Hi Bacon, I would have much preferred .com.au policies to be reduced to allow non ABN/ACN holders to register a .com.au domain, but got a lot of push back on that front as that was the only thing that was allegedly making the .au names space one of the most secure and trusted domains available.
If changing the .com.au policies was not an option, then the only other option was to release .au and yes this creates additional costs for most businesses, but for the price of 2 coffees per year most businesses will barely notice this extra defensive registation... domain investors that have portfolios are however far more impacted as their holding costs could effectively double. Though we see that most are not applying for their .au rights as yet... in the next 20 days we should see a big spike and increase in such regisgtrations, as at the end of the day if you are a portfolio holder it is about having inventory to sell, so this effectively doubles your inventory and should increase your sales revenues as well.