The Guides to Social Policy Law is a collection of publications designed to assist decision makers administering social policy law. The information contained in this publication is intended only as a guide to relevant legislation/policy. The information is accurate as at the date listed at the bottom of the page, but may be subject to change. To discuss individual circumstances please contact Services Australia. Guiding principles of income management

Guiding principles

There are 4 guiding principles that should be used in all decisions about the use of income managed funds:

  • While the delegate has authority to make decisions about a person's income managed payments, the person should also have significant input to these decisions. The intention is to help the person meet their priority needs.
  • Where a person has funds in their income management account, and the delegate is aware of an unmet priority need of the person, their partner, children and/or other dependants, then the delegate must take action to meet that need.
  • Income managed funds cannot be unreasonably withheld from a person. If current and reasonably foreseeable priority needs have been met and a person seeks access to unspent funds, this request should be granted. The delegate should discuss the purpose of access to unspent funds; so that the delegate is assured that the payment will not be spent on excluded goods or services.
  • If a person has children or other dependants in their care, the delegate must have regard to the best interests of those children and/or dependants in deciding how income managed funds should be used.

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