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Assessing and coding the Private Company details from the MOD PC 043-04010040

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This document outlines how to assess and code the MOD PC.

Purpose of MOD PC

A MOD PC is used where a customer has indicated that they are or were, in the last 5 years before claiming income support or Low Income Health Care Card (LIC), involved in a private company. The information collected in conjunction with the MOD PC enables Services Australia to assess income and assets from a private company.

Complex Assessment Officer (CAO) role

Customers involved in a private trust, including a Special Disability Trust, or private company must have their involvement assessed and coded by a Complex Assessment Officer (CAO). Any updates to a private trust or private company must be forwarded to the CAO.

Identifying and making suitable referrals to the CAO includes other cases which can be referred for CAO assessment. Updates where there are simple changes to a customer’s income and assets, not including updates to a private trust or private company, can usually be assessed and coded by Service Officers.

CAOs create an entity record for each private trust and company. They record all the trust and company financial details and the attribution decision on this record. The record is linked to customer's record with the income and asset information flows through to them to ensure they receive the correct entitlement.

The Resources page contains a link to the Private Company MOD PC.

Assessment of trusts and companies

Control tests and attribution for trusts and companies

Assessment of income from trusts and companies