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Assessing and coding the Private Trust details from the MOD PT 043-04020060

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This document outlines the process of assessing and coding the Private Trust details from the MOD PT.

Purpose of MOD PT

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

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.

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 Trust Form (MOD PT).

Assessment of trusts and companies

Control tests and attribution for trusts and companies

Assessment of income from trusts and companies

Identifying and making suitable referrals to the Complex Assessment Officer (CAO)