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Part 9 Principles for Determining Pension Rates
9.1 Income and Assets Test Assessment
9.1.5 About Manual Assessment
- When to Process an Assessment Manually
Reassessments at pensioner's or Department's initiation
A manual assessment is processed through PIPS:
- when an action such as a pensioner-initiated review is done on a manual case which stays manual,
- when an assessment becomes manual (eg when a pensioner successfully applies for application of the financial hardship provisions),
- when a fortnightly manual or other batch run (eg Commonwealth Superannuation Corporation run) affects a manual assessment, or
- any quarter when a statutory increase results in a change to the threshold amount.
Statutory increases and threshold adjustments
Statutory increases and threshold adjustments are not applied to manual assessments. Instead, an 'Amending Legislation' case is automatically registered on the Claims Management System and no adjustment is made to the pension assessment until the case is processed manually.
Manual processing every quarter
Because of statutory increase and threshold adjustments, manual cases are processed on 'Amending Legislation' registrations (usually quarterly):
- using the date of effect and new rates and limits of the statutory increase, and
- in time for the pensioner to receive their new rate of payment on the payday publicised by DVA.