If the pensioner requests a review of established holdings of managed investments and shares, the effective date will be:
If, during the course of conducting a review, information is found about changes to income or assets that were notifiable events, but not notified by the pensioner, the 'date of effect [2] rules' for notifiable events under section 54 should be applied to the events. The date of effect will be:
The guidelines and policy on processing pensioner initiated reviews during the bereavement period are provided elsewhere in the Policy Library.
More ? [3]
The date of effect, or effective date, is the day on which a certain incident or 'event' begins affecting a pension assessment.
Links
[1] https://clik.dva.gov.au/user/login?destination=node/16906%23comment-form
[2] https://clik.dva.gov.au/%23
[3] https://clik.dva.gov.au/book/export/html/16906#tgt-cspol_part11_ftn40
[4] https://clik.dva.gov.au/compensation-and-support-policy-library/part-8-bereavement-assistance/81-income-support-bereavement-payment/812-administration-bereavement-payment/processing-during-bereavement-period
[5] https://clik.dva.gov.au/compensation-and-support-policy-library/part-11-administration-payments/111-income-support-effective-dates-and-pension-periods/1114-determining-effective-dates-variations-and-terminations/effective-dates-post-bereavement-reviews
[6] https://clik.dva.gov.au/book/export/html/16906#ref-cspol_part11_ftn40