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.
- 1.1.C.15 Care definitions
- 1.1.I.04 Illness separated couple
- 1.1.M.120 Member of a couple
- 1.1.P.443 Prohibited relationship
- 1.1.P.85 Partner, partnered, partnered (partner in gaol)
- 1.1.R.240 Respite care couple
- 1.1.T.47 Temporarily separated couple (RA, TAL, UA)
- 2.2.5.10 Types of member of a couple relationships
- 2.2.5.30 Determining member of a couple relationships
- 2.2.5.40 Discretion to treat a person as not being a member of a couple for a special reason - section 24
- 2.2.5.50 Determining separated under one roof
- 2.2.5.60 Determining an illness separated couple
- 2.2.5.70 Determining a respite care couple
- 2.2.5.80 Determining treatment of claimant/recipient with partner in gaol - general provisions
- 3.10.2.30 Alignment of an entitlement period for partnered recipients
- 3.1.4.05 Payability during periods in gaol or psychiatric confinement
- 3.2.5.20 De facto relationships (YA, DSP & SpB)
- 3.4.1.60 Continuation, variation or termination of Age
- 3.8.1.106 Special RA rules for couples & families with children
- 3.8.7.10 TAL - qualification & payability
- 4.12.2.10 Attribution Percentages
- 4.13.3.30 Effect of periodic compensation on the partner of a compensation recipient
- 4.2.8.40 Independent YA - partner income test & limits
- 4.6.3.20 Determining homeowners & non-homeowners
- 4.6.3.30 Defining the principal home
- 4.6.3.70 Exempting the principal home - care situations
- 4.6.4.10 General provisions for special residences
- 4.6.4.30 Assessing retirement villages
- 5.1.8.10 Common pension rates
- 5.1.8.20 Common benefit rates
- 5.1.8.30 Common provisions affecting calculation of a rate
- 5.1.8.40 Pension reform - transitional arrangements
- 6.3.1 Non-payment-specific overpayments
- 1.1.A.70 Adopted child
- 1.1.C.20 Care receiver (CP)
- 1.1.C.90 CA child
- 1.1.D.240 Double orphan (DOP)
- 1.1.D.70 Dependent child
- 1.1.G.80 Guardian
- 1.1.L.33 Legal responsibility
- 1.1.M.10 Main supporter of a secondary pupil child (PP, JSP, YA, SpB)
- 1.1.P.10 Parent
- 1.1.P.20 Parental home (JSP, YA, DSP, RA)
- 1.1.P.30 Parental income free area (YA)
- 1.1.P.340 PP child (PP)
- 1.1.P.370 Prescribed educational scheme
- 1.1.P.375 Prescribed student child
- 1.1.P.40 Parental income test (YA)
- 1.1.P.412 Principal carer
- 1.1.P.414 Principal carer - disputed care arrangements & abduction
- 1.1.P.415 Principal carer - foster care
- 1.1.P.416 Principal carer - shared care
- 1.1.P.45 Parental means test (YA)
- 1.1.S.230 Special benefit homeless person (SpB)
- 1.1.S.320 State care (YA)
- 1.1.S.450 Surviving parent (DOP)
- 2.2.10.20 Verification for DOP
- 3.1.5.115 Death of PP child
- 3.11.1.20 Suitable work
- 3.11.8 Mutual obligation requirements for principal carer parents
- 3.2.1.05 Qualification for JSP
- 3.2.3.10 Qualification for YA
- 3.2.3.20 Payability of YA
- 3.2.3.60 Notification & recipient obligations for YA
- 3.2.5.10 Qualification for YA, DSP & SpB as an independent young person
- 3.2.5.30 Unreasonable to live at home (YA, DSP & SpB)
- 3.2.5.85 YA concessional workforce independence criteria for regional students
- 3.5.1.110 Payability of PP - partnered rate
- 3.5.1.20 Child-related qualification for PP - overview
- 3.5.1.50 Child-related qualification for PP - shared care
- 3.5.2.10 Qualification for DOP
- 3.6.7.10 Qualification for CA (child) HCC only
- 3.6.7.20 CA (child) HCC only - measuring the level of care & attention
- 3.6.7.40 Qualification for CA (child) with combined DCLA scores of 2 children
- 3.8.3.10 Qualification for PES
- 3.9.1.40 HCC Provisions for Children & Dependants
- 3.9.1.45 Foster child HCC
- 4.10.1.50 Historical employment amount (permissible child earnings) - January 1990 to present date
- 4.10.5.30 Family income supplement income limits before December 1987
- 4.2.1.20 Additional Free Area for Dependent Children
- 4.2.8.10 Dependent YA - parental income test
- 5.2.4.30 Family allowance, family allowance supplement & additional family payment rates - December 1987 to June 2000
- 6.2.5.100 CA - general provisions & HCC only CA (child) - care load reviews
- 6.2.5.110 CA - care load reviews - CA (child) only
- 6.2.6.20 SpB reviews - non-permanent resident & temporary absence overseas
- 6.3.8.10 SFSS overpayments
- 8.1.3.10 Provision of information
- 8.4 Payment methods
- 8.4.1.10 Regular direct credit payments
- 8.4.1.30 Payments to a third party
- 1.1.E.168 Exempt accommodation (RA)
- 1.1.R.84 Recipient child (RA)
- 1.1.S.150 Sharer (RA)
- 3.8.1.104 Special RA rules for young single people
- 3.8.1.106 Special RA rules for couples & families with children
- 3.8.1.110 Sharers provisions for RA
- 1.1.M.10 Main supporter of a secondary pupil child (PP, JSP, YA, SpB)
- 1.1.S.66 Secondary pupil child
- 1.1.M.10 Main supporter of a secondary pupil child (PP, JSP, YA, SpB)
- 1.1.S.66 Secondary pupil child
- 1.1.A.330 Australian resident
- 1.1.A.340 Australian working life residence (AWLR)
- 1.1.C.20 Care receiver (CP)
- 1.1.C.21 Care receiver (CA)
- 1.1.C.60 Carer visa holder (CP)
- 1.1.D.70 Dependent child
- 1.1.E.120 Entitled person (WidB, WP)
- 1.1.N.70 Newly arrived resident's waiting period (NARWP)
- 1.1.Q.15 Qualifying Australian residence (Age, DSP)
- 1.1.Q.35 Qualifying residence exemption (QRE)
- 1.1.Q.37 Qualifying residence period (QRP)
- 1.1.R.110 Refugee
- 1.1.R.200 Residence
- 1.1.R.210 Residence requirements
- 1.1.S.290 Sponsor (SpB)
- 1.1.V.40 Visa
- 1.2.6.30 Crisis payment (CrP) - description
- 3.1.1.10 Residence requirements
- 3.1.1.20 Residence in external territories
- 3.1.2.40 Newly arrived resident's waiting period (NARWP)
- 3.1.5.92 The one-off PBV for JSP & YA recipients
- 3.11.5.10 Temporary incapacity
- 3.2.1.05 Qualification for JSP
- 3.2.1.20 Payability of JSP
- 3.2.1.60 JSP provisional - payment to DSP claimants
- 3.2.3.10 Qualification for YA
- 3.2.3.20 Payability of YA
- 3.3.1.10 Qualification for PA
- 3.4.1.10 Qualification for Age
- 3.4.3.10 Qualification for WA
- 3.4.6.10 Qualification for SpNP
- 3.5.1.70 Residence qualification for PP - overview
- 3.6.1.12 Qualification for DSP - 15 hour rule
- 3.6.2.150 DSP claimants with less than 10 years qualifying Australian residence
- 3.6.4.10 Qualification for CP
- 3.6.4.90 Payability of CP
- 3.6.6.10 Qualification for MOB
- 3.6.6.20 Payability of MOB
- 3.6.7.100 Payability of CA
- 3.7.1.10 Qualification for SpB
- 3.7.1.20 Payability of SpB
- 3.7.1.90 Supplementary benefits & assistance for SpB recipients
- 3.7.2.10 SpB for newly arrived residents
- 3.7.2.40 SpB for people not residentially qualified for other payments
- 3.8.3.10 Qualification for PES
- 3.8.3.90 Payability of PES
- 3.9.1.20 Qualification for LIC
- 3.9.1.30 Qualification for ex-CA (child) HCC for 16-25 year old students
- 3.9.1.45 Foster child HCC
- 3.9.2.10 Qualification for PCC
- 3.9.3.10 Qualification for CSHC
- 3.9.3.40 Treatment of income components for CSHC
- 3.9.4.20 Non-cancellation of Concession Cards for Temporary Overseas Absences
- 4.12.7.20 Allowable & non-allowable deductions
- 4.7.1.30 Assessment of business deductions & losses for sole traders & partnerships
- 6.2.3 Retirement & widows reviews
- 7.1.2 Payments with unlimited portability
- 7.1.3 Payments & concession cards with limited portability
- 7.1.6 Portability for former Australian residents
- 7.1.8 Portability definitions
- 7.2.2 Proportional rate for portable pensions
- 7.2.4 Post departure requirements for portable payments
- 8.1.6 Residence requirements
- 9.1.1 Australian citizenship
- 9.1.2 Visas
- 9.1.3 New Zealand citizens
- 9.4.2 Lodging an AoS
- 9.4.3.10 Assurer eligibility requirements - individuals
- 9.4.3.50 Assurer eligibility requirements - Community Support Program
- 10.1.100 General principles glossary
- 10.10.5.10 Totalising to Qualify for an Australian Benefit - Agreement with Portugal
- 10.15.5.20 Totalising to Qualify for an Australian Benefit (Agreement with the USA)
- 10.23.8.20 Outside Australia Rate - Agreement with Greece
- 10.29.8.20 Outside Australia Rate - Agreement with the Slovak Republic
- 10.31.8.20 Outside Australia Rate - Agreement with Latvia
- 10.32.8.20 Outside Australia Rate - Agreement with India
- 10.33.7.40 Outside Australia Rate - Agreement with Estonia
- 10.34 Agreement with Serbia
- 1.1.A.16 Accommodation bond transitional provisions
- 1.1.C.206 Commercial care arrangements (CA, CP)
- 1.1.C.220 Company - public & private
- 1.1.D.255 Drawings
- 1.1.D.70 Dependent child
- 1.1.E.102 Employment income
- 1.1.E.160 Exchange trading system
- 1.1.E.180 Exempt lump sums
- 1.1.E.90 Employer provided benefit (YA)
- 1.1.F.180 Fringe benefits (income test assessment)
- 1.1.H.70 Home equity conversion agreement
- 1.1.I.40 Income, income amount
- 1.1.L.140 Lump sum
- 1.1.M.136 Merit or equity-based scholarship
- 1.1.N.03 National Disability Insurance Scheme (NDIS) amount
- 1.1.N.50 New Enterprise Incentive Scheme (NEIS)
- 1.1.O.30 Ordinary income
- 1.1.P.234 Personal earnings
- 1.1.V.25 Valuable consideration
- 1.1.W.70 Workforce Australia - Self-Employment Assistance
- 3.1.15.20 Work bonus - overview
- 3.1.15.30 Work bonus - application
- 3.1.15.40 Work bonus - examples of calculation of income eligible for the work bonus & work bonus income concession bank balance
- 3.1.15.50 Work bonus - history
- 3.1.3 Notification & recipient obligations
- 3.15.1 CEA - qualification & payability
- 3.15.2.20 Payability of ES
- 3.6.1.30 Qualification for DSP during self-employment - 30 hour rule
- 3.6.1.32 Qualification for DSP during self-employment - 15 hour rule
- 3.6.13 Carer supplement - qualification & payability
- 3.6.4.110 Assessment of CP claim - other factors
- 3.6.7.34 Treatment of income components for CA
- 3.7.6.10 Qualification for DRA
- 3.8.1.108 Assessing RA payable
- 3.8.1.70 Board & lodging for RA
- 3.8.8.20 Payability of RAA
- 3.9.1.70 LIC - assessment of income
- 4.1 Deprivation of income & assets
- 4.10 Historical income & assets limits & information
- 4.1.1 General provisions of deprivation
- 4.10.1 Historical income & assets general policy
- 4.10.1.10 Historical policy on calculation of pension under the means test - March 1951 to November 1976
- 4.10.1.20 Historical Calculation of Pension Rate under the Means Test - March 1951 to November 1976
- 4.10.1.30 Historical conversion from means test to income test - 25 November 1976
- 4.10.1.40 Historical student income dependency limits since 1975
- 4.10.1.50 Historical employment amount (permissible child earnings) - January 1990 to present date
- 4.10.2 Historical unemployment (including JSP), sickness benefit & SA income test from September 1969 to present date
- 4.1.3 Deprivation of assets & income - effect on income
- 4.10.3 Historical age & invalid (disability support) pension income & assets limits
- 4.1.4 Deprivation related to trusts & private companies before 01/01/2002
- 4.10.4 Historical widow/sole parent pensions & allowances income & assets limits
- 4.10.4.10 Historical widow class A, sole parent benefit & PPS means test limits
- 4.10.4.20 Historical widow B means test limits & additional payments
- 4.10.5 Historical families & parenting income & assets limits
- 4.10.5.20 Family allowance, DOP & child disability allowance historical assets limits before December 1988
- 4.10.6 Historical supplementary benefits income limits
- 4.10.6.10 Historical telephone rental concession income limits
- 4.10.6.20 Historical RA income test limits - September 1970 to July 1987
- 4.10.6.30 Historical disadvantaged persons health scheme income limits
- 4.10.7 Historical concession cards income & assets limits
- 4.10.7.10 Historical policy on pensioner concessions
- 4.10.7.20 Historical assets limits for pensioner concessions - general
- 4.10.7.30 Historical Income Limits for Fringe Benefits - November 1983 to March 1993
- 4.10.7.40 Historical Income Limits for Pensioner Concessions - Sheltered Employment Allowance
- 4.10.7.50 Historical income limits for CSHC
- 4.10.7.60 Historical income limits for LIC from 20/09/1996
- 4.1.8 Deprivation related to annuities
- 4.12.1.10 Determining a designated private trust or private company from 01/01/2002
- 4.12.10.10 Disposal of Assets to a Private Trust or Private Company Before 01/01/2002
- 4.12.1.50 Associate Rule
- 4.12.11 Primary Production Controlled Private Trusts & Controlled Private Companies
- 4.12.11.20 Qualification provisions for the primary production concession
- 4.12.2.10 Attribution Percentages
- 4.12.2.20 Derivation & Attribution Periods
- 4.12.3.20 Fixed (Non-discretionary) Trusts
- 4.12.3.30 Testamentary Trusts
- 4.12.7.10 Income Attribution
- 4.12.7.30 Transfers of the Capital of a Private Trust or Private Company
- 4.13.1.10 What is compensation
- 4.13.1.20 Assessment of compensatory type payments
- 4.13.1.25 Treatment of specific compensatory type payments
- 4.13.1.30 Effect of compensation on compensation affected payments
- 4.13.1.50 Exemptions from the compensation provisions
- 4.13.1.60 Effect of Compensation on Low Income Health Care Cards
- 4.3 Ordinary income
- 4.3.1.10 Determining the rate of income for benefits
- 4.3.1.20 Determining the rate of income for pensioners of age pension age from 20/09/2009
- 4.3.1.25 Determining the assessable income for pensioners below age pension age
- 4.3.1.40 Determining the rate of income for PP
- 4.3.2.10 Income received to cover specific expenses
- 4.3.2.30 Income exempt from assessment - legislated
- 4.3.2.31 Income exempt from assessment - specifically approved
- 4.3.2.35 Income exempt from assessment - section 8(11) exempt lump sums
- 4.3.3 Income from employment
- 4.3.3.10 General provisions for income from employment
- 4.3.3.20 Income from employment or independent contracting
- 4.3.3.25 Employment income for pensioners of age pension age from 20/09/2009
- 4.3.3.35 Employment income for pensioners below age pension age
- 4.3.3.40 Employment income for allowees
- 4.3.3.55 Income test treatment of ministers of religion
- 4.3.3.60 Deferred income, salary sacrifice, valuable consideration & fringe benefits
- 4.3.3.80 Payments from self-employment programs
- 4.3.4.10 Application of the income maintenance period (IMP)
- 4.3.4.20 Definition of leave for the IMP
- 4.3.5.10 How income from DVA is assessed
- 4.3.5.30 Overview of DVA compensation payments
- 4.3.5.40 About DVA war widow/ers pension, MRCA death benefits, DRCA death benefits & ISS
- 4.3.5.60 About DVA compensation payments
- 4.3.6.10 Income from overseas payments - general rules
- 4.3.6.11 Income from overseas payments - specific payments
- 4.3.6.20 Overseas war pensions
- 4.3.6.30 Holocaust restitution payments - all countries
- 4.3.6.40 Restitution payments - Netherlands
- 4.3.8.10 Home equity conversion agreement
- 4.3.8.30 Income from real estate
- 4.3.9.10 Income from maintenance, property settlements & life interest
- 4.3.9.30 Income from personal injury insurance schemes
- 4.3.9.40 Income from scholarships
- 4.3.9.50 Income from gifts, legacies, royalties & native title claims
- 4.3.9.80 Treatment of government capital assistance funding programs
- 4.3.9.90 Treatment of PLP
- 4.4.1.40 Exemption of financial investments from deeming
- 4.5.3.50 Acceptance & processing of a resolution payment
- 4.6.2.10 General provisions for exempt assets
- 4.6.7.10 General provisions for hardship
- 4.6.7.110 Notional ordinary income - person's farm used by a family member
- 4.6.7.120 Notional ordinary income - other farming situations
- 4.6.7.130 Rate calculation under the hardship provisions
- 4.6.7.80 Notional ordinary income - overview
- 4.6.7.90 Notional ordinary income - non-farm property & other assets
- 4.7 Business Structures, Primary Production & pre-01/01/2002 Assessment of Trusts & Private Companies
- 4.7.1 Assessing the Income & Assets of Sole Traders & Partnerships
- 4.7.1.10 General Provisions for Sole Traders & Partnerships
- 4.7.1.20 Assessment of income for sole traders & partnerships
- 4.7.1.30 Assessment of business deductions & losses for sole traders & partnerships
- 4.7.2 Assessing the Income & Assets from Private Companies pre-01/01/2002
- 4.7.2.10 Assessable Income from Private Companies pre-01/01/2002
- 4.7.2.30 Treatment of Assessable Assets - Private & Unlisted Public Companies - Not Assessed Under Trusts & Companies Rules
- 4.7.3 Assessing the Income & Assets from Trusts pre-01/01/2002
- 4.7.3.10 General Provisions for Trusts pre-01/01/2002
- 4.7.3.20 Assessable Income from Discretionary Trusts pre-01/01/2002
- 4.7.3.40 Assessable Income from Non-discretionary Trusts pre-01/01/2002
- 4.7.3.60 Summary of Assessable Income from Trusts pre-01/01/2002
- 4.7.3.70 Assessable Income & Assets from Statutory Trusts
- 4.7.3.80 Other Trust Matters pre-01/01/2002
- 4.7.4.10 Assessable Income & Assets from Primary Production
- 4.8.2 Assessment of superannuation investments
- 4.9.2.15 Characteristics of asset-test exempt income streams purchased from 20/09/2004 & before 20/09/2007
- 4.9.2.30 Income test assessment of asset-test exempt income streams
- 4.9.7.30 Income & Assets Test Assessment of Payments Arising from a Structured Settlement
- 4.9.8.10 Specific provisions for assessing income streams
- 5.2.1.50 Youth related payments - July 1986 to present date
- 5.2.5.20 CA, child disability allowance & HCA - December 1974 to present date, DNCB 1987 to 1999
- 5.2.6.20 RA savings provisions - 1974 to 2000
- 5.2.6.40 TAL & telephone rental concession historical rates - January 1990 to present date
- 6.1.1 General Provisions, Causes & Types of Income & Assets Reviews
- 6.1.1.10 General provisions for income & assets reviews
- 6.1.1.20 Causes & types of income & assets reviews
- 6.1.2 Change in Circumstance Reviews
- 6.1.2.10 Reviews - Compensation
- 6.1.2.110 Reviews - hardship cases
- 6.1.2.30 Reviews - income from real estate
- 6.1.2.40 Reviews - Sale of Home & Temporary Absence from Principal Home
- 6.1.3 Reviews - Death of a Recipient
- 6.2.2.10 PA reviews
- 6.2.3 Retirement & widows reviews
- 6.2.5.40 DSP- review of income from supported employment
- 6.2.5.50 CP - reviews (adult with a disability)
- 6.2.5.52 CP - reviews (lower ADAT score adult)
- 6.2.6.10 SpB reviews - quarterly & annual intensive reviews
- 6.3.6 Disability & carer overpayments
- 10.11.8.60 Exempt Payments - Agreement with Austria
- 10.14.8.60 Exempt Payments - Agreement with Germany
- 1.1.A.15 Accommodation bond, accommodation bond balance
- 1.1.A.215 Approved friendly society
- 1.1.A.290 Asset
- 1.1.A.304 Asset-tested income stream (long term, lifetime, short term)
- 1.1.A.306 Asset-test exempt income stream
- 1.1.A.315 ATO small superannuation account
- 1.1.C.205 Commencement day for income streams
- 1.1.C.220 Company - public & private
- 1.1.D.110 Deprived asset
- 1.1.D.44 Deductible amount
- 1.1.D.45 Deduction amount
- 1.1.D.47 Defined benefit income stream
- 1.1.E.180 Exempt lump sums
- 1.1.F.130 Financial asset
- 1.1.F.135 Financial investments
- 1.1.G.30 Governing rules
- 1.1.I.70 Income stream
- 1.1.M.138 Military invalidity pension income stream
- 1.1.M.25 Managed investments
- 1.1.N.03 National Disability Insurance Scheme (NDIS) amount
- 1.1.N.135 Notional purchase price
- 1.1.P.170 Pensioner couple (Age)
- 1.1.P.341 Pre-1983 component, post-1983 component
- 1.1.P.500 Purchase price
- 1.1.R.113 Refundable deposit, refundable deposit balance
- 1.1.R.135 Relevant number
- 1.1.R.230 Residual capital value (RCV)
- 1.1.R.260 Retirement savings account
- 1.1.S.418 Superannuation benefit
- 1.1.S.420 Superannuation fund
- 3.1.3 Notification & recipient obligations
- 3.9.3.31 Account-based income streams
- 3.9.3.35 Employer Provided Benefits - Financial Investments & Expense Benefits
- 3.9.3.40 Treatment of income components for CSHC
- 4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company
- 4.13.2.10 Treatment of specific lump sums
- 4.3.1.10 Determining the rate of income for benefits
- 4.3.1.20 Determining the rate of income for pensioners of age pension age from 20/09/2009
- 4.3.1.25 Determining the assessable income for pensioners below age pension age
- 4.3.1.40 Determining the rate of income for PP
- 4.3.2.30 Income exempt from assessment - legislated
- 4.3.2.31 Income exempt from assessment - specifically approved