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6.2.1 Overview

6.2.1.1The effective dates for calculating an overpayment are:

  • all the dates when the pension was varied, including all A/L dates in January, March, July and September; and
  • all the dates when the pension should have been varied, had the Department been aware that such variation was required.

6.2.1.2These can be broken up into three major categories:

1.Date the overpayment starts (commencement date)*

This will depend on the cause of the overpayment and the allowable notification period (e.g. prior to 13 July 1999, 21 days to notify of income above the Income Free Area (IFA); from 13 July 1999, 14 days to notify, or 28 days if living overseas or receiving remote area allowance).

2.Changes within the overpayment period (variation dates)

These will be:

  • dates* when the pension was actually varied, due to reported changes in either income or assets, indexation increases or computer batch run updates, e.g. British Official Public Service/Forces exchange rates and Managed Investment Global runs; and
  • the actual paydays, or days as applicable, where the pension should have been varied, in light of information obtained during the course of the investigation.

3.Date the overpayment ends (cessation date)**

Prior to 13 July 1999, this was the day before the payday on which the pension was paid at the correct rate. For example, on payday 14 October 1993 pension was paid at the correct rate. Therefore, the overpayment ended on 13 October 1993. From 13 July 1999 the overpayment ends on the day before the day on which the correct rate of pension is paid.

*Note:Part pay periods ceased to be payable after 28 December 1989.

**Note:Daily entitlement commenced from 13 July 1999, as part of the 'Date of Effect' initiative.