Packaged activities 043-04040010
Expand allFor Complex Assessment Officer (CAO) use only.
This document outlines the steps required by Complex Assessment Officers (CAO) to complete packaged activities. Packaged activities are used to assist in the initial assessment of the income and assets from a number of private trusts and/or private companies in a multiple entity structure.
Packaged activities - description
Packaged activities allow the records of all linked organisations within a structure to be updated at the same time. The packaged activity allows for all linked customer records to be assessed once only, even though information has been coded on a number of screens on 2 or more linked organisations.
A package consists of at least 2 different activities on 2 different Customer Reference Numbers (CRN), allowing them to be assessed in 1 action. The footer details only need to be coded once and it is only necessary to go to the Assessment Results (AR) screen once, but the circumstance screens on all linked CRNs can be updated and they will all be assessed.
For trusts and companies, a packaged activity can only be used if 2, or more organisation CRNs are linked. Customer records cannot be included in a packaged activity, but the activity itself will reassess all customers linked to the organisation structure.
When all organisation to organisation and organisation to customer links have been completed, access the T & C Relationships (TRRL) screen, via any of the entities' CRNs, to see all interposed entities and Centrelink customers associated with that structure.
When a packaged activity is finalised, all organisations in the package will be assessed in the order of attribution. When the last organisation is reassessed, the updated data will then ripple through to all linked customers.
Related links
Assessing and recording distribution income
Assessment of income and assets from trusts and companies
Attribution for private trusts and private companies
Creating links between organisations for trust and company purposes
Documents required to assess a private company
Documents required to assess a private trust