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ABSTUDY School Fees Allowance (SFA) at home rate (Group 1) 010-02050100




This document explains School Fees Allowance (SFA) at home rate (also known as Group 1). It is available for students and their parent(s)/guardian(s) to help meet the costs of school fees levied by the approved education provider. This includes home schooled and distance education students whose education provider levy fees.

On this page:

Assessing eligibility

Assessing SFA (Group 1)

SFA (Group 1) paid to a school

Making or reissuing the SFA (Group 1) payment to a school

Making the SFA (Group 1) payment to an applicant

Assessing eligibility

Table 1

Expand table

Step

Action

1

Manual Follow Up (MFU)

Is there a 'School Fees Allowance NOT paid in 20XX' MFU on the student's record?

2

Eligibility for Schooling A Award

Note: students turning 16 years before Term 1 starts are eligible for SFA (Group 1), even if they were not in receipt of Schooling A Award when they started school. See the Resources page for an example.

Does, or did, the student meet the Schooling A Award criteria?

  • Yes, go to Step 3
  • No:
    • Tell the student they are not eligible for SFA at the at home rate (Group 1)
    • Encourage the customer to test their eligibility
    • Record details on a DOC
    • Procedure ends here

3

Check additional criteria

The applicant or applicant's partner must meet one of the following:

  • qualifies for one of the prescribed forms of Commonwealth Government assistance
  • is taken to be receiving their income support payment during an employment income nil rate period
  • is the holder of a current Low Income Health Care Card (LIC) or an automatic issue Health Care Card (HCC). This includes an HCC issued due to receiving maximum rate Family Tax Benefit (FTB) Part A or an extension HCC

The applicant does not meet the criteria:

  • for a period after the expiry date on the card
  • if they hold an HCC because they receive a Mobility Allowance (MOB) or Carer Allowance (CA) (in respect of a disabled child)
  • if the concession card is a:
    • Foster Child HCC (FST) issued due to another child in their care (not the ABSTUDY student)
    • Pensioner Concession Card (PCC) or a Commonwealth Seniors Health Card (CSHC) and the card holder no longer receives an income support payment

Do, or did, any of the above criteria apply to the applicant or applicant's partner on any day between 1 January and 31 December in the year of the claim?

  • Yes, go to Step 4
  • No:
    • Tell the applicant the student is not eligible for SFA (Group 1)
    • Record details on a DOC
    • Procedure ends here

4

Determine if the student was enrolled and attending studies

Entitlement to SFA (Group 1) is established when the student starts study during the school year.

Is, or was, the student enrolled and attending studies at a secondary school (or primary school where eligible under the Schooling A Award) on any one day in the year of the claim?

5

Eligible for SFA (Group 1)

Student is eligible for SFA (Group 1) for the year of the claim.

If SFA (Group 1) has already been paid to a school, see Table 2 > Step 6.

Check who should receive the payment. If the school fees have:

  • been paid by a third party, go to Step 11
  • been paid by the applicant, go to Step 6
  • not been paid, and the applicant wants:
    • to claim reimbursement of SFA (Group 1), tell the applicant they will need to pay the fees and provide proof of payment. Leave the Supplementary Education Payments (EPSP) screen blank. Do not hold or reject the claim if the applicant has requested reimbursement, but has not provided proof of payment of school fees
      Procedure ends here
    • SFA (Group 1) to be paid to the school, go to Step 10

6

School fees paid by the applicant

Proof of payment must be evidence that confirms the school has received payment of school fees for the student, such as receipts or a paid tax invoice. See the Resources page for examples.

Check both the student's and applicant's records for proof of payment.

Has proof of payment been provided?

  • Yes, for:
    • Processing Team: Typically done by specialised processing teams in a service centre or Smart Centre. Unless otherwise stated, staff may complete this step if they are trained., see Table 2 > Step 1
    • Phone contact: Typically done by Smart Centre staff. Staff may complete this step if they are trained.
      Create an open ABSTUDY action request Fast Note
      Use Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Update > ABSTUDY action request > Confirm
      Procedure ends here
  • No, for:
    • current customers, request proof of payment of school fees. Create a Q888 ABSTUDY Requesting proof of payment for school fees letter on the applicant's record. See Creating a Q999 or Q888 letter
    • Schooling A new claims, leave the Supplementary Education Payments (EPSP) screen blank. Do not hold or reject the claim if the applicant has requested reimbursement, but has not provided proof of payment of school fees. SFA (Group 1) reimbursement can be assessed when the applicant has provided the proof of payment
      Procedure ends here

7

School Fees Allowance MFU

A 'School Fees Allowance NOT paid in 20XX' MFU generates on a student record when:

  • an applicant requests reimbursement of SFA (Group 1), and
  • no SFA (Group 1) payment has been made in the applicable year (because no proof of payment of school fees has been lodged)

Check both the student's and applicant's records for proof of payment, see Viewing Centrelink customers' digital images.

Has proof of payment been provided?

8

Contact the applicant

Make 2 genuine attempts to contact the applicant to obtain proof of payment of the school fees.

If contact was:

9

School Fees Allowance MFU

Proof of payment must be evidence that confirms the school has received payment of school fees for the student, such as receipts or a paid tax invoice. See the Resources page for examples.

Tell the applicant to provide proof of payment.

Has proof of payment of school fees been provided?

  • Yes, and payment was made by:
  • No, and the applicant will:
    • be providing proof, record details on a DOC and place the MFU on hold for 14 days. Procedure ends here
    • not be providing proof, go to Step 10

10

SFA (Group 1) to be paid direct to the school

Pay the full amount of ABSTUDY SFA (Group 1) direct to the school.

If an eligible student has changed schools but the SFA (Group 1) was not paid to the previous school, the applicant can request the SFA (Group 1) be forwarded to either the previous or current school.

Where the SFA (Group 1) paid to the school exceeds the fees levied/payable, the school cannot pay the excess amount of SFA (Group 1) to the parent. It is expected that the school will spend any excess school fees paid by ABSTUDY on Indigenous education.

See Table 2 > Step 1.

11

School fees paid by a third party

As a third party has incurred the expense, and not the applicant, SFA (Group 1) cannot be reimbursed.

The school is also not entitled to receive payment of SFA (Group 1), as the school fees have been paid by a third party.

Record details on a DOC.

Procedure ends here.


Assessing SFA (Group 1)

Table 2

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Step

Action

1

Determine SFA (Group 1) entitlement in the academic year

Face-to-face contact: Typically done by service centre staff. Staff may complete this step if they are trained.

  • Create an open ABSTUDY action request Fast Note for action by the ABSTUDY Smart Centre Processing team
  • Use Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Update > ABSTUDY action request > Confirm
  • Procedure ends here

Phone contact: Typically done by Smart Centre staff. Staff may complete this step if they are trained.Processing Team: Typically done by specialised processing teams in a service centre or Smart Centre. Unless otherwise stated, staff may complete this step if they are trained.

Check if the student has reached the maximum rate of SFA (Group 1) for the academic year. Payments of SFA (Group 1) cannot exceed the maximum rate.

Go to the Supplementary Education Summary (EPSS) screen.

Are there any payment lines showing with an Event Date of the academic year for which payment of SFA (Group 1) is claimed?

2

View details of payment

Go to the Supplementary Education Payment (EPSP) screen and key 'S' in the Select: field of the payment line.

If the Payee: field has:

3

Amount Paid: field

The amount of SFA (Group 1) that has been paid to the customer will display in the Amount Paid: field.

The maximum amount that the student will receive will depend on when their 16th birthday is in relation to 1 July (automatically calculated by the system). See ABSTUDY School Fees Allowance Group 1 (At home).

Has the customer been paid their full entitlement to SFA (Group 1) in the academic year?

4

Advise customer they have received full entitlement

Tell the customer that they have received their full entitlement to SFA (Group 1) in the academic year.

  • Record details on a DOC.

Procedure ends here.

5

Further SFA (Group 1) reimbursement payment

Before reimbursing any further ABSTUDY SFA (Group 1) payments, the applicant must provide proof they have paid school fees.

Has proof of payment been provided?

6

Entitlement to SFA (Group 1) determination

Did the student commence studies at the school that received the SFA (Group 1)?

7

Determining the applicant's next step

If the applicant:

  • has advised that the student has now changed schools, see Table 3 > Step 1
  • wants to apply for reimbursement of the SFA (Group 1), see Table 3 > Step 2
  • does not want to do any of the above:
    • no further action is needed
    • the student has been granted their full entitlement of SFA (Group 1) for the year, and it has been paid to the correct school
    • procedure ends here

SFA (Group 1) paid to a school

Table 3

Expand table

Step

Action

1

SFA (Group 1) paid to a school where the student commenced, but they have now changed school

If the student has changed school, and the SFA (Group 1) was paid correctly to the previous school, no further SFA (Group 1) is payable.

Advise the applicant they may approach the previous school to negotiate a transfer of a pro-rata SFA (Group 1) between the schools. The Education Departments of most States or territories allow this to occur.

This is voluntary and at the discretion of the schools involved. Services Australia has no authority to encourage, direct or compel a school to pass on any SFA (Group 1) in this circumstance.

Update the Education Course Details (EDC) and Payment Instruction Summary (PIPI) screens with the new school details:

Face-to-face contact: Typically done by service centre staff. Staff may complete this step if they are trained.

  • Create an open ABSTUDY Study Update Required Fast Note for the ABSTUDY Smart Centre Processing team to update the record with the new school details
  • Use Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Update > ABSTUDY Study Update Required > Confirm
  • Procedure ends here

Phone contact: Typically done by Smart Centre staff. Staff may complete this step if they are trained.Processing Team: Typically done by specialised processing teams in a service centre or Smart Centre. Unless otherwise stated, staff may complete this step if they are trained.

Procedure ends here.

2

SFA (Group 1) has been paid to a school where the student commenced, but the applicant now wishes to claim reimbursement

The SFA (Group 1) cannot be reimbursed to the applicant if it has been paid correctly to a school where the student commenced.

No debt will be raised against the school.

If the applicant has already paid some or all of the student's school fees, they will need to request the school refund them any excess fees they have paid. This is between the school and the applicant.

Record details on a DOC.

Procedure ends here.

3

Redirecting SFA (Group 1) to the correct school

Face-to-face contact: Typically done by service centre staff. Staff may complete this step if they are trained.

  • Create an open ABSTUDY action request Fast Note for the ABSTUDY Smart Centre Processing team to update the record with the new school details
  • Use Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Update > ABSTUDY action request > Confirm
  • Procedure ends here

Phone contact: Typically done by Smart Centre staff. Staff may complete this step if they are trained.Processing Team: Typically done by specialised processing teams in a service centre or Smart Centre. Unless otherwise stated, staff may complete this step if they are trained.

If SFA (Group 1) was paid to a school at which the student did not commence, the school has no entitlement to SFA (Group 1) and action is required to correct. For corrective action, go to Step 4.

4

Correcting SFA (Group 1) payment

As the school has no entitlement to SFA (Group 1), the payment must be deleted from the Supplementary Education Summary (EPSS) screen:

  • Go to the EPSS screen
  • Delete the SFA (Group 1) that has been paid to the incorrect school or applicant, by keying a 'D' in the Select field on the Payment line for the relevant year
  • Complete the Source and Date of Receipt (DOR) fields
  • Go to the Assessment Results (AR) screen, confirm the outcome and finalise the activity. Note: the amount will be waived under small debt waiver provisions

If the school requests written advice on the waived SFA payment they received, create a Q888 ABSTUDY Third Party Organisation (TPO) debt waiver letter on the organisations record to issue to the institution. See Creating a Q999 or Q888 letter.

SFA (Group 1) cannot be reissued to a new payee via the Payment Summary (PS) screen. To reissue the payment to a new payee, see Table 4.


Making or reissuing the SFA (Group 1) payment to a school

Table 4

Expand table

Step

Action

1

Initiate payment of SFA (Group 1)

Is the SFA (Group 1) payment to be paid to a school?

2

Organisation bank account details

To pay SFA (Group 1) to the school, they must have an organisation (ORG) record with bank account details. Schools cannot be issued cheque payments. To check if bank account details are recorded for the school:

Does the school have an organisation record with the correct bank account details?

  • Yes, go to Step 3
  • No:
    • Phone contact: Typically done by Smart Centre staff. Staff may complete this step if they are trained.Tell the school, organisation bank account details can be provided using the Education or board provider bank details - ABSTUDY/Assistance for Isolated Children (SY116) form. See the Resources page for a link to the form available on the Services Australia website
    • Create an ABSTUDY action request Fast Note for the ABSTUDY Smart Centre Processing team to create an ORG record or update ORG bank account details
      Use Fast Note - select Auto Text, use Students > ABSTUDY & Apprentices > Update > ABSTUDY action request > Confirm
      Procedure ends here
    • Processing Team: Typically done by specialised processing teams in a service centre or Smart Centre. Unless otherwise stated, staff may complete this step if they are trained.Create a record or update ORG bank account details for ABSTUDY purposes, go to Step 3

3

Issue the SFA (Group 1) to the correct school

Create a new payment line on the Supplementary Education Summary (EPSS) screen:

  • Go to the Education Course History (EDCH) screen
  • Next to the current course in the Select drop down menu, choose EPSP
  • Select Continue

4

Code the EPSP screen

On the Supplementary Education Payments (EPSP) screen, update:

  • Course ID and Institution: fields - will default with course information based on the selection from the Education Course Details (EDC) screen
  • Event Date: field - this is the date from which the fees are payable to the school and should be on or after the expected commencement date for the student.
    Note:
    • SFA (Group 1) will not pay if the ABSTUDY record is not current, or the student has turned 16 years
    • The date used must be within the period when the ABSTUDY was current and before the student turned 16 years
  • Payment Type: field - SFA
  • Reason: field - leave blank
  • Amount Claimed: field - leave blank
  • Amount Paid: field - leave blank. SFA (Group 1) is automatically calculated
  • Payee: field - TPT
  • Claim Details: field - leave blank
  • Frequency: field - defaults to ONE. Do not change
  • End Date: field - leave blank
  • Complete the Source and Date of Receipt (DOR) fields
  • Select Continue or press [Enter]

5

Payment Instruction Summary

Go to the Payment Instruction Summary (PIPI) screen.

Allocate the SFA (Group 1) to the correct school.

6

Finalise activity

Check the SFA (Group 1) has been paid to the correct school:

  • Go to the Assessment Results (AR) screen
  • Select the applicable payment from the Payment Summary (PS) screen
  • View the Payment Details (PD) and Third Party Payment Details (PDD) screens
  • Finalise the activity

7

Record decision

Record details on a DOC. See:


Making the SFA (Group 1) payment to an applicant

Table 5

Expand table

Step

Action

1

Pay SFA (Group 1) to the applicant

SFA (Group 1) can be reimbursed to the applicant, when:

  • proof of payment of school fees has been supplied, and
  • full or part entitlement to SFA (Group 1) is available for the relevant academic year

2

SFA (Group 1) previously reimbursed in the school year

Has there already been a reimbursement of SFA (Group 1) in the relevant school year?

3

Correct the EPSP screen

Any further SFA (Group 1) the applicant is now claiming, is added to the Amount Claimed: field and the Amount Paid: field, that is already displaying on the Supplementary Education Payments (EPSP) screen. Select the applicable Event Date from the Supplementary Education Summary (EPSS) screen and update as follows:

  • Event Date: field - do not change
  • Payment Type: field - leave as SFA
  • Reason: field - leave blank
  • Amount Claimed: field - add the actual amount paid by the applicant, as evidenced by the receipts provided, to the amount that was already coded, to give a total for the year spent on school fees
  • Amount Paid: field - enter the same amount that has been coded in the Amount Claimed: field (if the actual amount is greater than the maximum payable for the student, the system will automatically determine the maximum payable for the student)
  • Payee: field - remains as CUS
  • Claim Details: field - enter details of the SFA (Group 1) that is being claimed by the applicant a second time (this is a free text field)
  • Frequency: field - this must be one-off and defaults to ONE
  • End Date: field - leave blank
  • Complete the Source and Date of Receipt (DOR) fields
  • Select Continue or press [Enter]

Go to Step 6.

4

Initiate payment of SFA (Group 1)

Create a new payment line on the EPSS screen:

  • Go to the Education Course History (EDCH) screen
  • Next to the applicable course in the Select drop down menu, choose EPSP
  • Select Continue

5

Code the EPSP screen

On the EPSP screen, update:

  • Course ID: and Institution: fields - default with the course information based on the selection from the EDCH screen
  • Event Date: field - this is the date from which the fees are payable to the applicant and must be on or after the expected commencement date of the student.
    Note:
    • SFA (Group 1) will not pay if the ABSTUDY record is not current, or the student has turned 16 years
    • The date used must be within the period when the ABSTUDY was current and before the student turned 16 years
  • Payment Type: field - SFA
  • Reason: field - leave blank
  • Amount Claimed: field - enter the actual amount paid by the applicant as evidenced by the receipts provided
  • Amount Paid: field - enter the actual amount to be reimbursed to the applicant (if the actual amount is greater than the maximum payable for the student, the system will automatically determine the maximum payable for the student)
  • Payee: field - CUS
  • Claim Details: field - enter relevant information, including invoice number and period of payment
  • Frequency: field - defaults to ONE. Do not change
  • End Date: field - leave blank
  • Complete the Source and Date of Receipt (DOR) fields
  • Select Continue or press [Enter]

6

Finalise activity

Confirm the SFA (Group 1) is paying correctly:

  • Go to the Assessment Results (AR) screen
  • View the applicable payment on the Payment Summary (PS) screen
  • Finalise the activity

7

Record decision

Record details on a DOC. See: