URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-5-income-support-allowances-and-benefits/56-pension-bonus-scheme/5610-death-member-scheme/pension-bonus-bereavement-payment. The amount of Pension Bonus Bereavement Payment you get will Part 13 Education Schemes Policy Manual contd. Social Security (Pension Bonus Bereavement Payment – Disregarded Income) Specification 2018. The pension bonus was claimed at the same time as claiming pension and is calculated using the annual rate of basic pension payable at grant, multiplied by the bonus periods accrued. It does not reflect the views or opinions of any other government body or authority. Bereavement payment provisions. The amount of the payment depends on how many bonus periods they accrued, with a maximum rate of $38,383 for 5 bonus year periods. View Series. If you are a parent or carers and receiving certain assistance allowances, you may be eligible for Bereavement Payment if your dependent child has died. Register for an online account or read our online guides for help. The pension bonus scheme closed to new entrants on 20 September 2009. Specifications as made. How WidB is paid. What Decisions can the Veterans' Review Board (VRB) Review? Social Security (Pension Bonus Bereavement Payment — Disregarded Income) Specification 2007 Social Security Act 1991 I, JEFF HARMER, Secretary of the Department of Families, Housing, Community Services and Indigenous Affairs, make this Specification under subsection 93WB (2) of the Social Security Act 1991 . 3 Definition The benefits and allowances that may still continue for a period of time include Family Tax Benefit, Carer Payment, Carer Allowance and the Double Orphan Pension. Download and complete the Claim for Pension Bonus Bereavement Payment. The PBBP income discount only applies with respect to the bonus bereavement payment calculation. Pension bonus bereavement payment – a payment to the surviving partner of a member of the Pension Bonus Scheme who did not make a successful claim for the bonus before their death. You must meet certain criteria to get the Pension Bonus Bereavement Payment. Applications for Review by the Veterans' Review Board (VRB), 12.5.8 Review by the Administrative Appeals Tribunal (AAT) for Veterans' Compensation Matters, 12.5.9 Federal Court and Veterans' Compensation Matters, 12.7.1 Overview of Specific and Compliance Reviews, 12.7.4 Departmental Initiated Reviews and Actions, 13.1.3 Administration of the Education Schemes, 13.2.1.2 Eligibility for children of Vietnam veterans assessed as ‘vulnerable’, 13.2.1.3 Eligibility for dependent children of Defence members covered under SRCA, or severely injured or killed in the Black Hawk Helicopter Accident, 13.2.2.1 Who is a Dependant under MRCAETS. Use this form to claim Pension Bonus Bereavement Payment. This exemption period may last either: 1. up to 8 weeks from the date of death of an immediate family member 2. up to 14 weeks from the date of death of your partner 3. for the length of the pregnancy if you were pregnant at the time of your partner’… Note that the Safety, Rehabilitation and Compensation (Defence-related Claims) Act 1988 (DRCA) commenced on 12 October 2017. PBBP - Pension Bonus Bereavement Payment. We have a range of other information to help you manage your payment or get extra support. There is … If you claim Bereavement Support Payment, you will get a first payment following up to 18 monthly payments. If you have a disability or impairment and use assistive technology, you may not be able to access our forms. Part 5 Income Support Allowances and Benefits, Service with the Australian Defence Force, Civilians on Special Missions - World War 1 and World War 2, Civilians Deemed to be Full-time Members of the Defence Force, Members of Defence Forces Established by Commonwealth or Allied Countries, Where must Commonwealth and Allied Veterans have Served, Australians who Served in Commonwealth or Allied Forces, Members of Defence Forces Established by Governments in Exile, Qualifying Service for Commonwealth Veterans, 1.2.2 Service Requirements for Disability Pension, 1.2.3 Requirement for Continuous Full-time Service, Relevance and Meaning of Continuous Full-time Service, Who Meets the Criteria for Continuous Full-time Service, 1.2.4 Requirement for Effective Full-time Service, Relevance and Meaning of Effective Full-time Service, Periods Not Counted Toward Effective Full-time Service, Exemption of National Servicemen from Effective Full-time Service Requirement, Discharge Prior to Completion of Period of Effective Full-time Service, Commonwealth and Allied Veterans' Evidence of Service, Statutory Declarations as Evidence of Service, 1.3 Service in World War 1 and World War 2, World War 1 - Qualifying and Operational Service, North Russia and Kurdistan Service after the Armistice, 1.3.2 Military Service in World War 2 - Outside Australia, 1.3.3 Military Service in World War 2 - Within Australia, Qualifying Service - Australian Coastal Waters, Service in the Malayan Emergency and Indonesian Confrontation, 1.5 Periods of Conflicts and Operational Areas, Korean Hostilities - Period and Operational Area, Malayan Emergency and Confrontation - Periods and Operational Areas, Vietnam Hostilities - Period and Operational Areas, Persian Gulf War - Periods and Operational Areas, North East Thailand (including Ubon) - Period and Operational Area, Service Pension and Income Support Supplement Claims, Applications for Increase in Disability Pension, War Widow's/Widower's Pension and Orphan's Pension Claims, Consideration and Determination of a Claim, 2.1.5 Death or Imprisonment of a Claimant, Historical Background to Proof of Identity, 2.2.2 Establishing Proof of Identity or Relationship to a Veteran, Satisfying Proof of Identity Requirements, Proof of Identity Check – Compensation Claims under the VEA, DRCA and MRCA, Establishing Proof of Relationship to a Veteran, 2.2.3 Effect of Proof of Identity on Claim, Acceptable Proof of Identity Documentation, 2.3.1 Overview of Standards and Onus of Proof, 3.1.1 Overview of Service Pension Eligibility, Age Requirement for Partner Service Pension, Eligibility for partner service pension when separated from veteran, 3.2 Income Support Supplement (ISS) Eligibility, 3.2.1 Overview of Income Support Supplement (ISS), 3.3 Service Pension and Income Support Supplement Payability, 3.3.1 Overview of Service Pension and Income Support Supplement Payability, 3.3.2 Payment of Service Pension and Income Support Supplement, 3.3.3 Compensation Affected Pension Payability, Pension Age for Female Veterans and Qualifying Age for Females, Pension Age for Female Non-Veterans and for Tax Purposes, 3.6.3 Persons Automatically Considered to be Permanently Incapacitated, 3.6.4 Assessment of Invalidity Service Pensioners Participating in Veterans' Vocational Rehabilitation Scheme (VVRS), 3.7.1 Overview of Comparable Foreign Pension, 3.7.2 Requirement to Claim a Comparable Foreign Pension (CFP), 3.7.3 Fulfilment of Obligation to Take Reasonable Action, 3.7.5 Assessment of Comparable Foreign Pension Payments, 3.9.1 Overview of Payment for Loss or Detriment, 3.9.2 Compensation for Detriment Caused by Administrative Error, 3.10.2 Access to Financial Hardship Rules, General Criteria for Application of the Financial Hardship Rules, Effect of Deprivation on Application of Financial Hardship Rules, 3.10.3 Lodging a Claim under Financial Hardship Provisions, Unrealisable Assets - Unable or Unreasonable to Sell, Unrealisable Assets - Security for Borrowing, Determining Severe Financial Hardship - Assets Tested Pension Plus Income, Determining Severe Financial Hardship - Readily Available Funds, Determining Severe Financial Hardship - Drawings from an Unincorporated Business, Determining Severe Financial Hardship - Unavoidable or Reasonable Expenditure, Differentiating between Temporary and Long Term Severe Financial Hardship, 3.10.6 Rate Calculation under the Hardship Provisions, 3.10.7 Notional Annual Rate of Ordinary Income, Notional annual rate of ordinary income - unrealisable assets, Notional Annual Rate of Ordinary Income - farms, 3.11.5 Repayment of Lump Sum Advance - Hardship Assessment vs 1, 3.12.3 Extreme Circumstances Causing Departure from the Home, 3.12.4 Domestic or Family Violence - Remaining in the Home, 3.12.6 Claim and Payment of a Crisis Payment, Eligibility requirements for Veteran Payment, A person can only receive one Veteran Payment for a period, Payment arrangements if the person is in gaol, Determination of claim for a mental health condition, Extension of Veteran Payment in special circumstances, Incapacity Payments – Recovery of veteran payment, Death of a person receiving veteran payment, Death of a person prior to determination of eligibility for Veteran Payment, Part 4 Disability Compensation Eligibility, 4.1.1 Overview of Disability Pension Eligibility, 4.1.2 Eligibility Requirements for Disability Pension, 4.1.4 Extreme Disablement Adjustment Eligibility, 4.1.6 Special Rate (T&PI or TTI) Eligibility, 4.1.7 Increased Rate of Disability Pension for Specific Disabilities - Eligibility, 4.1.7.1 Injuries Eligible for Increased Disability Pension Rates under VEA section 27(4), 4.1.8 Veterans' Vocational Rehabilitation Scheme (VVRS) Safety Net Provisions for certain Disability Pensions, 4.2 War Widow's/Widower's Pension Eligibility, 4.4 Causal Connection of Injury or Disease with Service, 4.4.1 Overview of Causal Connection Injury or Disease with Service, 4.4.2 Relationship of Injury or Disease to Service, 4.4.3 Service Contributed to or Aggravated a Pre-existing Injury or Disease, 4.4.6 Injuries Occurring during Domestic Activities or Live-in Accommodation, 4.4.7 Injuries Resulting from Medical Treatment, 4.4.9 Serious Default, Wilful Act, Breach of Discipline, 4.4.10 - Claims related to sexual and physical abuse, 4.5.1 Overview of Medical Connections to Service. No need for claim In force - Latest Version. These also apply after the death of a child under the age of 20, if they were still in secondary education. how many bonus periods they accrued, maximum of 5. Pension Bonus Bereavement Payment listed as PBBP. 13.11.6 Exercise of functions by a sub-committee, 13.12 Education Schemes and External Assistance, Disability Support Pension and the Education Schemes, Indigenous Scholarships and the Education Schemes, SOPs and Supporting Information – alphabetic listing, SOPs and Supporting Information – by body system. 4.5.4 Investigation and Review of Statements of Principles, Investigation and Review of Statements of Principles by the RMA, Review of RMA Decisions on Statements of Principles by the SMRC, 5.1.2 Eligibility Criteria for Rent Assistance, Family Tax Benefit and Rent Assistance Eligibility, Government Rent and Rent Assistance Eligibility, Property Owners and Rent Assistance Eligibility, Calculating the Rate of Rent Assistance Payable, 5.2.1 Eligibility for Remote Area Allowance (RAA), 5.2.3 Determining if a Residence is a Remote Area, 5.4.2 Eligibility Criteria for Pension Loans Scheme, 5.4.3 Administration of Pension Loans Scheme, Impact of Pension Loans Scheme on Other Entitlements, Management and Maintenance of Pension Loans, Repayment of Loan After the Death of Pensioner, 5.5 Retirement Assistance for Farmers Scheme (RAFS), 5.5.2 Eligibility Criteria for Participation in RAFS, 5.5.3 Requirements Applicable to Farm Transfer, Criteria Applicable to the Farm Transfer Transaction, Transfer Requirements Where Property Owned by Company or Trust, Requirement for Farmer to Divest all Farming Interests, Requirement for Transfer to Eligible Descendant, 5.5.4 Requirements Applicable to Farmer or Former Partner, Requirement for Farmer to Hold Qualifying Interest, Requirements Applicable to Widow/Widower or Former Partner, 5.5.5 Requirement for Active Involvement of Eligible Descendants, Application of Requirement for Active Involvement, 5.6.1 Overview of the Pension Bonus Scheme, 5.6.2 Eligibility for Participation in the Scheme, Basic Eligibility Requirements for Pension Bonus Scheme, 5.6.3 Registration as a Member of the Scheme, Work Requirements of the Pension Bonus Scheme, Record Keeping Requirements for Pension Bonus Scheme Members, 5.6.8 Factors that Affect the Calculation of a Bonus, Change of Marital Status During Qualifying Period, No change of Marital Status - Standard Formula Not Applicable, 5.6.9 Pension Bonus and Retirement Assistance for Farmers, 5.6.11 Bonus Payable to a War Widow/Widower who has Deferred Age Pension, 5.6.12 Pension Bonus and Retirement Assistance for Sugarcane Farmers (RASF), 5.7 Commonwealth Seniors Health Card (CSHC), 5.7.4 Date of Effect for CSHC Determinations, 5.8.2 Pensioner Concession Card (PCC) and Associated Benefits, 5.8.3 Transport Concession Card (TC1) and Associated Benefits, 5.9 Defence Force Income Support Allowance (DFISA), Social Security Payments Payable at Nil Rate, ABSTUDY and DAFF Income Support Payments Reduced to Nil Rate, DFISA Calculation and Compensation Recovery Rules, 5.10 Retirement Assistance for Sugarcane Farmers Scheme (RASF), 5.10.1 Overview of Retirement Assistance for Sugarcane Farmers Scheme (RASF), 5.10.2 Eligibility Criteria for Participation in RASF, 5.10.3 Requirements Applicable to Sugarcane Farm Transfer, Criteria Applicable to the Sugarcane Farm Transfer Transaction, Transfer Requirements where Property Owned by Company or Trust, Requirement for Sugarcane Farmer to Divest all Sugarcane Farming Interests, 5.10.4 Requirements Applicable to Sugarcane Farmer, Partner or Former Partner, Sugarcane Farmer must be a Qualifying Sugarcane Farmer, Requirement for Sugarcane Farmer to hold Eligible Interest, 5.10.5 Requirement for Active Involvement of Eligible Descendants, 5.10.7 Valuation of Sugarcane Farm Assets, 5.10.8 The Sugarcane Farmers' Income Test, Application of the Sugarcane Farmers' Income Test, 5.11.1 Eligibility for Seniors Supplement, 5.11.4 Administration of Seniors Supplement, 5.12.2 Eligibility for Pension Supplement, 5.12.4 Administration of Pension Supplement, Part 6 Veterans' Compensation Allowances and Benefits, 6.1 Veterans' Children Education Scheme (VCES), 6.4.2 Specific Conditions: Initial Vehicle Grants, 6.4.3 Specific Conditions: Replacement Vehicle Grants, 6.4.4 Specific Conditions: Driving Devices and Modifications Grant, 6.4.5 Specific Conditions: Running and Maintenance Allowance, 6.8 Decoration and Victoria Cross Allowances, 6.9 GST Exemption on Motor Cars and Spare Parts, 6.10.2 Eligibility for Veterans Supplement, Eligibility Criteria for Veterans Supplement, 6.12 Prisoner of War Recognition Supplement, 7.1.1 Overview of Treatment at Departmental Expense, DVA Health Card For All Conditions (Gold Card), DVA Health Card For Specific Conditions (White Card), 7.1.3 Gold Card Eligibility Under The Income/Assets Reduction Limit, 7.1.4 Repatriation Pharmaceutical Benefits Card (Orange Card), 7.2 Treatment under Non-Liability Health Care (NLHC) arrangements, 7.3 Treatment for Unidentifiable Conditions, Special rules applying to some clean energy underlying payments and benefits, Amount and payment of Clean Energy Advance, Special rules applying to some underlying payments, 8.1.1 Overview of Income Support Bereavement Payment, 8.1.2 Administration of Bereavement Payment, Partner Receiving Pension or Benefit from Centrelink, Effect of Suspension, Limitation or Cancellation of Pension, Death of Claimant or Child Before Claim Determined, Automatic Grant of ISS During the Bereavement Period, Non-automatic Grant of ISS During the Bereavement Period, 8.1.3 Single Pensioner Bereavement Payment, Eligibility for Single Pensioner Bereavement Payment, Payment of Single Pensioner Bereavement Payment, 8.1.4 Partnered Pensioner Bereavement Payment, Eligibility for Partnered Pensioner Bereavement Payment, Payment Arrangements for Partnered Pensioner Bereavement Payment, Deceased War Widow/Widower Receiving Service Pension, Deceased War Widow/Widower Receiving Income Support Supplement, Separation Due to Ill Health or Respite Care, 8.1.5 Dependent Child Bereavement Payment, Eligibility for Dependent Child Bereavement Payment, Payment Arrangements for Dependent Child Bereavement Payment, Calculating Amount of Dependent Child Bereavement Payment, 8.2 Disability Pension Bereavement Payment, 8.2.1 Overview of Disability Pension Bereavement Payment, 8.2.2 Eligibility for Disability Pension Bereavement Payment, 8.2.3 Calculation of Disability Pension Bereavement Payment, 8.2.4 Payment of Disability Pension Bereavement Payment, 8.3.2 Funeral Benefit for a Deceased Veteran, Automatic Funeral Benefit Grant for a Deceased Veteran, Other Funeral Benefit Grant for a Deceased Veteran or Member, 8.3.3 Funeral Benefit for a Dependant of a Deceased Veteran or Member, Requirements for Claiming a Funeral Benefit, Prepaid Funeral Plan Versus Contributory Funeral Benefit Fund, Part 9 Principles for Determining Pension Rate, 9.1.1 Overview of Income and Assets Test Principles, Assessment Process for Service Pension Payable to Non-War Widow/Widower-Pensioners, Assessment Process for Service Pension Payable to War Widow/Widower-Pensioners, The Income and Assets Test - General Provisions, 9.1.4 Application of the Assessed Rate of Pension, Reductions or Increases in Rate of Service Pension or ISS, 9.2.3 Additional Assessment Rules for Certain Types of Residences, 9.2.5 Special Residence - Assessment Rules, Special Residence - Basic Assessment Rules, Definitions for Member of a Couple Status, Illness Separated and Respite Care Couple, Factors Considered to Assess a De facto Relationship Exists, Regarding a Member of a Couple as Not a Member of a Couple, Definitions for Not a Member of a Couple Status, Separation and Income Support Eligibility, 9.3.4 Effect of Relationship Status on Rate, Effect of Relationship Status on Rate Payable, 9.4.2 Effect of Children on Eligibility for Income Support Pensions, Benefits and Allowances, 9.4.3 Effect of Children on Assessment of Income Support Payments, Effect of Children on Ordinary/Adjusted Income Free Area, Effect of Children on Remote Area Allowance (RAA), Effect of Children on Rent Assistance, Maintenance Income, Bereavement and other means test provisions, 9.4.4 Payments in Respect of Saved Children, Deeming Rate Calculation - Service Pension Couple, Description - Loans, Bills, Debentures, Notes, Bullion & Equalisation Deposits, Description - Government & Semi-government Bonds, Description - Sale of Principal Home or Other Property, Deemed Income from Listed Securities, Derivative Investments & Foreign Shareholdings, Deemed Income from Unlisted Public Securities, Delisted & Suspended Shares, Description - Forms of Income from Share Investments, Description - Foreign Shareholdings & Exempt Stock Markets, Income from Life Insurance Products - Conventional Policies, Deemed Income from Life Insurance Products Regarded as Managed Investments, Deemed Income from Public Unit Trust Investments, Deemed Income from Superannuation & Roll-over Investments, Deemed Income from Other Managed Investments, 9.5.7 Deemed Income from Account-Based Income Streams, 9.6.3 Disposal Date for Deprived Income and Assets, 9.6.4 Treatment of Income and Assets Disposals, 9.6.5 Deprivation of Assets - Effect on Income, 9.6.6 Deprivation Related to Trusts and Private Companies, 9.6.7 Deprivation Related to Deceased Estates and Separation, 9.6.8 Deprivation Related to Home and Accommodation Transfers, 9.6.9 Deprivation Related to Farm Transfers, 9.6.10 Deprivation Related to Private Annuities, 9.7.2 Indexation of Pensions and Allowances, How Certain Pensions and Allowances are Indexed, 9.8 Guide to the Assessment of Rates of Veterans' Pensions (GARP), 9.8.3 Elements of the Degree of Incapacity, 9.8.4 Degree of Incapacity and Assessment of Pension, 9.8.6 Chapter 3 - Impairment of Spine and Limbs, 9.8.8 Chapter 7 - Ear, Nose & Throat Conditions, 9.9 Empire Air Training Scheme (EATS) Cases, 9.10.2 Compensation Offsetting and Award of Compensation or Damages, 9.10.3 Compensation Offsetting and Disability Pension, 9.10.4 Compensation Offsetting and War Widow's/Widower's Pension or Orphan's Pension, 9.11.2 General Compensation Recovery Provisions, Application of Compensation Recovery Provisions, Compensation Payments Excluded from Part IIIC Compensation Recovery Provisions, Application of the Special Circumstances Provisions, General Provisions for Lump Sum Compensation Payments, Treatment of Certain Lump Sum Compensation Payments, Assessment of Lump Sum Compensation Payments, Determining the Rate of Income for Pensions, Rate of Income - Couples, Blind Pensioners and Children, Income Received as Special Financial Assistance, Exempt Income from Other Government Sources, Exempt Income from Other Non-government Sources, Exempt Lump Sum Determinations that have been made, Exempt Lump Sum Determinations that will be made if necessary, Notification Obligations and Date of Effect, Pension Reassessment at the End of the Review Period, 10.1.5 Income from Overseas, including Pensions, War Pensions, War Widow/er's Pension and Restitution Payments, Restitution Payments - National Socialist (Nazi) Persecution, Restitution Payments - Germany and Austria, Restitution Payments for POW Japan - Commonwealth and Allied Countries, Income from Sale of Property - Payments Deferred or by Instalments, Income from Property Settlements and Life Interest, Income from Education Scholarships, Prizes and Allowances, Income from Gifts, Legacies and Royalties, 10.1.8.3 Veterans' Vocational Rehabilitation Scheme, Assessing Assets with Encumbrances and Loans, Assessing Assets where Beneficial Interest Arises, Value of Assets not Readily Accessible and Asset-tested Income Streams, Disregarded Assets Relating to the Principal Home, Disregarded Assets Relating to Deceased Estates and Funeral Expenses, Disregarded Assets Relating to Refund of Accommodation Bond, 10.2.4 Assessing Personal Assets and Investments, Assets Value of Personal Effects, Household Contents, Vehicles and Cash, Assets Value of Bank, Building Society and Credit Union Accounts, Assets Value of Fixed Deposits, Bonds, Debentures and Securities, Assets Value of Shares in Public Companies, Assessing Loans and Guarantor Arrangements, 10.3.1 Overview of Business Structures and Trusts, 10.3.2 Assessing the Income and Assets of Sole Traders and Partnerships, General Provisions for Sole Traders and Partnerships, Assessment of Income for Sole Traders and Partnerships, Allowable Deductions for Sole Traders and Partnerships, Assessment of Business Losses for Sole Traders and Partnerships, Summary of Assessable Income for Sole Traders and Partnerships, Summary of Assessable Assets of Sole Traders and Partnerships, Summary of Assessable Assets of Sole Traders Only, Summary of Assessable Assets of Partnerships Only, 10.3.3 Assessing the Income & Assets from Private Companies pre 01/01/2002, Assessable Income from Private Companies pre 01/01/2002, Assessable Assets from Private Companies & Unlisted Public Companies, Treatment of Assessable Assets - Private & Unlisted Public Companies - Not Assessed under New T & C Rules, 10.3.4 Assessing the Income & Assets from Trusts pre 01/01/2002, General Provisions for Trusts pre 01/01/2002, Assessable Income from Discretionary Trusts pre 01/01/2002, Assessable Assets from Discretionary Trusts pre 01/01/2002, Assessable Income from Non-discretionary Trusts pre 01/01/2002, Assessable Assets from Non-discretionary Trusts pre 01/01/2002, Summary of Assessable Income from Trusts pre 01/01/2002, Assessable Income and Assets from Statutory Trusts pre 01/01/2002, 10.3.5 Assessing the Income & Assets from Primary Production, Assessable Income & Assets from Primary Production, Primary Production Aggregation Assessment for Sole Traders & Partnerships, Primary Production Aggregation Assessment for Companies & Trusts, 10.3.6 Attribution Guidelines for Private Trusts & Private Companies - From 01/01/2002, 10.3.7 Attribution Percentage & Derivation and Attribution Period - From 01/01/2002, 10.3.8 Other Trust Matters - From 01/01/2002, Discretionary Trust, Rural Succession Trust, and Fixed Unit Trust, Assessable Income & Assets from a Court-Ordered (Statutory) Trust, 10.3.9 Assessing the Assets of a Private Trust or Company - From 01/01/2002, Valuation of the Assets of a Designated Private Trust & Company, An Excluded Asset of a Controlled Private Trust or Company, Security of Tenure - Home owned by a Private Company or Trust, Homeowner & Non-Homeowner where Home is owned by a Private Company or Trust, 10.3.10 Liabilities of a Private Trust or Company - From 01/01/2002, Non-Recognised Liabilities of a Controlled Private Company or Trust, Recognised Liabilities of a Controlled Private Company or Trust, Apportioning a Liability of a Controlled Private Company or Trust, 10.3.11 Assessment of Capital Injection to a Private Trust or Company - From 01/01/2002, Capital Injection in Return for Equity in a Private Trust or Company, Gifting private trust units where the only trust asset is the pensioner's principal home, 10.3.12 Assessing the Income of & Distributions from a Private Trust or Company - From 01/01/2002, Allowable & Non-allowable Income Deductions, Distribution of the Capital of a Private Trust or Company, Distribution of capital on wind-up of a private trust or company, Distribution of the Income of a Private Trust or Company to an Attributable Stakeholder, Retained Profits and Adjustments for Non-Allowable Deductions, Distribution of the Income of a Private Trust or Company to a Non-attributable Stakeholder, 10.3.13 Reassessment & Overpayments for a Private Trust or Company - From 01/01/2002, Reassessment of a Controlled Private Trust or Company, Examples of Possible Reasons for a Reassessment, Overpayment relating to a Controlled Private Trust or Company, 10.3.14 Resignation from a Private Trust or Company, Resignation from a Controlled Private Trust or Company on or after 1 January 2002, Resignation from a Controlled Private Trust or Company before 1 January 2002, 10.3.15 Deprivation Provisions for Private Trusts or Companies, Disposal of Assets to a Private Trust or Company before 1 January 2002, Disposal of Assets to a Private Trust or Company on or after 1 January 2002, Disposal of the Assets of a Private Trust or Company on or after 1 January 2002, Concessions for a Pensioner Surrendering Control of a Private Company or Trust before 1 April 2002, 10.3.16 Primary Production Private Trust & Company Issues - From 01/01/2002, Aggregation Assessment of a Controlled Primary Production Private Trust & Company, Qualification Provisions for the Primary Production Concession, Example of Primary Production Concession & other Related Issues, 10.3.17 Additional Privacy Guidelines for a Private Trust or Company, 10.3.18 Assessment - Special Disability Trusts, Overview of Assessment - Special Disability Trusts, 10.3.19 Rules and Requirements - Special Disability Trusts, Overview of Rules and Requirements - Special Disability Trusts, Obligations in Relation to Special Disability Trusts, 10.4.3 Assessment of Superannuation Benefits, General Provisions for Assessing Superannuation, General Provisions for Assessing Withdrawals of Superannuation Benefits, Treatment of Non-Pensioner Partner's Superannuation Investments, Asset-Test Exempt Income Streams - Lifetime, Asset-Test Exempt Income Streams - Life Expectancy, Asset-Test Exempt Income Streams - Market Linked, Asset-Test Exempt Income Streams - Defined Benefit, 10.5.3 General Provisions for Assessing Income Streams, Exemptions from the Income Stream Provisions, Determining what Proportion of an Asset Test Exempt Income Stream is Exempt, 10.5.4 Income and Assets Assessment of Income Streams, Income Assessment of Defined Benefit Income Streams, Examples of Defined Benefit Income Stream Assessment, Income Assessment of Purchased Income Streams, Assets Assessment of Defined Benefit and Purchased Income Streams, Means Test Assessment of Asset-tested Income Streams - Lifetime, 10.5.5 Special Provisions Regarding Self Managed Superannuation Funds and Small APRA Funds, Description of Self Managed Superannuation Funds and Small APRA Funds, Additional Documentation Required from Self Managed Superannuation Funds and Small APRA Funds, Assessment where Fund Closes or is in Financial Difficulty, 10.5.6 Special Provisions Regarding Family Law Affected Income Streams, General Provisions for Family Law Affected Income Streams, Percentage Payment Splits - Asset Test Exempt Income Streams, Percentage Payment Splits - Asset-tested Long Term Income Streams, Percentage Payment Splits - Allocated Products and Market Linked Income Streams, Percentage Payment Splits - Defined Benefit Income Streams, Percentage Payment Splits - Lifetime Income Streams, Base Amount Payment Splits - Asset-test Exempt Income Streams, Base Amount Payment Splits - Asset-tested Long Term Income Streams, Base Amount Payment Splits - Allocated Products and Market Linked Income Streams, Base Amount Payment Splits - Defined Benefit Income Streams, Base Amount Payment Split - Lifetime Income Streams, 10.5.7 Life Expectancy Tables, Pension Valuation Factors and Payment Factors, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2015, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2010 to 31/12/2014, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2005 to 31/12/2009, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2000 to 31/12/2004, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/96 to 31/12/99, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/05/93 to 31/12/95, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/09/88 to 30/04/93, Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/07/83 to 31/08/88, Pension Valuation Factors for Defined Benefit Income Streams, Payment Factors for Market Linked Income Streams, Payment Factors for Allocated Income Streams, 10.6.2 Child and Spousal Maintenance Income, 10.6.3 Documentary Requirements - Spousal Maintenance Agreements, 10.6.4 Assessment and Review of Maintenance, 11.1 Income Support Effective Dates and Pension Periods, 11.1.1 Overview of Effective Dates and Pension Periods, 11.1.4 Determining Effective Dates for Variations and Terminations, Variation or Termination Resulting From Response to Section 54 Obligations, Effective Dates for Review Requested by Pensioner, Effective Dates for Post-Bereavement Reviews, 11.1.5 Accommodation Bond Transitional Provisions, 11.1.6 Special Provisions Relating to Deductible Amount, 11.2 Disability Pension Instalments and Effective Dates, 11.2.1 Overview of Disability Pension Instalments and Effective Dates, 11.2.2 Instalments and Dates of Effect for Pensions and Allowances, 11.2.3 Dates of Effect for Determinations Resulting from Reviews, Dates of effect for determinations resulting from Commission reviews, Dates of effect for determinations resulting from VRB reviews, Dates of effect for determinations resulting from AAT reviews, 11.3.1 Overview of Payments to Agents and Trustees, 11.4.2 Effect of Going Overseas on Payment of Pensions, 11.4.3 Effect of Going Overseas on Payment of Supplements and Allowances, 11.4.4 Transfers Between Portable Pensions, 11.4.5 Bar to Portability - Pension Claimed During Temporary Return to Australia, Powers of Commission in Relation to Direct Credit Payments, Accounts into Which Direct Credit Payments can be Made, Payability of Seniors Supplement Where No Account is Nominated, 11.5.3 Exemptions from Payment by Direct Credit, Overview of Exemptions from Payment by Direct Credit, Exemption Due to Difficulty Accessing Financial Services, 11.5.6 Payment Method for Overseas Residents, 11.6.5 Payment of Tax Withholdings to Commissioner of Taxation, Payment of Tax Withholdings at Pensioner's Request, Payment of Tax Withholdings at the Commissioner of Taxation's Direction, 11.7.2 How Payments and Benefits may be Affected, 11.7.3 Redirection of Payments to Partner or Child, 11.9 Powers of Administration and Delegation, 11.9.1 Overview of Powers of Administration and Delegation, 11.9.2 Administrative Powers of the Commission, Role and Responsibilities of a Delegate of the Repatriation Commission, Resources Available to Delegates to Assist in Decision Making, Inclusion of Obligation Information and Income & Assets Details, Advice Letters Produced by the Document Generation System, Advice Letters Produced by the Compensation Claim Processing System (CCPS), 12.1.4 Requirements for Imposing Obligations, Legal Requirements for Section 54 Obligations, Time Frame for Response - Notification Period, Penalties for Failure to Meet Obligations, 12.2.1 Overview of Information Gathering Powers, 12.2.3 Using the Correct Information Gathering Powers, 12.2.4 Requirements for Information Gathering, 12.3.4 Exclusion/Exemption from Supplying Tax File Number, 12.4 Exchange of Information with Other Departments, 12.4.1 Overview of Exchange of Information with Other Departments, 12.4.2 Exchange of Information with Centrelink/Services Australia, 12.5.1 Overview of Income Support Reviews and Appeals, 12.5.2 Income Support and Review of Decisions by the Repatriation Commission, Circumstances Where Commission May Review Decisions, 12.5.3 Review by the Administrative Appeals Tribunal (AAT) for Income Support Matters, Applications for Review by the Administrative Appeals Tribunal (AAT), DVA's Obligations Towards Application to the Administrative Appeals Tribunal (AAT), Hearings and Decisions by the Administrative Appeals Tribunal (AAT), 12.5.4 Federal Court and Income Support Matters, 12.5.5 Overview of Reviews and Appeals for Veterans' Compensation Matters, 12.5.6 Veterans' Compensation and Review of Decisions by the Repatriation Commission, 12.5.7 Review by the Veterans' Review Board (VRB). 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