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C11/2011 July 2011 Reassessment of Comsuper Pensions

Document

DATE OF ISSUE:  7 July 2011

July 2011 Reassessment of Comsuper Pensions

Amends DI No.

N/A

Replaces DI No.

N/A

Purpose of instruction

The purpose of this Departmental Instruction is to provide information about the advice production from July 2011 ComSuper reassessment.

Background

ComSuper includes Commonwealth Superannuation Scheme (CSS), Public Sector Superannuation Scheme (PSS), Defence Force Retirement and Death Benefit Scheme (DFRDB) & Military Superannuation Benefit Scheme (MSBS) Superannuation pensions.  It is adjusted bi-annually in January and July.

The cost of living increase to be applied to the ComSuper pensions in July 2011 is 2.00%.

Processing date

Reassessment processing to reflect the July 2011 CPI increases is scheduled to run overnight on Monday, 11 July 2011.  Following completion of processing, the advice data files will be transmitted to the mailing house for printing and lodgement.

Effective date

The effective date of the reassessment will be 12 July 2011.

On pension payday 28 July 2011, pensioners will receive a full instalment at the new assessed rate.

Advice letter target audience

A letter will be produced for income support pensioners in receipt of ComSuper (CSS, PSS, DFRDB & MSBS), whose pension rate is varied by the reassessment run. There will be approximately 20,000 advice letters produced nationally.

Advices content and presentation

The advice will comprise of a two page letter and a Payment Information Attachment.  The advice will inform clients of the outcome to their pension reassessment and provide information on gross superannuation income, deductible and/or non-deductible amounts.  The information relating to their super payment is presented in a tabular format.

The advice will also provide the client with their Financial Obligations (prescribed rates) and a right of review.

Please see Attachment A which shows a sample of:

  •   A ComSuper advice for clients with a deductible amount; and
  •   A ComSuper advice for clients without a deductible amount; and
  •   A ComSuper advice for clients with both a deductible and non-deductible amount.

Printing and mailing of advice letters

The advice letters will be printed and mailed through the Department's contracted mailing house, Computershare.  All letters will be lodged with Australia Post as a national lodgment by close of business Friday, 15 July 2011.

Tasmanian clients with Overseas Address

The advice letters produced for Tasmanian State Office clients who have an overseas address will be printed, enveloped and sent from the mailing house.

DVA – Income Support Contact Officers

A contact person from each location acts as a liaison point for the Advices Team, and to assist with the handling of streamed advices printed at each nominated location printer.

The Income Support Location Contacts for the July 2011 ComSuper processing exercise are as follows:

NSW/ACT:Genia Sacharczuk

VIC:Arthur Morihovitis

QLD:Stephen Hamill

SA:Maria Nasilowski

WA:Michelle Pauly

TAS:Bryon Kelly

Enclosure (Treatment change) Advice Letters

Enclosure (treatment change) letters will be printed at the nominated printer at each state office location.

The streamed advice letters should be checked for accuracy, and reconciled against the reports received in each location to ensure they reflect the correct treatment paragraphs.

If any advice with incorrect treatment information is found, please consult with the Income Support System Support Officers to ensure correct information is provided in the manual replacement advice.

Reduction to Nil Letters

Any Reduction to Nil advice letters will be printed at the nominated printer for each location.  Staff are required to include a Commonwealth Seniors Health Card (CSHC) claim form, a CSHC fact sheet and a reply paid envelope with the advice letter.

'Held' advices to be forced

As part of the batch processing run any advices in 'held' status will be forced to print.  Forced 'held' advices will print at the nominated printer in each office.

Location of printers

The streamed advices are to be printed at the following printers:

NSW - N607P

QLD - Q402P

SA - S116P

TAS - T005P

VIC - V005P

WA - W010P

Contacts

For Advice issues – Anissa Lam (02) 9213 7169 or Vasu Sarpeshkar (02) 9213 7234.

For Systems issues – Kevin Chapman (02) 6289 6749.

John Sadeik

National Manager

Income Support

7 July 2011


ATTACHMENT A

COMSUPER ADVICES FOR CLIENT WITH A 'DEDUCTIBLE AMOUNT'

GPO Box 9998, Brisbane  QLD  4001

Contact:              Brisbane Office

Telephone: Macarthur Tower

              259 Queen Street

              Brisbane QLD 4000

123 456 789  044              Postal Address:

JOHN SMITH              GPO Box 9998 Brisbane QLD 4001

MARY SMITH

123 SAMPLE STREET              Telephone:

MODELTOWN  QLD  4010              Capital city callers: 133 254

              Non-Capital city callers: 1800 555 254

              Facsimile: (07) 3223 8479

              12 July 2011

              YOUR FILE NUMBER IS QX123456

Dear Mr and Mrs SMITH,

This is to advise that your T-PENSION-SP-ISS-AP has been reduced.  This change will take effect from 12 July 2011.

Superannuation Pension Reassessment
Your superannuation fund has notified Veterans' Affairs of the new income details for your superannuation pension.  The new income details are shown in the table below.  This income is used to work out the rate of your T-PENSION-SP-ISS-AP.

Name

Description

Gross Income

Deductible Amount

(tax free component)

Assessed Income

JOHN SMITH

ComSuper (CSS & PSS)

$585.95

$135.50

$450.45

Payment Information
Details of your payments are provided in the Payment Information Attachment.

Financial Obligations

You need to tell us within 14 days (28 days if you are living overseas or receive remote area allowance) if your combined gross income from all sources is more than $xxx.xx per fortnight or the value of your combined assets is more than $xxx,000.00.

Your Right of Review
If you do not agree with this variation to your pension, you may apply to have it reviewed by a Review Officer at this office.  If you do decide to apply, you must do so within three months of being advised of this decision.  Such a request for review must be in writing, and must set out your reasons for seeking this review.

If you have any questions regarding the above matters please contact this office at the address or telephone number shown at the top of this letter.

Yours sincerely,

ALISON STANLEY

Deputy Commissioner

as Delegate of the Secretary and Repatriation Commission


PAYMENT INFORMATION ATTACHMENT

The Department calculates pension payments on a daily basis.  This means that your fortnightly pension payment is made up of 14 days of entitlement of pension.  Therefore, when there is a change to your circumstances on any particular day in the fortnight - your pension will be adjusted from that day.  For that reason your pension payment may be different for one or two paydays after a reassessment.

Payment for 28 JULY 2011Veteran Partner

TOTAL FORTNIGHTLY PAYMENTxxx.xx         xxx.xx

This is made up of:

- xxxxxxxxx xxxxxxxxxxxxxxx.xx          xxx.xx

- xxxxxxxxxxx xxxxxxxxxxxx    x.xx              x.xx

Please Note: If you have an overpayment or lump sum advance which is currently being recovered (by deductions from your fortnightly pension), the amount paid into your account may be less than the total fortnightly payment shown above.


CLIENT DOES NOT HAVE A 'DEDUCTIBLE AMOUNT'  - BOTH VET AND SPOUSE HAVE INCOME FROM SUPER

GPO Box 9998, Brisbane  QLD  4001

Contact:              Brisbane Office

Telephone: Macarthur Tower

              259 Queen Street

              Brisbane QLD  4000

123 456 789  027              Postal Address:

JEFFREY LYONS              GPO Box 9998 Brisbane QLD 4001

LUCY LYONS

123 SAMPLE STREET              Telephone:

MODELTOWN  QLD  4010              Capital city callers: 133 254

              Non-Capital city callers: 1800 555 254

              Facsimile: (07) 3223 8479

              12 July 2011

              YOUR FILE NUMBER IS QX123456

Dear Mr and Mrs LYONS,

This is to advise that your service pension has been reduced.  This change will take effect from 12 July 2011.

Superannuation Pension Reassessment
Your superannuation fund has notified Veterans' Affairs of the new income details for your superannuation pension.  The new income details are shown in the table below.  This income is used to work out the rate of your T-PENSION-SP-ISS-AP.

Name

Description

Assessed Income

JEFFREY LYONS

ComSuper (DFRDB & MSBS)

$450.95

LUCY LYONS

ComSuper (CSS & PSS)

$265.00

Payment Information
Details of your payments are provided in the Payment Information Attachment.

Financial Obligations

You need to tell us within 14 days (28 days if you are living overseas or receive remote area allowance) if your combined gross income from all sources is more than $xxx.xx per fortnight or the value of your combined assets is more than $xxx,000.00.

Your Right of Review
If you do not agree with this variation to your pension, you may apply to have it reviewed by a Review Officer at this office.  If you do decide to apply, you must do so within three months of being advised of this decision.  Such a request for review must be in writing, and must set out your reasons for seeking this review.

If you have any questions regarding the above matters please contact this office at the address or telephone number shown at the top of this letter.

Yours sincerely,

ALISON STANLEY

Deputy Commissioner

as Delegate of the Secretary and Repatriation Commission

ATTACHMENT

  • Payment Information Attachment


CLIENT HAS INCOME FROM SUPER WITH A 'DEDUCTIBLE AMOUNT' AND WITHOUT A DEDUCTIBLE AMOUNT

GPO Box 9998, Brisbane  QLD  4001

Contact:              Brisbane Office

Telephone: Macarthur Tower

              259 Queen Street

              Brisbane QLD 4000

123 456 789  015              Postal Address:

JOHN SMITH              GPO Box 9998 Brisbane QLD 4001

123 SAMPLE STREET

MODELTOWN  QLD  4000              Telephone:

              Capital city callers: 133 254

              Non-Capital city callers: 1800 555 254

              Facsimile: (07) 3223 8479

              12 July 2011

              YOUR FILE NUMBER IS QX123456

Dear Mr SMITH,

This is to advise that your service pension has been reduced.  This change will take effect from 12 July 2011.

Superannuation Pension Reassessment
Your superannuation fund has notified Veterans' Affairs of the new income details for your superannuation pension.  The new income details are shown in the table below.  This income is used to work out the rate of your T-PENSION-SP-ISS-AP.

Name

Description

Gross Income

Deductible Amount

(tax free component)

Assessed Income

JOHN SMITH

ComSuper (CSS & PSS)

$585.95

$135.50

$450.45

JOHN SMITH

ComSuper (DFRDB & MSBS)

$846.44

$0.00

$846.44

Payment Information
Details of your payments are provided in the Payment Information Attachment.

Financial Obligations

You need to tell us within 14 days (28 days if you are living overseas or receive remote area allowance) if your gross income from all sources is more than $xxx.xx per fortnight or the value of your total assets is more than $xxx,000.00.

Your Right of Review
If you do not agree with this variation to your pension, you may apply to have it reviewed by a Review Officer at this office.  If you do decide to apply, you must do so within three months of being advised of this decision.  Such a request for review must be in writing, and must set out your reasons for seeking this review.

If you have any questions regarding the above matters please contact this office at the address or telephone number shown at the top of this letter.

Yours sincerely,

ALISON STANLEY

Deputy Commissioner

as Delegate of the Secretary and Repatriation Commission

ATTACHMENT

  • Payment Information Attachment