Inclusion of Obligation Information and Income & Assets Details

Commission's policy on communicating with the veteran community

The Commission[glossary:'s:] communication strategy aims to:

• enhance understanding within the veteran community of their rights, benefits and obligations,
• assist pensioners to comply with their obligations,
• discourage unnecessary pensioner initiated reviews,
• minimise intrusion whilst providing ease of access to information,
• reduce the frequency and volume of obligation and income/asset information sent to pensioners, and
• promote the booklet, You and Your Pension as a method for communicating obligation information.    
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  Chapter 12.1 Recipient Obligations

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When are full recorded income and assets details issued?

The Commission's policy is that full recorded income and assets details are provided to:

• all pensioners at grant,
• reduced rate pensioners at a minimum interval of once every 2 years (issued with the June advices),
• all pensioners following full departmental review, and
• reduced rate pensioners affected by a global reassessment of managed investment and share assets values.

Circumstances where full recorded income and assets details are not issued

Full recorded income and assets details are not normally issued:

• to pensioners receiving the maximum rate,
• following a pensioner initiated review (PIR), or
• following a departmental initiated action (DIA).