Aged Care means assessment – Rental income from principal home 065-09030010

The system will determine how the care recipient will be assessed based on the dates coded in the RCA Circumstances (RCIRC) screen under Admission date: and Pre-Entry Date:

When did the care recipient first enter permanent residential care?

• Before 1 January 2016, go to Step 2
• On or after 1January 2016, go to Step 4

Assessment Scheme: code will be PRE2008, POST2008 or POST2014 Assessment Scheme

Care recipient(s) who entered permanent residential care prior to 1 January 2016 and meet the following conditions:

• are renting their former principal home, and
• paying their accommodation costs by either periodic payment or a combination of periodic and lump sum payment

will remain entitled to have all of the rental income from their former principal home excluded from the Aged Care means assessment. This includes if they:

• take social or hospital leave before 1 January 2016 and re-enter care after 1 January 2016, or
• start pre-entry leave before 1 January 2016 and enter care after 1 January 2016

The care recipient will still be considered a homeowner for social security purposes depending on the date of vacation of the former principal home. See also: Vacation of Principal Home due to illness.

The former principal home may be rented out at any time and the care recipient is eligible to have their rental income exempt from the Aged Care means assessment, providing the above criteria are met.

Has the care recipient left permanent residential care after 1 January 2016?

• Yes, go to Step 3
• No, procedures ends here

Has the care recipient re-entered permanent residential care within 28 days?

• Yes, where a care recipient departs from permanent residential care, and within 28 days (inclusive) re-enters permanent residential care, they will retain their existing assessment. Procedure ends here
• No, care recipient will be affected by the new rules. Go to Step 4

Assessment Scheme: code will be POST2016

POST2016 will be automatically determined and set by Aged Care means assessment when a care recipient(s) date of admission is on or after 1 January 2016, unless a saving provision applies.

The POST2016 Assessment scheme will display in the Assessment Scheme: field.

The net rental income from a care recipient’s former principal home will be included in the means assessment.