Guide to Social Security Law Updates - 2001

Guide to Social Security Law Update 1463G # Date 3 December 2001

Topic No Topic Title Details
1.1.C.210 Commonwealth Training Award rate (YA) Updated the maximum National Training Award.
1.1.D.160 Disability (DSP, SA, CP, CA) Expanded definition to CP and CA.
1.1.M.90 Medical condition (DSP, SA, CP, CA) Expanded definition to CP and CA.
1.1.P.374 Prescribed pre-pension age pension Replaced link to the act with a definition for historical purposes.
3.3.1.10 Qualification for PA Updated criterion.
3.2.10.110 Full-time Students Satisfactory Progress - Study at the Same Level Clarified policy.
3.5.1.80 Residence Qualification for PP - Customer Absences from Australia Deleted topic - see 7.1.5.60 Portability Table.
3.6.6.20 Payability of MOB Added information about the end date of the sales tax exemption on cars.
3.9.1.20 Qualification for Low Income HCC Added eligibility of prisoners and detainees to claim low income HCC.
3.9.1.50 General provisions for Dependents & HCCs Updated policy for tertiary students.
3.9.1.70 Low Income HCC - Assessment of Income Changed reference to income to ordinary income.
3.9.2.10 Qualification for PCC Amended to reflect qualification for PCC for customer over 60.
3.9.3.10 Qualification for CSHC Added reference to low income HCC holders and the CSHC.
4.9.1.20 General Provisions for Assessing Income Added policy on income streams funded from successor funds.
4.9.3.10 Income Assessment of Asset-test Exempt Income Streams Clarified existing provisions.
6.2.6.10 SpB Reviews - Mail and Intensive Reviews Updated references to field reviews.

Guide to Social Security Law Update 1462G # Date 5 November 2001

Topic No Topic Title Details
1.1.B.70 Board & lodging (RA, SpB) Updated policy and added examples.
1.1.F.05 Faecal Incontinence Added new key term.
1.1.P.430 Profoundly disabled child (CP) Updated policy references.
1.1.Q.35 Qualifying Residence Exemption Included reference to payability of SpB.
1.1.T.190 Two or more disabled children (CP) Clarified policy on requirement for all children to have severe disability or severe medical condition.
2.2.1 Verifying POI Updated section due to changes to procedures.
3.1.2.70 Exemptions from Waiting Periods Removed the word 'another' from last line of first block of dot points.
3.1.2.70 Exemptions from Waiting Periods Added exemption from the OWP.
3.2.3.10 Qualification for YA Added CDEP exception for activity test purposes.
3.2.8.90 Approved Activity - Other Activities that May satisfy the Activity Test Updated policy on performers.
3.5.1.50 Child-related Qualification for PP - Shared Care Updated policy.
3.6.1.10 Qualification for DSP Included information about refugees being able to satisfy residential qualifications for DSP.
3.6.1.100 Continuation, Variation or Termination of DSP Clarified 2 year suspension rule and retention of PCC for 12 months when returning to work.
3.6.2.200 DSP Customers with Less than 10 Years Residence Included information about refugees being able to satisfy residential qualifications for DSP.
3.6.3.130 Assessing DSP when a Customer has been an Australian Resident for Less than 10 Years and has Never Worked Updated references to CDA to CA.
3.6.4.10 Qualification for CP Added a link to the definition of 'permanently or for an extended period (CP, CA)'.
3.6.4.50 Qualification for CP during Temporary Absence from the Private Home - Hospitalisation Revised policy.
3.6.5.10 Qualification for SA Updated definition of work for Sickness Allowance.
3.6.6.50 Assessment of other criteria for MOB Added details re private study hours counting toward the 8 hour requirement for vocational training.
3.6.7.30 Qualification for CA Updated criterion table.
3.7.1.20 Payability of SpB Removed duplicate entry from table.
3.7.2.70 SpB for Customers Under 18 Years of Age Clarified date of the case discussion.
3.7.4.20 Qualification for CP - Extreme Circumstances (domestic & family violence) Added provisions for persons with court orders.
3.7.4.70 Payability of CrP - Released prisoners Removed note regarding release from gaol or psychiatric confinement.
3.7.5 Activity Testing of SpB Recipients Added new section.
3.7.5.10 What is the SpB Activity Test? Added new topic.
3.7.5.20 Who does the SpB Activity Test Apply to? Added new topic.
3.7.5.30 SpB Activity Test Exemptions Added new topic.
3.7.5.40 Non-compliance with SpB Activity Test Added new topic.
3.8.10.70 Bereavement Payments for CPS Corrected mathematical symbols.
4.2.11 Carer Payment (CP) Income and Assets Tests Updated information on the income and assets for non-customer care receivers.
4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Added to list of exempt lump sums.
4.3.4.10 Application of the Income Maintenance Period Removed procedural note.
4.3.6.50 Arrears, Embargoes & Exchange Rates for Overseas Income Removed reference to assessment for FA purposes.
4.3.8.30 Income from Real Estate Added act reference.
4.3.9.40 Income from Education & Training Allowances Clarified the treatment of scholarships awarded within Australia.
4.6.5.110 Assessing Failed Financial Investments - Loans Clarified policy.
4.6.6.20 Overseas Real Estate, Partner's Share of a Business & Assets Not Readily accessible Corrected details concerning partner's share of business assets.
4.7.2.30 Treatment of Assessable Assets from Private Companies Amended incorrect reference to irrecoverable loans.
4.9.1.20 General Provisions for Assessing Income Streams Updated information on commutation of lifetime income stream prior to age pension age to life expectancy income stream after age pension age.
4.9.2.40 Actuarial Valuation Certificate - Self-Managed Superannuation Funds and Small APRA Superannuation Funds Removed references to pre1/7/2001 treatment of superannuation funds.
4.13.1.50 Exemptions from the compensation provisions Amended policy regarding when a social security payment is exempt from the compensation provision.
4.13.2.30 Compensation Part of Lump Sum - 50% rule Amended table regarding application of the 50% rule.
7.1.1.10 Overview of Portability Legislation Added act references.
7.1.5.60 Portability Table Clarified policy on portability for humanitarian purpose.

Guide to Social Security Law Update 1461G # Date 2 October 2001

Topic No Topic Title Details
1.1.A.356 Average weekly earnings Updated act reference following passage of Family & Community Services Legislation (Simplification & Other Measures) Act 2001.
1.1.C.88 CA adult (CA) Updated definition with a link to 1.1.D.171.
1.1.C.115 Child (HCC) Deleted topic.
1.1.C.240 Compensation Updated definition.
1.1.D.65 Dependant (HCC) Updated policy.
1.1.D.240 Double Orphan (DOP) Removed third example under Parent uncontactable.
1.1.F.95 Fares Allowance Added new topic.
1.1.L.130 Lower ADAT Score Adult (CP) Clarified policy.
1.1.L.140 Lump Sum Updated policy references.
1.1.Q.35 Qualifying Residence Exemption Added details of relationship between QRE and NARWP.
1.2.7.90 Fares Allowance (FAA) - Description Amended to reflect changes implemented with third YA Bill.
3.1.2.40 Newly Arrived Resident's Waiting Period Clarified duration of NARWP.
3.1.6.20 Relationship between Compensation and Payability of Departmental Payments Deleted - current policy can be found in 3.1.9.
3.1.6.30 Exceptions to Compensation Provisions Deleted - current policy can be found in 4.13.1.
3.2.1.20 Payability of NSA Updated policy.
3.2.3.20 Payability of YA Clarified policy for students and vacation periods overseas.
3.2.9.10 Temporary Incapacity Activity Test Exemption Inserted link to portability table.
3.3.1.30 Payability of PA Added details of effect of QRE.
3.3.2.20 Qualification for MAA/MAPA before 1 July 1996 Added details of effect on MAPA of changes to the compensation provisions.
3.3.2.40 Payability of MAA after 1 July 1996 Updated policy.
3.3.2.50 Saved cases - Payability of MAA/MAPA before 1 July 1996 Updated act and policy references.
3.3.3.10 Qualification for Austudy Updated qualification criteria.
3.3.3.20 Payability of Austudy Added details of effect of QRE.
3.4.7.20 Registration for PBS Deleted one of the examples for backdating registration in PBS.
3.6.4.60 Changes to Care Receiver Situation - Effect on CP Qualification Updated details of overseas travel.
3.6.4.90 Payability of CP Updated exceptions to NARWP.
3.6.5.40 Payability of SA Added details of effect of QRE.
3.6.7.50 Qualification for CA during temporary cessation care Changed constant care to care on a daily basis.
3.6.6.20 Payability of MOB Added details of effect of QRE.
3.6.10.10 Qualification for HCC only CDA Community Deleted topic.
3.6.10.60 Qualification during temporary absence (CDA/HCC) Deleted topic.
3.6.10.120 Supplementary Benefits CDA recipients Deleted topic.
3.7.2.20 Substantial Change in Circumstance for SpB Updated who is exempt from NARWP for SpB.
3.7.2.40 SpB for customers not Residentially Qualified for other Payment Updated temporary visas which may be paid SpB.
3.7.2.60 SpB for Carers Added example to Newly Arrived Residents.
3.8.3.90 Payability of PES Added details of effect of QRE.
3.9.1.20 Qualification for Low Income HCC Added details of effect of QRE.
3.9.1.70 Low Income HCC Assessment of Income Updated allowable income rates.
3.9.3.60 Notification and Recipient Obligations for CSHC Added details of obligation to provide tax notice of assessment.
4.2.1.20 Additional Free Area for Dependent Children Added act references to clarify definition of a dependent child.
4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Clarified treatment of approved exchange trading systems and value of credits.
4.3.7 Income from Compensation Deleted due to 20/9/2001 changes. Current policy found in 4.13.
4.4.1.40 Exemption of Financial Investments from Deeming Updated information on unrealisable financial investments.
4.6.7.50 Unrealisable Assets-Unable or Unreasonable to Sell or Borrow Against Updated policy to include changes to unrealisable assets from 20/9/01.
4.7.1.70 Assessment of Assets for Sole Traders Corrected reference to 2.5 hectares to 2 hectares.
4.7.2.10 Assessable Income from Private Companies Clarified value of salary packaging.
4.10.4.10 Historical Widow Class A & Sole Parent Benefit Updated Income and Assets Test table
4.10.4.20 Historical Income & Assets Updated Income and Assets Test table.
4.10.6.30 Historical Limits DPS Update background information.
4.10.7.60 Historical Income limits for LIC Updated income limits.
4.13 Compensation Clarified content of chapter.
4.13.1.10 What is Compensation Corrected income test references.
4.13.1.20 Compensation assessed as ordinary income Updated income test policy.
4.13.1.30 Effect on Compensation affected Payments Corrected treatment of periodic compensation.
4.13.2.10 Overview of Lump Sums for Compensation Clarified policy.
5.1.7.10 RA - Current Rates Updated rates.
5.1.7.60 TAL Current Rates Updated rates.
5.1.8.10 Common Pension Rates Updated rates.
5.2.6.10 Rent Assistance Update Updated rates.
5.2.6.40 TAL Rates (Historical) Updated rates.
8.1.1.60 Deemed Claims Updated to reflect effect of the Social Security Legislation Amendment (Concession Cards) Act 2001.
8.3.1 Start Days- General Provisions Updated policy due to Social Security Legislation Amendment (Concession Cards) Act 2001.

Guide to Social Security Law Update 1460G # Date 3 September 2001

Topic No Topic Title Details
1.1.A.125 Allowable Income HCC Updated to reflect changes to the SSA after passing of the Concession Card Bill on 1 July 2001.
1.1.C.10 Care and Attention on a Daily Basis (CA) Update SSA references following new Concession Card Bill.
1.1.D.180 Disadvantaged persons Made redundant - see Chapter 3.9.
1.1.E.260 Extreme financial hardship-income stream withdrawals Amended definition.
1.1.F.170 Fourteen hour rule HCC only (HCC)(CA)(child) Updated SSA references after passing of the new Concession Card Bill on 1 July 2001.
1.1.H.30 Health Care Card only CA (child) Updated SSA references after passing of Concession Card Bill on 1 July 2001.
1.1.H.40 Health Insurance Act 1973 (HCC) Deleted as legislation regarding health care cards was incorporated into the Social Security Act by the Social Security Legislation Amendment (Concession Cards) Act 2001.
1.1.I.70 Definition of Income Stream Updated definition of Income Stream.
1.1.L.50 Liquid Assets Added Crisis Payments to list of payments.
1.1.N.10 National Health Act Updated act reference.
1.1.R.80 Recent Workforce Experience (PA, MAA/MAPA, WA) Added new definition in periods of paid leave.
1.1.R.105 Reference tax year (CSHC) Updated tax year dates in examples.
1.1.S.130 Severe Medical Condition New topic.
1.1.S.133 Severe Multiple Disability New topic.
1.1.S.390 Substantially More Care & Attention (CA) Updated act reference.
1.1.V.60 Vocational Training (MOB) Updated definition of Vocational Training to include independent living skills and life skills training.
1.2.3.40 Widow B Pension - Description Added Act reference, updated MAP.
1.2.5.30 Sickness Allowance - Description Added explanation regarding receipt of HCC or PCC.
1.2.6.10 Special Benefit - Description Added explanation regarding receipt of HCC or PCC.
1.2.8.20 PCC-Description Updated act reference.
1.2.7.70 Telephone Allowance - Description Updated references, post-Budget.
2.2.1.10 General Provisions for Verifying POI Added 52 weeks for NSA, YA (O), PA.
3.1 General Provisions Add new topic to contents list (3.1.9) Compensation provisions.
3.1.2.20 Liquids Assets Waiting period Inserted Act reference for severe financial hardship.
3.1.2.30 Treatment of Liquid Assets Inserted examples of processing proceeds from sale of principal home.
3.1.4.05 Payability During Period of Imprisonment/Psychiatric Confinement Added new topic to clarify policy.
3.1.4.10 Situations that Constitute Imprisonment or Psychiatric Confinement Updated to clarify policy.
3.1.4.15 Person undertaking a course of rehabilitation Added new topic to clarify policy.
3.1.4.20 Payment during Periods of Imprisonment/Psychiatric Confinement Deleted - current policy can be found in 3.1.4.05.
3.1.4.50 Reviews - Customer Undertaking Rehabilitation Deleted - current policy can be found in 3.1.4.15.
3.1.7.20 Seasonal Work Preclusion Period Updated act reference.
3.1.9 Compensation provisions Included information about compensation and payability of payments previously located in 3.1.6.
3.2.1.50 Supplementary Benefits for NSA Recipients Updated act reference.
3.3.1.10 Qualification for PA Inserted provision for Newly Arrived Resident's Waiting Period.
3.2.2.50 Working Arrangements Updated effects of casual employment.
3.3.2.70 Supplementary Benefits & Assistance for MAA/MAPA recipients Changed legislation reference due to new concession Card Bill.
3.4.2.10 Qualification for WP Updated MAP to reflect changes in compensation rules from 20/09/2001.
3.4.3.40 Supplementary Benefits for WA Recipients Updated details of HCC entitlement.
3.4.4.60 Commencement Day for WidB Updated information on WidB.
3.4.4.90 Continuation, Variation or Termination of WidB Amended information on Act and policy references.
3.6.4.10 Qualification for CP Amended text and added Act reference.
3.6.7.10 Qualification for HCC only CA (child) Updated act reference.
3.6.7.30 Qualification for CA Clarified treating health professional score.
3.6.7.90 Qualification During Temporary Absence (CA(child)) Updated act reference.
3.6.7.170 Supplementary Benefits CA (child) Updated act reference.
3.7.1 SpB Qualification and Payability Deleted provisions for released prisoners.
3.7.4.50 Payability of CrP - Extreme circumstances (domestic & family violence) Inserted provision for debt recovery if person is found to be not qualified for payment.
3.7.4.60 Payability of CrP - Extreme circumstances (other) Inserted provisions relating to payment is recoverable if person was found to be not qualified.
3.7.4.70 Payability of Crisis Payment - Released Prisoners Inserted recoverable provisions when person is found to be no qualified for payment.
3.8.7 Whole Chapter-Telephone Allowance Updated TAL to reflect Budget initiatives.
3.8.1.130 Family Type for RA Added definition of YA customer who can receive RA while living in the parental home.
3.8.10.120 CDEP CPS Income Test Updated $ amounts.
4.2.10 SpB Income Test and Limits Added word 'gross'.
4.3.7.20 Periodic Compensation Income Updated Act references to reflect Concession Card Bill 1 July 2001.
4.4.1.20 Operation of Deeming Deleted future changes to the deeming rates and added monitoring conditions.
4.9 Income Streams Revised whole chapter to reflect changes due to Family and Community Services Legislation (Simplification and Other Measures) Act 2001.
4.10.3 Historical Age & Invalid (Disability Support) Pension Income & Assets Limits Updated rates.
4.12.1.30 Determining a Controlled Private Company from 1 January 2001 Clarified policy.
4.12.1.40 The Source Test Clarified policy.
4.12.1.50 Associate Rule Clarified policy.
4.12.3.20 Fixed (Non-discretionary) Trusts Clarified policy.
4.12.3.80 Assessable Income & Assets from Court-Ordered (Statutory) Trusts Clarified policy.
4.12.4.10 Valuation of the Assets of Designated Private Trusts & Designated Private Companies Clarified policy.
4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company Clarified policy.
4.12.5.20 Arms-Length & Non Arms-Length Loans Text deleted - see 4.12.5.10.
4.12.6.10 Capital Injections in Return for Equity in a Private Trust or Private Company Clarified policy.
4.12.7.20 Allowable & Non-allowable Deductions Clarified policy.
4.12.7.30 Distributions of the Capital of a Private Trust or Private Company Clarified policy.
4.12.9.10 Resignations from a Controlled Private Trust or Controlled Private Company On or After 1 January 2002 Clarified policy.
4.12.11.10 Aggregation Assessment of Controlled Primary Production Private Trusts & Private Companies Clarified policy.
4.12.11.20 Qualification Provisions for the Primary Production Concession Clarified policy.
4.12.12 Additional Privacy Guidelines for Private Trusts and Private Companies Clarified policy.
4.13 Compensation Added new chapter.
5.4.1.10 Qualification for Advance Payments Deleted YA from list of payments not eligible to receive advance.
6.1.4 Reviews-Assurance of Support Updated information on Assurance Support.
6.4 Compensation Recovery Updated whole chapter to reflect changes that come into effect from 20 September 2001due to the Family & community Services Legislation (Simplification and Other Measures) Bill 2001.
7.1.5.50 General Rules of Portability Clarified circumstances under which he limited portability period may be exercised.
8.2.2 Reclaiming a payment Updated re-claim procedures which take effect from 17 September 2001.

Guide to Social Security Law Update 1459G # Date 6 August 2001

Topic No Topic Title Details
1.1.A.78 Adult disability Assessment Tool (ADAT) (CA (adult), CP) Clarified definition.
1.1.C.90 CA child (CA) Updated information on eligibility.
1.1.P.426 Private home of the carer and car receiver (CA) Updated policy for co-residence.
1.1.S.10 Safety Net (HCC, PCC, SCHC) Updated safety net limits.
1.2.8.10 Health Care Card (HCC) - Description Updated description.
1.2.8.20 Pensioner Concession Card - Description Updated description.
1.2.8.30 Commonwealth Seniors Health Card (CSHC) - Description Updated description.
2.2.11 Disability & Carer Verification Added information to the verification table.
3.1.2.46 NARWP Saving Provisions for New Zealand Citizens Changed definition of Australian resident as of 26 February 2001.
3.1.2.70 Exemptions from Waiting Periods Added description of section 3 'Application provision'.
3.2.1.80 Reduced Reporting for NSA Updated new dot point under 'situations of doubtful eligibility'.
3.2.10.40 Approved Courses of Study for YA Removed explanation regarding year 13.
3.2.10.60 YA Study Load - Full-time Secondary Students Added definition of course end date.
3.2.10.70 Study Load - Full-time Tertiary Students Added definition of course end date.
3.2.10.110 YA Full-time Students Satisfactory Progress - Study at the Same Level Removed reference to Master of Engineering in Information Technology and Telecommunications.
3.4.8.100 RAFS Provisions for Eligible Descendants Changed provisions for both ED and non-ED receiving transfer of a farm.
3.7.2.70 SpB for Customers Under 18 Years of Age Updated criteria for homelessness.
3.8.10.90 Deductions from Payment of CPS Added reference to Act.
3.9 Concession Cards (Whole Chapter) Updated/Amended to reflect changes brought about due to the passing of the Social Security Act Amendment (Concession Cards) Bill 2000.
3.9.1.10 Qualification for HCC Added policy regarding CDEP participants.
3.9.2.10 Qualification for PCC Added provisions for CDEP participants.
3.11 Debts Under the SSAct Updated to reflect changes due to introduction of the Budget Initiative 'Clarify, Simplify and Strengthen Debt Recovery'.
4.3.3.10 General Provision for Income from Employment Clarified treatment of earnings from professional sports people and ongoing assessment of a lump sum amount.
4.3.6.10 Income from Overseas Pensions Clarified treatment of US pension with reference to AAT decision (Paul Cremer).
4.3.8.30 Income from Real Estate Clarified allowable deductions for rental properties where the mortgage is secured against another property.
6.5 Debt Recovery (Whole Chapter) Removed content as a result of the introduction of the Budget Initiative 'Clarify, Simplify and Strengthen Debt Recovery'. Updated information can be found in 6.7.
6.7 Debt Provisions Under the SSAct from 1/7/2001. Added new chapter about debt creation and recovery. This chapter reflects legislation changes from 1/7/2001.
7.1.5.50 General Rules of Portability Added reference to Act for limited portability extensions.
8.4.2.10 Urgent Payments Updated example of special or unusual circumstances.

Guide to Social Security Law Update 1458G # Date 9 July 2001

Topics regarding superannuation have been updated to reflect the recent budget initiative. There has been some reorganisation of these topics to improve navigation.

Topic No Topic Title Details
1.1.A.290 Asset Updated due to a Budget initiative.
1.1.F.135 Financial Investments Updated due to a Budget initiative.
4.3.3.60 Deferred Income, Salary Sacrifice, Valuable Consideration & Fringe Benefits Updated due to a Budget initiative.
4.4.4.40 Deemed Income from Superannuation & Roll-over Investments Updated due to a Budget initiative. Moved some information to 4.8.
4.6.5.75 Treatment of Superannuation & Roll-over Investments under the Assets Test Added new topic.
4.6.7.60 Determining Severe Financial Hardship - Readily Available Funds Updated due to Budget initiative.
4.8.1.10 Overview of Superannuation Updated information on contributions.
4.8.1.20 Types of Superannuation Funds Updated types of schemes. Moved reference to arrears of superannuation to 4.8.2.10.
4.8.1.40 Roll-over Funds Updated accumulation phase information.
4.8.2.10 Principles for Assessing Superannuation Investments Changed title and content. Moved the information previously at 4.8.2.10 to 4.8.2.20 Early Release of Superannuation Benefits.
4.8.2.20 Early Release of Superannuation Benefits Changed title and content. Moved the information previously at 4.8.2.20 to 4.8.2.30 General Provisions for Assessing Withdrawals of Superannuation Benefits.
4.8.2.30 General Provisions for Assessing Withdrawals of Superannuation Benefits'. Changed title and content. Moved the information previously at 4.8.2.30 to 4.8.2.40 Assessing Withdrawals from Superannuation Benefits.
4.8.2.40 Assessing Withdrawals from Superannuation Benefits Updated title and added information previously found at 4.8.2.30.
4.8.2.50 Treatment of Non-Customer Partner's Superannuation Investments Updated due to Budget initiative.
4.9.3.40 Assessment of Non-Compliant Self-Managed Superannuation Funds or Small APRA Funds Updated policy.
4.9.3.41 Assessment of Non-Compliant Self-managed Superannuation Funds or Small APRA Funds - Category 1 - Fund Makes No Income Stream Payments Updated due to a Budget initiative.
6.1.2.70 Reviews - Superannuation Updated due to a Budget initiative.

Guide to Social Security Law Update 1457G # Date 2 July 2001

Topic No Topic Title Details
1.1.A.190 Approved Activities (NSA, YA) Removed "Training for Aboriginals and Torres Strait Islanders Program" from the list of approved examples, as this activity is no longer available.
1.1.C.21 Care receiver (CP, CA) Amended to reflect that this definition also applies to CP.
1.1.E.200 Exempt Resident (SpB) Replaced text with details of effect of the repealing of SSAct subsection 7(1).
1.1.F.175 Franked dividends Clarified the source of franked dividends.
1.1.U.30 Unemployed (NSA) Removed irrelevant information.
2.2.1.10 General Provisions for Verifying POI Clarified and reformatted existing information.
Chapter 3 Various topics Links to Looking for Work procedural reference removed.
3.1.2.20 Liquid Assets Waiting Period Added paragraph about treatment of payments made under the Employee Entitlement Support Scheme (EESS).
3.1.2.45 NARWP Saving Provisions Updated policy regarding NZ citizens.
3.1.5.150 Payment of an LCBP Removed content as superseded.
3.1.5.160 Examples of LCBP Calculations Removed content as superseded.
3.1.5.170 Examples of LCBP Calculations - Change in Circumstances Removed content as superseded.
3.2.1.10 Qualification for NSA Replaced "activity agreement" with "Preparing for Work Agreement".
3.2.1.35 Move to area of lower employment prospects for NSA Recipients New topic, due to deletion of 3.2.11.40.
3.2.1.80 Reduced Reporting for NSA Replaced "activity agreement" with "Preparing for Work Agreement".
3.2.3.35 Move to Area of Lower Employment Prospects for YA Recipients New topic, due to deletion of 3.2.11.40.
3.2.5.80 YA - Self-supporting through Paid Employment Added paragraph about treatment of CDEP participants.
3.2.8.60 Approved Activity - Training for Aboriginal Programs Deleted topic - activity no longer available.
3.2.8.90 Approved Activity - Other Activities that May Satisfy the Activity Test Added requirement for performers to satisfy job contract by looking for suitable work if there are insufficient job prospects in their chosen field.
3.2.8.100 Approved Activity - Combinations of Activities Replaced "activity agreement" with "Preparing for Work Agreement".
3.2.9.10 Temporary Incapacity Activity Test Exemption Minor rewording of examples for clarification.
3.2.9.40 Special Circumstances Activity Test Exemption Removed refugee as a category of special circumstance.
3.2.11.40 Exclusion Periods - Move to area of Lower Employment Prospects (MALEP) Deleted topic - replaced by 3.2.1.35 (NSA) and 3.2.3.35 (YA).
3.6.4.10 Qualification for CP Removed mention of primary carer. Added Australian Residency requirement.
3.6.4.40 Qualification of CP during Temporary Cessation of Care Removed mention of "primary carer", as there is no requirement to establish that customer is primary carer.
3.6.4.110 Assessment of CP Claim - Other Factors Added words about carer of profoundly disabled child not required to provide details of level of care.
3.6.7.120 Saved Cases - CA (child) Customers Before July 1998 Clarified examples.
3.6.7.160 Backdating Start Day for CA Relaced maximum period of backdating from "12 months" to "52 weeks".
3.7.1.60 Short Term Available Funds Test for SpB Deleted references to FA and replaced with FTB.
3.7.4.70 Payability of CrP - Released Prisoners Added example of a customer who transfers from prison to psychiatric confinement.
3.8.1.30 Start Day for RA Corrected payment of arrears of RA period from 3 months to 13 weeks.
3.8.5.10 Qualification for EEP - NSA, MAA, MAPA, PA & WA Customers Deleted all references to Carer Payment (CP). Qualification for CP now at 3.8.5.20
3.8.5.20 Qualification for EEP - Pension PP (single), CP and DSP Customers Inserted Carer Payment into qualification criteria.
4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Added treatment of payments made under the Compensation (Japanese Internment) Act 2001. Added treatment of payments made for participation in Rules Simplification Taskforce.
4.3.4.10 Application of the Income Maintenance Period Added paragraph about treatment of payments made under the Employee Entitlement Support Scheme.
4.3.5.10 Assessing Income from DVA Added treatment of payments made under the Compensation (Japanese Internment) Act 2001.
4.3.7.10 General Provisions for Income from Compensation Clarified payments of a compensatory nature. Clarified the ongoing assessment of a lump sum amount that is not considered as income.
4.3.9.60 Income from Private Companies & Trusts Clarified the ATO Refunding of Imputation (franking) credits.
4.4.1.20 Operation of Deeming Updated deeming thresholds and deeming rates as of 1 July 2001.
4.4.1.30 Scope of Deeming Updated payments and programs affected by deeming. Removed paragraph regarding possible exemption of accommodation bonds. Removed references regarding investment in superannuation and roll-over funds for customers between 55 and age pension age.
4.4.1.50 Deeming Rate Calculation - Single DSP Customer Updated deemed income calculation to reflect changes to deeming rates and deeming thresholds from 1 July.
4.4.1.60 Deeming Rate Calculation - Age Couple Updated deemed income calculation to reflect changes to deeming rates and deeming thresholds from 1 July.
4.4.1.70 Deeming Rate Calculation - Single WidB Customer Updated deemed income calculation to reflect changes to deeming rates and deeming thresholds from 1 July.
4.4.1.80 Deeming Rate Calculation - NSA Customer, Partner Receiving PP Updated deemed income calculation to reflect changes to deeming rates and deeming thresholds from 1 July.
4.4.1.90 Deeming Rate Calculation - Pensioner and Non Pensioner Couple Updated deemed income calculation to reflect changes to deeming rates and deeming thresholds from 1 July.
4.6.2.10 General Provisions for Exempt Assets Added treatment of payments made under the Compensation (Japanese Internment) Act 2001.
4.10.7.50 Historical Income Limits for CSHC - July 1994 to July 2001 Increased the qualifying income test limits for the CSHC as of 1 July 2001 due to Budget initiative.
4.10.7.60 Historical Income Limits for LIC Added historical income limits by date for low income health care card.
5.1.1.20 YA - Current Rates Updated rates.
5.1.7.20 PhA - Current Rates Updated current rates.
5.1.7.60 TAL - Current Rates Updated current rates.
5.1.8.10 Common Pension Rates Updated rates.
5.1.8.20 Common Benefit Rates Updated rates.
5.2.1.50 Youth Related Payments - July 1986 to Present Date Corrected "At home 18 and over" rates in Table 4.
5.2.5.10 MOB - April 1983 to Present Date Updated rates.
5.2.5.20 CA, CDA and HCA - December 1974 to Present Date Updated rates.
6.2.5.20 DSP - Automatic Reviews Corrected reference to 42 paydays to 42 days.
8.2.2 Reclaiming a Payment Replaced information regarding proof of identity with a link to 2.2.1.10.

Guide to Social Security Law Update 1456G # Date 4 June 2001

Topic No Topic Title Details
1.1.B.90 Breaches(NSA, YA, Austudy) Amended Act reference.
1.1.D.180 Disadvantaged persons (HCC) Replaced FA with FTB in table.
1.1.F.230 Full-time Study (YA, Austudy, SpB, PES) Updated policy regarding full time study for secondary students.
1.1.P.426 Private home of the carer and care receiver (CA) Updated policy.
3.2.2.50 Working Arrangements Minor updates to words in paragraph "Casual employment".
3.2.7.10 Who Does Activity Testing Apply To? Amended policy link.
3.2.8 NSA/YA Activity Test - Approved activities for other than full time students Added a general overview of what it means to satisfy the activity test with an approved activity.
3.2.8.70 Approved Activity - Voluntary Work Updated policy to reflect a change to existing process for people 50 and over. This change requires people who are over 50 to sign a PFWA when undertaking approved voluntary work to satisfy the activity test.
3.3.2.10 Qualification for MAA after 1 July 1996 Clarified qualification criteria.
3.4.8.100 RAFS Provisions for Eligible Descendants Added additional instructions on transfer to two parcels of land under RAFS to two or more persons, one of whom is not an eligible descendent.
3.6.4.130 Supplementary Benefits & Assistance for CP Recipients Corrected policy reference links.
3.6.6.10 Qualification for MOB Added age criteria for MOB.
3.6.6.100 Termination of MOB MOB period of grace for customers who cease NSA, YA or Austudy due to failure to satisfy activity test has been changed from 12 weeks to 2 weeks.
3.7.1.70 Long Term Available Funds Test for SpB Add new circumstance of "the holder of a temporary protection visa" for customers generally falling into the long term category for SpB.
3.7.1.80 Determining the rate of SpB Add text to paragraph "Partner not qualified for pension, benefit or allowance".
3.7.1.90 Supplementary Benefits & Assistance for SpB Recipients Replaced reference to FA with FTB.
3.7.1.110 Continuation, Variation or Termination of SpB Add text to paragraph "Death of partner".
3.7.2.70 SpB for Customers under 18 years of age Replaced reference to FA with FTB.
3.7.2.80 SpB for Australian Citizen Children in the Custody of Non-permanent Resident Replaced reference to FA with FTB (Part A).
3.7.4.10 Qualification for CrP - General Provisions Added new paragraph "Recovery of Crisis Payments".
3.7.4.40 Qualification for CrP - Released Prisoners Added new sentence about prisoners released from outside Australia to paragraph "Claim within 7 days after release from prison".
3.8.10.90 Deductions from Payments of CPS Added new paragraph "Compensation Deductions".
3.9.1.40 HCC for FTB & CA Customers Added text about entitlement to HCC in new paragraph "FTB customers entitled to low income HCC".
4.1.7 Deprivation Related to Farm Transfers Removed the concept of the customer's estimate from paragraph "Adjusting the forgone wages calculation when some wages were paid".
4.6.6.20 Overseas Real Estate, Partner's Share of a Business and Assets Not Readily Accessible Changed margin that a customer's assets have to be in relation to their assets impact level from $10,000 to $20,000.
4.9.3.10 Income Assessment of Asset-test Exempt Income Streams

Minor rewording to provide a clearer example under the paragraph "Purchase price of an income stream paid from a SMSF or Small APRA Fund".

Minor rewording to clarify the paragraph "Calculating the Present Value".

4.9.3.30 Income & Assets Assessment of Asset-tested Income Streams Added paragraph and examples about asset test assessment of allocated income stream after commutation.
5.1.5.40 MOB - Current Rate Updated rate.
5.5.2 Samples of Allowance Rate Calculations - single Customer Updated to refer to 20 March 2001 rates.
5.5.2.10 Single Customer Over 21 Years, No Dependants, Income Over $140 per fortnight Updated rates in basic rate calculation table to the 20 March 2001 rates.
5.5.2.20 Single Customer Over 21 Years, No Dependants, Income under $140 per fortnight Updated rates in basic rate calculation table to the 20 March 2001 rates.
5.5.2.30 Single Customer Over 21 Years, Paying No Rent, No Dependants Updated rates in basic rate calculation table to the 20 March 2001 rates.
6.2.1.30 General Provisions for Monitoring Job Search Changed the term "Activity Agreement" to "Preparing for Work Agreement".
6.2.4.10 PP Reviews - Pension PP (single) Removed exception for an entitlement review by interview 8 weeks after grant.

Guide to Social Security Law Update 1455G # Date 7 May 2001

Topic No Topic Title Details
1.1.F.175 Franked Dividends Added new topic to clarify definition of franked dividends for social security income test purposes.
1.1.I.25 Imputation Credits Added new topic to clarify definition of imputation (franking) credits for social security income test purposes.
1.1.S.125 Severe financial hardship - Ordinary Waiting Period, Liquid Assets Test Waiting Period, Income Maintenance Period Added new sub heading - unavoidable or reasonable expenditure.
1.1.V.25 Valuable Consideration Clarified definition.
3.1.7.90 Examples of Waiving the SWPP - Single Customers Included explanation.
3.1.7.100 Example of Waiving the SWPP - Partnered Customers Included explanation.
3.2.2.40 Self Employment & Seasonal Work Changed title to 'Self Employment'.
3.2.2.50 Working Arrangements Changed wording regarding casual employment.
3.4.1.10 Qualification for Age Added act reference.
3.4.1.20 Payability of Age Corrected act references.
3.4.1.50 Notification & Recipient Obligations for Age Corrected act & guide references.
3.4.2.10 Qualification for WP Corrected act references & updated policy.
3.4.2.20 Payability of WP Added act reference.
3.4.2.30 Supplementary Benefits & Assistance for WP Recipients Corrected policy references.
3.4.2.50 Continuation, Variation or Termination of WP Clarified policy regarding termination/suspension when income received from short-term employment & updated act references regarding death of a partner.
3.4.7.20 Registration for PBS Clarified exercise of delegation to extend registration period.
3.7.1.20 Payability of Special Benefit Updated policy regarding relationship with PA from 3 months to 26 weeks.
3.7.1.60 Short Term Available Funds Test for SpB Updated example.
3.7.1.70 Longer Available Funds Test for SpB Updated example.
3.8.1.20 Payability of RA Clarified policy on total household rent situation for non-customers who are sharing the home.
3.10.5.10 General Date of Effect Rules Added Social Security Admin Act reference.
4.3.3.10 General Provisions for Income from Employment Updated policy regarding earnings of professional sports people.
4.3.3.60 Deferred Income, Salary Sacrifice & Fringe Benefits Clarified definition of valuable consideration.
4.3.5.40 About DVA War Widow's Pension, War Widower's Pension & Income Support Supplement Added detail regarding saved War Widow's pensioners - frozen rates.
4.3.8.20 Income from Sale of Property - Payments Deferred or by Instalments Clarified policy on discount rate used in formula for assessing sale of property on terms.
4.3.9.60 Income from Private Companies & Trusts Clarified treatment of imputation (franking) credits.
4.6.4.50 Granny flats - features, rights and interests Removed confusing example.
4.6.4.70 Granny flats - additional features Clarified policy regarding proceeds of sale of the principal home.
4.7.1.10 General Provisions for Sole Traders and Partnership Clarified use of a Business Activity Statement.
4.7.1.20 Assessment of Income for Sole Traders and Partnerships Clarified treatment of wages, salary or dividends paid from a business to a sole trader or partner.
4.7.1.30 Allowable Deductions for Sole Traders & Partnerships Clarified treatment of wages, salary or dividends paid from a business to a sole trader or partner.
4.7.2.10 Assessable Income from Private Companies Clarified treatment of imputation (franking) credits and dividends from a private company when it is wound up.
4.7.3.20 Assessable Income from Discretionary Trusts Clarified treatment of imputation (franking) credits and undetermined trust distributions.
4.7.3.40 Assessable Income from Non-discretionary Trusts Clarified treatment of imputation (franking) credits and distributions when a trust is wound up.
4.7.3.60 Summary of Assessable Income from Trusts Clarified treatment of imputation (franking) credits.
5.2.1.20 Single Unemployment & Sickness Benefit November 1984 to Present Date Updated rates.
5.2.1.30 Married Unemployment & Sickness Benefit - November 1984 to Present Date Updated rates.
5.2.1.40 Additional Benefit for Child and Mothers & Guardian's Allowance & RA - November 1984 to December 1992 Updated rates.
5.2.1.50 Youth Related Payments - July 1986 to Present Date Updated rates.
5.2.2.10 Rates of Pension - July 1909 to Present Date Updated rates.
5.2.2.20 Additional Payments - April 1943 to Present Date Updated rates.
5.2.3.10 Widow Class A, Supporting Parent's Benefit, Sole Parent Pension - Rates from July 1942 to Present Date Updated rates.
5.2.3.30 Widow B, C & D Pension, Bereavement Allowance - July 1942 to Present Date Updated rates.
5.2.4.20 Family Payment, FA Rates (Non-standard) - October 1973 to Present Date Updated rates.
5.2.4.30 FA, FAS & AFP Rates - December 1987 to June 2000 Amended title.
5.2.4.40 RA (families with children)- December 1987 to Present Date Updated rates.
5.2.6.10 RA Rates - June 1990 to Present Date Updated rates.
5.2.6.30 RAA - May 1984 to Present Date Updated rates.
5.2.6.40 TAL & Telephone Rental Concession - January 1990 to Present Date Updated rates.
7.1.1.10 Overview of Portability Policy Updated information regarding savings provisions.

Guide to Social Security Law Update 1454G # Date 2 April 2001

Topic No Topic Title Details
1.1.A.330 Australian Resident Added policy reference.
1.1.C.310 Constant care (CP Revised text.
1.1.E.110 Enrolled (YA, Austudy) Clarified definition.
1.1.R.160 Rent (RA) Removed reference to disability accommodation.
1.1.R.200 Residence Added policy reference.
1.1.S.310 Start Date of Permanent Legal Residence Deleted content.
2.2.4.10 Verifying Residence/Citizenship Updated policy due to residence changes for New Zealanders.
3.1.1.10 Residence Requirements Updated policy due to residence changes for New Zealanders.
3.1.2.20 Liquid Assets Waiting Period Clarified policy regarding allowable deductions from liquid assets.
3.1.2.40 Newly arrived Residents Waiting Period Updated policy due to residence changes for New Zealanders.
3.2.1.10 Qualification for NSA Updated policy due to residence changes for New Zealanders.
3.2.1.70 Notification & Recipient Obligations for NSA Replaced reference to 7 day notification with continuation form.
3.2.3.10 Qualification for YA Updated policy due to residence changes for New Zealanders.
3.2.5.70 Assessment & Mandatory Procedures for YA - Unreasonable to Live at Home Updated mandatory procedures for under 18 year olds.
3.2.10.10 Satisfying the YA Activity Test Updated policy to include participation in approved study.
3.2.10.40 Approved Courses of Study for YA

Added paragraph regarding institution awaiting accreditation.

Updated Masters and Doctorate studies.

3.2.10.100 YA Full-time Students Satisfactory Progress - Allowable Time Rules Removed paragraph regarding students with disabilities.
3.4.1.10 Qualification for Age Updated policy due to residence changes for New Zealanders.
3.4.3.10 Qualification for WA Updated policy due to residence changes for New Zealanders.
3.6.4.40 Qualification for CP during Temporary Cessation of Care Included text on temporary cessation of care provisions.
3.6.4.50 Qualification for CP during Temporary Absence from the Private Home - Hospitalisation Included text on temporary cessation of care provisions.
3.6.5.10 Qualification for SA Updated policy due to residence changes for New Zealanders.
3.6.5.70 Waiting Periods for SA Updated policy due to residence changes for New Zealanders.
3.7.2.30 SpB for Customers from New Zealand Updated policy due to residence changes for New Zealanders.
3.8.1.30 Start Day for RA Clarified start day.
3.8.9.10 Eligibility for FAA Removed act reference.
3.8.9.20 FAA Entitlement Clarified policy regarding entitlement categories.
3.8.9.30 Determining the FAA Reimbursement Updated rates for private car reimbursement.
3.8.9.40 Change of Circumstances during the Study Year for FAA Removed act reference.
3.8.9.50 Travel Outside the Study Year for FAA Removed act reference.
3.8.9.60 Payment of FAA Removed act reference.
4.1.10 Deprivation Related to Self-managed Superannuation Funds Clarified policy.
4.2.8.20 Dependent YA - Family Assets Test and Limits Amended business/farm assets from 50% to 75%.
4.3.2.10 Income Received to Cover Expenses Clarified treatment for payment for being empanelled on a jury.
4.3.3.10 General Provisions for Income from Employment Revised text relating to earnings of professional sports people to include bonus payment.
4.3.3.20 Income from Employment or Independent Contracting Clarified treatment of arrears of earnings.
4.3.3.30 Employment Income for Pensioners Added details of the effect of Federal Court's Janet Rolley decision (FFC 00/0806 Q3 of 2000).
4.3.3.70 Income from Employee Entitlement Support Scheme Added new topic.
4.3.4.10 Application of Income Maintenance Period (IMP) Revised text relating to date of commencement of IMP.
4.3.9.40 Income from Education & Training Allowances Clarified treatment of study grants.
4.7.1.30 Allowable Deductions for Sole Traders & Partnerships Clarified deductibility of legal expenses.
4.9.1.20 General Provisions for Assessing Income Streams from 20 September 1998 Added link to 4.9.2.10 relating to jointly owned income streams.
4.9.2.10 Characteristics of an Asset-Test Exempt Income Stream Included text on jointly owned income stream - asset test exempt status.
4.9.3.10 Income assessment of asset-test exempt income streams

Included text on purchase price of an income stream paid from a self-managed superannuation or small APRA fund.

Included additional information on assessment of jointly owned income streams after the death of one owner.

4.9.3.30 Income & Assets Assessment of Asset-tested Income Streams Clarified policy on use of Trustee's Discretion when an income stream recipient dies.
4.12.9.10 Resignations from a Controlled Private Trust or Controlled Private Company On or After 1 January 2002 Clarified policy.
5.1.7.10 RA - current rates Updated RA rates.
5.2.1.50 Youth Related Payments - July 1986 to Present Date Corrected YA rates for 1/7/00.
5.4.1.10 Qualification for Advance Payments Revised text - no policy changed.
5.4.1.30 Formula for Calculating Advance Payments Updated references.
5.4.1.40 Payment Methods for Advance Payments Updated policy references.
5.4.1.50 Repayment of Advance Payments Updated references.
5.5.1.20 Married Pensioner Customer, No Children Clarified income test example.
5.5.1.40 Married Pensioner Couple, 3 Children Clarified income test example.
6.2.6.20 SpB Reviews - Non permanent Resident & Temporary Absence Overseas Updated text on payment of SpB during temporary absence overseas.
6.4.4 Applying Special Circumstance Provisions to Compensation Payments Updated factors to consider in applying special circumstances.

Guide to Social Security Law Update 1453G # Date 5 March 2001

Topic No Topic Title Details
1.1.A.52 Acute onset (CA) Provided examples on what can and cannot be attributed to an acute onset.
1.1.D.60 Departure Interview Deleted references to departure certificate. Changed 12 months to 26 weeks.
1.1.C.220 Comparable Foreign Payment (CFP) Deleted reference to agreements.
1.1.C.240 Compensation Updated list of excluded compensation payments.
1.1.F.61 Family Member (DA) Adult Revised text.
1.1.L.140 Lump Sums Inserted new topic.
1.1.M.70 Medical assessment (DSP, SA) Updated act references.
1.1.M.110 Medical examination (DSP, SA) Updated act references.
1.1.R.250 Respite Care or Hospitalisation Updated policy advice.
1.1.P.210 Permanent Blindness (DSP) Updated definition of 'permanent blindness' to reflect wording used by the Royal Australian College of Ophthalmologists.
1.1.S.280 Specified Foreign Country Topic deleted.
3.1.4.30 Payment after Release Revised text.
3.1.7.90 Examples of Waiving the SWPP - single customers Updated tables.
3.6.1.70 Incentive Allowance and DSP Included rates of Incentive Allowance.
3.6.6.10 Qualification for MOB Inserted a paragraph Applying the travel test.
3.6.6.100 Termination of MOB Updated period of grace table.
3.6.7.80 Qualification During Temporary Absence From the Private Home - Education, Training or Treatment (other than in hospital) - CA (Child) Revised policy advice to include temporary cessation of care provisions used in a calendar year.
3.7.4.10 Qualification for CrP - General provisions Revised text.
3.7.4.20 Qualification for CrP - Extreme circumstances (domestic violence) Revised text.
3.7.4.30 Qualification for CrP - Extreme circumstances (other) Revised text.
3.7.4.40 Qualification for CrP - Released prisoners Revised text.
3.7.4.50 Payability of CrP - Extreme circumstances (domestic violence) Revised text.
3.7.4.60 Payability of CrP - Extreme circumstances (other) Revised text.
3.7.4.70 Payability of CrP - Released prisoners Revised text.
3.8.1.20 Payability of RA Inserted text on total household rent.
4.1.10 Deprivation related to self-managed superannuation funds Included text on transitional arrangements relating to the introduction of Institute of Actuaries (Australia).
4.2.3 Pensions & Benefits Assets Tests & Limits Deleted the assets value limits chart and replaced with a link to the Centrelink Internet site.
4.2.4.20 Benefit PP (partnered) Income & Assets Test & Limits Amended act references.
4.3.7.10 General Provisions for Income from Compensations

Clarified treatment of payments under Statutory Criminal Injury Compensation Scheme.

Clarified treatment of payments that are compensatory in nature.

4.6.4.50 Granny Flats - Features, Rights & Interests Revised text.
4.6.4.60 Granny Flats - Reasonable Value Conversion Factors Deleted text on reasonable value conversion factors test. This will be placed in 4.6.4.50.
4.6.4.70 Granny Flats - additional features Changed title name. Revised text.
4.6.6.30 Encumbrances & Loans Against Assets Inserted a definition of collateral security.
4.9.2.40 Actual valuation certificate - self managed superannuation funds and small APRA superannuation funds Revised text.
4.9.3.10 Income Assessment of Asset-test Exempt Income Streams Clarified interest rate used under Assessing the new purchase price-non-account based products.
4.12 Treatment of private trusts & private companies from 1 January 2002 Inserted new chapter.
5.1.5.10 DSP - current rates Updated DSP rates.
5.4.5 MOB Advance Payment Removed paragraph titled Purpose.
6.2.7 Supplementary Benefits Reviews Inserted new topics.
6.5.1.20 Recovery by Deductions Included sentence - Debts incurred by fraudulent means can be recovered after the expiry of the insolvency agreement.
7.3.1.30 Applying CFP Provisions Updated Act reference.
7.3.2 CFP Exemptions Added a further dot point to Reasons for an exemption.

Guide to Social Security Law Update 1452G # Date 5 February 2001

Topic No Topic Title Details
1.1.E.190 Exempted Partnered person (PBS) Corrected Act references.
1.1.F Key Terms beginning with the letter F Added new topic.
1.1.F.180 Fringe Benefits (Income Test Assessment) New topic added to clarify the definition of fringe benefits for income test purposes.
1.1.L.20 Last bonus period (PBS) Corrected Act references.
1.1.L.80 Lodgement period (PBS) Corrected Act references.
1.1.Q.35 Qualifying Residence Exemption Deleted reference to SpB.
1.1.T.90 Test period (PBS) Corrected Act references.
2.2.5.10 Verifying a Marriage-like Relationship (De Facto Marriage) Added presence or absence of a sexual relationship to factors to consider.
3.1.2.30 Treatment of Liquid Assets Inserted paragraph titled GST liabilities.
3.3.1.30 Payability of PA Inserted special benefit income test to be used when assessing SpB.
3.3.2.10 Qualification for MAA after 1 July 1996 Deleted reference to Austudy in sub heading Qualification criteria.
3.4.1.10 Qualification for Age Inserted paragraph titled possible entitlement to Pension Bonus Scheme.
3.4.2.20 Payability of WP Corrected Act references.
3.4.2.50 Continuation, Variation or Termination of WP Corrected Act references.
3.4.7.20 Registration for PBS Re-wrote text to improve clarity. Inserted paragraph titled Power to obtain information.
3.4.7.30 Bonus Periods for PBS Amended example on limit on bonus years.
3.4.7.50 Non-accruing Membership of PBS Clarified disposal preclusion period.
3.4.7.60 PBS Work Test Corrected Act references.
3.4.7.100 Amount of PBS Bonus Inserted paragraphs: Notional pension rates and Calculating notional pension rates. Amended Pension Bonus calculation tables. Clarified interaction of PBS and RAFS.
3.6.4.40 Qualification for CP during Temporary Cessation of Care Changed respite care to temporary cessation of care.
3.6.7.50 Qualification during Temporary Absence from the Private Home - Respite Care

Title changed to 'Qualification for CA during Temporary Cessation of Care'.

Inserted paragraphs on cessation of care.

3.6.7.180 Notification & Recipient Obligations for CA Corrected Act references.
4.3.1.10 Determining the Rate of Income for Benefits

Amended details to a lump sum maintenance amount.

Added Act references.

4.3.1.20 Determining the Rate of Income for Pensions

Inserted paragraphs on determining an annual rate of income - total amount MAY equal annual rate.

Amended lump sum maintenance details.

4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Added paragraph on approved scholarships awarded outside Australia.
4.3.9.40 Income from Eduction and Training Allowances Added examples to approved scholarships awarded outside Australia.
4.6.5.100 Assessing Private Annuities Title changed to include overseas income products. Added paragraphs on assessing the asset value of an overseas income stream.
4.9.3 Income & Assets Assessment of Income Streams Included four new topics.
4.9.3.40 Assessment of Non-compliant Self-Managed Superannuation Funds or Small APRA Funds Added new topic.
4.9.3.41 Assessment of Non-compliant Self-Managed Superannuation Funds or Small APRA Funds - Category 1 - Fund makes no income stream payments Added new topic.
4.9.3.42 Assessment of Non-compliant Self-Managed Superannuation Funds or Small APRA Funds - Category 2 - Fund makes reduced income stream payments Added new topic.
4.9.3.43 Assessment of Non-compliant Self-Managed Superannuation Funds or Small APRA Funds - Category 3 - Fund likely to experience future problems because of inaccessible or otherwise non-performing assets Added new topic.
6.4.4 Applying special circumstance provisions to compensation payments Expanded the current guidelines on special circumstances.
7.1.5.60 Portability Table Added paragraph on portability of Age and DSP for customers with a qualifying residence exemption.

Guide to Social Security Law Update 1451G # Date 4 January 2001

Topic No Topic Title Details
2.2.1.40 Customers experiencing difficulty with POI Explanation changed under two pay review system.
3.1.1.20 Residence in External Territories External territory does not include Norfolk Island.
3.1.2.70 Exemptions from Waiting Periods Removed the word 'pension' from Exemption from the OWP.
3.4.6.10 Qualification for SpNP No new grants can be made after 20 September 2000.
3.6.4.40 Qualification for CP during Temporary Cessation of Care Included paragraph on hospitalisation. Deleted example 1 from temporary cessation of care.
3.6.4.50 Qualification for CP during Temporary Absence from the Private Home - Hospitalisation Deleted qualification of more than one care receiver. Included paragraph on new claims where the care receiver is hospitalised. Updated example on extension of 63 day hospitalisation allowance.
3.6.7.50 Qualification during Temporary Absence from the Private Home - Respite Care Updated examples.
3.6.7.60 Qualification during Temporary Absence from the Private Home - Hospitalisation Included paragraph on new claims while the care receiver is hospitalised.
3.8.1.80 Government Rent & RA Included paragraph on Customer who resides in Disability Program Accommodation.
3.8.2.10 Qualification for PhA Corrected policy to PhA CAN be paid overseas for the first 26 weeks of a temporary absence. (previous version had CANNOT).
3.8.7.10 Qualification for TAL Changed policy regarding qualification for TAL as a result of 20 September 2000 legislative changes.
3.8.7.20 Payability of TAL Changed policy regarding payability of TAL as a result of 20 September 2000 legislative changes.
3.8.8.20 Payability of RAA Changed policy regarding payability of Remote Area Allowance as a result of 20 September 2000 legislative changes.
3.8.10.60 Waiting & Preclusion Periods for CPS Included paragraphs on Lump Sum Leave Payments.
4.2.1.10 Pensions Income Test & Limits Updated taper rate under ordinary income test.
4.3.3.20 Income from Employment or Independent Contracting Included paragraph on treatment of a lump sum amount of back pay.
4.3.4.10 Application of the Income Maintenance Period

Included paragraphs on Effect of IMP on Pensioner/allowee couples.

Deleted definition of a pensioner/allowee couple.

4.3.6.10 Income from Overseas Pensions Included paragraph on lump sum payment under arrears of overseas pensions.
4.3.7.10 General provisions for income from compensation Clarified treatment of payments under statutory criminal injury compensation schemes.
4.3.7.40 Assessing the compensation part of a lump sum Included paragraphs on NSW Claims Assessment and Resolution Service (CARS) arrangements.
4.3.7.50 Lump sum preclusion period Included examples to clarify date of effect.
4.3.8.30 Income From Real Estate Included paragraph on landlords with ABNs.
4.6.2.10 General Provisions for Exempt Assets Deleted exception from assessing life interests.
4.6.5.110 Assessing Failed Financial Investments New topic added.
4.7.1.50 Assessable Income for Partnerships Only Included paragraph on salaries/wages from partnerships and drawings from partnerships.
4.7.3.20 Assessable Income from Discretionary Trusts Clarified that income held for 12 months from the date of the resolution to distribute.
5.5.1.10 Single Age Customer, No children Updated rates.
5.5.1.20 Married Pensioner Couple, No children Updated rates.
5.5.1.30 Single Customer, 1 child under 13 years Updated rates.
5.5.1.40 Married Pensioner Couple, 3 children Updated rates.
5.5.1.50 Married Pensioner Customer, 1 child. Partner not a customer Updated rates.
5.5.1.60 Married Couple, 1 child under 213 years, separated due to ill health Updated rates.
5.5.1.70 Single customer, no children, receiving RA Updated rates.
8.1.2.30 Date of effect of determinations - sections 107, 109 & 110 Removed reference to PP (single).
8.4.2.20 Hardship Advance Payment Clarified assessment for hardship of a YA claimant who is not independent and is a member of a couple.