DATE OF ISSUE: 14 August 2006
ADVICE PRACTICES FOR AUTOMATIC ADVICES
Purpose |
The purpose of this instruction is to amend DI C09/2003 in respect of the advice practices for automatic advices. |
Reason for amendment to DI |
This instruction provides updated information regarding current advice practices. |
Background |
Changes will be put into production on Friday, August 18 regarding the issuing of obligations to age pensioners at the end of bereavement to come in line with obligation requirements as outlined in Departmental Instruction C26/2003. All other automatic advice practices have been reviewed and documented in the table at Attachment A. |
Advice Practices |
The table at Attachment A outlines the expected advice practices for daily online advices regardless of the current PIPS defaults and the current outcomes for periodic batch advices. |
Contact Details |
Any queries regarding this instruction should be referred to Paula Green on (02) 6289 4779 or paula.green@dva.gov.au |
Bob Turner
Director
Business Operations
Income Support
14 August 2006
ATTACHMENT A
ADVICE PRACTICES FOR AUTOMATIC ADVICES
Type of Action |
Obligations |
Income & Assets Attachment |
Advice Sent |
Daily Online Advices |
|||
Grant SP/ISS |
Suppressed (Issue You & Your Pension – Y&YP) |
Full |
Yes |
Grant AP |
Full |
Full |
Yes |
|
Pensioner Initiated Review
|
Partial Suppressed Suppressed Partial |
Partial Full Suppressed Suppressed |
Yes Yes Yes Yes |
|
Department Initiated Action
|
Partial Suppressed Suppressed Partial |
Partial Full Suppressed Suppressed |
Yes Yes No – should be suppressed Yes |
|
Fortnightly Manual
|
Suppressed Suppressed Suppressed |
Partial Full Suppressed |
Yes Yes No – should be suppressed |
|
Full Departmental Review
|
Full Suppressed Full |
*Full *Full *Full |
Yes Yes Yes |
*Selection of 'Full Income & Assets' on the PIPS/PC advice screen results in the production of either a complete or a tailored (except for grants which are always 'full') income & asset statement depending on the circumstances of the pensioner.
Assets tested pensioners and income tested pensioners who are within $10,000 of their asset threshold receive a complete income & assets list detailing all income & assets in the assessment.
Income tested pensioners who are more than $10,000 below their asset threshold are sent a tailored income & assets list which excludes miscellaneous assets such as vehicles that do not affect the pension rate.
NB – Blinded clients will have obligations and income & assets defaulted to 'suppress' but can be overridden if required such as when they are in aged care or have rent assistance. They will not be 'tailored'.
Periodic Batch Advices |
Obligations |
Income & Assets Attachment |
Frequency |
|
Automatic Fortnightly Processing
|
Suppressed Suppressed N/A |
Partial Partial N/A |
Following review Following review Advice suppressed |
|
Global Advices (MI/Share refresh)
NB: Blind only get letter if they have RA as well |
Suppressed Suppressed N/A |
MIs & Shares only MIs & Shares only N/A |
March & Sept March & Sept Advice suppressed
|
|
Foreign Pension Variation Advices
|
Suppressed Suppressed N/A |
Suppressed Suppressed N/A |
March & Sept March & Sept Advice suppressed |
|
British Pension & Super Variation Advices
|
Suppressed Suppressed N/A |
Suppressed Suppressed N/A |
Following review Following review Advice suppressed |
|
Death Processing System (DPS) Advices
|
*Suppressed Suppressed Suppressed |
Suppressed Suppressed Suppressed |
Overnight Overnight Overnight |
Periodic Batch Advices |
Obligations |
Income & Assets Attachment |
Frequency |
|
End of Bereavement Advices (EOB)
|
Financial and Y&YP only if on SP/ISS Full if on AP Financial and Y&YP only if on SP/ISS Full if on AP ***Suppressed |
Suppressed **Suppressed Full |
Every 2 — nd Friday Every 2 — nd Friday Every 2 — nd Friday |
|
June Statutory Increase Advices
|
****Full every 5 years otherwise suppressed (given in 2003) Full every 2 years otherwise suppressed (given in 2006) |
Suppressed Full every 2 years otherwise suppressed (given in 2006) |
June June |
* If granted WWP by DPS, given WWP obs.
**Send Statement of Circumstances.
***If DP only, given DP only obligations.
**** If blind then only told previous obligations still apply.
NB – With the exception of grants and DPS advices, prescribed rates financial obligations will appear if obligations are suppressed, client is in receipt of income support type pension and not blind.
– With the Foreign Pension, British Pension and Super variation advices, although the Income and Assets Attachment is suppressed, the income from the relevant income stream is shown in the body of the advice.