The Guides to Social Policy Law is a collection of publications designed to assist decision makers administering social policy law. TheĀ 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.

3.9.3.60 Notification & recipient obligations for CSHC holders

Notifiable events for CSHC

In addition to the common notifiable events, CSHC holders must notify Services Australia within the 14-day notification period, if any of the following events occur, or are likely to occur:

  • their annual ATI, plus any deemed income from account-based income streams, combined with that of their partner (1.1.P.85) exceeds the prescribed amount, OR
  • they, or their partner, purchase or change an account-based income stream, OR
  • there is a change of address, OR
  • they are granted a
    • social security pension or benefit, OR
    • DVA service pension
  • travel overseas, OR
  • there is a change in family circumstances.

Example: Change in relationship status or change in the number of dependants (1.1.D.65).

A cardholder must notify if such an event has occurred, or is likely to occur. If the event would result in cancellation of the person's CSHC, the CSHC should not be cancelled until the event has actually occurred.

Example: A cardholder advises that they expect their income to increase over the allowable limit. The CSHC should not be cancelled until after the allowable limit is exceeded.

Act reference: SSAct section 23(1)-'social security pension', section 23(1)-'social security benefit'

SS(Admin)Act section 66A General requirement to inform of a change of circumstances etc.

Supply of TNA plus other supporting documents where estimate of income accepted

Where a person has made an estimate of ATI for a reference tax year (1.1.R.105) and the estimate was accepted - the person must provide Services Australia with a copy of a TNA of the person's taxable income plus any other income documents required to determine the person's ATI for that tax year within 12 months of the end of that tax year.

Example: If an estimate is provided for reference tax year 2020-21, a copy of a TNA for that reference tax year must be provided to Services Australia by June 2022.

Act reference: SSAct section 1061ZJ Giving of copy of assessment of taxable income to Secretary

Policy reference: SS Guide 3.1.3 Notification & recipient obligations, 3.9.3.30 Assessment of income for CSHC

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