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.

Guide to Social Security Law Updates - 2002

Guide to Social Security Law Update 1476G # Date 2 December 2002

All references to MAPA have been removed from the Guide as there are no current recipients and the last use of the payment was in mid 2001.

Topic No Topic Title Details
1.1.C.150 Chronic medical condition (CA) Updated to ensure consistency with the revised Child Disability Assessment Determination.
1.1.D.235 Domestic & Family Violence (CrP) Added definition of domestic and family violence.
1.1.F.95 Fares Allowance Changed number of return trips paid under FAA
1.1.H.72 Home invasion (CrP) New definition.
1.1.S.100 Severe disability (CA) Updated to ensure consistency with the revised Child Disability Assessment Determination.
1.2.1.10 New Start Allowance (NSA) - Description Parenting & Employment Programs Updated and clarified description of NSA.
3.1.4.30 Payment after Release Clarified processing of CrP for YA customers.
3.2.1.70 Notification & Recipient Obligations for NSA Revised information on exemption from personal lodgement of statements.
3.2.8.80 Work for the Dole Revised whole topic.
3.2.10.70 YA Study Load - Full-time Tertiary Students Clarified full-time study where there is a HECS anomaly.
3.3.4.20 Austudy & Full-time Tertiary Students Youth & Students Clarified full-time study where there is a HECS anomaly.
3.3.4.60 Assessing Tertiary Study Load for Austudy Clarified full-time study where there is a HECS anomaly.
3.4.2.50 Continuation, Variation or Termination of WP Amended example under payment of WP to partners of DVA disability pensioners.
3.5.1.180 Participation Support - Participation Interview Types Clarified cases where attendance is optional rather than compulsory.
3.6.1.100 Continuation, Variation or Termination of DSP Clarified that payment of DSP must be suspended or cancelled if the customer is in custody pending trial or in gaol or psychiatric confinement.
3.6.5.10 Qualification for SA Included information about customers on graduated return to work.
3.6.5.50 Payability of SA - Payments from Employer Included information about customers on graduated return to work.
3.6.5.110 Continuation, Variation or Termination of SA Included information about customers on graduated return to work.
3.6.8.25 CDAT Steps 2-4 - Developmentally-linked Functional Domains Updated to ensure consistency with the revised Child Disability Assessment Determination.
3.7.4.30 Qualification for CrP - Extreme Circumstances (other) Added examples of home invasions and abusive neighbours.
3.7.4.50 Payability of CrP - Extreme Circumstances (domestic & family violence) Amended domestic and family violence examples.
3.7.4.60 Payability of CrP - Extreme circumstances (other) Added example of home invasion.
3.8.3.50 Assessing Tertiary Study Load for PES Clarified full-time study load.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Corrected example under Dependent Children Income.
4.2.9.50 Current Family Actual Means Test - Current Family Actual Means Test Assessment Updated year references in examples.
4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Added to lump sums exempted under section 8(11).
4.3.6.30 Restitution Payments Germany & Austria Added information on pensions payable from employment in s Ghetto (ZRGB).
4.9.3.10 Income Assessment of Assets-test Exempt Income Streams Clarified relevant number of life expectancy income streams.
4.12.4.20 Excluded Assets of Controlled Private Trusts & Controlled Private Companies Clarified excluded assets of controlled private trusts and controlled private companies.
4.12.5.30 Apportioning a Liability of a Controlled Private Company or Controlled Private Trust Clarified apportioning a loan or encumbrance.
4.12.7.30 Transfers of the Capital of a Private Trust or Private Company Updated policy, changing 'distribution' to 'transfer'.
4.12.7.50 Distributions of the Income of a Private Trust or Private Company to a Non-attributable Stakeholder Clarified distributions paid to non-attributable stakeholders on or after 1 July 2000.
4.13.1.30 Effect of Compensation on Compensation Affected Payments Added that some additional payments are also compensation affected payments.
4.13.2.50 Aggregation of Multiple Lump Sums Clarified aggregation of mixtures of settlement types.
5.2.6.30 RAA - May 1984 to Present Date Added rates for circumstances where the partner is illness separated, in respite care or in gaol.
6.7.2.30 Debt Recovery by Deductions Clarified debt recovery by deductions following legal advice.
6.7.2.40 Debt Recovery by Legal Proceedings Clarified debt recovery by deductions following legal advice.
6.7.2.50 Debt Recovery by Garnishee Notice Clarified debt recovery by deductions following legal advice.
6.7.3.80 Waiver of Debt on the Basis of Notional Entitlement Clarified debt recovery by deductions following legal advice.
10.3 Agreement with the United Kingdom New chapter.

Guide to Social Security Law Update 1475G # Date 4 November 2002

All references to MAPA have been removed from the Guide as there are no current recipients and the last use of the payment was in mid 2001.

Topic No Topic Title Details
1.1.A.290 Asset Clarified details of gifts above $10,000 included as financial investments.
1.1.D.80 Dependent child (YA) Amended the definition of dependent child (YA).
1.1.D.90 Dependent child (for YA independence purposes only) Amended the definition of dependent child (for YA independence purposes only).
1.2.2.20 Mature Age Allowance (MAA) & Mature Age Partner Allowance (MAPA) - Former Payment - Description Amended to reflect that MAPA is not a current payment.
3.1.5.50 Bereavement Payments for Couples where One Member is a DVA Customer Amended to enable payment of bereavement payments for partners of war widow(er) (DVA) pensioners.
3.2.9.10 Temporary Incapacity Activity Test Exemption Added extra information on the Personal Adviser's role with customers seeking a temporary incapacity activity test exemption.
3.2.10.60 YA Study Load - Full-time Secondary Students Corrected policy in regard to 5 day absences.
3.6.7.160 Backdating Commencement Day for CA Corrected information about CA (child) HCC only and backdating.
3.7.2.70 SpB for Customers Under 18 Years of Age Updated homeless requirement for Australian citizen children.
3.7.2.80 SpB for Australian Citizen Children in the Custody of a Non-permanent Resident Updated homeless requirement for Australian citizen children.
3.9.1.80 Start Day for HCC - Claim Required Corrected legislative reference.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Amended policy for amounts not included for isolated or secondary boarders.
4.6.6.10 General Provisions for Valuation of Assets Clarified general provisions for valuation of assets.
4.7.2.20 Assessable Assets from Private Companies & Unlisted Public Companies Clarified details of the net asset backing method of valuing shares from private and unlisted public companies.
4.9.1.25 Joint Income Streams Added new topic.
4.13.1.10 What is Compensation Clarified treatment of overseas compensation.
4.13.1.50 Exemptions from the Compensation Provisions Amended to refelect legal opinion that ther are no saved provisions for transfers from SCAP's to CAP's.
4.13.2.50 Aggregation of Multiple Lump-Sums Added details regarding commencement dates for aggregation provisions.
4.13.3.30 Effect of Periodic Compensation on the Partner of a Compensation Recipient Clarified effect of income on the calculation of the excess compensation for the partner.
6.2.1.10 Types of NSA & Unemployed YA Reviews Updated for changes to the review regime for temporary incapacity exemption reviews.
6.4.7 Recovery Rules Specific to Lump-Sums Clarified recoverable circumstances of customers and their partners.
8.4.1.30 Payments to a Third Party Amended policy to allow urgent payments to be made to third parties on a one-off basis.
8.4.2.10 Urgent Payments Amended policy to allow urgent payments to be made to third parties on a one-off basis.

Guide to Social Security Law Update 1474G # Date 8 October 2002

All references to MAPA have been removed from the Guide as there are no current recipients and the last use of the payment was in mid 2001.

Topic No Topic Title Details
1.1.O.10 Open Employment (DSP) Updated policy as definition no longer applies to SA.
1.1.Q.40 Qualifying study (Austudy, YA, PES, FAA) Expanded definition to YA.
1.1.S.120 Severe financial hardship - assets test hardship Changed title.
3.2.6.20 Rules that Determine the Need to Live Away from Home for YA Added eligibility details for away from home rate of YA for jobseekers.
3.2.8.20 MOI Added table of activities and participation requirements.
3.3.4.80 Austudy & Impact of Previous Study Clarified allowable time - previous study.
3.7.1.70 Long Term Available Funds Test for SpB Added reference to Entry Contribution and/or Accommodation Bond.
3.8.1.55 Date of Effect & Arrears of RA New topic.
3.8.3.70 PES & Impact of Previous Study Amended allowable time - previous study for PES.
3.8.5.10 Qualification for EEP - NSA, MAA, PA & WA customers Clarified qualification criteria.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Clarified amounts not included in FAMT for isolated or secondary boarders.
4.7.4.10 Assessable Income & Assets from Primary Production Updated details regarding Landcare grants.
4.12.8.10 Reassessments of a Controlled Private Trust or Controlled Private Company Added note under reassessment requests.
4.12.10.20 Disposal of Assets to a Private Trust or Private Company On or After 1 January 2002 Clarified policy on disposal of assets to a private trust or private company by an attributable stakeholder.
5.1.7.10 RA - Current Rates Updated rates for September indexation.
5.1.7.60 TAL - Current Rates Updated rates for September indexation.
5.1.8.10 Common Pension Rates Updated rates for September indexation.
5.1.8.20 Common Benefit Rates Updated rates for September indexation.
5.2.1.20 Single Unemployment & Sickness Benefit - November 1984 to Present Date Updated rates for September indexation.
5.2.1.30 Married Unemployment & Sickness Benefit - November 1984 to Present Date Updated rates for September indexation.
5.2.1.40 Additional Benefit for Child & Mothers & Guardian's Allowance & RA - November 1984 to Present Date Updated rates for September indexation.
5.2.2.10 Rates of Pension - July 1909 to Present Date Updated rates for September indexation.
5.2.2.20 Additional Payments - April 1943 to Present Date Updated rates for September indexation.
5.2.3.10 Widow Class A, Supporting Parent's Benefit, Sole Parent Pension - Rates from July 1942 to Present Date Updated rates for September indexation.
5.2.3.30 Widow B, C & D Pension, Bereavement Allowance - July 1942 to Present Date Updated rates for September indexation.
5.2.4.40 RA (families with children) - December 1987 to Present Date Updated rates for September indexation.
5.2.4.50 Parenting Payment and associated rates - July 1995 to Present Date Updated rates for September indexation.
5.2.6.10 RA Rates - June 1990 to Present Date Updated rates for September indexation.
5.2.6.40 TAL & Telephone Rental Concession - January 1990 to Present Date Updated rates for September indexation.
5.2.6.50 PhA Rates - 01/11/90 to Present Date Updated rates.
6.2.5.52 CP Reviews - (Lower ADAT Score Adult) Updated review procedure.
10.10 Portugal Agreement New chapter.
10.11 Agreement with Austria New chapter.
10.15 United States of America Agreement New chapter.

Guide to Social Security Law Update 1473G # Date 20 September 2002

Note: Due to the implementation of the Budget initiative, Better Assessment and Early Intervention sections 3.6.1 and 3.6.2 have been extensively revised.

Topic No Topic Title Details
1.1.B.65 Better Assessment - At Risk New definition.
1.1.C.10 Care & attention on a daily basis (CA) Clarified policy.
1.1.C.101 Community Development Employment Project Scheme (CDEP) Renumbered from 1.1.C.105 - content unchanged.
1.1.C.102 CDEP scheme participant Renumbered from 1.1.C.106 - content unchanged.
1.1.C.102 CDEP participant supplement (CPS) Renumbered from 1.1.C.107 - content unchanged.
1.1.C.104 CDEP scheme wages Renumbered from 1.1.C.108 - content unchanged.
1.1.C.105 CDEP scheme quarter Renumbered from 1.1.C.109 - content unchanged.
1.1.C.107 Centrelink Disability Officer (DSP) New definition.
1.1.C.108 Centrelink Psychologists (DSP, NSA) New definition.
1.1.C.310 Constant care (CP) Added more examples.
1.1.C.330 Continuing inability to work (CITW) (DSP) Amended the definition due to Australians Working Together change - Better Assessment & Early Intervention.
1.1.D.230 Disposal preclusion period (PBS) Updated to include new gifting rules.
1.1.I.05 Immediate, acute or complex needs (DSP, NSA) New definition due to Australians Working Together change - Better Assessment & Early Intervention.
1.1.I.30 Inability to work (DSP) (deleted - see topic) Deleted topic due to AWT change - Better Assessment & Early Intervention.
1.1.I.200 Interventions (DSP, NSA) Added new definition due to Australians Working Together change - Better Assessment & Early Intervention.
1.1.J.05 JET Adviser New definition due to Australians Working Together change - Participation Support.
1.1.O.10 Open employment (DSP, SA) Updated policy references due to Australians Working Together change - Better Assessment & Early Intervention.
1.1.P.232 Personal Adviser New definition due to Australians Working Together change - Participation Support.
1.1.P.440 Prognosis (DSP, SA) Updated policy references due to Australians Working Together change - Better Assessment & Early Intervention.
1.1.R.80 Recent workforce experience (PA, MAA, WA) Removed reference to MAPA.
1.1.S.259 Specialised Assessor (NSA, DSP) Added new definition for Australians Working Together change - Better Assessment & Early Intervention.
1.1.T.70 Temporary Incapacity to Work Expanded and clarified definition.
1.1.T.85 Terminal Care and Palliative Care (CA) (CP) Included references to CP.
1.1.W.50 Work Ability Tables (WATS) (DSP) Amended the definition for Australians Working Together change - Better Assessment & Early Intervention.
1.1.W.70 Work Capacity Assessor (DSP, NSA) Added new definition for Australians Working Together change - Better Assessment & Early Intervention.
1.1.W.80 Work capacity assessment (DSP, NSA) Added new definition for Australians Working Together change - Better Assessment & Early Intervention.
1.2.4.10 Parenting Payment (PP) - Description Updated supplementary assistance for AWT changes.
2.2.13.20 RA - Verification Required Added details for 6 monthly reviews and short-term travellers.
3.1.2.30 Treatment of Liquid Assets Clarified policy on proceeds from sale of home and removed reference to the 12 month period.
3.1.2.46 NARWP Savings Provsions for New Zealand Citizens Amended arrangements to reflect new social security agreement with New Zealand.
3.1.4.05 Payability During Period of Imprisonment/Psychiatric Confinement Updated to reflect recent Federal Court decision.
3.1.4.10 Situations that Constitute Imprisonment or Psyciatric Confinement Updated to reflect recent Federal Court decision.
3.1.4.15 Person Undertaking a Course of Rehabilitation Removed content as under review due to Federal Court decision.
3.1.4.30 Payment after Release Established rates of CrP for YA customers released from imprisonment.
3.1.5.130 Bereavement Payment Provisions for CP Clarified policy and added examples.
3.1.10 Personal Adviser Participation Planning Interview New section.
3.2.1.60 NSA Provisional - Payment to DSP Claimants Updated to reflect new procedures in relation to better assessment of people with disabilities.
3.2.3.10 Qualifications for YA Clarified maximum age criteria.
3.2.8.10 Approved Activity - Job Search Added details for YA.
3.2.9.10 Temporary Incapacity Activity Test Exemption Updated to reflect new procedures in relation to determining an incapacity exemption.
3.2.9.40 Special Circumstances Activity Test Exemptions Clarified when exemptions apply for homelessness.
3.2.12 Better Assessment - At Risk New section.
3.3.5 Participation Support for MAA, PA & WA New section.
3.4.3.70 Participations Support for WA New topic directing users to policy at 3.3.5 Participation Support for MAA, PA & WA.
3.5.1.130 Supplementary Benefits & Assistance for PP Recipients Updated assistance available for AWT changes from 20 September 2002.
3.5.1.70 Residence Qualification for PP - Overview Amended arrangements to social security agreements for New Zealand citizens in Australia.
3.5.1.90 Payability Summary for PP Amended to reflect new social security agreement with New Zealand.
3.5.1.100 Payability of PP - Single Rate Amended to reflect new social security agreement with New Zealand.
3.5.1.110 Payability of PP - Partnered Rate Amended to reflect new social security agreement with New Zealand.
3.5.1.160 Participation Support (PP) - Background. New topic.
3.5.1.170 Participation Support - Information at New Claim for PP New topic.
3.5.1.180 Participation Support - Participation Interview Types New topic.
3.5.1.190 Participation Interviews for PP - Interview Format New topic.
3.5.1.200 Participation Interviews for PP - Deferral New topic.
3.5.1.210 Participation Interviews for PP - Scheduling New topic.
3.5.1.220 Participation Interviews for PP - interview content New topic.
3.5.1.230 Participation Interviews for PP - Participation Options New topic.
3.6.1 DSP Qualification and payability Updated entire section to reflect Better Assessment & early Intervention initiative which commences 20 September 2002.
3.6.2 Assessment for DSP Updated entire section to reflect Better Assessment & early Intervention initiative which commences 20 September 2002.
3.6.3 DSP Case Studies Removed entire section temporarily - new case studies to be provided shortly.
3.6.4.40 Qualification for CP during Temporary Cessation of Care Amended to reflect respite for CA and CP grants starting from different dates.
3.6.7.50 Qualification for CA during Temporary Cessation of Care Provided example where CA and CP are granted at separate times and how it effects respite usage.
3.6.7.190 Continuation, Variation or Termination of CA Added admission to an institution and extra examples on cessation of care.
3.6.11 Work Ability Tables (WATS) Added new section for WATS replacing information previously found in 3.6.2 as WATS are no longer used for determination of continuing inability to work (DSP).
3.8.1 RA - Qualification & Payability Revised whole section to clarify policy.
3.8.1.130 Family Type for RA Deleted this topic. Policy can now be found at 3.8.1.104.
3.8.1.102 Special RA Rules for People in Accommodation for Older People New topic.
3.8.1.104 Special RA Rules for Young Single People New topic.
3.8.1.106 Special RA Rules for Couples & Families with Children New topic.
3.8.1.108 Assessing RA Payable & Net Rent Rules New topic.
3.9.1.45 HCC for Foster Children Changed requirements to reflect current proof of identity policy.
3.9.1.70 Low Income HCC - Assessment of Income Amended to reflect income maintenance period assessment and updated allowable income rates for a customer to qualify for a low income HCC.
4.1.11 The Rolling Five Financial Year Deprivation Provisions & Other Deprivation Changes Effective from 1 July 2002 Added 2 examples.
4.3.8.30 Income from Real Estate Updated to reflect changes in legislation (s1075(3) & (4)).
4.6.7.110 Notional Ordinary Income - Customer's Farm Used by a Family Member Clarified formula for reasonable rent.
4.12.4.10 Valuation of the Assets of Designated Private Trusts & Designated Private Companies Added an exception to assessing shares in designated private companies.
4.13.1.20 Compensation Assessed as Ordinary Income Clarified treatment of Army Reserve compensation payments.
4.13.2.10 Overview of Lump Sums for Compensation Corrected reference to Victorian Act Provision.
4.13.2.30 Compensation Part of Lump Sum - 50% Rule Clarified impact of costs paid at a future date
4.13.3.10 Overview of Periodic Compensation Payments Clarified treatment of non-economic periodic payments.
5.1.6.30 CrP Current Rates Added reference to maximum basic rate for YA customers.
5.4.1.10 Qualification for Advance Payments Inserted reference to notional continuous period of receipt under qualification criteria.
6.2.5.50 CP Reviews (Disabled Adult) Updated review procedure.
6.2.5.52 CP Reviews (Lower ADAT Score Adult) Updated review procedure.
6.4.1 General Provisions for Compensation Recovery Clarified recovery of wife's pension and compensation settled after death of a customer.
6.4.9 Recovery Rules Added information regarding issue of notice to deceased estate legislation.
7.1.1.10 Overview of Portability Legislation Amended arrangements to reflect new social security agreement with NewZealand.
7.1.1.30 Summary of Portability under International Social Security Agreements Amended to reflect new social security agreement with New Zealand.
7.1.3 Portability under Agreements with New Zealand Updated due to the introduction of the 2002 Agreement with New Zealand.
7.1.3.10 Portability Provisions for Customers Paid Under the 1995 Agreement with New Zealand Going to New Zealand or to Another Country Updated due to the introduction of the 2002 Agreement with New Zealand.
7.1.3.20 Portability & Rate under the 2002 Agreement with New Zealand New topic to summarise period of portability and rate of some payments.
7.2.1.20 Customer Advice Before Departure Updated to reflect AWT changes effective from 20 September 2002 for PP.
7.3.1.10 Summary of CFP Legislation Amended to reflect new social security agreement with New Zealand.
7.3.3 Claiming a CFP Amended to reflect new social security agreement with New Zealand.
8.1.8 Interviews Updated to reflect AWT changes effective from 20 September 2002 for PP.
9.1.2.40 New Zealand Citizens Amended to reflect new social security agreement with New Zealand.
10.1 General Principles of Agreements Added new chapter containing general information on Australia's Social Security Agreements.

Guide to Social Security Law Update 1472G # Date 2 September 2002

Topic No Topic Title Details
1.1.B.40 Bereavement period Amended definition to reflect Social Security Act definition.
1.1.N.130 Notional continuous period of receipt of income support payments Amended definition.
1.2.6.20 Disaster Relief Payment (DRP) - Description Updated policy.
2.2.5.50 Verifying Treatment as Not Being a Member of a Couple for a Special Reason Added need to check whether an AoS is in place or not.
3.1.2.45 NARWP Savings Provisions Included pre-1993 details in savings provisions tables.
3.1.5.115 Death of a PP Child Amended to ensure consistency with the SS Act.
3.1.5.180 Death of a Disabled Child New topic.
3.2.9.40 Special Circumstances Activity Test Exemption Added section on homelessness.
3.2.10.110 YA Full-time Students Satisfactory Progress - Study at the Same Level Updated policy on course completion.
3.7.2.110 SpB in Other Common Situations Clarified information on socially marginalised customers.
3.9.3.60 Notification & Receipt Obligations for CSHC Customers Updated policy.
4.3.5.40 About DVA War Widow's Pension, War Widower's Pension & Income Support Supplement Inserted reference to social security recipients of frozen rate able to transfer to DVA ISS.
4.6.2.10 General Provisions for Exempt Assets Clarified information on funeral investments and burial plots.
4.6.5.50 Assessing Shares in Private and Unlisted Public Companies - not assessed under the new T&C rules Aligned with other areas relating to private companies.
4.7.2.30 Treatment of Assessable Assets from Companies pre 01/01/2002 Aligned with other areas relating to private companies.
4.9.3.30 Income & Assets Assessment of Asset-tested Income Streams Added policy on income and assets test assessment of allocated pensions purchased between 1 April and 30 June and assessment of 'top ups' of existing allocated products.
5.1.6.20 DRP - Current Rates Updated policy
6.7.2.30 Debt Recovery by Deductions Clarified policy on effect of bankruptcy on recovery by deductions.
6.7.2.50 Debt Recovery by Garnishee Notice Added garnishee of term deposits.
9.1.2.90 Returning Residents Added explanation of start date of Australian residence for visas granted onshore and offshore.
9.2.3 Visa Subclasses 150-199 Payment Eligibility Added details of visa subclass 156.
10.2 New Zealand Agreement Updated policy following implementation of New Zealand Agreement.
10.2.1.20 Pensioners Paid under the 1995 New Zealand Agreement Updated policy following implementation of New Zealand Agreement.
10.2.3.60 Proportionalisation under the New Zealand Agreement Updated policy following implementation of New Zealand Agreement.
10.2.3.80 Protected SCF/Non-protected SCV Updated policy following implementation of New Zealand Agreement.
10.2.9.20 Effect of New Zealand Agreement on WidB Updated policy following implementation of New Zealand Agreement.
10.2.9.50 Effect of New Zealand Agreement on Saved UK Agreement Cases Updated policy following implementation of New Zealand Agreement.
10.2.9.20 Effect of New Zealand Agreement on Other Agreements Updated policy following implementation of New Zealand Agreement.
10.2.10.20 Age Pension - Residing in Australia (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.13.10 Proportionalisation of Age Pension Rate if Less than 10 Years Residence in New Zealand Updated policy following implementation of New Zealand Agreement.
10.2.14 Working Age Residence - Women between Age Pension Age & Age 65 (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.15 DSP - Working Age Residence (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.18.10 General Provisions for Payment Overseas under the New Zealand Agreement Updated policy following implementation of New Zealand Agreement.
10.2.18.20 Effect of Travel to New Zealand (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.18.40 Effect of Travel to Countries other than Australia & New Zealand (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.18.50 Effect of Overseas Travel on New Zealand Payments Updated policy following implementation of New Zealand Agreement.
10.2.19.20 Income Test (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.19.40 Treatment of New Zealand Pensions & Benefits Updated policy following implementation of New Zealand Agreement.
10.2.19.60 Capping the Rate of New Zealand Pension Updated policy following implementation of New Zealand Agreement.
10.2.19.70 Entitlement to Pension Concession Cards (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.21.10 Rate Calculator E - Autonomous Australian Pensioner Moves to New Zealand (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.21.30 Rate Calculator G - Agreement Pension Temporary/Long Term Departure from Australia to a Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.21.50 Rate Calculator H - Autonomous Temporary/Long Term Departure from Australia to a Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.21.60 Rate Calculator H1 - Autonomous Temporary/Long Term Departure from Australia to a Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.22.20 Rate Calculator K - DSP Resident in Australia, No Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.22.30 Rate Calculator L - DSP Resident in Australia with Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.22.50 Rate Calculator N - DSP Resident in New Zealand, No Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.22.60 Rate Calculator O - DSP Resident in New Zealand, Less than 10 Years in New Zealand, with Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.22.70 Rate Calculator P - DSP Resident in New Zealand, More than 10 Years in New Zealand, with Third Country (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.23.10 Rate Calculator Q - DSP Domestically Qualified, Moves to New Zealand Temporary or Long Term, More than 10 Years Historical Residence in New Zealand (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.23.30 Rate Calculator Q2 - DSP Domestically Qualified, Moves to New Zealand Temporary or Long Term, Less than 10 Years Historical Residence in New Zealand (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.25.30 Certain Exemptions from the NARWP for CP under the New Zealand Agreement Updated policy following implementation of New Zealand Agreement.
10.2.25.40 Residence & CP (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.27.20 Rate Calculator U1 - DSP to Age - Single (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.
10.2.27.40 Rate Calculator V - Non-Agreement Payment to Age (New Zealand Agreement) Updated policy following implementation of New Zealand Agreement.

Guide to Social Security Law Update 1471G # Date 5 August 2002

Topic No Topic Title Details
1.1.A.371 Award wages (DSP) Added new key term with definition of award wages.
1.1.C.170 Clean Slate Provision (YA) Updated policy.
1.1.D.10 Daily Basis (CA) Clarified definition.
1.1.F.60 Family member Clarified use of definition.
1.1.H.63 Higher ADAT score adult (CP) Amended THP score to minimum of 10.
1.1.L.35 Loan - Statute of Limitations This topic has been deleted.
1.1.L.66 Loans - statute of limitations period Added new key term with definition of statute of limitations period.
1.1.P.40 Parental income test (YA) Updated definition.
1.1.P.426 Private Home of the Carer and Care Receiver (CA) Defined'typical'.
1.1.R.250 Respite Care (CA) Clarified 20 hour rule that applies to temporary cessation of care.
1.1.T.60 Temporary Cessation of Care (CP) Clarified policy.
1.2.5.20 Carer Payment (CP) - Description Clarified objective.
3.2.5.80 YA - Self-supporting through Paid Employment Clarified employment of at least 30 hours.
3.2.6.20 Rules that Determine the Need to Live Away from Home for YA Clarified inadequate parental home for study and undertaking job search activities.
3.2.10.110 YA Full-time Students Satisfactory Progress - Study at the Same Level Clarified policy for third course after withdrawal from previous course and defined failure in a course.
3.6.1.20 Qualification for DSP during Employment Clarified meaning of award wages.
3.6.4.70 Changes to Carer Situation - Effect on CP Qualification Clarified 20 hour rule that applies to cessation of care for education, training, employment or voluntary work.
3.6.6.90 Continuation of MOB during Leave from Employment & Training Clarified policy on entitlement to MOB during a period of illness for customers undertaking voluntary work.
3.6.4.150 Continuation, Variation or Termination of CP Revised examples and included information about the Secretary's discretion.
4.1.1 General Provisions of Deprivation Clarified policy for pre and post 1 July 2002.
4.1.2 Deprivation of Assets Before a Claim & Significant Dates Divided content into two new topics to cover disposal of assets pre and post 1 July 2002.
4.1.2.10 Disposal of Assets Pre 1 July 2002 New topic.
4.1.2.20 Disposal of Assets Post 1 July 2002 New topic.
4.1.3 Deprivation of Assets and Income - Effect on Income Updated information on deemed income and the effect of disposal prior to claim.
4.1.11 The Rolling 5 Financial Year Provisions and Other Deprivation Changes Effective from 1 July 2002 New Topic.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Removed formula for after tax income concession.
4.3.4.20 Definition of Leave for the IMP Changed 'leave' to 'payment' and clarified policy.
4.3.9.40 Income from Scholarships Clarified scholarship income.
4.4.1.20 Operation of Deeming Updated the deeming thresholds from 1 July 2002.
4.4.1.50 Deeming Rate Calculation - Single DSP Customer Revised the calculation using the 1 July 2002 deeming thresholds.
4.4.1.60 Deeming Rate Calculation - Age Couple Revised the calculation using the 1 July 2002 deeming thresholds.
4.4.1.70 Deeming Rate Calculation - Single WidB Customer Revised the calculation using the 1 July 2002 deeming thresholds.
4.4.1.80 Deeming Rate Calculation - NSA Customer, Partner Receiving PP Revised the calculation using the 1 July 2002 deeming thresholds.
4.4.1.90 Deeming Rate Calculation - Pensioner and Non-Pensioner Couple Revised the calculation using the 1 July 2002 deeming thresholds.
4.7.2.20 Assessable Assets from Private Companies and Unlisted Public Companies Clarified policy on the Net Asset Backing method for valuing private company shares.
4.9.1.20 General Provisions for Assessing Income Streams Clarified provisions relating to disability pensions paid from a superannuation fund.
4.9.2.10 Characteristics of an Asset-Test Exempt Income Stream Clarified the treatment of payment to surviving spouse of a joint income stream.
4.9.3.10 Income Assessment of Asset-test exempt Income Streams Removed requirement that assets test exempt joint income streams that convert to a single income stream after the death of a partner be assets tested.
4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company Deleted redundant act references and clarified policy on recognised liabilities.
4.13.2.10 Overview of Lump Sums for Compensation Clarified Victorian legislation reference.
5.4.1.10 Qualification for Advance Payments Inserted new modes of application and exceptions.
5.4.1.20 Capacity to Repay Advance Payments Amended the guidelines for assessing capacity to repay.
5.4.1.40 Payment Methods for Advance Payments Changed the wording to reflect telephone advance requirements.
5.4.1.50 Repayment of Advance Payments Amended customer consequences for telephone advances.
6.2.5.90 MOB Reviews Removed the reference to MOB reviews being sent to the trainer or employer.
7.1.1.10 Overview of Portability Legislation Added extra information on DSP customers to the 20/9/2000 savings provisions.
8.1.1.30 Claim Lodgement - Payment Specific Provisions Inserted lodgement provision for claim for pension bonus.
9.2.2 Visa Subclasses 100-149 Payment Eligibility Updated explanations for subclass 100 and subclass 110 visas.
9.2.6 Visa Subclasses 400-449 Payment Eligibility Amended payment eligibility for SCV holders.
9.2.11 Visa Subclasses 800-849 Payment Eligibility Updated explanations for subclass 801 and subclass 814 visas.
Part 10 Australian Social Security Agreements New part which will contain information on each of Australia's social security agreements. Chapters will be added progressively over the next few months.
10.2 New Zealand Agreement 2002 New chapter providing details of the 2002 Australia/New Zealand Social Security Agreement.

Guide to Social Security Law Update 1470G # Date 1 July 2002

Topic No Topic Title Details
1.1.A.78 Adult Disability Assessment Tool (ADAT) (CA(adult), CP) Replaced reference to the ADAT measuring functional ability with measuring care needs.
1.1.C.55 Carer visa holder (CP) Added new key term.
1.1.H.63 Higher ADAT score adult (CP) Added minimum THP score to the definition.
1.1.L.130 Lower ADAT score adult (CP) Added minimum THP score to the definition.
1.1.M.170 Mutual Obligation Initiative Changed age group.
1.1.P.210 Permanent blindness (DSP, Age) Clarified definition of permanent blindness for DSP and Age.
1.1.R.270 Retirement village Removed reference to caravan park.
1.1.S.250 Special needs relative (CP) Deleted topic as special needs relative has been replaced by carer visa.
1.1.T.180 Trust Clarified definition of trust.
3.1.5.70 The Lump Sum Bereavement Payment Added conditions for LBP for partner allowees.
3.2.2.60 Sportspeople & Performers Amended definition of performer in line with the definition in 3.2.8.90.
3.2.7.35 Closer Monitoring of Preparing for Work Agreements Added new topic on monitoring of PFWAs.
3.2.8.20 The Mutual Obligation Initiative Updated to include PSP and FaCS responsibility for CSP.
3.2.11.10 Activity Test Breach Penalties Amended information on breaches as in some instances an activity test breach is now an administrative breach.
3.2.11.30 Rules for Applying Breach Penalties Added the extension of breach waiver provisions.
3.4.1.10 Qualification for Age Included details of qualifying residence exemption.
3.4.7.60 PBS Work Test Amended information on members of a couple.
3.4.7.70 Gainful Work for PBS Updated policy.
3.4.7.80 Claiming the PBS Bonus Clarified time limits and included new section on discretion for acceptance of late claims.
3.6.1.100 Continuation, Variation or Termination Amended table of circumstances in which payment of DSP may change.
3.6.4.10 Qualification for CP Amended the table which specifies the criteria a customer must meet to qualify for CP.
3.6.4.80 Qualification for CP during Overseas Travel Deleted reference to permanent overseas absences.
3.6.4.90 Payability of CP Replaced term special needs relative with carer visa.
3.7.2.80 SpB for Australian Citizen Children in the Custody of a Non-permanent Resident Corrected policy reference.
3.7.4.10 Qualification for CrP - General Provisions Clarified severe financial hardship for CrP.
3.7.5.10 What is the SpB Activity Test? Added reference to voluntary work.
3.9.1.40 HCC for FTB & CA Customers Updated HCC provisions to include signatures on HCCs.
3.9.1.45 HCCs for Foster Children Updated HCC provisions to include signatures on HCCs.
3.9.1.50 General Provisions for Dependants & HCCs Updated HCC provisions to include signatures on HCCs.
3.10.5.70 Taxable Income Events Amended references of Family Allowance to family assistance.
4.1.7 Deprivation Related to Farm Transfers Updated foregone wages policy.
4.6.2.10 General Provisions for Exempt Assets Clarified that family mausoleums are exempt assets.
4.6.5.60 Assessing Loans & Guarantor Arrangements Clarified policy.
4.6.5.65 Loans that No Longer Exist Added new topic which explains when a loan no longer exists and how to assess it.
4.6.5.110 Failed Financial Investments Clarified policy.
4.10.4.10 Historical Widow Class A & Sole Parent Benefit Means Test Limits Updated rates for 1 July 2002 increase.
4.10.4.20 Historical Widow B Means Test Limits and Additional Payments Updated rates for 1 July 2002 increase.
4.10.5.40 FA,FP & AFP Income Limits Updated historical income limits.
4.12.3.30 Testamentary Trusts Added information on testamentary trusts with a commercial trustee.
4.12.7.20 Allowable & Non-allowable deductions Updated to include link to disallowable instrument.
4.12.11.20 Qualification Provisions for the Primary Production Concession Updated with indexed rates for the primary production attribution threshold and FTB Part A.
4.12.11.30 Other Primary Production Issues Added information on transfers to trusts or company entities.
4.13.1.30 Effect of Compensation on Compensation Affected Payments Changed date in summary to full date.
4.13.2.10 Overview of Lump Sums for Compensation Updated details regarding Victorian Settlements.
4.13.3.30 Effect of Periodic Compensation on the Partner of a Compensation Recipient Clarified policy relating to impact of economic loss periodic compensation payments.
5.4.3 PhA Advance Payment Clarified ordinary income amounts to qualify for Advance PhA.
6.2.5.20 DSP - Automatic Reviews Updated to include DSP customers within 5 years of age pension age from exemptions to automatic medical reviews and to show that customers have up to 13 weeks to return medical reviews.
6.4.8 Recovery Rules Specific to Periodic Payments Updated act reference.
8.2.2 Reclaiming a Payment Clarified when DSP can be restored, following suspension for returning to work.
8.4.1.10 Regular Direct Credit Payments Amended to reflect wider availability of direct credit to customers long term overseas.
8.4.1.20 Regular Cheque Payments Amended to reflect wider availability of direct credit to customers long term overseas.

Guide to Social Security Law Update 1469G # Date 3 June 2002

Topic No Topic Title Details
1.1.D.80 Dependent Sibling (YA) Amended definition of dependent sibling (YA).
1.1.D.220 Disposal of Income Clarified definition of disposal of income.
1.1.L.10 Labour market programs (NSA, YA, Austudy) Updated administrative department to DEWR.
1.1.R.35 Reasonable Excuse Expanded the definition of reasonable excuse.
1.1.T.150 Transport Concessions (HCC, PCC & CSHC) Included the CSHC to reflect recent changes.
3.2.3.70 Continuation, Variation or Termination of YA Removed requirement for a NSA claim form when unemployed YA customers transfer to NSA when they turn 21.
3.2.6.10 Qualification for Away from Home Rate of YA Added further information on the away rate of YA.
3.4.1.10 Qualification for Age Altered policy reference to 8.1.1 .
3.4.1.20 Payability of Age Inserted policy reference for CDEP.
3.4.1.60 Continuation, Variation or Termination of Age Altered wording under heading of 'Death of Customer' to accord with SS(Admin)Act section 58.
3.4.2.20 Payability of WP Inserted policy reference for CDEP.
3.4.2.50 Continuation, Variation or Termination of WP Altered wording under heading of 'Death of Customer' to accord with SS(Admin)Act section 58.
3.4.3.40 Supplementary Benefits for WA Recipients Updated wording on HCC eligibility for WA recipients where they have started work, or had an increase in income.
3.4.4.10 Qualification for WidB Changed policy reference to an act reference for residential requirements.
3.4.4.50 Payability of WidB Inserted policy reference on CDEP.
3.4.4.70 Supplementary Benefits & Assistance for WidB Recipients Corrected policy references for supplementary benefits.
3.4.4.90 Continuation, Variation or Termination of WidB Altered wording under heading of 'Death of Customer' to accord with SS(Admin)Act section 58.
3.4.7.20 Registration for PBS Removed the word "rigorously" as it is not needed.
3.6.1.80 Incentive Allowance & DSP Removed incorrect acronym link.
3.7.3.20 Determining the Rate of DRP Updated rates in example.
3.8.9.10 Eligibility for FAA Clarified living away from permanent home for study purposes.
4.1.4 Deprivation Related to Trusts & Private Companies before 01/01/2002 Amended topic title and highlighted that the topic only relates to gifts made to trusts and companies and disposals of assets from trusts and companies before 01/01/02.
4.1.7 Deprivation Related to Farm Transfers Clarified forgone wages policy - retirement of farmer and transfer of control of farm.
4.1.10 Deprivation Related to Self-managed Superannuation Funds Clarified options available to trustees of super funds paying an asset test exempt income stream.
4.2.8.20 Dependent YA - Family Assets Test & Limits Amended exemptions and included Act references.
4.3.2.31 Other Income Exempt from Assessment - Specifically Approved Added compensation payments for NSW commercial fishermen by the NSW Fisheries Dept exempted from the income test as an exempt lump sum.
4.4.3.70 Description - Foreign Shareholdings & Exempt Stock Markets Removed departmental procedural terms.
4.6.5.30 Assessing Property, Real Estate & Unit Trusts Removed departmental procedural terms.
4.6.5.40 Assessing Shares in Public Companies Removed departmental procedural terms.
4.6.5.70 Assessing Insurance Bonds & Policies Removed departmental procedural terms.
4.10.7.60 Historical Limits for Low Income HCC Updated historical limits due to 20 March 2002 indexation.
4.12.3.35 Life Interests and Remainder Interests New topic
5.1.5.10 DSP - Current Rates Clarified customer status.
6.2.1.90 Issuing, Returning & Assessing a Jobseeker Diary Amended failure to return a Jobseeker Diary to an activity test breach.
6.7.1.30 Assurance of Support Debts Clarified waiver of AoS debts.
7.1.5.50 General Rules of Portability Clarified portability of RAA.
7.1.5.60 Portability Table Added link to legislation for RAA.
7.2.1.10 Departure and Arrival Notification Elaborated reasons for notification of overseas departure.
8.1.4.80 Concession Cards - Documentation Required Added proof of income for low income health care card.

Guide to Social Security Law Update 1469G # Date 6 May 2002

Topic No Topic Title Details
1.1.A.52 Acute onset (CA) Clarified current policy and revised the examples.
1.1.F.61 Family member (CA) adult Clarified definition of family member and included other carers approved by the Secretary.
1.1.F.230 Full-time study (YA, Austudy, SpB, PES) Clarified full-time load for a HECS course.
1.1.L.130 Lower ADAT Score Adult (CP) Clarified dependency when the carer and care receiver are a couple.
1.1.V.60 Vocational Training (MOB) Corrected information about independent living skills or life skills.
1.2.5.50 Carer Allowance (CA) - Description Clarified description.
3.1.9.20 Requirements to Pursue and Obtain Compensation Clarified requirements to pursue compensation for DVA customers if a choice is made to not claim compensation in preference to another DVA payment.
3.2.5.10 Qualification for YA as an Independent Young Person Added note under 'Reviewable Components of Independence'.
3.6.4.40 Qualification for CP during Temporary Cessation of Care Clarified 20 hour rule that applies to temporary cessation of care for education, training, employment or voluntary work.
3.6.4.100 Assessment of CP Claim - Medical Information Clarified policy.
3.6.5.20 Qualification for SA - Students Updated information on students who do not qualify for SA.
3.6.6.10 Qualification for MOB Updated information on undertaking job search activities.
3.6.6.30 Assessment of Medical Criteria for MOB Updated information on a customer's ability to use public transport.
3.6.6.50 Assessment of Other Criteria for MOB Moved policy to five new topics 3.6.6.51 - 3.6.6.55.
3.6.6.51 Assessment of Vocational Training for MOB Added new topic to clarify policy previously found in 3.6.6.50
3.6.6.52 Assessment of Independent Living Skills/Life Skills Training for MOB Added new topic to clarify policy previously found in 3.6.6.50
3.6.6.53 Assessment of Voluntary Work for MOB Added new topic to clarify policy previously found in 3.6.6.50
3.6.6.54 Assessment of 8 Hour Rule for MOB Added new topic to clarify policy previously found in 3.6.6.50
3.6.6.55 Assessment of Continuing Basis for MOB Added new topic to clarify policy previously found in 3.6.6.50
3.6.7.30 Qualification for CA Amended 'family member' reference.
3.6.7.50 Qualification for CA during Temporary Cessation of Care Clarified policy where temporary cessation of care limits are exceeded.
3.6.7.190 Continuation, Variation to Termination of CA

Clarified advice on death of a disabled child.

Added text on saved cases in relation to recommencing payment after suspension.
3.6.8.90 Validation of the THP Questionnaire Removed procedural information.
3.6.9.10 Overview of ADAT Scoring Regime Clarified ADAT scoring regime.
3.8.9.30 Determining the FAA Reimbursement Added start date for the updated rates of FAA.
3.9.1.20 Qualification for low income HCC Updated qualification criteria for low income HCC and clarified residence requirements for New Zealanders.
4.2.1.10 Pensions Income Test & Limits Updated impact of periodic compensation payments from 20 September 2001.
4.2.2 Benefits Income Test & Limits Updated amount of ordinary income free area.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test

Clarified isolated or secondary boarders and dependent children's employment income.

Changed formula for determining the after-tax income concession.
4.2.9.40 Family Actual Means Test - Application of the Test Amended family actual means calculation
4.13.1.30 Effect of Compensation on Compensation Affected Payments Added further information regarding periodic compensation.
4.13.2.10 Overview of Lump Sums for Compensation Included information about Victorian Workcover legislation.
4.13.3.30 Effect of Periodic Compensation on the Partner of a Compensation Recipient Clarified the treatment of compensation for partner's of compensation recipients.
6.1.2.10 Reviews - Compensation Clarified why partners should be reviewed.
6.2.1.70 General Provisions for the Jobseeker Diary Removed references to fortnightly lodgement and SpB.
6.2.5.90 MOB reviews Clarified information about review cycle.
6.2.5.140 CA Reviews (Disabled Adult Clarification of current policy
9.1.2.110 Permanent Refugee & Humanitarian Visas Added new topic.
9.1.2.120 Temporary Protection Visas and Other Temporary Humanitarian Visas Added new topic.
9.2.6 Visa Subclasses 400-499 Payment Eligibility Updated payment eligibility for visa subclass 431
9.2.11 Visa Subclasses 800-849 Payment Eligibility Updated payment eligibility for visa subclasses 802, 804 - 806, 808, 812, 815, 816, 818, 819, 831, 834, 835, 837, 838, 840 - 846.
9.2.12 Visa Subclasses 850-899 Payment Eligibility Updated payment eligibility for visa subclasses 851, 855 - 859, 861 - 863, 880 - 882.

Guide to Social Security Law Update 1468G # Date 8 April 2002

Topic No Topic Title Details
1.1.C.210 Commonwealth Training Award Rate (YA) Added rate from 17 August 2001.
1.1.F.60 Family Member Added definition of family member for purposes of exemption from NARWPs.
1.1.L.10 Labour Market Programs (NSA, YA, Austudy) Updated the administering department's name.
1.2.3.80 Retirement Assistance for Farmers Scheme (RAFS) - Description Amended end date of scheme to 30 June 2001.
3.1.2.20 Liquid Assets Waiting Period Added date of qualification for the payment/benefit as a date of commencement for LAWP for a member of a couple.
3.2.3.10 Qualification for YA Expanded maximum age criteria for YA.
3.2.3.20 Payability of YA Added link for more detail regarding multiple entitlement exclusion.
3.2.10.20 YA Customers Under 18 Changed activity agreement to preparing for work agreement.
3.2.10.40 Approved Course of Study for YA Changed activity agreement to preparing for work agreement.
3.2.10.110 YA Full-time Students Satisfactory Progress Added examples.
3.3.3.40 Supplementary Benefits & Assistance for Austudy Recipients Clarified supplementary benefits and assistance which may be available to Austudy recipients over 60 years of age.
3.3.4.60 Assessing Tertiary Study Load for Austudy Clarified policy on studying subjects unrelated to an approved course if enrolled in more than one course.
3.7.1.20 Payability of SpB Clarified policy regarding exemptions from the NARWP for Australian citizens, permanent residents and family members.
3.7.2.20 Substantial Change in Circumstances for SpB Added significant medical costs as a change in circumstance.
3.7.5.10 What is the SpB Activity Test? Updated requirements of the SpB activity test.
3.8.2.10 Qualification for PhA Amended qualification criterion.
3.8.3.50 Assessing Tertiary Load for PES Amended full-time study load description for concurrent open learning and conventional study.
3.8.9.20 FAA Entitlement Amended entitlement for student who receives YA, Austudy or PES as a tertiary student for 6 months or more in a study year.
3.8.9.30 Determining the FAA Reimbursement Updated reimbursement rates of FAA for private vehicles.
3.9.4 Confirmation of Concession Card Entitlement Updated policy on use of Confirmation of Concession Card Entitlement.
4.1.5 Deprivation Related to Deceased Estates & Separation Updated details regarding distribution of assets from a property settlement.
4.2.8.10 Dependent YA - Parental Income Test & Limits Updated exemptions from the parental income test and amount of the parental income free area.
4.2.8.50 Full-time students - Personal Income Test, Limits and Student Income Bank Updated amount of income free area.
5.2.6.50 PhA Rates - 01/01/90 to Present Date Added new topic on PhA historical rates.
5.3.4.10 Taxation of Payments & Group Certificates Clarified when YA is a taxable payment.
6.2.5.10 General Provisions for Medical Review Updated to include DSP customers within 5 years of age pension age from exemptions to automatic medical reviews.
6.2.5.30 DSP - Manual Reviews Corrected reference from DOP to DSP.
6.2.5.100 General Provisions & HCC only CA (child) Updated policy.
8.4.1.30 Payments to a Third Party Expanded examples of evidence of customer's incapability.
9.1.2.40 New Zealand Citizens Added a missing word to clarify New Zealanders requirement to apply for a special category visa.
9.2.11 Visa Subclasses 800-849 Payment Eligibility Clarified exemptions from SpB NARWP for visa subclass 826.

Guide to Social Security Law Update 1467G # Date 20 March 2002

Topic No Topic Title Details
1.1.A.375 AWOTE, relevant AWOTE, AWOTE weeks Added latest figures to AWOTE table.
1.1.R.160 Rent (RA) Clarified RA payable for rental of caravan/mobile home as well as site fees.
3.1.4.10 Situations that Constitute Imprisonment or Psychiatric Confinement Clarified payability for people undertaking a Community Service Order or who have been given early release.
3.6.6.50 Assessment of Other Criteria for MOB

Clarified meaning of work or training on a continuous basis.

Expanded example of voluntary work to include some religious organisations as charitable or welfare organisations for MOB purposes.
3.7.1.90 Supplementary Benefits & Assistance for SpB Recipients Included Remote Area Allowance and a policy reference on Remote Area Allowance.
3.7.5.30 SpB Activity Test Exemptions Updated paragraph titled 'Under 18 and Full Time Student Exemption'
3.9.1.70 Low Income HCC - Assessment of Income Updated Allowable income limits.
3.9.3.20 CSHC Benefits Added information on TAL and Great Southern Rail services.
3.9.3.30 Assessment of Income for CSHC Added current income limits.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Amended exemption table to include all children, not just those over the age of 16.
4.4.1.20 Operation of Deeming Amended threshold amounts for 1 July 2000.
4.6.4.60 Granny Flats - Reasonable Value Conversion Factors Clarified conversion factor to be used after the age of 90.
4.7 Business Structures, Trusts & Primary Production Changed title to identify treatment of Trusts & Private Companies pre 01/01/2002.
4.7.2 Assessing the Income & Assets from Private Companies Changed title to identify treatment of Private Companies pre 01/01/2002.
4.7.3 Assessing the Income & Assets from Trusts Changed title to identify treatment of Trusts pre 01/01/2002.
4.9.3.30 Income & Assets Assessment of Asset-tested Income Streams Amended policy on assessment of income from allocated income streams.
5.1.5.10 DSP - Current Rates Added 20/03/2002 rates.
5.1.7.10 RA - Current Rates Added 20/03/2002 rates.
5.1.8.10 Common Pension Rates Added 20/03/2002 rates.
5.1.8.20 Common Benefit Rates Added 20/03/2002 rates.
5.2.1.20 Single Unemployment & Sickness Benefit - November 1984 to Present Date Added 20/03/2002 rates.
5.2.1.30 Married Unemployment & Sickness Benefit - November 1984 to Present Date Added 20/03/2002 rates.
5.2.1.40 Additional Benefit for Child and Mothers & Guardian's Allowance & RA - November 1984 to Present Date Added 20/03/2002 rates.
5.2.2.10 Rates of Pension - July 1909 to Present Date Added 20/03/2002 rates.
5.2.2.20 Additional Payment - April 1943 to Present Date Added 20/03/2002 rates.
5.2.3.10 Widow Class A, Supporting Parent's Benefit, Sole Parent Pension - Rates from July 1942 to Present Date Added 20/03/2002 rates.
5.2.3.30 Widow B, C & D Pension, Bereavement Allowance - July 1942 to Present Date Added 20/03/2002 rates.
5.2.4.40 RA (families with children) - December 1987 to Present Date Added 20/03/2002 rates.
5.2.4.50 Parenting Payment and associated rates - July 1995 to Present Date Added 20/03/2002 rates.
5.2.6.10 RA Rates - June 1990 to Present Date Added 20/03/2002 rates.
9.2.2 Visa Subclasses 100-149 Payment Eligibility Updated payment eligibility information and added visa subclass 111.
9.2.3 Visa Subclasses 150-199 :Payment Eligibility Updated payment eligibility information.
9.2.5 Visa subclasses 300-399 Payment Eligibility Clarified payment eligibility for visa subclasses 309 and 310.
9.2.11 Visa subclasses 800-849 Payment Eligibility Clarified payment eligibility for visa subclasses 820 and 826.

Guide to Social Security Law Update 1466G # Date 4 March 2002

Topic No Topic Title Details
1.1.A.375 AWOTE, relevant AWOTE, AWOTE weeks Updated the relevant AWOTE for claims lodged in 2002 and clarified policy.
3.2.8.90 Approved Activity - Other Activities that May Satisfy the Activity Test Amended definition of performer for activity test purposes.
3.4.1.10 Qualification for Age Clarified when women's age pension age aligns with men.
3.4.7.20 Registration for PBS Corrected reference to SS Act under 'Power to obtain information'
3.6.8.30 CDAT Step 5 - Scoring for Non-developmentally linked Categories of Function Updated to reflect revised CDAT effective from 1 January 2002.
3.7.1.20 Payability of SpB Removed section on relationship with PA.
3.7.1.60 Short Term Available Funds Test for SpB Updated short term customer categories for SpB.
3.7.1.70 Long Term Available Funds Test for SpB Updated long term customer categories for SpB.
3.9.1.45 HCC for Foster Children Added policy regarding ACO's.
3.9.1.70 Low Income HCC - Assessment of Income Added policy regarding income received to cover expenses'.
4.3.3.20 Income from Employment or Independent Contract Clarified policy regarding income received periodically for contract of services (employee).
4.3.3.30 Employment income for Pensioners Amended Treatment of Leave Payments.
4.6.2.20 Assessing Exemption for Irrecoverable Loans, Failed Loans & Debts Changed topic title to include failed loans.
4.6.7.80 Notional Ordinary Income - Overview Added information on hardship for farming properties
4.9.2.30 Commuting an Asset-Free Exempt Income Stream to a Lump Sum Corrected text on 3 strikes policy on commutations.
4.9.4.10 Table of Life Expectancy - Payments Commenced between 01/07/83 & 31/08/88 Corrected period in topic title and commencement date of life expectancy table.
4.9.4.20 Table of Life Expectancy - Payments Commenced between 01/09/88 & 30/04/93 Corrected period in topic title and commencement date of life expectancy table.
4.9.4.30 Table of Life Expectancy - Payments Commenced between 01/05/93 & 31/12/95 Corrected period in topic title and commencement date of life expectancy table.
4.9.4.40 Table of Life Expectancy - Payments Commenced between 01/01/96 & 31/12/99 Corrected period in topic title and commencement date of life expectancy table.
4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company Expanded the example under Recognised liabilities to include non-commercial loans.
4.12.7.20 Allowable & Non-allowable Deductions Amended allowable deductions.
4.12.10.40 Concessions for Customers Surrendering Control of a Private Company or Private Trust Before 1 April 2002 Added new topic in response to concession granted by Minister in December 2001.
5.1.7.70 RAA - Current Rates Removed paragraph on illness separated couples.
5.2.6.30 RAA - May 1984 to Present Date Amended Married (combined) figure for 1/7/2000.
6.2.1.10 Types of NSA & Unemployed YA Reviews Removed mandatory referral to MASP at 40 and 92 week review points and added guidelines for referral.

Guide to Social Security Law Update 1465G # Date 4 February 2002

Topic No Topic Title Details
1.1.F.60 Definition of Family Member Expanded definition of family member.
3.2.9.40 Special Circumstances Activity Test Exemption Added policy on activity test exemptions for volunteer emergency services.
3.4.1.10 Qualification of Age Added an example of the age a woman would qualify for age pension.
3.7.2.20 Substantial Change in Circumstances for SpB Clarified policy regarding substantial change in circumstances.
3.7.2.30 SpB for Customers from New Zealand Clarified policy regarding substantial change in circumstances.
3.7.5.20 Who does the SpB Activity Test apply to? Added subclass visa categories affected by the SpB activity test
4.4.1.20 Operation of Deeming Added deeming thresholds to table of historical deeming rates operating since 1 July 1996.
4.4.1.40 Exemption of Financial Investments from Deeming Amended exemption guidelines for failed financial investments.
4.6.5.110 Assessing Failed Financial Investments - Loans Clarified policy on treatment of failed loans where fraud is involved.
4.9.3.30 Income & Assets Assessment of Asset-tested Income Streams Modified calculation of relevant number where reversionary beneficiary is added after the commencement of an allocated pension.
4.12.7.20 Allowable & Non-allowable Deductions Amended details of for non-allowable deductions to show that act sections referenced are from the Income Tax Assessment Act 1936.
4.12.7.40 Distributions of the Income of a Private Trust or Private Company to an Attributable Stakeholder Changed example regarding retained profits.
4.12.7.50 Distributions of the Income of a Private Trust or Private Company to a Non-attributable Stakeholder Clarified policy.
4.12.9.20 Resignations from a Controlled Private Trust or Controlled Private Company Before 1 January 2002 Added reference to Guide 4.12.9.10 for definition of what constitutes a resignation.
4.12.11.20 Qualification Provisions for the Primary Production Concession Updated threshold figures.
4.13.2.30 Compensation Part of Lump Sum - 50% Rule Amended table relating to the effect of the 50% rule to reflect legal opinion.
5.2.4 Families & Parenting Added link to pre July 2000 FTP rates
Part 9 Visas and Entitlements Added new part which contains information about visas issued by DIMIA and entitlements to social security payments.

Guide to Social Security Law Update 1464G # Date 7 January 2002

Topic No Topic Title Details
1.1.A.310 Definition of Assurance of Support Amended definition of assurance of support to take into account multiple assurers.
1.1.D.70 Dependent Child Updated dependency earnings limit for a child under 16 years.
1.1.M.140 Minimum time (YA, Austudy, PES) Added policy regarding students who have reached their minimum time limits but no completed their course.
1.2.8.10 Health Care Card (HCC) Added link to definition of employment-affected persons.
3.2.5.10 Qualification for YA as an Independent Young Person Added table - Reviewing components of independence.
3.2.9.10 Temporary Incapacity Activity Test Exemption Clarified conditions for temporary incapacity for work.
3.2.10.100 YA Full-time Students Satisfactory Progress - Allowable Time Rules Added policy regarding students who have reached their minimum time limits but no completed their course.
3.2.10.110 YA Full-time Students Satisfactory Progress - Study at the Same Level Clarified policy.
3.3.4.60 Assessing Tertiary Study Load for Austudy Clarified policy.
3.6.4.150 Continuation, Variation or Termination of CP Amended policy regarding death of care receiver.
3.9.1.10 Qualification for HCC - Automatic Issue Clarified policy regarding provisions for CDEP participants.
3.9.1.30 HCC Benefits Updated prescription concessional rate from 1/1/2002.
3.9.2.20 PCC Benefits Updated prescription concessional rate from 1/1/2002.
3.9.3.20 CSHC Benefits Updated prescription concessional rate from 1/1/2002.
3.11.1 Amounts recoverable under the SSAct before 1/7/2001 Updated debt references.
3.11.1.10 Debts due to the Commonwealth before 1/7/2001 Updated act references.
4.1.7 Deprivation Related to Farm Transfers Added information to cover trust and company changes from January 2002.
4.2.8.10 Dependent YA - Parental Income Test and Limits Updated parental income free area amount.
4.2.9.30 Family Actual Means Test - Amounts not included in Family Actual Means Test Clarified policy.
4.6.5.110 Assessing Failed Financial Investments - Loans Clarified policy on assessment of failed loans made to solicitors or to solicitor run mortgage schemes.
4.6.6.10 General Provisions for Valuation Clarified policy on actuarial valuations.
4.7.2.10 Assessable Income from Private Companies Removed paragraph titled 'Dividends NOT treated as income'.
4.7.3.20 Assessable Income from Discretionary Trusts Updated policy.
4.7.3.40 Assessable Income from Non-discretionary Trusts Removed paragraph titled 'Distributions from non-discretionary trusts NOT treated as income'.
4.7.5.30 Business Requirements and Fringe Benefits Clarified assessment of GST.
4.9.2.30 Commuting an Asset-Test Exempt Income Stream to a Lump Sum Clarified policy.
4.9.2.40 Actuarial Valuation Certificate - Self-Managed Superannuation Funds and Small APRA Superannuation Funds Clarified policy.
4.12.1.30 Determining a Controlled Private Company from 1 January 2002 Clarified policy.
4.12.1.50 Associate Rule Clarified policy.
4.12.3.20 Fixed (Non-discretionary) Trusts Clarified policy.
4.12.3.70 Excluded Trusts Added policy concerning indigenous trusts.
4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company Clarified policy.
4.12.6 Assessment of Capital Injections to Controlled Private Trusts & Controlled Private Companies Amended private trust to private unit trust.
4.12.6.10 Capital Injections in Return of Equity in a Private Trust or Private Company Amended private trust to private unit trust.
4.12.7 Assessing Income & Distributions of Controlled Private Trusts & Controlled Private Companies Clarified policy in all topics.
4.12.11.30 Other Primary Production Issues Clarified policy.
4.13.1.20 Compensation Assessed as Ordinary Income Clarified treatment of compensation for partner of compensation recipient.
4.13.1.30 Effect of Compensation on Compensation Affected Payments Clarified table relating to SCAPs.
5.1.1.20 YA - Current Rates Updated rates.
5.1.2.30 Austudy - Current Rates Updated rates.
5.1.4.60 DOP - Current Rates Updated policy and current base rate.
5.1.4.70 DOP - Additional Component Updated policy.
5.1.5.10 DSP - Current Rates Updated rates.
5.1.5.40 SA - Current Rates Updated rate as at 1/1/2002.
5.1.5.50 CA - Current Rate Updated current maximum rate.
5.1.6.30 CrP Current Rates Updated rate.
5.1.7.70 RAA - Current Rates Updated rates.
5.1.7.80 CPS - Current Rates Updated current rate.
5.1.8.10 Common Pension Rates Updated date applicable to 19 March 2002 inclusive.
5.1.8.20 Common Benefit Rates Updated rates.
5.2 Historical Rates - Whole of Chapter Updated rates.
5.2.5.20 CA, CDA and HCA - December 1974 to Present Date, DNCB 1987 to 1999

Amended title to reflect inclusion of DNCB rates.

Added historical DNCB rates 1987 to 1999.

Updated to include CA rate at 1/7/2000.
6.7.1.30 Assurance of Support Debts Amended to take into account multiple assurers/debtors.
6.7.1.80 Compensation Related Debts Amended to reflect changed legislation.
6.7.1.90 Miscellaneous Categories of Debts Removed references to compensation debts.