight. 

An intense post-impact fire prevented a complete examination of the wreckage. However, the evidence available gave no indication that the helicopter was operating abnormally prior to the in‑flight break‑up. 

The circumstances leading to in‑flight break‑ups from mast bumping and extreme teetering are usually not identified. While the fire would likely have prevented data recovery in this case, the inclusion of readily available cockpit video recorders on helicopters with semi-rigid rotor heads would provide valuable insights into low‑G mast bumping events, which could help to prevent future occurrences.

National Transport Safety Bureau WPR19FA123

In April 2019, a Robinson R44, N808NV, experienced a low‑G condition and an in‑flight break‑up in the US state of Hawaii. The NTSB completed an investigation and attributed the accident to:

The helicopter’s encounter with a strong downdraft or outflow boundary while operating at a higher than recommended airspeed in turbulence which resulted in a low‑G condition, excessive main rotor flapping, and an in-flight breakup when the main rotor contacted the cabin area.

National Transport Safety BureauWPR16FA130

In June 2016, a Robinson R66, N117TW, experienced mast bumping and an in‑flight break‑up in the US state of Arizona. The NTSB completed an investigation and attributed the accident to:

An encounter with turbulence due to updrafts and/or dust devils that resulted in mast bumping and an in‑flight break‑up.

New Zealand Transport Accident Investigation Commission AO-2018-006

In July 2018, a Robinson R44, ZK-HTB, experienced an in‑flight break‑up near Wanaka. The New Zealand TAIC competed an investigation and found:

The helicopter was likely to have encountered unexpected turbulence of a magnitude sufficient to result ultimately in the in‑flight break‑up of the helicopter.

The helicopter’s speed at the last position report likely increased the risk of an adverse outcome in the mountainous operating environment.

The non-standard term ‘significant’, which was used to describe turbulence in the R44 Pilot Operating Handbook, was not defined and pilots may not have watched a Robinson Helicopter Company video regarding Safety Notice 32 and turbulence, and the use of the term ‘significant’.

The lack of reliable evidence on the initiating cause or causes of mast bumping occurrences continues to limit the effectiveness of safety investigations.

The requirement to understand more about the performance of the Robinson Helicopter Company‑designed rotor system, especially in turbulence, remains.

New Zealand Transport Accident Investigation Commission AO-2015-002

In February 2015, a Robinson R44, ZK-IPY, experienced mast bumping and an in‑flight break‑up at Lochy River. The New Zealand TAIC competed an investigation and found:

The helicopter suffered a mast bumping event that resulted in a main rotor blade contacting the cabin area and initiated an in‑flight break‑up.

An examination of the wreckage revealed no pre-existing defects or mechanical failures that would have resulted in mast bumping. However, the damage to the helicopter meant that some kind of mechanical issue contributing to the accident could not be fully excluded.

The weather was generally calm and suitable for the training flight. There were about as likely as not to have been pockets of light to moderate turbulence in the area, but this alone should not have resulted in significant mast bumping.

The airspeed of the helicopter as it flew down the valley returning to Queenstown was as likely as not at least 102 knots when the accident occurred.

The student was about as likely as not to have been flying the helicopter when the mast bumping occurred.

The cause of the mast bumping event that initiated the in‑flight break‑up could not be conclusively determined.

The causes and circumstances of helicopter mast bumping accidents are unlikely to be fully understood until a means of recording cockpit imagery and/or other data is made available.

New Zealand Transport Accident Investigation Commission AO-2014-006

In October 2014, a Robinson R44, ZK-HBQ, experienced mast bumping and an in‑flight break‑up at the Kahurangi National Park, New Zealand. The New Zealand TAIC competed an investigation and found:

A mast-bump occurred, which led to rotor divergence and the in‑flight break‑up.

The in‑flight break‑up was very unlikely to have been caused by low main rotor RPM (revolutions per minute).

An abrupt, inappropriate or inadvertent cyclic control input by the pilot could not be ruled out as having contributed to the in‑flight break‑up.

The actual wind and turbulence at the time and location of the accident were very likely to have been the same as, or stronger than, the forecast conditions.

The helicopter very likely encountered moderate to severe turbulence and an associated severe downdraught in the lee of Mt Arthur, which likely created a prolonged low‑G condition.

Had a previous limitation on maximum wind speeds for inexperienced R44 pilots remained in place, as per that for R22 pilots, the pilot would have been prohibited from flying at the time of the accident due to the forecast strong winds and turbulence.

All three Robinson helicopter models are susceptible to low‑G mast-bumping, and any preventive measures should apply to all of them.

Due to their unique main rotor design, during a prolonged or severe low‑G condition Robinson helicopters can roll rapidly to the right, and likely break up before a pilot can recover.

A pilot’s instinctive reaction to an unexpected right roll, or the unintentional movement of a pilot’s limbs or upper body during severe turbulence or low‑G, could lead to mast-bumping.

Although not an intuitive reaction to a sudden right roll, the aft cyclic technique is the only approved recovery technique, and should be used as soon as low‑G is felt to ‘reload’ the main rotor disc and help reduce any right roll.

New Zealand Transport Accident Investigation Commission AO-2013-005

Although this occurrence happened outside the 10‑year period, and did not result in an in‑flight break‑up, it is included here to demonstrate the uncertainty regarding pilot and aircraft responses during an unexpected low‑G condition.

In March 2013, a Robinson R22, ZK-HIE, experienced a low‑G condition and subsequent right roll at New Plymouth, New Zealand. The pilot did not apply aft cyclic, but was able to regain control of the helicopter after it completed a 360° right roll. The pilot was aware of the potential for mast bumping if he countered the right roll with left cyclic and attempted to keep the rotor disc perpendicular to the mast throughout the roll.

The aircraft descended 800 or 900 feet before control was regained. A post‑flight inspection showed clear evidence of mast bumping, and the main gearbox, driveshaft, and majority of the main rotor head assembly was replaced. The New Zealand TAIC competed an investigation and found:

No environmental condition or helicopter defect caused the un-commanded roll 

It was probable that the un-commanded roll was caused by an inadvertent reduction in G during the transition from the flap-forward demonstration to the next exercise, while the engine power was at a relatively high setting 

The section of the United States Special Federal Aviation Regulation No. 73, which requires Robinson helicopter pilots to have dual flight instruction in the effects of low‑G manoeuvring, appears to contradict the R22 helicopter flight manual, which prohibits the demonstration of low‑G conditions 

The importance of some critical safety information in Robinson flight manuals was likely to have been diminished by Robinson’s use of “Caution”, rather than “Warning”, for operating conditions and practices that involve a risk of personal injury or loss of life. 

Safety analysis

Introduction

On 26 September 2023 the pilot of a Robinson R66 helicopter, VH-KFT, departed Cessnock Airport, New South Wales and travelled north along the Williamtown coastal VFR route. After crossing the Yacaaba Headland the aircraft encountered turbulence, and subsequent uncommanded right roll, resulting in an in‑flight break‑up. The aircraft impacted the waters of Providence Bay, near Hawks Nest and the pilot was fatally injured.

No evidence was found of pre-existing mechanical defects. Damage to the main rotor mast and fuselage was consistent with low-G mast bumping leading to an in‑flight break‑up. Cockpit video and data provided a high‑fidelity record of the events leading up to the accident. Analysis of this information identified the presence of turbulence, its effect on the aircraft and the pilot’s response. It also allowed the contribution of the asymmetric horizontal stabiliser to the right roll to be observed in a low‑G condition.

This analysis will discuss the:

  • environmental conditions
  • pilot’s decision to cross the Yacaaba Headland
  • effect of the pilot’s control inputs
  • effect of the asymmetric horizontal stabiliser and its contribution to the right roll during the low‑G condition
  • Robinson Helicopter Pilot’s Operating Handbook (POH) cautions and notices pertaining to flight in turbulence and low‑G conditions.

Finally, the contribution of the recovered video and data from the Robinson Helicopter Company fitted cockpit camera system to the investigation will be discussed.

Turbulence encounter

Mount Yacaaba peak was about 218 m (715 ft) above sea level, with the peak and ridge line located 200–250 m from the southern shoreline, forming a scarp on the south face of the headland at an average angle of 41–47°. Over small-scale topography exceeding 45,°, wind speeds above 20 kt can result in turbulent air that extends to up to twice the height of the terrain.

Analysis of meteorological observations identified the presence of about 25–30 kt southerly winds at 1,500 ft in the area surrounding Newcastle. This wind likely encountered Mount Yacaaba at an angle almost exactly perpendicular to the face of the scarp and ridgeline. It is likely that these winds combined with the topography of Yacaaba Headland to produce turbulence up to about 1,400 ft AMSL, and for some distance downwind, in the lee of the headland.

The position of VH-KFT, about 900 ft AMSL and 600 m to the west of the peak as it crossed the headland, likely resulted in the aircraft encountering rapidly rising air and turbulence as it moved into the lee of Mount Yacaaba. Although the type, severity, and extent of turbulence produced could not be determined with certainty, the behaviour of the aircraft during the encounter was consistent with an encounter with significant orographic turbulence.

The initial uplift resulted in an increase in altitude of about 200 ft in 10 seconds, a rate of climb over 1,000 ft per minute. Data recovered from the in‑flight camera showed positive G loading greater than +2 G during the climb from about 900 ft to 1,100 ft. Shortly after, the aircraft entered a low-G condition.

The subsequent reduction in vertical-G, from about 1.5 G, to 0.9 G, about 0.5 seconds prior to the initiation of an uncommanded right roll, was coincident with a 0.25 inch forward movement of the cyclic by the pilot. While the encountered turbulence likely contributed directly to the reduction in the G loading, advice in Robinson Helicopter Company’s Safety Notice SN-11 that:

Pushing the cyclic forward following a pull-up or rapid climb, produces a low‑G (weightless) flight condition...

supported a conclusion that the forward cyclic application conducted at relatively high airspeed also contributed.  

The 0.25 inch forward position was held for about 1 second, during which vertical-G reduced further to zero G as the right roll started. This further reduction in vertical-G was not accompanied by a further cyclic movement from the pilot, indicating it was likely turbulence-related. 

The subsequent forward cyclic input to about 1 inch forward of the cruise position and aft cyclic movement back to around the cruise flight position coincided with the helicopter’s pitch attitude reducing by 6° to approximately level over about 1.5 seconds. The recorded data also showed a correlation between the forward cyclic movement and a localised roll rate peak of about 55° per second, as well as a corresponding gradual reduction in roll rate to about 50° per second coincident with the aft cyclic movement.

That roll behaviour was consistent with the expected effect of the fore/aft cyclic applications on the rolling tendency. However, the data also showed that vertical-G decreased to just above zero G before the second forward cyclic movement, and remained relatively constant until after the cyclic was moved aft to near the cruise position.

It could not be determined whether the forward cyclic inputs were the unintended result of moving the cyclic with the left hand or intentionally applied to arrest the climb rather than lowering the collective. In either event, the turbulence and the pilot’s response to it resulted in the helicopter rapidly entering a low‑G condition followed by a significant uncommanded right roll.

Contributing factor

The helicopter crossed the Yacaaba Headland at an altitude and position that resulted in it rapidly entering a low‑G condition due to turbulence and the pilot’s response to it, inducing an uncommanded right roll.

Airspeed and roll rate

The downward force produced by the asymmetric horizontal stabiliser is the primary contributor to right roll in a low‑G condition. The downward force varies with the airflow over the stabiliser. Therefore, as airspeed increases the downward force and resultant right roll rate will increase in a low‑G condition. 

At the time the aircraft crossed the southern shoreline of Yacaaba Headland the autopilot was engaged and the indicated airspeed was 115 kt, 5 kt above the Robinson maximum recommended cruise speed. It was also 45 kt above the maximum recommended speed specified in the pilot’s operating handbook POH and SN-32 for flight in significant turbulence. In the 15 seconds between crossing the southern shoreline and encountering the final low‑G condition the indicated airspeed increased to a maximum of about 135 kt, before decreasing to about 112 kt. During this time the pilot did not attempt to reduce the airspeed using the collective or cyclic. 

In the last 3.5 seconds of flight, between the initiation of the low‑G condition and the in‑flight break‑up, the aircraft right rolled about 285°, peaking at about 125° per second immediately prior to the in‑flight break‑up. By the time the aircraft had rolled 10° to the right, about 1 second after the initiation of the roll, the indicated airspeed was about 112 kt, and the roll rate had accelerated to 40° per second. From that point the aircraft reached 90° right roll in 1.5 seconds.

It is possible that the reason the pilot did not slow the aircraft during the encounter with turbulence was due to using their left hand on the cyclic cross bar. It is also possible that the pilot was focused on responding to the turbulence using small, gentle control inputs in accordance with SN‑32, however, SN‑32 also instructed pilots to use slower than normal cruise speed, which was not applied in this case.

Accurate wind forecasts were available to the pilot prior to departing Cessnock, and sea surface indicators on approach to Yacaaba Headland provided an opportunity for the pilot to anticipate impending turbulence. Anticipation of turbulence is a key message of ATSB Safety Advisory Notice AO-2023-051-SAN-001. On this occasion, it would likely have allowed the pilot to slow down to reduce the severity of the encounter or avoid the turbulence by altering course.

Contributing factor

The helicopter's airspeed exceeded Robinson Helicopter Company's recommended turbulence airspeed, which significantly increased the uncommanded right roll rate and reduced the time available for the pilot to respond with a gentle aft cyclic input to prevent an in‑flight break‑up.

Left hand cyclic inputs

Following the encounter with turbulence, about 10 seconds were available for the pilot to lower the collective and slow the aircraft. 

The pilot’s use of their left hand on the cyclic cross bar was an unconventional method of cyclic control, and likely resulted from the pilot’s engagement with non‑flight related tasks using their right hand immediately prior to encountering turbulence. A review of the recorded imagery for the accident flight identified that the final 12 seconds of flight was the only occasion where the pilot used their left hand to apply cyclic inputs.

To slow a helicopter in flight without climbing, coordinated collective and cyclic control inputs are required. The pilot’s use of their left hand on the cyclic cross bar prevented them from lowering the collective control without releasing the cyclic. However, as the autopilot was available, the pilot could have released the cyclic and lowered the collective with their left hand, slowing the aircraft.  

It could not be determined if the pilot's actions would have been substantively different had the right hand been controlling the cyclic. The possibility remains that the pilot may have not assessed the turbulence as significant, and therefore not attempted to slow the aircraft, in accordance with the advice in SN‑32, prior to encountering the low‑G condition. 

Other factor that increased risk

At the time the helicopter encountered turbulence, the pilot’s right hand was occupied, resulting in them manipulating the cyclic with their unsupported left hand. This reduced the pilot's ability to slow the aircraft in a timely manner using coordinated flight control inputs.

Aft cyclic not applied

The risk of mast bumping posed by low‑G flight conditions applies to all helicopters with teetering rotor heads. In Robinson helicopters with asymmetric stabilisers, encountering low‑G results in a powerful right roll, especially at high airspeed, which requires the pilot to reload the main rotor with a gentle aft cyclic before corrective lateral cyclic inputs were applied.

Analysis of the recovered video showed that a brief 1 inch forward and aft cyclic movement was made over about 1.5 seconds after the commencement of the low‑G condition. The data showed a correlation between the forward movement and a localised roll rate peak of about 55° per second, as well as a corresponding gradual reduction in roll rate to about 50° per second coincident with the 1 inch aft cyclic movement. However, the recorded data also showed a slight reduction in G loading after the aft cyclic movement, rather than reloading of the main rotor. While turbulence likely affected the G loading throughout the final flight segment, it was also noted that a sustained aft cyclic movement past the nominal cruise position, as demonstrated in the test flight video, was not applied.

The recovered data also showed that the low‑G condition developed rapidly and left little time for the pilot to recognise and respond. In the first second after the initiation of the roll the aircraft moved from 15° left to 10° right roll and reached a roll rate of 40° per second. About 1.5 seconds after that, the aircraft reached 90° right roll, at 45° per second. One second later the aircraft had rolled past inverted to 270°, and the roll rate had peaked at about 125° per second, immediately prior to an in‑flight break‑up. The total time between initiation of the uncommanded right roll, and the in‑flight break‑up was about 3.5 seconds. 

The initiation of the low‑G condition took place during a period of turbulence and, up to that time, the pilot appeared to make a series of smooth and gentle cyclic roll inputs consistent with the advice in safety notice SN‑32. In the 1 second prior to the initiation of the final right roll, the aircraft rolled left to about 15º, and vertical loading reduced from about 1.5 G to about 0.9 G. From this point, vertical-G reduced to zero over about 0.5 seconds as the aircraft rolled right through level.

In that context, it is possible that the first 1 second of the development of the low‑G condition, was perceived as continuing turbulence. The pilot then had 1.5 seconds to recognise and respond to the low‑G before the aircraft reached 90° right roll. 

Due to the nature of human reaction times, and the multiple possible effects present during the event, an assessment of the pilot’s reaction time was not possible. That said, it is likely that the 7 reaction time impairment factors listed in Table 4 were present in some capacity in the final 3.5 seconds of flight. 

If the pilot had applied a similar immediate aft cyclic input to that conducted in the test flight, it is likely that the low‑G condition would have been corrected before the aircraft reached 90° right roll. However, the pilot’s reactive response to turbulence, and their likely reaction time impairments make it unlikely that the pilot could have recognised and responded to the low‑G condition in time. 

Contributing factor

After the aircraft entered the low‑G condition and the resultant uncommanded right roll, there was probably insufficient time to recognise and respond with application of aft cyclic, and the roll continued to develop.

Left cyclic input

Cyclic input in normal conditions, such as in reaction to turbulence, reduces the clearance between the main rotor mast and spindles. However, in low‑G conditions the risk of extreme teetering exists due to the reduced fuselage response to lateral cyclic input, which increases the risk of maximum application of left cyclic input in response to the uncommanded right roll. If the clearance is reduced to zero, mast bumping occurs.

In a low‑G condition, an uncommanded right rolling moment develops due to the downward force produced by the asymmetric horizontal stabiliser and, to a lesser extent, tail rotor thrust. It is a natural tendency for the pilot to attempt to correct this roll by applying left cyclic. However, SN‑11 is clear in its advice, that in response to a low‑G condition the main rotor must be reloaded before applying left cyclic to correct the right roll, or mast bumping can result. 

New Zealand (NZ) Transport Accident Investigation Commission (TAIC) investigation AO‑2013‑005 indicated that extreme teetering and mast bumping due to a low‑G right roll was possible without left cyclic input. While in that case the pilot was able to regain control and land, the damage due to mast bumping was significant enough to require replacement of the main rotor gearbox and most of the head. 

The accident flight video recorded the pilot making an increasing left cyclic input in response to the developing right roll resulting from a low‑G condition. Full left cyclic was reached as the aircraft passed about 45° right roll. The fracture surface of the recovered mast was consistent with overload failure due to mast bumping. While the application of left cyclic likely increased the chances of an extreme teetering event resulting in mast bumping and an in‑flight break‑up, as the helicopter became inverted, the same result may have occurred without the application of left cyclic.

It is also possible that previous in‑flight break‑ups have occurred because of low‑G conditions without the application of left cyclic. However, there was insufficient evidence to reach a specific conclusion in those instances, with the inclusion of in-flight camera systems only a recent development.

Other factor that increased risk

In response to the rapidly developing right roll, progressively increasing left cyclic was applied increasing the risk of an extreme teetering event.

Asymmetric stabiliser 

While tail rotor thrust contributes a right rolling moment in a low‑G condition, the asymmetric stabiliser fitted to R22, R44, and R66 helicopters is a much greater contributor. This effect increases with forward airspeed, and with the increased stabiliser angle of attack associated with a helicopter nose down attitude. 

The rapidly developing right roll seen in the recovered accident video was consistent with the manufacturer’s asymmetric stabiliser low‑G test flight video at 120 kt, for the first 0.5 seconds of the roll. After that point the significant acceleration of the accident flight roll can be explained by the absence of the application of aft cyclic to reload the main rotor. 

Over the last 10 years, the ATSB identified 7 other in‑flight break‑up accidents, across ATSB, TAIC (NZ) and National Transportation Safety Board (United States) databases. The contribution of the asymmetric horizontal stabiliser to these accidents could not be quantified, however, the damage signatures, such as mast bumping, the presence of turbulence, and in‑flight break‑up, across all the investigations suggested common involved factors.

The right rolling tendency due to low‑G is an inherent characteristic of teetering rotor head helicopters. However, the symmetrical stabiliser modification developed by Robinson Helicopter Company realigns the downward force with the aircraft’s centreline, significantly reducing the right rolling tendency. That allows more time to react appropriately and prevent a loss of control.

However, as a low‑G condition will still induce a right rolling moment due to thrust from the tail rotor, inappropriate flight control inputs can still lead to mast bumping and an in-flight break-up. In this case the pilot had insufficient time to apply effective aft cyclic and it could not be determined if they would have made substantively different control inputs if the symmetric stabiliser was fitted. 

Other factor that increased risk

The asymmetric horizontal stabiliser design in the Robinson R22, R44 and R66 models significantly contributed to the uncommanded right roll rate during low‑G conditions and the risk of an in‑flight break‑up. (Safety issue)

Pilot’s operating handbook

The ATSB concluded that the pilot’s response to the turbulence encounter contributed to the development of the low‑G/uncommanded right roll. However, analysis of the recorded flight data also indicated that turbulence directly contributed to the reduced G loading.  

Robinson Helicopter Company operational guidance warned pilots of the risk of inappropriate forward cyclic inputs resulting in a low‑G condition but did not identify the potential for a turbulence-induced low‑G condition without forward cyclic input. Throughout the pilot’s operating handbook (POH), several separate sections addressed the low‑G condition, mast bumping, and turbulence in the context of pilot inputs, specifically: 

Section 10. SAFETY TIPS AND NOTICES

Never push the cyclic forward to descend or to terminate a pull-up (as you would in an airplane). This may produce a low-G (weightless) condition which can result in a main rotor blade striking the cabin. Always use the collective to initiate a descent.

SN-11 extract (low‑G pushovers – extremely dangerous)  

Pushing the cyclic forward following a pull-up or rapid climb, or even from level flight, produces a low‑G (weightless) flight condition.

The main rotor torque reaction will then combine with tail rotor thrust to produce a powerful right rolling moment on the fuselage. With no lift from the rotor, there is no lateral control to stop the rapid right roll and mast bumping can occur

SN-29 extract (airplane pilots high risk when flying helicopters)

Another example is the reaction necessary to make the aircraft go down. If the helicopter must suddenly descend to avoid a bird or another aircraft, he rapidly lowers the collective with very little movement of the cyclic stick. In the same situation, the airplane pilot would push the stick forward to dive. A rapid forward movement of the helicopter stick under these conditions would result in a low “G” condition which could cause mast bumping, resulting in separation of the rotor shaft or one blade striking the fuselage. A similar situation exists when terminating a climb after a pull-up. The airplane pilot does it with forward stick. The helicopter pilot must use his collective or a very gradual, gentle application of forward cyclic.

SN-32 extract (high winds or turbulence)

A pilot’s improper application of control inputs in response to turbulence can increase the likelihood of a mast bumping accident, 

Reduce power and use a slower than normal cruise speed. Mast bumping is less likely at lower airspeeds.

Do not over control. Allow aircraft to go with turbulence, then restore level flight with smooth, gentle control inputs. Momentary airspeed, heading, altitude, and RPM excursions are to be expected., 

The individual sections, or the body of the POH text, did not warn pilots of the risk of a low‑G condition developing without inappropriate control inputs, or the specific risk to flight safety if a low‑G condition was encountered at high airspeed.

While SN-32 advises pilots that mast bumping is less likely at lower speeds, it does not elaborate as to the cause of mast bumping in turbulence, or explain why mast bumping is less likely at lower speeds. The wording in SN-32 regarding flight in turbulent air would likely lead pilots to the conclusion that in turbulence, if the guidelines are followed, safety is assured. By extension, the safety notice indicates that mast bumping in turbulence is the result of pilot mishandling or over controlling in reaction to turbulence. Within SN-32, there is no mention of SN-11, low‑G, or the low‑G/uncommanded right roll condition, nor is there guidance on correct actions should low‑G be encountered.

Further, SN-11 specifically states that low‑G is the result of a forward cyclic movement, and does not address the possibility of an uncommanded low‑G condition due to turbulence, or reference SN‑32 (high wind or turbulence). SN‑11 also does not mention the aggravating role airspeed plays in the in the development of the uncommanded right roll, in a low‑G condition.

It is acknowledged that the point of SN‑29 is to specifically warn pilots against improper cyclic inputs, and as such the wording of SN‑29 is appropriate. However, SN‑29 likely further reinforces the notion that low‑G is a consequence of pilot cyclic inputs alone.

Section 10 of the POH advises pilots to reduce airspeed in turbulence to avoid ‘low‑G and mast bumping’. While this associates low‑G and turbulence, in the context of the other warnings in SN‑11, SN‑29, and SN‑32, it could be misunderstood, or overlooked entirely.

Regarding this accident, several sections of the POH warned pilots to slow down in turbulence, yet that did not occur. Therefore, any additional warnings pertaining to turbulence-induced low‑G may not have altered the outcome on this occasion.

Despite that, as outlined earlier, advice to ‘… go with the turbulence, then restore level flight with smooth gentle control inputs.’ presents a risk that uncommanded right roll in low‑G will be mistaken for the effect of turbulence and not promptly responded to.

Other factor that increased risk

The Robinson Helicopter pilot’s operating handbook sections for operation in high winds or turbulence did not warn of the potential for turbulence-induced low‑G, and rapid right roll, particularly at high airspeed or provide guidance for appropriate control inputs in response to a turbulence-induced low‑G situation. This increased the risk of pilots encountering low‑G independent of control inputs, and an in‑flight break‑up. (Safety issue)

In-flight camera

The analysis of information recovered from the factory-installed video and data recorder was invaluable in understanding this accident.

The video and data allowed the ATSB to identify the:

  • specific sequence of events
  • pilot actions
  • circumstances leading to the development of low‑G and uncommanded right roll.

The detail in this report would not have been possible without access to this data. Of particular note was the understanding gained about the significant, rapid uncommanded right roll that can result from low‑G.

The ATSB commends the Robinson Helicopter Company’s installation of recording devices and encourages other manufacturers and owners to consider the ongoing safety benefit of similar devices.

Other finding

The recovery of the Robinson Helicopter Company installed cockpit video camera and data was invaluable to the accident investigation. Analysis of the recovered data provided an unprecedented insight into the significant, rapid uncommanded right roll that can result from low‑G.

Findings

ATSB investigation report findings focus on safety factors (that is, events and conditions that increase risk). Safety factors include ‘contributing factors’ and ‘other factors that increased risk’ (that is, factors that did not meet the definition of a contributing factor for this occurrence but were still considered important to include in the report for the purpose of increasing awareness and enhancing safety). In addition ‘other findings’ may be included to provide important information about topics other than safety factors. 

Safety issues are highlighted in bold to emphasise their importance. A safety issue is a safety factor that (a) can reasonably be regarded as having the potential to adversely affect the safety of future operations, and (b) is a characteristic of an organisation or a system, rather than a characteristic of a specific individual, or characteristic of an operating environment at a specific point in time.

These findings should not be read as apportioning blame or liability to any particular organisation or individual.

From the evidence available, the following findings are made with respect to the loss of control and in‑flight break‑up involving Robinson R66, VH-KFT near Hawks Nest, New South Wales on 26 October 2023. 

Contributing factors

  • The helicopter crossed the Yacaaba Headland at an altitude and position that resulted in it rapidly entering a low‑G condition due to turbulence and the pilot’s response to it, inducing an uncommanded right roll.
  • The helicopter's airspeed exceeded Robinson Helicopter Company's recommended turbulence airspeed, which significantly increased the uncommanded right roll rate and reduced the time available for the pilot to respond with a gentle aft cyclic input to prevent an in‑flight break‑up.
  • After the aircraft entered the low-G condition and the resultant uncommanded right roll, there was probably insufficient time to recognise and respond with application of aft cyclic, and the roll continued to develop.

Other factors that increased risk

  • At the time the helicopter encountered turbulence, the pilot’s right hand was occupied, resulting in them manipulating the cyclic with their unsupported left hand. This reduced the pilot's ability to slow the aircraft in a timely manner using coordinated flight control inputs.
  • In response to the rapidly developing right roll, progressively increasing left cyclic was applied increasing the risk of an extreme teetering event.
  • The asymmetric horizontal stabiliser design in the Robinson R22, R44 and R66 models significantly contributed to the uncommanded right roll rate during low‑G conditions and the risk of an in‑flight break‑up. (Safety issue)
  • The Robinson Helicopter pilot’s operating handbook sections for operation in high winds or turbulence did not warn of the potential for turbulence-induced low‑G, and rapid right roll, particularly at high airspeed or provide guidance for appropriate control inputs in response to a turbulence-induced low‑G situation. This increased the risk of pilots encountering low‑G independent of control inputs, and an in‑flight break‑up. (Safety issue)

Other findings

The recovery of the Robinson Helicopter Company installed cockpit video camera and data was invaluable to the accident investigation. Analysis of the recovered data provided an unprecedented insight into the significant, rapid uncommanded right roll that can result from low‑G.

Safety issues and actions

Central to the ATSB’s investigation of transport safety matters is the early identification of safety issues. The ATSB expects relevant organisations will address all safety issues an investigation identifies. 

Depending on the level of risk of a safety issue, the extent of corrective action taken by the relevant organisation(s), or the desirability of directing a broad safety message to the aviation industry, the ATSB may issue a formal safety recommendation or safety advisory notice as part of the final report.

All of the directly involved parties are invited to provide submissions to this draft report. As part of that process, each organisation is asked to communicate what safety actions, if any, they have carried out or are planning to carry out in relation to each safety issue relevant to their organisation. 

Descriptions of each safety issue, and any associated safety recommendations, are detailed below. Click the link to read the full safety issue description, including the issue status and any safety action/s taken. Safety issues and actions are updated on this website when safety issue owners provide further information concerning the implementation of safety action.

Pilot’s operating handbook

Safety issue number: AO-2023-051-SI-01

Safety issue description: The Robinson Helicopter pilot’s operating handbook sections for operation in high winds or turbulence did not warn of the potential for turbulence-induced low‑G, and rapid right roll, particularly at high airspeed or provide guidance for appropriate control inputs in response to a turbulence-induced low‑G situation. This increased the risk of pilots encountering low‑G independent of control inputs, and an in‑flight break‑up.  

Asymmetric stabiliser contribution to uncommanded right roll

Safety issue number: AO-2023-051-SI-02

Safety issue description: The asymmetric horizontal stabiliser design in the Robinson R22, R44 and R66 models significantly contributed to the uncommanded right roll rate during low‑G conditions and the risk of an in‑flight break‑up. 

Safety advisory notice to Robinson Helicopter pilots and operators

SAN number:AO-2023-051-SAN-01

On 24 March 2024 the ATSB released the following safety advisory notice based on the circumstances of the accident known at the time:

Anticipate turbulence and slow down

Although further analysis is required to establish the contributing factors in this accident, the circumstances as far as they are known at this time suggest that the helicopter encountered turbulence, followed by a low‑G condition immediately prior to the in‑flight break‑up. The ATSB therefore considers it prudent to draw attention to Robinson’s advice regarding flight in turbulent conditions and avoidance/recovery from low‑G flight until such time as the factors that contributed to this accident can be fully established.
Awareness of conditions likely to produce turbulence, and slowing down prior to encountering turbulence, could increase the time available to recognise and respond to a low‑G condition in Robinson Helicopters.

What happened

On 26 October 2023, the pilot of a Robinson R66 helicopter encountered mechanical turbulence flying over Yacaaba Headland, NSW, which resulted in a rapid loss of control and subsequent in‑flight break‑up.

Why did it happen

Prior to encountering turbulence, the aircraft was traveling at an airspeed which may have increased the severity of the aerodynamic effects of the turbulence. This possibly reduced the time available for the pilot to recognise and recover from a low‑G condition, and avoid a loss of control.

Safety advisory notice

AO-2023-051-SAN-001: The ATSB advises all operators of Robinson helicopters to be aware of the possibility of mechanical turbulence and avoid it whenever possible. If it is not possible to avoid flying through an area where mechanical turbulence is anticipated, reduce airspeed to 60‍–‍70 kt in accordance with Robinson Safety Notice 32, prior to encountering turbulence.

Slow down prior to suspected turbulence

Robinson Helicopters’ handling characteristics in low‑G and turbulent conditions are well documented and detailed in Robinson Helicopter Safety Notices SN-11 & SN-32 respectively. In both cases an increased airspeed affects the severity of the resulting aircraft response, and increases the likelihood of mast bumping and in‑flight break‑up. 

It is possible that, at high airspeeds, an encounter with turbulence may produce a reaction that requires an immediate and decisive response from the pilot to ensure the safety of flight. As outlined in Robinson Safety Notice 11, a low‑G (weightless) condition can result in a powerful right roll. In such circumstances, ‘The rotor must be reloaded before lateral cyclic can stop the right roll. To reload the rotor, apply an immediate gentle aft cyclic, but avoid any large aft cyclic inputs.’

As airspeed increases, the time available for the pilot to recognise and respond to undesirable aircraft states is significantly reduced. 

Pilots are reminded to remain vigilant at all times and to continuously assess conditions to identify the possibility for turbulence. Where any doubt exists, pilots should reduce airspeed prior to entering an area with potential for turbulence to reduce the effects of, and increase the available response time to, an upset condition.

Glossary

AMSLAbove mean sea level
APAuto pilot
ATCAir traffic control
BoMBureau of Meteorology
CAACivil Aviation Authority
FTRForce Trim Release
GBGigabyte
GPSGlobal positioning system
GPWTGrid point wind temperature
KIASKnots indicated airspeed
METMeteorological
METARMETeorological Aerodrome Report
NSWNew South Wales
NTSBNational Transportation Safety Bureau
POHPilot’s operating handbook
RHCRobinson Helicopter Company
RPMRevolutions per minute
SANSafety advisory notice
SASStability augmentation system
SDSecure digital
SPECISPECIal report of meteorological conditions
TAICTransport Accident Investigation Commission
VFRVisual flight rules

Sources and submissions

Sources of information

The sources of information during the investigation included:

  • the in-flight video and data recorder
  • Williamtown Airport air traffic control
  • Civil Aviation Safety Authority
  • Bureau of Meteorology
  • Airservices Australia
  • New South Wales Police Force Marine Area Command
  • Robinson Helicopter Company
  • the maintenance organisation for VH-KFT
  • external video footage of the accident flight taken on the day of the accident
  • National Aeronautics and Space Administration
  • United States National Transportation Safety Board
  • New Zealand Transport Accident Investigation Commission

References

Landman et al. (2017) Landman A, Groen EL, van Paassen MMR, Bronkhorst AW, Mulder M. “Dealing With Unexpected Events on the Flight Deck: A Conceptual Model of Startle and Surprise.” Hum Factors. 2017 Dec;59(8):1161-1172. doi: 10.1177/0018720817723428. Epub 2017 Aug 4. PMID: 28777917; PMCID: PMC5682572.

Chappelow et al. (1999) Chappelow, J. W., P. R. Smith, and Great Britain Civil Aviation Authority. 1999. Pilot Intervention Times in Helicopter Emergencies. London: Civil Aviation Authority.

Marin. C (1996) C.Marin Faure, Flying a Floatplane, 3rd edn, McGraw-Hill, 1996, p. 101-102.

UK MET (1994) UK Meteorological Office, Handbook of Aviation Meteorology, 3rd edn, HMSO, 1994.

Boff, K.R. et al. (1988) Boff, K. R., & Lincoln, J. E. Engineering Data Compendium 1988

Submissions

Under section 26 of the Transport Safety Investigation Act 2003, the ATSB may provide a draft report, on a confidential basis, to any person whom the ATSB considers appropriate. That section allows a person receiving a draft report to make submissions to the ATSB about the draft report. 

A draft of this report was provided to the following directly involved parties:

  • Robinson Helicopter Company
  • Civil Aviation Safety Authority
  • United States National Transportation Safety Board

Submissions were received from:

  • Robinson Helicopter Company
  • Civil Aviation Safety Authority

The submissions were reviewed and, where considered appropriate, the text of the report was amended accordingly.

Purpose of safety investigations

The objective of a safety investigation is to enhance transport safety. This is done through: 

  • identifying safety issues and facilitating safety action to address those issues
  • providing information about occurrences and their associated safety factors to facilitate learning within the transport industry.

It is not a function of the ATSB to apportion blame or provide a means for determining liability. At the same time, an investigation report must include factual material of sufficient weight to support the analysis and findings. At all times the ATSB endeavours to balance the use of material that could imply adverse comment with the need to properly explain what happened, and why, in a fair and unbiased manner. The ATSB does not investigate for the purpose of taking administrative, regulatory or criminal action.

Terminology

An explanation of terminology used in ATSB investigation reports is available here. This includes terms such as occurrence, contributing factor, other factor that increased risk, and safety issue.

Publishing information

Released in accordance with section 25 of the Transport Safety Investigation Act 2003

Published by: Australian Transport Safety Bureau

© Commonwealth of Australia 2025

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 Ownership of intellectual property rights in this publication

Unless otherwise noted, copyright (and any other intellectual property rights, if any) in this report publication is owned by the Commonwealth of Australia.

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With the exception of the Commonwealth Coat of Arms, ATSB logo, and photos and graphics in which a third party holds copyright, this report is licensed under a Creative Commons Attribution 4.0 International licence.

The CC BY 4.0 licence enables you to distribute, remix, adapt, and build upon our material in any medium or format, so long as attribution is given to the Australian Transport Safety Bureau. 

Copyright in material obtained from other agencies, private individuals or organisations, belongs to those agencies, individuals or organisations. Where you wish to use their material, you will need to contact them directly.

[1]     AP DISC/OFF button: allowed AP disengagement without removing hand from flight controls.

[2]     Force Trim Release button: q momentary press button, located on the cyclic control, used to reset the target attitude (to re-trim) when in SAS.

[3]     Heading bug: a marking on the heading indicator that could be rotated to a specific heading. Used for reference purposes or to direct the autopilot system.

[4]     Based on 22 gallons per hour stated average in Robinson R66 Turbine Estimated Operating Costs, 15 January 2024.

[5]     Visual flight rules (VFR): a set of regulations that permit a pilot to operate an aircraft only in weather conditions generally clear enough to allow the pilot to see where the aircraft is going.

[6]     Main rotor head, hub and blades were recovered, washed up on Great Mermaid Beach, Hawks Nest on 20 April 2025. Damage caused by long‑term saltwater exposure and erosion prevented a detailed inspection of damage. However, no evidence was found which contradicted the evidence identified during the course of the investigation.

[7]     G: an abbreviation for acceleration forces acting on a body with reference to earth’s gravity at sea level. 1 G = 9.8 m/s2. Therefore, a body at rest, or moving at a constant velocity, in relation to the earth is said to be experiencing 1 G. 

[8]     G load: the nominal value for acceleration. In flight, G loads represent the combined effects of flight manoeuvring loads and turbulence and can have a positive or negative value.

[9]     Stratus: found in the lower levels of the atmosphere, tend to produce a light drizzle.

[10]    Stratocumulus: found in the lower levels, a blend between stratiform and cumuliform cloud and taking on appearances from both these cloud types, may produce drizzle.

[11]    GPWT Forecast (1,000ft – FL140) – NSW. Valid 2100 UTC 25 Oct 2023. Issued 1757 UTC 25 Oct 2023.

[12]    Doppler wind radar image from Lemon Tree Passage scans winds above Yacaaba Headland up to an altitude of about 2,057 ft. 

[14]    Vertical G: acceleration forces applied to the vertical axis of the aircraft with reference to earth’s gravity at sea level. 1 G = 9.8 m/s2. Therefore, an aircraft at rest, or not accelerating along the vertical axis is said to be experiencing 1 vertical G.  

[15]    Test flights were conducted from straight and level flight at airspeeds of 80, 90, 100, and 120 kt. Increased airspeed in aircraft fitted with the asymmetric stabiliser correlated with increased roll rates and decreased delay between forward cyclic input and aircraft right roll response.

[16]    Maximum response times are highly variable and dependent on a range of conditions or individual attributes. In extreme circumstances, cognitive overload can cause temporary paralysis, during which no response is performed.

[17]    Significant turbulence was not defined by Robinson Helicopter Company, and was left to the pilot to assess.

Preliminary report

Preliminary report released 23 January 2024

This preliminary report details factual information established in the investigation’s early evidence collection phase, and has been prepared to provide timely information to the industry and public. Preliminary reports contain no analysis or findings, which will be detailed in the investigation’s final report. The information contained in this preliminary report is released in accordance with section 25 of the Transport Safety Investigation Act 2003.

The occurrence

On 26 October 2023 at about 0850 (local), the pilot and sole occupant of a Robinson Helicopter Company R66, registered VH-KFT, departed on a private flight from Cessnock Airport to Wallis Island Airport, NSW. The flight initially tracked easterly toward Newcastle (Figure 1). Onboard video[1] showed the helicopter flying close to the cloud base at heights between 500 ft and 1,000 ft above ground level. Light rain was visible on the windshield. Small deviations in attitude and direction were also shown in the video, consistent with the presence of light turbulence.

On approach to the coast, the pilot requested and received clearance from Williamtown air traffic control (ATC) to transit Williamtown restricted airspace northbound at 500 ft above mean sea level (AMSL) via the coastal visual flight rules (VFR) route until reaching Anna Bay. On reaching Anna Bay, Williamtown ATC provided further clearance below 2,000 ft AMSL for the remainder of the coastal VFR route (Figure 1). At this time the onboard video showed the pilot had the autopilot[2] system engaged, with heading hold, and altitude hold modes selected. 

Figure 1: Accident flight of VH-KFT

Figure 1: Accident flight of VH-KFT

Source: Google Earth and Geoscience Australia. Annotated by the ATSB

The following sequence of events was identified from the onboard video after the helicopter had passed overhead Anna Bay and was tracking toward Hawks Nest (Figure 2):

  • At 0920:10 the helicopter passed over the south shoreline of Yacaaba Headland, to the west of Mount Yacaaba, at about 900 ft AMSL.
  • Between 0920:12 – 0920:16 the helicopter rolled right about 4 degrees, started to climb, and pitched nose down. From this point on the pilot made several cyclic inputs, overriding the autopilot.
  • Between 0920:19 – 0920:21 the helicopter rolled 25 degrees to the left, pitched nose up to about 10 degrees, and yawed to the left. The helicopter then climbed through about 1,000 ft AMSL and rolled to level.
  • Between 0920:22 – 0920:26 the helicopter passed north of Yacaaba Headland and over Providence Bay. The helicopter rolled left slightly, then right and left to bank angles of about 10 to 15 degrees. During this time, the nose remained pitched up at about 6 degrees and the helicopter climbed to about 1,100 ft AMSL. 
  • Between 0920:26 – 0920:29 the helicopter nose had pitched down and it had rolled to the right to become completely inverted (180 degrees), then continued to roll right to about 270 degrees.

The helicopter sustained an in-flight break-up and impacted the waters of Providence Bay, near Hawks Nest. The pilot was fatally injured.

Figure 2: VH-KFT flight path

Figure 2: VH-KFT flight path

Source Google Earth. Annotated by the ATSB.

Context

Pilot information

The pilot held a private pilot licence (helicopter), with the required ratings and endorsements to operate the accident helicopter. The pilot held a class 2 aviation medical certificate. Prior to the accident, the pilot had a total flying time of 1,119 hours. These hours included 93 hours in the R66 and 1,007 hours in R44 and R22 helicopters.

The pilot had completed a flight review in September 2022, which was valid until September 2024.

Aircraft information

VH-KFT was a Robinson Helicopter Company R66, serial number 1138. It was manufactured in the United States in 2022 and in June 2022 was registered in Australia. The helicopter was fitted with a Rolls-Royce 250-C300/A1 gas turbine engine. VH-KFT underwent its first 100 hour annual inspection on 24 August 2023 at a total time in service of 97.84 hours. At the time of the accident, the hour meter showed a total time in service of 117.64 hours.

The helicopter was fitted with a Genysis Helisas 2 channel autopilot to provide stability augmentation that controlled cyclic pitch and roll with heading, altitude, navigation, vertical navigation, and backcourse modes.[3]

Meteorological information

The closest Bureau of Meteorology (BoM) weather station to the accident site was about 3.9 km to the south-west at Nelson Bay. The observations at 0900 (20 minutes before the accident) showed a southerly wind at 8 knots (kt), an air temperature of 14.4 °C, and 8/8[4] cloud cover.

Selected information from aerodrome weather reports (METAR/SPECI) released for Williamtown at 0900 and 0930 are shown in Table 1.

Table 1: Information from meteorological reports (METAR/SPECI) released for Williamtown at 0900 and 0930 on 26 October 2023

METAR/SPECI release time09000930
Wind direction and speed190°T at 12 kt180°T at 15 kt
Visibility8,000 m9,000 m
Weather phenomenaLight showers of rainLight showers of rain
CloudBroken 1,100 ft, broken 2,500 ftScattered 1,000 ft, Broken 2,500 ft
Ceiling1,100 ft2,500 ft

The BoM weather station at RAAF Base Williamtown, located about 35 km southwest of the accident site, recorded observations every 30 minutes. The weather reported at 0930 (10 minutes after the accident) showed a southerly wind at 15 kt, gusting to 23 kt, an air temperature of
14.7 °C, and a dew point temperature of 13.2 °C. 0.4 mm of rainfall was measured since 0900 that morning.

Wreckage

On 28 October 2023, NSW police divers located the helicopter’s cabin and tail boom on the sea floor in Providence Bay at a depth of about 5 m (Figure 2). The wreckage was recovered to a secure facility in Newcastle for examination by the ATSB. The entire windshield and forward cabin roof section, as well as the main rotor head and both main rotor blades, were not located from the sea search operation (Figure 3).

ATSB’s examination of the recovered helicopter structure indicated that a main rotor blade had likely impacted the right side of the cabin. The examination identified that the tail boom had separated from the fuselage aft of the engine fairing from a main rotor blade contact, prior to impacting the water. Damage to the fuselage was consistent with the fuselage impacting the water on the left side. The on-site inspection of the recovered wreckage did not identify any pre-existing faults or defects.

Figure 3: Wreckage examination

Figure 3: Wreckage examination

The image has been annotated to highlight areas of missing cabin structure.

Source: ATSB.

Recorded data

The helicopter was equipped with an onboard video camera that was attached to a roof panel inside the cabin. The camera recorded the in-cabin visual and audio environment. Also captured by the system were GPS position, acceleration, and rotational speed. The roof panel and camera were found on the beach near the accident site by a member of the public and provided to the NSW Police.

The video files and other recorded data were subsequently extracted from the camera memory module at the ATSB’s technical facilities in Canberra.

Williamtown air traffic control radar and radio communications between the helicopter have been retained by the ATSB for analysis.

Further investigation

To date, the ATSB has:

  • examined the recovered wreckage
  • collected meteorological data from the Bureau of Meteorology
  • collected pilot and helicopter records
  • conducted interviews with relevant parties
  • collected recorded data from Williamtown air traffic control
  • liaised with the NSW Police Force.

The investigation is continuing and will include consideration of the following:

  • analysis of meteorological conditions
  • analysis of the recovered onboard video and other recorded data
  • flight planning
  • helicopter performance
  • pilot qualifications, experience, and medical information
  • helicopter maintenance
  • examination of recovered components.

A final report will be released at the conclusion of the investigation. Should a critical safety issue be identified during the course of the investigation, the ATSB will immediately notify relevant parties so appropriate and timely safety action can be taken.

Acknowledgements

The ATSB gratefully acknowledges the assistance provided by NSW Police Force Marine Area Command in the search and recovery efforts, and subsequent information collection.

Purpose of safety investigations

The objective of a safety investigation is to enhance transport safety. This is done through:

  • identifying safety issues and facilitating safety action to address those issues
  • providing information about occurrences and their associated safety factors to facilitate learning within the transport industry.

It is not a function of the ATSB to apportion blame or provide a means for determining liability. At the same time, an investigation report must include factual material of sufficient weight to support the analysis and findings. At all times the ATSB endeavours to balance the use of material that could imply adverse comment with the need to properly explain what happened, and why, in a fair and unbiased manner. The ATSB does not investigate for the purpose of taking administrative, regulatory or criminal action.

Terminology

An explanation of terminology used in ATSB investigation reports is available here. This includes terms such as occurrence, contributing factor, other factor that increased risk, and safety issue.

Publishing information 

Released in accordance with section 25 of the Transport Safety Investigation Act 2003

Published by: Australian Transport Safety Bureau

© Commonwealth of Australia 2024

image_5.png

Ownership of intellectual property rights in this publication

Unless otherwise noted, copyright (and any other intellectual property rights, if any) in this report publication is owned by the Commonwealth of Australia.

Creative Commons licence

With the exception of the Coat of Arms, ATSB logo, and photos and graphics in which a third party holds copyright, this publication is licensed under a Creative Commons Attribution 3.0 Australia licence.

Creative Commons Attribution 3.0 Australia Licence is a standard form licence agreement that allows you to copy, distribute, transmit and adapt this publication provided that you attribute the work.

The ATSB’s preference is that you attribute this publication (and any material sourced from it) using the following wording: Source: Australian Transport Safety Bureau

Copyright in material obtained from other agencies, private individuals or organisations, belongs to those agencies, individuals or organisations. Where you wish to use their material, you will need to contact them directly.

[1] The onboard video camera was a standard factory inclusion for R66 helicopters.

[2] Primary stability augmentation mode from the autopilot system maintains a steady helicopter attitude by applying corrective inputs to the cyclic. Additional modes provide heading hold, altitude, back course, and navigation functionality.

[3] Backcourse mode is a reverse course deviation indicator to enable backcourse approaches.

[4] Cloud cover is measured visually by estimating the fraction (in eighths or oktas) of the dome of the sky covered by cloud. A completely clear sky is recorded as zero okta, while a totally overcast sky is 8 oktas. The presence of any trace of cloud in an otherwise blue sky is recorded as 1 okta, and similarly any trace of blue in an otherwise cloudy sky is recorded as 7 oktas.

Occurrence summary

Investigation number AO-2023-051
Occurrence date 26/10/2023
Location Near Hawks Nest
State New South Wales
Report release date 30/06/2025
Report status Final
Investigation level Systemic
Investigation type Occurrence Investigation
Investigation status Completed
Mode of transport Aviation
Aviation occurrence category In-flight break-up
Occurrence class Accident
Highest injury level Fatal

Aircraft details

Manufacturer Robinson Helicopter Co
Model R66
Registration VH-KFT
Serial number 1138
Sector Helicopter
Operation type Part 91 General operating and flight rules
Departure point Cessnock Airport, New South Wales
Destination Wallace Island, New South Wales
Damage Destroyed

VFR into IMC, loss of control and collision with terrain involving Socata TB-20, VH-JTY, 65 km west of Mackay Airport, Queensland, on 28 October 2023

Preliminary report

Preliminary report released 14 December 2023

This preliminary report details factual information established in the investigation’s early evidence collection phase and has been prepared to provide timely information to the industry and public. Preliminary reports contain no analysis or findings, which will be detailed in the investigation’s final report. The information contained in this preliminary report is released in accordance with section 25 of the Transport Safety Investigation Act 2003.

The occurrence

On 28 October 2023, at about 0735 local time, a SOCATA-Groupe Aerospatiale TB-20 (TB-20) registered VH-JTY, departed from Montpellier aircraft landing area,[1] Queensland, for a private flight to Palmyra aircraft landing area[2] (Figure 1). On board was the pilot and a passenger, who was also a pilot.

A friend of the pilot stated that they made a phone call to the pilot at 0814. The pilot stated that they were at 5,500 ft above cloud and asked about weather conditions at Palmyra airfield. The pilot stated they were passing Dalrymple Heights and on descent and that their intentions were to fly along the Pioneer Valley to Palmyra airfield.

At about 0834, the OzRunways[3] flight track (Figure 1) showed that the pilot made a right turn, followed by a left turn before colliding on the northern side of Bull Mountain, at about 1,900 ft above mean sea level. The aircraft was destroyed, and the pilot and passenger were fatally injured.

Figure 1: VH-JTY flight track

Figure 1: VH-JTY flight track

Source: Google Earth, OzRunways, annotated by the ATSB

Context

Pilot information

The pilot held a valid Private Pilot Licence (Aeroplane) and a Class 2 aviation medical certificate, valid until October 2024. The pilot held a single engine aeroplane rating, and endorsements for manual propeller pitch control and retractable undercarriage. Their last flight review was conducted in July 2023, and at the time of the accident the pilot had about 2,100 hours total aeronautical experience of which about 1,500 hours were in VH-JTY.

Aircraft information

General information

The TB-20 is an all-metal, 5-place, single engine aircraft with fully retractable landing gear. It was powered by a 6-cylinder Lycoming IO-540 fuel-injected engine, driving a 3-blade constant-speed propeller. VH-JTY was manufactured in France in 1985 and was first registered in Australia in April 1987. The pilot had owned VH-JTY since April 2008 (Figure 2).

The last periodic inspection was conducted on 14 December 2022. In January 2023, VH-JTY sustained rudder and vertical fin damage in a ground handling incident. Structural repairs were carried out and the aircraft returned to service on 25 May 2023. At the time of the accident, it had accrued a total time in service of about 5233.4 hours and had flown about 35 hours since the repairs were carried out.

Figure 2: VH-JTY

Figure 2: VH-JTY

Source: Simon Coates, modified by the ATSB

Site and wreckage information

  • The aircraft wreckage was located in steep mountainous terrain with heavy vegetation, to the north-east of Bull Mountain.
  • The aircraft fuselage sustained a heavy impact initially with vegetation and then terrain before becoming significantly disrupted with some components sliding downhill and being consumed by fire.

Wreckage examination

Due to the remote location, extreme terrain, and degradation of the accident site, ATSB has not been able to attend the site. However, Queensland Police Service specialist forensic officers have provided detailed on-site photographic evidence. This has assisted the ATSB with gaining an understanding of the accident site location and layout, as well as an appreciation of the level and type of damage to the aircraft’s structure and components.

Photographic evidence review of engine and propeller components indicated that the propeller was under a significant level of power when it impacted with terrain, indicating the engine was almost certainly operational at that time.

Further investigation

To date, the ATSB has:

  • examined photographs of the aircraft wreckage
  • conducted witness interviews
  • examined the maintenance history of the aircraft
  • reviewed historic flight data
  • reviewed air traffic control recordings.

The investigation is continuing and will include:

  • further review of recorded data and recovered components from the accident site
  • analysis of available flight data
  • analysis of aircraft maintenance and repairs.

Should a critical safety issue be identified during the course of the investigation, the ATSB will immediately notify relevant parties so appropriate and timely safety action can be taken.

A final report will be released at the conclusion of the investigation. Should a critical safety issue be identified during the course of the investigation, the ATSB will immediately notify relevant parties so appropriate and timely safety action can be taken.

Acknowledgements

The ATSB would like to acknowledge the assistance provided by the Queensland Police Service who provided site information and photographs in the course of the on-site phase of this investigation.

Purpose of safety investigations

The objective of a safety investigation is to enhance transport safety. This is done through:

  • identifying safety issues and facilitating safety action to address those issues
  • providing information about occurrences and their associated safety factors to facilitate learning within the transport industry.

It is not a function of the ATSB to apportion blame or provide a means for determining liability. At the same time, an investigation report must include factual material of sufficient weight to support the analysis and findings. At all times the ATSB endeavours to balance the use of material that could imply adverse comment with the need to properly explain what happened, and why, in a fair and unbiased manner. The ATSB does not investigate for the purpose of taking administrative, regulatory or criminal action.

Terminology

An explanation of terminology used in ATSB investigation reports is available here. This includes terms such as occurrence, contributing factor, other factor that increased risk, and safety issue.

Publishing information 

Released in accordance with section 25 of the Transport Safety Investigation Act 2003

Published by: Australian Transport Safety Bureau

© Commonwealth of Australia 2023

image_5.png

Ownership of intellectual property rights in this publication

Unless otherwise noted, copyright (and any other intellectual property rights, if any) in this report publication is owned by the Commonwealth of Australia.

Creative Commons licence

With the exception of the Coat of Arms, ATSB logo, and photos and graphics in which a third party holds copyright, this publication is licensed under a Creative Commons Attribution 3.0 Australia licence.

Creative Commons Attribution 3.0 Australia Licence is a standard form licence agreement that allows you to copy, distribute, transmit and adapt this publication provided that you attribute the work.

The ATSB’s preference is that you attribute this publication (and any material sourced from it) using the following wording: Source: Australian Transport Safety Bureau

Copyright in material obtained from other agencies, private individuals or organisations, belongs to those agencies, individuals or organisations. Where you wish to use their material, you will need to contact them directly.

[1]     Montpellier aircraft landing area is located about 20 km south-south-east of Townsville Airport.

[2]     Palmyra aircraft landing area is located about 12 km west-south-west of Mackay Airport.

[3]     OzRunways is an electronic mobile application, utilising approved data for electronic maps, and used for navigation.

Final report

Executive summary

What happened

On the morning of 28 October 2023, a SOCATA-Groupe Aerospatiale TB-20, registered, VH-JTY, departed Montpelier aircraft landing area, Queensland, for a visual flight rules private flight to Palmyra aircraft landing area, Queensland. The flight was to be just over one hour duration and the pilot and their passenger were familiar with the route.

During the flight, the pilot contacted a friend at the destination for an appreciation of the weather. After the friend advised them of the prevailing conditions including cloud, the pilot replied that they would need to go through some cloud before arriving.

Around 30 NM from the destination, shortly after commencing descent for the intended landing, the aircraft began a steep descending turn to the left towards mountainous terrain. During this descent, the aircraft exceeded the airframe’s designed maximum airspeed before pitching up and passing over the top of Bull Mountain. The aircraft then entered a second steep descending turn, this time to the right, before the recorded flight path data ceased.

The wreckage was located nearby in dense forest on the north-east face of Bull Mountain. The accident site indicated that the aircraft had collided with terrain at a steep angle, and with significant forward velocity. The aircraft was destroyed and both occupants received fatal injuries.

What the ATSB found

The ATSB found that, after encountering cloud en route, the pilot elected to continue along the intended flight path through cloud instead of diverting around or remaining on top of it. Shortly after, it is very likely the pilot entered weather conditions not suitable for visual navigation, leading to spatial disorientation and a descent into mountainous terrain.

Safety message

One of the key risk controls for a visual flight rules (VFR) pilot to avoid entering instrument meteorological conditions (IMC) is appropriate pre-flight preparation and planning. Pilots should always obtain up-to-date weather information before and during flight. While forecasts will assist in selecting the route to be flown, pilots should plan an alternate or be prepared to make necessary deviations from the planned route should actual weather conditions indicate the possibility of not being able to comply with the VFR.

For a non-instrument rated pilot, even with basic attitude instrument flying proficiency, maintaining control of an aircraft in IMC by reference to the primary flight instruments alone entails a very high workload that can result in narrowing of attention and loss of situational awareness. While autopilot can be used to reduce workload, it is not infallible and should not be relied upon or used by VFR pilots as a risk mitigator to decide to fly into unsuitable conditions. 

Unapproved mobile devices displaying charts and data from an approved data service provider are a useful supplement to navigation, but they cannot be used as a navigation device, and must not be the sole means of navigation when operating under the VFR. Pilots should use navigation equipment approved for aviation and maintain skills in navigating by reference to approved charts.

The investigation

Decisions regarding the scope of an investigation are based on many factors, including the level of safety benefit likely to be obtained from an investigation and the associated resources required. For this occurrence, a limited-scope investigation was conducted in order to produce a short investigation report, and allow for greater industry awareness of findings that affect safety and potential learning opportunities.

The occurrence

On 28 October 2023, at about 0735 local time, a SOCATA-Groupe Aerospatiale TB-20 (TB-20) registered VH-JTY, departed from Montpelier (Antill Plains) aircraft landing area,[1] Queensland, for a private flight to Palmyra aircraft landing area,[2] Queensland. The flight was to track via Dalrymple Heights, near Eungella before descending into the Pioneer Valley to the west of Mackay, and then track direct to Palmyra (Figure 1). On board were the pilot and a passenger, who was also a licenced pilot.

Figure 1: VH-JTY fight path

Figure 1: VH-JTY fight path

Source: Google Earth and OzRunways, annotated by the ATSB

OzRunways[3] data showed the aircraft was flown to 5,500 ft above mean sea level (AMSL) where it maintained a steady track without any significant deviations during the cruise phase of flight. 

At 0814, approximately 20 minutes prior to commencing descent for the intended landing at Palmyra, the pilot made a phone call to a friend, another licenced pilot, in Mackay. It was reported that the pilot enquired about the weather at the destination. The friend recalled advising of the presence of cloud at Palmyra and blue sky to the south of the landing area. The pilot replied that they would have to go through some cloud. 

The same friend called the pilot at 0833 to confirm their estimated time of arrival so they could meet the pilot in Palmyra. They stated that the pilot reported being over Eungella at 5,500 ft and was about to commence their descent. The friend reported ending the phone call so as not to cause any distraction.

At 08:34, there was a change to the previously stable flight path. The aircraft initially climbed about 100 ft and entered a slight right turn before turning left towards Bull Mountain in a shallow descent. As the turn continued, the aircraft’s descent rate increased, descending about 1,600 ft in 13 seconds (average descent rate of 7,400 ft/min) (Figure 2).  

Figure 2: VH-JTY descent

Figure 2: VH-JTY descent


Source: Google Earth with overlaid OzRunways data, annotated by the ATSB 

During this descent, the aircraft accelerated to about 218 kt, 29 kt above the aircraft’s published VNE[4] (velocity never exceed) of 189 kt (Figure 3).

Figure 3: TB-20 airspeed limitations

Figure 3: TB-20 airspeed limitations


Source: Aircraft manufacturer, annotated by the ATSB

In the 10 seconds that followed, the aircraft pitched up steeply, climbed approximately 600 ft, and passed overhead Bull Mountain at 4,200 ft AMSL. The aircraft then slowed to 132 kt before entering a steep descending right turn to the east. The recorded data stopped at 0835, 3,655 ft AMSL with the aircraft estimated to be descending at around 6,000 ft/min in a right turn with 36° angle of bank and increasing roll angle.

The aircraft collided with terrain in dense forest on the north-east face of Bull Mountain 1,900 ft AMSL, not far from where the recorded data stopped. The aircraft was destroyed, and the pilot and passenger were fatally injured.

Context

Pilot information

The pilot was qualified and authorised to fly VH-JTY. They held a valid Private Pilot Licence (Aeroplane), issued on 4 May 2004. In addition, the pilot held a single engine aeroplane rating, and endorsements for manual propeller pitch control and retractable undercarriage. Their last flight review was conducted in July 2023 and valid to 30 September 2025. At the time of the accident the pilot had about 2,100 hours total aeronautical experience of which about 1,500 hours were in VH-JTY.

The pilot held a valid class 2 medical certificate that was issued on 12 December 2022 and valid to 7 October 2024. The class 2 was issued with the restrictions that both distance and reading vision correction was available during flight. A review of the pilot’s medical records showed that a chronic medical condition was being appropriately managed by the pilot and their designated aviation medical examiner (DAME). It required annual review and there were no additional restrictions placed on the pilot’s class 2 medical certificate.

A copy of the coroner’s toxicology and pathology reports were not available to the ATSB at the time of publishing this report.

Passenger information

The passenger was familiar with VH-JTY. While a licensed pilot, they had not renewed their medical certification for flight and had not conducted a recent flight review. 

Aircraft information

General information

The TB-20 is an all-metal, 5-place, single engine aircraft with fully retractable landing gear. It was powered by a 6-cylinder Lycoming IO-540 fuel-injected engine, driving a 3-blade constant-speed propeller and equipped[5] for visual flight rules (VFR)[6] (Day) flying only. VH-JTY was manufactured in France in 1985 and was first registered in Australia in April 1987. The pilot had owned VH-JTY since April 2008 (Figure 4).

Figure 4: VH-JTY

Figure 4: VH-JTY

VH-JTY as it appeared in 2015. The yellow lines and wingtips were later painted dark red.

Source: Simon Coates, modified by the ATSB

Maintenance history

The aircraft was maintained in accordance with the CASA system of maintenance defined in Civil Aviation Regulations 1988 - Schedule 5 and the last periodic inspection was conducted on 14 December 2022. A review of the maintenance records and history for VH-JTY did not show any outstanding defects. The active maintenance release was not recovered from the accident site.

The aircraft was equipped with a Bendix/King KLN 90 GPS navigation system and a Bendix/King KAP 150 2-axis (pitch and roll) autopilot system that had been installed since the aircraft was manufactured. A review of the maintenance history and comments of the approved maintenance organisation showed minor issues with the autopilot consistent with its age. The faults were reported to have resulted in the uncommanded disconnection of the autopilot in flight. The unit was repaired in March 2022 and there were no records of any further maintenance on the autopilot after this date.

In January 2023, a ground handling incident damaged VH-JTY’s vertical fin and rudder. Structural repairs were carried out and following inspection of the flight controls, the aircraft returned to service on 25 May 2023. At the time of the accident, VH-JTY had a total time in service of about 5,233.4 hours and had flown about 35 hours since return to service.

King KAP 150 Autopilot

The pilot information manual supplement for the autopilot did not provide a minimum activation airspeed for the TB-20 but did contain a maximum airspeed limitation of 175 kt for autopilot use. Automatic flight could be activated by pressing the AP ENG (autopilot engage) button on the control panel and disengaged by pressing the AP ENG button again, or by pressing the AP DISC (autopilot disconnect) button on the pilot’s control wheel. When the autopilot is disengaged, an aural alert sounds for 2 seconds to alert the pilot.

The supplement also provided maximum altitude losses that may be encountered following an autopilot malfunction. In a cruise, climb or descent configuration, the maximum altitude loss would be 450 ft.

Recorded data

ADS-B

The aircraft was equipped with a SkyEcho portable automatic dependant surveillance broadcast (ADS-B) antenna capable of receiving information from ADS-B equipped aircraft and transmitting positional information to nearby stations. A review of available flight track history revealed that this antenna did not transmit any positional information during the accident flight.

Mobile devices

There were almost certainly 2 iPads and 2 telephones onboard the aircraft. Queensland Police located and recovered one telephone from the accident site. ATSB data recovery specialists determined that the phone was too heavily damaged to recover the data from the phone’s internal memory. At least 2 mobile devices were running the OzRunways app.

OzRunways data

OzRunways is an electronic flight bag (EFB) provider in Australia that also provides a ‘TX’ service that tracks device location and uploads it to OzRunways servers over the cellular network every 5 seconds. This service displays the device’s location on a user‑selected chart and also plots location data from other aircraft utilising OzRunways. The pilot used the OzRunways application on an iPad for en route planning and navigation. The pilot’s passenger also carried a second iPad with OzRunways when they flew together.  

OzRunways is an approved source of aeronautical charts, but it must not be used as a primary means of navigation. The iPad GPS does not meet technical standard order[7] (TSO) specifications for aviation use (OzRunways, 2022). Additionally, there are limitations to the data provided via OzRunways. Altitude information has a resolution of 100 ft, a change in altitude from 190 ft to 210 ft will be displayed as a change from 100 ft to 200 ft. Additionally, filtering applied to smooth the data can affect the accuracy of analysis of small sections of data. 

Tracking data obtained from OzRunways provided latitude and longitude as well as time, speed and heading. The last data point was at an altitude of about 1,700 ft above ground level in the vicinity of the accident site (Figure 2). When the OzRunways data ended, the aircraft was shown heading east in a steep descending right turn. The lack of any further data points was probably due to a loss of cellular signal among the mountains.

Accident site

The aircraft wreckage was located in heavily vegetated steep mountainous terrain, north-east of Bull Mountain (Figure 5). A Central Queensland Rescue helicopter located the wreckage at 1113 on 28 October and first accessed the site by winch at about 1400 on the day of the accident. The rescue crew confirmed that both occupants were deceased and took preliminary photographs of the wreckage. 

The ATSB was unable to access the accident site. ATSB investigators provided a briefing to Queensland Police Service (QPS) forensic officers prior to them attending site on 27 November. With the support of specialists trained in high angle rescue operations the QPS officers collected evidence and provided it to the ATSB. 

Figure 5: Accident site terrain

Figure 5: Accident site terrain

Source: Central Queensland Rescue, annotated by the ATSB

Wreckage examination

The ATSB’s review of the accident site photographs, and evidence provided by QPS, showed that the aircraft impacted the terrain at a steep angle while tracking 036° (close to north-east). The aircraft was destroyed by the impact and consumed by a post-impact fuel‑fed fire. Several components were buried by shifting soil after the accident.

Figure 6: Propeller damage

Figure 6: Propeller damage

Source: Queensland Police Service, annotated by the ATSB

The following observations were made from the wreckage examination:

  • Impact marks on engine and propeller components indicated that the propeller was turning with power applied when it impacted terrain, indicating the engine was almost certainly operational at that time (Figure 6).
  • The extremities of the aircraft, the wing tips and stabilator were found at the accident site indicating that the aircraft was complete at the time of collision.

Communications

Police contacted Mackay air traffic control tower following the report of a missing aircraft. The controller confirmed that they did not hear a radio transmission from VH-JTY and that aircraft operating in the area at the time did not hear a distress call from the aircraft. 

Operational information

General

Peers of the pilot reported that the pilot would often climb to operate VFR over the top of cloud. The pilot would generally fly the cruise portion of the flight on autopilot and would use the autopilot if they ever had to fly through cloud. While VFR over the top of cloud is permitted under the VFR, a minimum separation from cloud is required when flying under the VFR (see section Visual meteorological conditions). 

The Civil Aviation Authority of New Zealand safety publication Vector contained an article called Who’s really flying your aircraft? The article discussed the potential downfalls of relying on automation in the cockpit, and its prevalence in VFR into instrument meteorological conditions (IMC) accidents. 

VH-JTY was fitted with an approved GPS. The pilot was not known to program flight plans into the unit, instead relying on OzRunways for navigation. The CASA Visual Flight Guide provided the following note to VFR pilots utilising GPS in their aircraft: 

An approved GNSS system may be used under the VFR: 

• to supplement map reading and other visual navigation techniques

• to derive distance information for enroute navigation and traffic separation.

The positioning and navigational tools featured in the OzRunways application rely on equipment such as mobile phones or iPads that do not meet the required standard for operational use in aircraft. OzRunways acknowledges this limitation and advises users that the OzRunways application shall not be used as a primary means of navigation. It can, however, be used to supplement traditional visual navigation methods such as map reading.

Previous flights

Data obtained for the previous 3 months showed a number of previous flights between the two locations consistent with logged flight records (Figure 7). Each flight took about 1.2 hrs depending on the route taken. 

Flights would often depart Palmyra, tracking inland towards Townsville where they would descend outside the Townsville control zone steps and land at Montpelier Airfield. On return to Palmyra, the pilot routinely flew inland past Collinsville and would descend down the Pioneer Valley approaching Palmyra from the west below the Mackay control zone steps.

Figure 7: Previous flight data

Figure 7: Previous flight data

Source: Google Earth and OzRunways, annotated by the ATSB

Selection of route

The pilot and their passenger were familiar with the route between Montpelier and Palmyra, completing the return journey as often as once a fortnight for the last few years. When they considered the weather unsuitable for flight, they would make the trip by car, and had a vehicle at their disposal in both locations.

The pilot was known to plan routes that were outside controlled airspace (Figure 8). Witnesses interviewed advised this was common practice among local pilots due to the potential of encountering delays in access to controlled airspace in that region.

Figure 8: Intended flight path

Figure 8: Intended flight path

Source: Visual Navigation Chart, annotated by the ATSB

Visual meteorological conditions

Visual meteorological conditions (VMC) are expressed in terms of in-flight visibility and distance from cloud (horizontal and vertical) and are prescribed in the Civil Aviation Safety Regulations (CASR) Part 91 (General Operating and Flight Rules) Manual of Standards 2020: 2.07 VMC criteria. A VFR flight can be conducted above cloud provided VMC can be maintained for the entire flight, including climb, cruise, and descent.[8] The CASA Visual Flight Rules Guide included the following notes for VFR flight: 

Pilots should not initiate VFR flight on top of more than SCT [scattered][9] cloud when weather conditions are marginal. Before committing to operate VFR flight on top of more than SCT cloud, pilots should be confident that meteorological information used is reliable and current, and clearly indicates that the entire flight will be able to be conducted in VMC. 

And:

When navigating by visual reference to the ground or water, you must positively fix the aircraft’s position by visual reference to features marked on topographical charts at intervals not exceeding 30 minutes.

Figure 9, taken from the CASA Visual Flight Rules Guide, provides a visual depiction of the VMC criteria for aeroplanes below 10,000 ft.

Figure 9: VMC criteria below 10,000 ft

Figure 9: VMC criteria below 10,000 ft

Source: Civil Aviation Safety Authority

Weather reports obtained by the pilot

According to CASR Part 91 (General Operating and Flight Rules) Manual of Standards 2020: 7.02 Forecasts for flight planning, an authorised weather forecast must cover the whole period of the flight, and include a wind and temperature forecast and, for a flight at or below 10,000 ft AMSL, a general aviation meteorological area forecast (GAF).

Airservices Australia conducted a review of the pilot’s national aeronautical information processing system (NAIPS)[10] account activity. Two accounts were linked to the pilot. On the day of the flight, one account had expired, and the other had not been accessed since a password update 2 months earlier. Weather requests through OzRunways use the user’s NAIPS login credentials to retrieve the requested information. A third account, linked to the passenger, was last accessed through OzRunways 5 days prior to the flight to obtain an area briefing.

While other third party information such as weather radar overlays, satellite imagery and wind observations are available without an NAIPS login,[11] NAIPS is the only source through which OzRunways obtains weather forecasts for flight planning. 

Notwithstanding the requirement of a forecast for flight planning, CASR Part 91 (General Operating and Flight Rules) Manual of Standards 2020: 7.03 Flights unable to obtain an authorised weather forecast before departure states that a flight can still depart without an authorised forecast provided other conditions are met. These include:

The pilot in command reasonably considers that the weather conditions at the departure aerodrome will permit the aircraft to return and land safely at the departure aerodrome within 1 hour after take-off.

The pilot in command of a Part 91 flight must return to the departure aerodrome if:

(a) the authorised weather forecast required for the planned destination aerodrome is not obtained within 30 minutes after take-off; and

(b) the pilot in command has not nominated a destination alternate aerodrome if required to do so by subsection 8.04 (3).[12]

CASA defined what constituted an approved weather report and a list of who could provide one.[13] Licenced pilots were included in the list. The pilot obtained a weather update for the destination from their friend en route. While the accuracy of the information could not be verified, as a licenced pilot, the weather report provided by the pilot’s friend would have been considered an approved weather report for the destination. Based on the pilot’s phone records, this report was obtained about 39 minutes after departure.

Meteorological information

Forecast weather

The planned flight from Montpelier to Palmyra was within the QLD north (QLD-N) Graphical Area Forecast (GAF)[14] region. Forecast weather conditions in the GAF, valid from 0300 to 0900 on 28 October 2023, included average conditions of greater than 10 km visibility with areas of scattered stratocumulus clouds between 2,000 and 4,000 ft. The cloud was forecast to lift and become scattered cumulus and stratocumulus between 4,000 and 8,000 ft with moderate turbulence below 8,000 ft in thermals later in the day.

The Bureau of Meteorology aerodrome forecast (TAF)[15] for Mackay Airport, issued at 0435 and valid at the time of the accident showed an expected visibility of greater than 10 km, few cloud at 3,000 ft and a wind of 17 kt from the south-east.

Based on the forecasts, local pilots interviewed by the ATSB described the conditions as being conducive to mechanical turbulence around the ranges.

Actual weather

The meteorological aerodrome report (METAR)[16] for Mackay Airport reported wind from the east at 17 kt (100°), visibility greater than 10 km and cloud scattered at 3,300 ft and broken[17] at 5,500 ft. There was no rainfall recorded in the previous 24 hours.

The ATSB requested an assessment of the weather from the Bureau of Meteorology who provided the following observations for the morning of the accident: 

• Cloud extended from the coast to the ranges and was clear west of ranges.

• South easterly winds persisted which often bring cloud between 2,000 – 3,000 ft, being lower earlier in the day and climbing as the day warms up.

• Over the accident site, cloud was overcast to broken.

• Cloud extended 25 NM south of accident site.

• Eungella Dam was visible to the west on satellite images.

• Closer to the coast cloud was scattered to broken. 

Bureau of Meteorology satellite images showed cloud building in the Pioneer Valley east of the ranges from 0600, covering the mountains to the north of the Pioneer Valley by 0800. Figure 10 shows cloud cover at 0830, 3 minutes before the accident.

Figure 10: Satellite image showing cloud formation on 28 October at 0830 local time

Figure 10: Satellite image showing cloud formation on 28 October at 0830 local time

Source: Source: Bureau of Meteorology, annotated by the ATSB

Figure 11 shows the location of witnesses and CCTV recorded at the time of the accident.

  • Eyewitness 1 located near Bull Mountain heard a low flying aircraft that stopped suddenly. They stated that the top of the mountain was visible around the time of the accident.
  • Eyewitness 2 described the cloud as being very thick that morning from when they woke at 0500. The cloud started to rise around 0800 but still produced limited visibility of their paddock until around 1000. They also described a ‘good breeze’ on the ground during the morning with occasional gusts but did not recall strong winds on the day. CCTV footage from that location showed low cloud close to where the pilot commenced their descent (Figure 12).
  • CCTV recording 1 obtained from a business 5 km south-west of the accident site showing diffuse light indicating cloud cover at the time of the accident.
  • CCTV recording 2 facing north from an elevated position at the head of the valley. That footage showed low cloud to the east and tree movement equivalent to a fresh breeze. 

Additionally, a large bushfire around 70 km to the south-east had filled the Pioneer Valley with smoke which was yet to dissipate. The pilot of the rescue helicopter advised that during the search for VH-JTY at around 1000, the cloud base was scattered at 3,000 ft with poor visibility in smoke haze. 

Figure 11: Witness locations

Figure 11: Witness locations

Source: Google Earth, annotated by the ATSB

Figure 12: Closed circuit footage from Dalrymple Heights

Figure 12: Closed circuit footage from Dalrymple Heights

Source: Supplied

Decision making

Flight under the VFR requires minimum conditions of visibility and distance from cloud. Variation from the expected weather conditions en route may prevent a pilot from reaching their destination under this ruleset. Flying into instrument meteorological conditions[18] (IMC) can occur in any phase of flight. However, a 2005 ATSB research publication – General Aviation Pilot Behaviours in the Face of Adverse Weather (B2005/0127) – concluded that the chances of a VFR into IMC encounter increased as the flight progressed, with the maximum chance occurring during the final 20 per cent of the planned flight. It stated:

This pattern suggests an increasing tendency on the part of pilots to ‘press on’ as they near their goal. To turn back or divert when the destination seemed ever closer became progressively more difficult.

The CASA Resource Booklet 7 Decision making contained the following:

A non-instrument rated pilot who proceeds with a flight in marginal weather and ends up in instrument meteorological conditions (IMC) decides to firstly, proceed with the flight and secondly, not turn back when the weather indicated visual flight rules were not able to be maintained

Dejoy (1992, cited in Hunter, 2002) suggests that a person’s propensity to engage in risky behaviour is the result of lower perceived risk in the outcome. Studies have shown that pilots who do not perceive the risks with adverse weather are more likely to engage in higher risk activities when dealing with weather (Cooper, 2003). 

A Transportation Safety Board of Canada report A23O0028 into a VFR into IMC accident looked at pilot decision making and the acceptance of unsafe practices.

Pilot decision making is a cognitive process used to select a course of action between alternatives. Several factors, circumstances, and biases can affect pilot decision making, including the flight objective or goal, and the pilot’s knowledge, experience, and training. These factors can lead to situations where pilots might prioritize the achievement of the goal over the management of threats, likely resulting in a reduced safety margin.

A focus on achieving a goal or outcome may lead to a reduced sensitivity to risk, especially when high-risk activities repeatedly result in no negative outcomes. Flight crew members may grow accustomed to these risks, altering their perception and acceptance of such risks over time (Hollenbeck and others 1994).

Spatial awareness

The ATSB publication Avoidable Accidents No. 4: Accidents involving Visual Flight Rules pilots in Instrument Meteorological Conditions (AR-2011-050) discusses the physiological limitations of the human body when trying to sense its orientation in space. 

In conditions where visual cues are poor or absent, such as in poor weather, up to 80 per cent of the normal orientation information is missing. Humans are then forced to rely on the remaining 20 per cent, which is split equally between the vestibular system and the somatic system. Both of these senses are prone to powerful illusions and misinterpretation in the absence of visual references, which can quickly become overpowering.

Pilots can rapidly become spatially disoriented when they cannot see the horizon. The brain receives conflicting or ambiguous information from the sensory systems, resulting in a state of confusion that can rapidly lead to incorrect control inputs and resultant loss of aircraft control.

For non-instrument rated pilots, statistics show they may not be able to recover at all. Research has shown the pilots not proficient in maintaining control of an aircraft with sole reference to the flight instruments will typically become spatially disoriented and lose control of the aircraft within 1 to 3 minutes after visual cues are lost.

The FAA Advisory Circular FAA AC60-4A Pilot’s spatial disorientation discussed the challenges associated with recovering from spatial disorientation. The results of a test conducted with qualified instrument pilots found that it took as much as 35 seconds to establish full control by instruments after the loss of visual reference with the ground or surface. 

The ATSB report AR-2011-050 was updated in 2019 and found that in the 10 years prior, there were 101 VFR into IMC occurrences in Australian airspace reported to the ATSB. Of these, 9 were accidents resulting in 21 fatalities. An almost 10% chance of the encounter ending in a fatal accident. 

A search of the ATSB Aviation Occurrence Database shows that in the 5 years since 2019, there have been 56 VFR into IMC occurrences reported to the ATSB. Of these, 10 resulted in accidents with 16 fatalities. The dangers of spatial disorientation following a loss of visual cues remains one of the most significant causes of concern in aviation safety. 

Similar Occurrences

The risks of visual flight rules (VFR) pilots flying from visual meteorological conditions (VMC) into instrument meteorological conditions (IMC) are well documented, and have been the focus of numerous ATSB reports and publications. VFR pilots flying into IMC is a significant cause of aircraft accidents and fatalities.

AO-2022-016 – VFR into IMC, loss of control and collision with terrain involving Airbus Helicopters EC130 T2, VH-XWD, near Mount Disappointment, Victoria, on 31 March 2022

On 31 March 2022, at about 0741 local time, 2 Microflite Airbus EC130 helicopters, registered VH‑WVV and VH-XWD, departed the Batman Park helicopter landing site in Melbourne, for the town of Ulupna, Victoria. Both helicopters were operated in accordance with the VFR and departed in VMC conditions. Cloud was forecast along the route, but the pilots elected to continue to the destination. The helicopters encountered instrument meteorological conditions (IMC) over Mount Disappointment and VH-WVV conducted a U-turn to avoid entering cloud. While also attempting to conduct a U-turn, VH-XWD entered cloud, developed a high rate of descent, and collided with terrain. The helicopter was destroyed, and the 5 occupants were fatally injured.

AO-2021-017 – VFR into IMC and in-flight break-up involving Van's Aircraft RV-7A, VH-XWI 90 km south of Charters Towers, Queensland, on 23 April 2021

On 23 April 2021, a Van’s Aircraft RV-7A, registered VH-XWI, was being operated on a private flight under the visual flight rules (VFR) from Winton to Bowen, Queensland. During the flight, the pilot most likely entered IMC and lost control of the aircraft several times. This led to the airspeed limitations for the aircraft being exceeded and the aircraft sustained an in-flight break-up. The pilot was fatally injured, and the aircraft was destroyed.

VFR into IMC resources

The 2011 ATSB publication, 

, updated in 2019, includes a selection of weather-related general aviation accidents and incidents that show weather alone is never the only factor affecting pilot decisions that result in inadvertent IMC encounters. The documented investigations consistently highlight that conducting thorough pre-flight planning is the best defence against flying into deteriorating weather.

CASA also released a collection of resources related to this type of occurrence on its website titled Preventing VFR into IMC and other related resources on its pilot safety hub under Weather and forecasting.

For more information on VFR into IMC occurrences, recognising inadvertent entry into IMC, and what to do to recover, refer to the following publications: 

Safety analysis

Data collected by the OzRunways electronic flight bag (EFB) application indicated that shortly after commencing descent from 5,500 ft, VH-JTY made a series of turns that displayed excessive sink and climb rates before colliding with terrain. This manoeuvring indicates that the autopilot was not being used during this part of the flight. Site and wreckage examination indicated that the aircraft was complete, had significant forward velocity, a high angle of entry and the engine was producing power. Those items of evidence indicated that the aircraft was most likely in an uncontrolled state when it collided with terrain.

The analysis considers the limited evidence available and discusses possible explanations for the departure from controlled flight:

  • pilot incapacitation
  • technical failure or malfunction
  • decision making
  • spatial disorientation.

Pilot incapacitation

Pilot incapacitation following a medical event was considered unlikely based on the short timeframe between ending the phone conversation prior to descent and the apparent departure from controlled flight. Medical records indicated that the pilot’s pre-existing condition was being appropriately managed and in the absence of any additional evidence, that was excluded. 

Additionally, the passenger was also a pilot, although not current at the time, and they would have been capable of assuming control if the pilot had a medical episode. 

Technical malfunction

Structural failure was considered as a possible explanation for the departure from controlled flight. The propeller, wing tips, stabilator, and vertical stabiliser/rudder were all located in site photographs. This was significant in determining that the recent repair to the vertical stabiliser had not failed. With the main components identified at the accident site, the possibility of an in-flight break‑up was excluded. Further, the damage to the engine and propeller indicated the engine was producing power at the time of the accident, eliminating engine malfunction as a possible explanation for the rapid descent. 

The autopilot was installed in the aircraft from new and the pilot had owned the aircraft for close to 15 years. The pilot was almost certainly familiar with basic operation of the autopilot. The design of the autopilot servos that moved flight control surfaces incorporated a clutch so a pilot could override the autopilot in the event of a malfunction. The unit also incorporated a design whereby the autopilot would disengage if excessive pitch or roll rates were encountered. The autopilot had been repaired almost a year prior with no record of any additional maintenance, and the nature of the previous autopilot failures would not induce a loss of control. 

If a technical malfunction occurred that would have affected the immediate safe continuation of the flight, it is very likely the pilot would have made a radio call declaring an emergency. No radio call was detected.

With no evidence of a failure or malfunction that would have induced uncommanded control inputs, it is considered unlikely that the autopilot contributed to a loss of control. 

Pilot decision making

After excluding pilot incapacitation and technical failure, the ATSB considered pilot decision making and the flight path through cloud during the final minutes of the flight.

There was no record that the pilot obtained relevant aviation weather forecasts prior to the flight, and it could not be determined if additional weather information was obtained from other non‑approved sources. However, as the flight was a relatively short distance, and the pilot was very familiar with the route and destination, it is almost certain that they had knowledge and experience of weather behaviour and conditions to be expected. Additionally, the weather report obtained over the telephone while en route provided an accurate assessment of the prevailing conditions along the intended flight path.

Weather observations showed that at the cruising altitude of 5,500 ft, VH-JTY would have been in VMC above cloud before commencing descent. While there was variation in the witness reports concerning the lower level of the cloud, evidence showed there was significant cloud present, and that the pilot planned to pass through it. Witness statements related that it was common practice for the accident pilot to intentionally fly through cloud with the autopilot on. While this action would represent intentional non-compliance with aviation regulations, the main advantage of doing so would be to avoid loss of control following loss of visual references. The hazard being that if the autopilot or any of its input sensors failed or were inadvertently disengaged, loss of control would reasonably ensue.

This behaviour without previous consequence may have affected their perception of the associated risk of continuing through cloud and influenced their decision to continue along the intended flight path instead of diverting around the cloud en route (Cooper, 2003). Personal bias and misperception of the risks associated with VFR flight into IMC (Hollenbeck and others, 1994) is a factor frequently seen in aircraft accidents (Hunter, 2002). 

The Bureau of Meteorology assessment of the conditions and analysis of satellite imagery matched the report of the pilot’s friend on conditions at the destination. While cloud existed around to the east of Mackay and around the mountains of the Pioneer Valley, the west and south of the destination were clear of cloud. It was determined that in this context, it is highly likely that the pilot chose to fly through cloud rather than continue visual flight over the top of cloud, divert around weather, or plan flight through controlled airspace.

Spatial disorientation

The flight path from Montpelier to top of descent was compared to previous flights. It was determined to be consistent with the way the pilot would normally conduct cross-country flights in VH-JTY and was almost certainly being flown on autopilot during cruise. The sudden change in flight path prior to descent indicated disconnection of the autopilot and resumption of hand flying. 

The weather on the day of the flight was conducive to poor or absent visual cues and turbulence, factors which are known to contribute to spatial disorientation. The pilot was not trained or experienced in flying in low visibility. In these conditions, the pilot would have been required to reference the aircraft’s flight instruments to maintain control. In this case the aircraft was not equipped with the instruments required for flight in IMC.

The accident site showed that the aircraft collided with terrain tracking north-east, indicating that the turn to the right continued after the flight path recording ended. The instability of the flight path with excessive rates of descent and climb are markers commonly observed in spatial disorientation occurrences where pilots are aware of a departure from controlled flight and attempt to correct the unusual flight attitude. 

Due to the limited information available, it is not known whether the autopilot disconnect was intentional or why the pilot’s reported strategy of using autopilot when flying through cloud failed on this occasion. Following the commencement of the turn to the left, the significant deviation of pitch attitude during the turn was likely unintentional. The high rate of descent was consistent with the pilot becoming spatially disoriented after flying into weather conditions not suitable for visual navigation. As a result, the aircraft collided with terrain. 

Findings

ATSB investigation report findings focus on safety factors (that is, events and conditions that increase risk). Safety factors include ‘contributing factors’ and ‘other factors that increased risk’ (that is, factors that did not meet the definition of a contributing factor for this occurrence but were still considered important to include in the report for the purpose of increasing awareness and enhancing safety). In addition ‘other findings’ may be included to provide important information about topics other than safety factors. 

These findings should not be read as apportioning blame or liability to any particular organisation or individual.

From the evidence available, the following findings are made with respect to the VFR into IMC, loss of control and collision with terrain involving SOCATA-Groupe Aerospatiale TB-20, VH‑JTY, 65 km west of Mackay Airport, Queensland, on 28 October, 2023.

Contributing factors

Sources and submissions

Sources of information

The sources of information during the investigation included the:

  • Queensland Police Service
  • accident witnesses
  • recorded data from the OzRunways navigation application
  • CCTV video footage and other photographs taken on the day of the accident
  • maintenance organisation for VH-JTY
  • aircraft manufacturer
  • Civil Aviation Safety Authority
  • Airservices Australia
  • Bureau of Meteorology.

References

Australian Transport Safety Bureau. (2005). General Aviation Pilot Behaviours in the Face of Adverse Weather. Aviation Research Investigation Report B2005/0127. 

Australian Transport Safety Bureau. (2007). An overview of spatial disorientation as a factor in aviation accidents and incidents.ATSB Aviation Research and Analysis Report B2007/0063.

Australian Transport Safety Bureau. (2011). Accidents involving Visual Flight Rules pilots in Instrument Meteorological Conditions.Aviation Research Investigation Report AR-2011-050.

Civil Aviation Authority of New Zealand. (2023) Vector: Who’s really flying your aircraft? Civil Aviation Authority of New Zealand.

Civil Aviation Safety Authority. (2019). Safety behaviours: human factors for pilots: Resource booklet 7 Decision making (2nd edition)

Cooper D. (2003). Psychology, Risk and Safety: Understanding how personality & perception can influence risk taking. Professional Safety. Journal of the American Society of Safety Engineers, November 2003, 39-46.

Federal Aviation Authority. (1983). Advisory Circular AC60-4A: Pilot’s spatial disorientation.

Hunter DR. (2002), Risk Perception and Risk Tolerance in Aircraft Pilots. Federal Aviation Administration, DOT/FAA/AM-02/17, 2002.

Hollenbeck, J. Ilgen, D. Phillips, J. Hedlund J. (1994) Decision risk in dynamic two-stage contexts: beyond the status quo. Journal of Applied Psychology, Vol. 79, Issue 4, pp. 592–598. 

OzRunways. (2022). How can OzRunways be used for navigation? On-line, Retrieved 19 August

UK Civil Aviation Authority. (2024). Safety Sense: VFR flight into IMC. UK Civil Aviation Authority

Submissions

Under section 26 of the Transport Safety Investigation Act 2003, the ATSB may provide a draft report, on a confidential basis, to any person whom the ATSB considers appropriate. That section allows a person receiving a draft report to make submissions to the ATSB about the draft report. 

A draft of this report was provided to the following directly involved parties:

  • maintenance organisation for VH-JTY
  • aircraft manufacturer
  • Civil Aviation Safety Authority
  • Airservices Australia
  • Bureau of Meteorology
  • OzRunways.

Submissions were received from:

  • the aircraft manufacturer.

The submissions were reviewed and, where considered appropriate, the text of the report was amended accordingly.

Purpose of safety investigations

The objective of a safety investigation is to enhance transport safety. This is done through:

  • identifying safety issues and facilitating safety action to address those issues
  • providing information about occurrences and their associated safety factors to facilitate learning within the transport industry.

It is not a function of the ATSB to apportion blame or provide a means for determining liability. At the same time, an investigation report must include factual material of sufficient weight to support the analysis and findings. At all times the ATSB endeavours to balance the use of material that could imply adverse comment with the need to properly explain what happened, and why, in a fair and unbiased manner. The ATSB does not investigate for the purpose of taking administrative, regulatory or criminal action.

Terminology

An explanation of terminology used in ATSB investigation reports is available here. This includes terms such as occurrence, contributing factor, other factor that increased risk, and safety issue.

Publishing information 

Released in accordance with section 25 of the Transport Safety Investigation Act 2003

Published by: Australian Transport Safety Bureau

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[1]     Montpelier aircraft landing area is located about 20 km south-south-east of Townsville Airport and is the site of the former military airfield Antill Plains.

[2]     Palmyra aircraft landing area is located about 12 km west-south-west of Mackay Airport.

[3]     OzRunways is an electronic flight bag app that provides planning, briefing, flight plan filing and moving map navigation services.

[4]     VNE (Never Exceed Speed): the speed limit that may not be exceeded at any time. The calculation of this speed is driven by structural or aerodynamic limitations; however, control system flutter is typically one limitation that factors heavily into the calculation of VNE.

[5]     The aircraft is equipped with the flight and navigation equipment listed in the aircraft’s flight manual and any additional equipment required for the type of operation in accordance with Civil Aviation Order 20.18.

[6]     Visual flight rules (VFR): regulations that permit a pilot to operate an aircraft in conditions whereby navigation and orientation of the aircraft by visual reference is possible.

[7]     Technical Standard Order (TSO) – a TSO is a minimum performance standard for specified materials, parts, and appliances used on civil aircraft.

[8]     VFR flight above more than 4/8 cloud cover is known as ‘VFR over the top’, as the phrase ‘VFR on top’ is a clearance provided to an instrument flight rules flight to operate at a VFR level in visual conditions.

[9]     Scattered: describes cloud covering three or four eighths (oktas) of the sky. 

[10]    The National Aeronautical Information Processing System (NAIPS) is a multi-function, computerised, aeronautical information system. It processes and stores meteorological information and operational notices and enables the provision of briefing products and services to pilots and the Australian Air Traffic Control platform.

[11]    Radar weather overlays and satellite imagery is downloaded from the Bureau of Meteorology. Wind observations obtained through the private company Windy.com are obtained from publicly available weather databases produced by worldwide weather agencies (including the BoM).

[12]    CASR Part 91 (General Operating and Flight Rules) Manual of Standards 2020: 8.04 Destination alternate aerodromes — weather.

[13]    CASR Part 121 Chapter 9 Division 2 –Dictionary.

[14]    GAF (Graphical Area Forecast): provides information on weather, cloud, visibility, icing, turbulence and freezing level in a graphical layout with supporting text.

[15]    TAF (Aerodrome Forecast): a statement of meteorological conditions expected for the specified period of time in the airspace within 5 nautical miles (9 km) of the aerodrome reference point.

[16]    METAR (Meteorological Aerodrome Report) is a routine aerodrome weather report issued at half hourly time intervals. The report ordinarily covers an area of 8 km radius from the aerodrome reference point.

[17]    Broken: used to describe an amount of cloud covering the sky of between 5 and 7 oktas (eighths).

[18]    Instrument meteorological conditions (IMC): weather conditions that require pilots to fly primarily by reference to instruments, and therefore under instrument flight rules (IFR), rather than by outside visual reference. Typically, this means flying in conditions of limited visibility.

Occurrence summary

Investigation number AO-2023-052
Occurrence date 28/10/2023
Location 65 km west of Mackay Airport
State Queensland
Report release date 02/10/2024
Report status Final
Investigation level Short
Investigation type Occurrence Investigation
Investigation status Completed
Mode of transport Aviation
Aviation occurrence category Collision with terrain, Loss of control, VFR into IMC
Occurrence class Accident
Highest injury level Fatal

Aircraft details

Manufacturer SOCATA-Groupe Aerospatiale
Model TB-20
Registration VH-JTY
Serial number 516
Sector Piston
Operation type Part 91 General operating and flight rules
Departure point Antill Plains Aircraft Landing Area, Qld
Destination Palmyra Aircraft Landing Area, Qld
Damage Destroyed

Airspeed indication failure on take-off involving a Lancair IV-PT, at Parafield, South Australia, on 6 October 2023

Occurrence Briefs are concise reports that detail the facts surrounding a transport safety occurrence, as received in the initial notification and any follow-up enquiries. They provide an opportunity to share safety messages in the absence of an investigation.

What happened

On 6 October 2023, at about 2200 local time, the pilot of a Lancair IV-PT departed Parafield Airport, on a private flight under the instrument flight rules,[1] to Whyalla, South Australia.

The pilot had been awake for 16 hours when they arrived at the airport to collect the aircraft from a maintenance organisation, who had performed maintenance on the aircraft to rectify a hydraulic leak.

The pilot reported they conducted a thorough pre-flight inspection and completed ground runs prior to departure.

During the take-off run, the pilot detected abnormal airspeed fluctuations and rejected the take-off. The pilot backtracked and commenced a second take-off. The pilot noted that the airspeed indications appeared normal, and rotated when the aircraft reached 85 kt.

During initial climb, the pilot observed the airspeed indicator was stuck between 80–90 kt and the altimeter was fluctuating between 300–800 ft. The pilot ensured that they maintained terrain clearance by tracking the assigned standard instrument departure (SID), confirming the engine was set to a known power setting and maintaining a steady attitude.

The pilot contacted the Adelaide approach controller and advised that they had unreliable airspeed and altitude indications and initially requested an immediate return to Parafield. However, recognising the importance of maintaining a higher airspeed to prevent a stall, changed the request to divert to Adelaide Airport which had a longer, wider runway. The pilot was also mindful that there were no emergency services at Parafield, whereas these services would be available at Adelaide, to assist in the event of an accident.

As requested by the pilot, the approach controller provided the pilot with the aircraft’s transponder altitude and the aircraft’s groundspeed,[2] calculated from the secondary radar. However, with no information regarding wind speed or direction, the pilot was unable to determine their indicated airspeed.[3]

As the aircraft approached the Adelaide Hills, the pilot was cognisant that the lowest safe altitude (LSALT)[4] was 3,800 ft in this area.  At this point, the pilot recalled having a handheld GPS unit that was independent of the aircraft’s static system, and it indicated that the aircraft was maintaining 4,000 ft. However, when the controller queried if the pilot could see the terrain, the pilot replied that they could not, resulting in the controller offering a coastal visual approach.

The pilot had concerns flying over the ocean as at night they would have no visual cues over the water; however, the controller suggested the city lights could be used as a reference point and another aircraft in the vicinity advised that conditions along the coast were clear. A further aircraft also relayed that the wind conditions were calm, which would aid the pilot in determining an approximate indicated airspeed.

The pilot further considered that they were flying over an urban area and in the event of an accident this may present dangers to people below. Consequently, they elected to fly the coastal approach for runway 12 at Adelaide Airport.

A short time later, the pilot could see Adelaide Airport and recognised they were too high for the approach, which was confirmed by the controller. The pilot conducted an orbit to descend and configured the aircraft for landing.

The pilot established the aircraft on the PAPI,[5] and kept the aircraft’s power higher than normal to maintain a faster airspeed to minimise the risk of a stall. This resulted in a prolonged flare and touching down about one third along runway 12.  Emergency services were in attendance but were not required.

Post-flight, the aircraft’s pitot static tubing was found to be cracked, and black debris was also found throughout the system. It was unable to be determined if this was a result of the previous maintenance or an isolated fault.

Safety action

The pilot advised that following this incident, they have added a data field on the aircraft’s Garmin screen that contains the handheld GPS altitude.

Safety message

There are several key safety messages that arise from this occurrence.

  • If you find a maintenance discrepancy and find yourself saying that it is ‘probably’ okay to fly anyway, you need to revisit the consequences (FAA, 2023). The safest thing to do is have the issue corrected prior to taking off.
  • However, if you do encounter unreliable airspeed indications during the flight, the immediate response is to maintain control with a known power setting and pitch attitude producing known performance, even if indications of that performance are uncertain (CASA, 2022). There have been a number of reported occurrences where potentially severe consequences were avoided by a pilot’s decision to seek assistance from air traffic control or nearby flight crew.
  • Fatigue makes a pilot less vigilant and more willing to accept a lesser performance level than normal, and they will often begin to show signs of poor judgement (CASA, 1999). Pilots must manage fatigue risk including not operating an aircraft if they feel that they are unfit due to fatigue or likely to become so (CASA, 2023).

Acknowledgement

The ATSB acknowledges the valuable assistance provided during this occurrence by the Adelaide approach controller, and other aircraft in the vicinity, who relayed information and acted as a calming influence for the incident pilot.

About this report

Decisions regarding whether to conduct an investigation, and the scope of an investigation, are based on many factors, including the level of safety benefit likely to be obtained from an investigation. For this occurrence, no investigation has been conducted and the ATSB did not verify the accuracy of the information. A brief description has been written using information supplied in the notification and any follow-up information in order to produce a short summary report and allow for greater industry awareness of potential safety issues and possible safety actions.

References

Civil Aviation Safety Authority, Instrument Failure: the test of trust, Flight Safety Australia, 2022, Canberra.

Civil Aviation Safety Authority, Fatigue management explained 2023, Canberra.

Civil Aviation Safety Authority, Pilot Fatigue and the Limits of Endurance, Flight Safety Australia, 1999, Canberra.

Federal Aviation Administration Pilot’s Handbook of Aeronautical Knowledge, Chapter 2: Aeronautical Decision Making, 2023, Washington.

[1] Instrument flight rules (IFR): a set of regulations that permit the pilot to operate an aircraft in instrument meteorological conditions (IMC), which have much lower weather minimums than visual flight rules (VFR). Procedures and training are significantly more complex as a pilot must demonstrate competency in IMC conditions while controlling the aircraft solely by reference to instruments. IFR-capable aircraft have greater equipment and maintenance requirements.

[2] An aircraft’s horizontal speed relative to the ground.

[3] Indicated airspeed is used by pilots as a reference for all aircraft manoeuvres.

[4] The lowest altitude which will provide safe terrain clearance at a given place.  

[5] Precision Approach Path Indicator (PAPI): a ground-based system that uses a system of coloured lights used by pilots to identify the correct glide path to the runway when conducting a visual approach.

Occurrence summary

Mode of transport Aviation
Occurrence ID AB-2023-007
Occurrence date 06/10/2023
Location near Parafield Airport
State South Australia
Occurrence class Incident
Aviation occurrence category Avionics/flight instruments
Highest injury level None
Brief release date 02/11/2023

Aircraft details

Manufacturer Amateur Built Aircraft
Model Lancair IV-PT
Operation type Part 91 General operating and flight rules
Departure point Parafield Airport, South Australia
Destination Whyalla Airport, South Australia
Damage Nil

Low fuel involving a Cessna 172M, at Gold Coast, Queensland, on 11 May 2023

Occurrence Briefs are concise reports that detail the facts surrounding a transport safety occurrence, as received in the initial notification and any follow-up enquiries. They provide an opportunity to share safety messages in the absence of an investigation.

What happened

On 11 May 2023, at approximately 1000 Eastern Standard Time, the crew of a Cessna 172M had completed a cross-country instructional flight. During post-flight refuelling, the crew detected that the aircraft had used more fuel than expected. The crew subsequently determined that the aircraft had landed with low fuel and reserves compromised.

The operator’s safety investigation found that the fuel measuring instrument used for pre-flight fuel quantity checks was inaccurately calibrated for the fuel tanks fitted to the aircraft. This resulted in a discrepancy between the fuel measuring instrument reading and actual quantity in each tank.

Safety action

As a result of this occurrence, the operator removed the fuel measuring instrument used for pre-flight quantity checks from service, and had the fuel tanks recalibrated, resulting in a newly calibrated fuel measuring instrument (Figure 1).

Figure 1: Old and New fuel measuring instruments

Figure 1 Old and New fuel measuring instruments

 

Safety message

Measuring Instrument calibration

Aircraft owners and operators should ensure that fuel measuring instruments used to determine fuel quantity are accurately calibrated. It is suggested that this verification should coincide with cockpit gauge calibrations performed by maintenance organisations.

Pre-flight fuel quantity checks

Pilots are reminded to cross-check fuel quantity readings through multiple methods. Unless the aircraft fuel tanks are completely full, sole reliance on one method can leave the operation vulnerable to fuel exhaustion or starvation occurrences.

The Civil Aviation Safety Authority (CASA) has published Advisory Circular AC 91-15 - Guidelines for aircraft fuel requirements. CASA recommends the following verification combinations:

  • Check of visual readings (e.g. tank tab, dipstick, sight gauges) against fuel consumed indicator readings.
  • Having regard to previous readings, a check of cockpit fuel quantity indications or visual readings against fuel consumed indicator readings.
  • After refuelling and having regard to any recorded post-flight fuel quantities, a check of cockpit fuel quantity indications or visual readings against the refuelling uplift readings.
  • When a series of flights is undertaken by the same pilot and refuelling is not carried out at intermediate stops, checking of the cockpit fuel quantity indications against computed fuel on board and/or fuel consumed indicator readings, provided the particular system is known to be reliable.

About this report

Decisions regarding whether to conduct an investigation, and the scope of an investigation, are based on many factors, including the level of safety benefit likely to be obtained from an investigation. For this occurrence, no investigation has been conducted and the ATSB did not verify the accuracy of the information. A brief description has been written using information supplied in the notification and any follow-up information in order to produce a short summary report and allow for greater industry awareness of potential safety issues and possible safety actions.

Occurrence summary

Mode of transport Aviation
Occurrence ID AB-2023-005
Occurrence date 11/05/2023
Location Gold Coast Airport
State Queensland
Occurrence class Serious Incident
Aviation occurrence category Low fuel
Highest injury level None
Brief release date 31/10/2023

Aircraft details

Manufacturer Cessna Aircraft Company
Model 172M
Sector Piston
Operation type Part 142 Integrated and multi-crew pilot flight training
Departure point Murwillumbah, Queensland
Destination Gold Coast, Queensland
Damage Nil

ATSB investigates Finch Hatton aircraft accident

The Australian Transport Safety Bureau (ATSB) has commenced a transport safety investigation into an accident involving a SOCATA TB20 Trinidad single-engine light aircraft in the Eungella National Park, west of Mackay.

The aircraft collided with steep, mountainous terrain near Finch Hatton, on Saturday morning.

Transport safety investigators from the ATSB’s Brisbane office with experience in aircraft operations and maintenance are travelling to the area on Sunday as part of the evidence collection phase of the investigation.

They will collect and examine relevant evidence including analysing imagery from the accident site, interviewing involved parties, reviewing relevant weather data, obtaining pilot and aircraft maintenance records, and downloading any flight tracking data. 

The ATSB asks anyone who may have witnessed or heard the aircraft in any phase of its flight to make contact via the witness form on our website: atsb.gov.au/witness at their earliest opportunity. 

The ATSB currently anticipates publishing a preliminary report, which will detail factual information established during the investigation’s initial evidence collection phase, in approximately 6-8 weeks.

The ATSB will then publish a final report, detailing contributing factors and any identified safety issues, at the conclusion of the investigation.

However, should any critical safety issues be identified at any stage during the course of the investigation, the ATSB will immediately notify relevant parties so appropriate safety action can be taken.

ATSB to investigate Hawks Nest helicopter accident

The Australian Transport Safety Bureau (ATSB) has commenced a transport safety investigation into a helicopter accident near Hawks Nest, NSW.

The Robinson R66 single-engine turbine helicopter, which was reported missing on Thursday evening, was located on Saturday in waters off Yacaaba Headland, near Hawks Nest, by NSW Police with the assistance of ATSB transport safety investigators.

The ATSB has deployed a team of four transport safety investigators with expertise in aircraft operations and maintenance to the area from its Canberra and Sydney offices.

They have commenced a range of evidence-gathering activities, including examination of recovered components, interviewing involved parties and witnesses, obtaining and reviewing relevant recorded information including flight tracking data and CCTV footage, and collecting pilot and aircraft maintenance records, plus weather information.

Among the recovered items is the helicopter’s cockpit video camera, which investigators will attempt to download and analyse at the ATSB’s technical facilities in Canberra.

The ATSB currently anticipates publishing a preliminary report, which will detail factual information established during the investigation’s initial evidence collection phase, in approximately 6-8 weeks.

The ATSB will then publish a final report, detailing contributing factors and any identified safety issues, at the conclusion of the investigation.

However, should any critical safety issues be identified at any stage during the course of the investigation, the ATSB will immediately notify relevant parties so appropriate safety action can be taken.

Sunshine Coast runway incursion safety action

A light aircraft’s runway incursion which led to a 737 airliner conducting a go-around, highlights the importance of pilots being aware of the most up-to-date information for the airports they are operating from, and to not hesitate to ask ATC for assistance, an Australian Transport Safety Bureau final report details.

On 7 May 2023, a pilot was preparing for a solo training flight from Sunshine Coast Airport to Wellcamp Airport, Queensland, in a Diamond DA 40 single-engine aircraft.

After requesting a departure to the south-west, the pilot was instructed by air traffic control (ATC) to taxi via taxiway Foxtrot to holding point Foxtrot runway 31.

“Taxiway Foxtrot is the repurposed southern end of the decommissioned runway 18/36 at Sunshine Coast, and as such intercepts runway 13/31 at an oblique angle,” said ATSB Director Transport Safety Stuart Macleod.

“Due to this angle, the holding point for that taxiway is about 140 m from the intersection with the runway, to ensure aircraft at that holding point remain outside the runway strip.

“Additionally, a pilot in the left seat of an aircraft needs to scan for landing aircraft at an angle of 125–130⁰ from directly ahead, outside the normal field of view.”

The Diamond pilot, who was familiar with the runway configurations at Sunshine Coast Airport but was using taxiway Foxtrot for the first time, initially stopped short at the correct holding point, but incorrectly assessed they were holding at a taxiway intermediate holding position.

“This error was reinforced when the pilot received ATC instruction to ‘hold short runway 31’ – a required change in terminology from ATC which led the pilot to believe there was an additional holding point closer to the runway.”

Despite being unsure of this belief, the pilot did not ask ATC for clarification, and crossed the holding point. At about the same time, a Boeing 737 was on final to land on runway 31.

When the Diamond was about 74 m beyond the holding point, the driver of a nearby safety car alerted ATC, and the controller immediately instructed the 737, which was now on late final about 250 ft above the runway, to conduct a go around.

The Diamond stopped on the taxiway, and the 737 went around, later landing without incident.

“Runway incursions, and other runway separation issues, are among the most significant risks to safe aviation operations, and are a key global safety priority,” Mr Macleod said.

“This incident highlights that pilots should study the most up to date information, and should never hesitate to ask ATC for clarification if they are unsure or confused about instructions.”

The ATSB’s final report details a range of safety actions taken as a result of the incident, by the training operator, Flight Training Adelaide, as well as Sunshine Coast Airport, and the Civil Aviation Safety Authority (CASA).

Actions have included the installation of mandatory instruction markings at Foxtrot, to further improve the visual characteristics of the holding position markings.

CASA has provided clarity around the runway shading on ERSA and DAP diagrams, and upgraded the Sunshine Coast manoeuvring map to accurately reflect the airport layout.

Finally, following an internal investigation, the training operator has taken a range of safety actions, including a flight instructor meeting to communicate the importance of students understanding the signs, markings, lights and phraseology, particularly when at a controlled aerodrome.

“We acknowledge the safety actions taken by all relevant parties in this incident, all with the aim of reducing the likelihood of a reoccurrence,” Mr Macleod concluded.

Read the final report: Runway incursion involving Diamond Aircraft Industries Inc. DA 40, VH-ERE, Sunshine Coast Airport, Queensland, on 7 May 2023

Moorabbin near-collision further highlights the importance of ADS-B IN

In mid-October 2023, a Sling light sport aircraft and a Piper Cherokee operating in the Moorabbin training area, south-east of Melbourne came within 100 metres of each other while both aircraft were flying at the same altitude.

The crew of the Sling reported to the ATSB they observed seeing the Cherokee pass in front of their aircraft in close proximity. ADS-B data obtained by the ATSB confirmed the Sling crew’s report, as well as showing just how close both aircraft came to colliding mid-air.

Neither aircraft were equipped with ADS-B IN systems, and nor were they required to be. An ADS-B IN capability with a cockpit display or an electronic flight bag application showing traffic information can significantly enhance the situational awareness for a pilot, particularly when flying in non-controlled airspace.

“The ‘see and avoid’ principle for pilots has known limitations, and the use of ADS-B IN with a cockpit display or an electronic flight bag application showing traffic information greatly improves a pilot’s situational awareness and enhances the safety of their flight,” ATSB Chief Commissioner Angus Mitchell said.

“When flying in non-controlled airspace it’s important to have a high level of situational awareness, and one tool that can help you and other pilots is ADS-B IN.”

To support its investigation into the mid-air collision of two IFR training aircraft near Mangalore Airport in February 2020, the ATSB initiated an aircraft performance and cockpit visibility study to determine when each aircraft may have been visible to the pilots of the other aircraft*. The study clearly showed that had the aircraft been equipped with ADS-B IN, the pilots would have been assisted in locating the other aircraft and alerted to its position much earlier than by visual acquisition.

In lieu of a formal transport safety investigation into the Moorabbin training area near-collision, the ATSB is using this occurrence to further encourage all eligible general and recreational aircraft owners and pilots to equip their aircraft with ADS-B OUT, and to strongly consider using ADS-B IN for enhanced situational awareness.

To incentivise voluntary uptake of ADS-B installations in Australian–registered aircraft operating under Visual Flight Rules (VFR), the government is providing a 50 per cent rebate on the purchase cost – capped to $5,000 – of eligible devices and, where applicable, the installation. While eligibility rests on equipment providing an ADS-B OUT capability, devices that provide ADS-B IN, as well as low-cost portable ADS-B devices, are also eligible for the grant.

If you have not already, and you are eligible, please take advantage of the generous rebate to equip your aircraft with ADS-B before the offer ends on 31 May 2024.

More information, including on how to apply for the rebate is available at: https://business.gov.au/grants-and-programs/automatic-dependent-surveillance-broadcast-rebate-program(Opens in a new tab/window)

The image used in this news story is a still extracted from an animation created as part of the aircraft performance and cockpit visibility study.

Annual Statement of Compliance with Child Safe Framework 2025

Commitment to safety

The ATSB is committed to promoting and maintaining a culture that provides a safe environment for children. The ATSB is committed to child safety and complies with the Commonwealth Child Safe Framework. As part of our commitment, the ATSB:

  • has an internal Child Safety Policy which is supported by the senior leadership team. The Child Safety Policy details the responsibilities and obligations of ATSB staff to ensure child safe practices are in place across offices when interacting with children;
  • undertakes an annual risk assessment to evaluate the risk of harm to children, and implements strategies to manage those risks;
  • reports annually to the Senior Leadership Team on the risk assessment and any interactions with children in the course of the ATSB’s work;
  • has child safe training embedded in induction and guidance for investigators when interviewing children;
  • has Child Safety training available, the National Office for Child Safety has shared its training through LearnHub.

ATSB’s interaction with children

The ATSB has very limited interaction and involvement with children and young people but may do so in circumstances such as interviewing a child in relation to an aviation, marine or rail investigation, work experience, internships or interaction with Cadets.

Annual risk assessment

Since 2020, the ATSB has conducted annual risk assessments to ensure child safety practices are consistently embedded across all operations. For the 2024/25 period, the ATSB has completed its annual assessment, with the overall risk rating remaining low. This outcome reflects our ongoing commitment to maintaining a safe environment for children.

The ATSB continues to proactively identify and mitigate potential risks, implementing enhanced child safety measures as they arise. Our approach remains dynamic and responsive, ensuring that child safety remains a core priority in all aspects of our work.