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

This document details the date a care recipient enters permanent residential care affects the assessment of rental income from their former principal home.

Determining whether rental income from former principal home will be assessed as income

Step	Action
1	The date that a care recipient enters permanent residential care will affect whether rental income from their former principal home will be assessed as income + Read more ... The system will decide how the care recipient will be assessed. This is 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 1 January 2016, go to Step 4
2	Care recipient entered care before 1 January 2016 + Read more ... Assessment Scheme: code will be PRE2008, POST2008 or POST2014 Assessment Scheme Care recipient(s) who entered permanent residential care before 1 January 2016 and meet the following conditions: are renting their former principal home, and paying their accommodation costs by periodic payment, or a combination of periodic and lump sum payment will remain entitled to have all 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. This is 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. 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
3	Care recipient has changed their type of care after 1 January 2016 + Read more ... 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
4	Care recipient entered (or re-entered) care on or after 1 January 2016 + Read more ... Assessment Scheme: code will be POST2016. POST2016: is automatically decided. This is through the means assessment where a recipient’s date of admission is on or after 1 January 2016. This is unless a saving provision applies assessment scheme will show in the Assessment Scheme: field The net rental income from a care recipient’s former principal home is included in the means assessment.