6.5.1 Overview | Compensation and Support Reference Library, Overpayment Management Manual, Ch 6 Calculation, 6.5 Overpayments Due to Income

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6.5.1 Overview

6.5.1.1The purpose of a retrospective assessment is to establish what would have been the pension entitlement if the client had not been overpaid. Therefore, retrospective assessments should be undertaken in the same manner as ongoing or current assessments. For example, if the methodology used in establishing the fortnightly rate of earnings is to average the total amount earned over a particular period, the same methodology should be applied when undertaking a retrospective reassessment, even though the actual earnings may differ.

6.5.1.2From 13 July 1999, the start date of the overpayment depends on whether the event was notified within the notification period or not. If notification was received within the notification period, the start date is the day after the end of the notification period. If notification was not received within the notification period, the start date is the day of the event.