Aggregation of study load 010-22033035

Aggregation means adding study loads across 2 or more study periods to determine whether tertiary (including VET) students are undertaking full-time or concessional study.

An aggregation assessment may be necessary when:

• a student enrols or re-enrols, or
• there is a change to their study load

For students to take advantage of the aggregation rules, they must:

• be studying in a tertiary (including VET) course, and
• maintain a study load of 75% or approved concessional study load across that period or academic year, and either:
• be able to enrol in all study periods included in the aggregation assessment at the start of the enrolment period, or
• be undertaking a subject/unit that runs across the entire aggregation/enrolment period

An aggregation/enrolment period:

• contains all subjects/units that an education provider will allow the student to enrol in, at or before the beginning of the first subject/unit
• starts from the start of the first subject/unit in the aggregation/enrolment period. It finishes at the end of the last subject/unit. The aggregation/enrolment period can be:
• more than one semester or trimester, or
• any another period defined by the education provider which reflects the student is enrolled

The study load of a subject/unit may be allocated to the enrolment period that provides the most beneficial outcome to the student if:

• the student is undertaking a subject/unit that begins in one enrolment period, and
• the subject/unit ends in another enrolment period

An aggregated study period cannot be redefined back to a shorter study period if:

• the study load changes at a later date, and drops below:
• 75% of a full-time study load, or
• an approved concessional study load

The student will cease to qualify for the student payment, from the date the study load reduced. See the Resources page for examples.

Aggregation will not apply if a student is unable to enrol in any period (for example, summer session) at the start of the aggregation/enrolment period.

Students must maintain at least 75% of a full time study load or equivalent approved concessional study load if:

• they are receiving YA, Austudy or Pensioner Education Supplement (PES), and
• their study load has been aggregated

This means, if they reduce their study load to below 75% or their approved concessional study load, they will cease to be eligible for payment from the date that the study load was reduced. The student may become eligible again if they are able to increase their study load to at least 75% or to their approved concessional study load. See the Resources page for the Examples of aggregation of study table.

An ABSTUDY and ABSTUDY PES higher education student can be considered full-time if they:

• have an aggregated EFTSL of at least 0.375 allocated to a half year period. The half year periods are 1 January to 30 June and 1 July to 31 December of the relevant year
• are undertaking at least ¾ of the normal full-time study load for a shorter period of enrolment (for example, summer school), where the education provider can define a full-time study load for that period

If the customer has supplied evidence indicating they are meeting the study load requirements under the aggregation of study load rules:

• record detailed information regarding the decision and aggregation of study load on a DOC
• tell the customer to notify Services Australia within 14 days if their study load reduces to below 75% or their approved concessional study load

Go to Step 2.

Escalate to an appropriately skilled Service Officer to record a Review Exemption End Date where the student's study load equals to at least:

• 75% of the normal amount of full-time study, or
• their approved concessional study load over the aggregation/enrolment period

This will prevent unnecessary study load reviews from occurring.

Is the student considered to be meeting their study load requirements under the aggregation rules?

• Yes, create an open work item using Fast Note - select Auto text, use Students, ABSTUDY, Apprentices > Student Payment Review > Student Payment Review Exemption. Record the:
• review exemption end date as the last day of aggregated study load, and
• reason for review exemption as Aggregation of study load
• No, see Changing study load from full-time to part-time or concessional study load for Youth Allowance (YA), Austudy or PES