4.10.4.20 Historical widow B means test limits & additional payments

Summary

This topic contains historical means test limits and additional payments for Widow Class B from July 1942 to July 1996. This topic contains the following 3 tables:

Table Numbers Explanation
1 Means test - July 1942 to October 1958
2 Merged means test - March 1961 to November 1984
3 Income and assets (1.1.A.290) test - March 1985 to present date

Act reference: SSAct section 8(1)-'income'

Table 1: Means test - July 1942 to October 1958

The table shows amounts in dollars. Income is shown in dollars per annum.

Date

Note A

Permissible income Limit of property Property exemption

RA

Note B

27/07/1942 65

800

Note C

100 -
13/08/1946 104 1,300 100 -
26/10/1948 156 1,500 200 -
06/11/1951 156 2,000 200 -
05/11/1953 208 2,500 300 -
19/10/1954 364 3,500 400 -
28/10/1958 364 4,500 400

52

Note D

Notes for Table 1

Note Explanation
A Dates on which the rates applied.
B Before 5 September 1985 RA was known as 'supplementary assistance'.
C No pension was payable if income or property exceeded the limits.
D RA of $52.00 per year was paid to pensioners paying rent (1.1.R.160) and entirely dependent upon pension.

Table 2: Merged means test - March 1961 to November 1984

The table shows amounts in dollars. Income is shown in dollars per annum.

Date

Note E

Means as assessed Property exemption

RA

Note F

14/03/1961

364

Note G

400 52
19/10/1965 364 400

104

Note H

02/05/1967 520 400 104
30/09/1969

520

Note I

400 104
10/10/1972 1,040 400 208
05/11/1974 1,040 400

260

Note J

25/11/1976 1,040

abolished

Note K

260
11/02/1982 1,040 -

416

Note L

04/11/1982 1,560 -

520

Note M

01/11/1984 1,560 -

780

Note N

Notes for Table 2

Note Explanation
E Dates on which the rates applied.
F Before 5 September 1985 RA was known as 'supplementary assistance'.
G The merged means test was introduced. Maximum pension was reduced by amount by which 'means as assessed' (income plus property component) exceeds $364.00. The fixed disqualifying limit of property was abolished.
H RA - means test was introduced under which the maximum rate was reduced by the amount by which means as assessed exceeded $52.00.
I A tapered means test was introduced. Maximum rate of pension was reduced by half of the amount by which means as assessed exceeded permissible means as assessed.
J The increase was applied subject to the principle that the rate did not exceed the amount of rent paid. No existing payment was reduced as a result of adopting this principle.
K The property test was abolished. The means test became an income test only with property excluded. However, income from property was included as income.
L

The maximum rate of RA increased to $8.00 per week (one half was paid to each member of a pensioner couple) and the rules for payment changed. The rate of RA was:

  • half the amount of rent in excess of $10.00 per week to the maximum of $8.00 per week, and
  • less half the income (combined income for a husband and wife) apart from pension. Entitlement ceased when income reached $16.00 per week.

RA was not payable if rent was paid to a State or Australian Government Housing Authority. A savings provision protected payments current at 1 February 1982.

M

The maximum rate of RA was increased to 10.00 per week. The rate of RA payable was:

  • half the amount of rent in excess of $10.00 per week to the maximum of $10.00 per week, and
  • less half the income (combined income for a husband and wife) apart from pension. Entitlement ceased when income reached $20.00 per week.
N

The maximum rate of RA was increased to $15.00 per week. The rate of RA payable was:

  • half the amount of rent in excess of $10.00 per week to a maximum of $15.00 per week, and
  • less half the income (combined income for a husband and wife) apart from pension. Entitlement ceases when income reaches $30.00 per week.

The savings provision which applied on 1 February 1982 still applied.

Table 3: Income & assets test - March 1985 to present date

The table shows amounts in dollars. Income is shown in dollars per annum.

Date

Note O

Permissible income

Allowable assets

RA

Note P

Homeowner Non-homeowner
21/03/1985 1,560

70,000

Note Q

120,000 780
1/05/1986 1,560 75,750 129,750 780
25/12/1986 1,560 75,750 129,750

780

Note R

25/06/1987 1,560 83,250 143,250 780
09/07/1987 2,080 83,250 143,250 780
23/06/1988 2,080 89,250 153,250 780
22/06/1989 2,080 96,000 164,500

780 or 1,040

Note S

21/12/1989 2,080 96,000 164,500 1,040 or 1,300
26/04/1990 2,080 96,000 164,500 1,040 or 1,300
21/06/1990 2,080 103,500 177,500

1,300, 1,560 or 1,820

Note T

27/09/1990 2,080 103,500 177,500 1,560, 1,820 or 2,080
28/03/1991 2,080 103,500 177,500

1,612, 1,882.40 or 2,150.20

Note U

01/07/1991 2,184 110,750 190,250 1,612, 1,882.40 or 2,150.20
26/03/1992 2,184 110,750 190,250 1,635.40, 1,911 or 2,181.40
01/07/1992 2,236 112,500 193,000 1,635.40, 1,911 or 2,181.40
24/09/1992 2,236 112,500 193,000 1,638, 1,913.60 or 2,184
01/07/1993 2,288 112,750 193,250 1,747.20, 1,918.80 or 2,189.20
01/07/1994 2,340 115,000 197,000 1,778.40, 1,955.20 or 2,230.80
01/07/1995 2,444 118,000 202,000 1,825.20, 2,002.00 or 2,288.00
01/07/1996 2,548 124,000 212,500 1,918.80, 2,236.00 or 2,532.40
01/07/1997 2,600 125,750 215,750 Note V
01/07/1998 2,600 125,750 215,750  
01/07/1999 2,652 127,750 219,250  
01/07/2000 2,756 133,250 228,750  
01/07/2001 2,912 141,000 242,000  
01/07/2002 3,016 145,250 249,750  
01/07/2003 3,120 149,500 257,500  
01/07/2004 3,172 153,000 263,500  
01/07/2005 3,224 157,000 270,500  
01/07/2006 3,328 161,500 278,500  
01/07/2007 3,432 166,750 287,750  
01/07/2008 3,588 171,750 296,250  
01/07/2009 3,692 178,000 307,000  
01/07/2010 3,796 181,750 313,250  
01/07/2011 3,900 186,750 321,750  
01/07/2012 3,952 192,500 332,000  
01/07/2013 4,056 196,750 339,250  
01/07/2014 4,160 202,000 348,500  
01/07/2015 4,212 205,500 354,500  
01/07/2016 4,264 209,000 360,500  
01/01/2017 4,264 250,000

450,000

Note W

 
01/07/2017 4,368 253,750 456,750  
01/07/2018 4,472 258,500 465,500  
01/07/2019 4,524 263,250 473,750  

Notes for Table 3

Note Explanation
O Dates on which the rates applied.
P Before 5 September 1985 RA was known as 'supplementary assistance'.
Q Assets test introduced on 21 March 1985. Non-homeowners were allowed extra assets. The assets test only applied if it produced a lesser rate. Recipients whose rates were determined under the assets test were ineligible for RA.
R

From 25 December 1986 the rate of RA payable was:

  • half the amount of rent in excess of $15.00 per week to a maximum of $15.00 per week; and
  • less half the income (combined income for husband and wife) apart from pension. Entitlement ceased when income reached $30.00 per week.
S From 22 June 1989 the maximum rate of RA for recipients with dependent children increased by $5.00 per week to $20.00 per week.
T From 26 June 1989 the rates of RA increased by $5.00 per week plus an additional increase of $5.00 per week for recipients with 3 or more children.
U From March 1991 RA became subject to twice yearly indexation.
V Rates of RA set after 1 July 1996 can be found in topic 5.2.6.10 RA rates - June 1990 to present date.
W From 1 January 2017, the assets test free areas increased under a one-off adjustment as part of the measure to rebalance the assets test parameters. Regular indexation arrangements continued after this date.
Last reviewed: 1 July 2019