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Calculating top-up for 2 sons in study and top-up sufficient for shortfall
Joan's permanent home is in a remote community. The nearest government school offering secondary level study is 119 kilometres away.
Joan is in receipt of an income support payment and has 2 sons who are of secondary school age. Rex is 14 years old and Ruben is 16 years old. Both sons are attending Clontarf College and approved for Away from Home rate.
Boarding and tuition charges
Clontarf College is a boarding school. Payments must be directed to the College. Board and tuition charges must be coded on the School Fees and Boarding Details (EYSB) screen. This directs the payment to the college and enables the system to automatically calculate the transfer of any excess School Fees Allowance (SFA) (Group 2). The excess calculated will be used to top-up any shortfall in boarding entitlements where necessary.
Clontarf College charges:
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Boarding (annual)
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Student under 16 years of age - $11,500
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Student 16 years and over - $16,000
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Tuition (annual) - $1,200
Rex's entitlement:
To assist with boarding costs, Rex is entitled to a total of $10,186 in Living Allowance and Rent Assistance. To assist with tuition costs, Rex is entitled to $11,011 in SFA (Group 2).
There is a shortfall of boarding entitlements of $1,313.89 ($11,500 board charge minus $10,186.11 board entitlement). There is an excess of SFA (Group 2) of $9,811 ($11,011 SFA (Group 2) minus $1,200 tuition charge).
The system will automatically act to transfer only the necessary amount, up to the maximum available, of unused SFA (Group 2) to meet the shortfall of the board charge. An amount of $1,313.89 will be transferred to meet boarding costs. The remaining unused amount of $7,903.11 of SFA (Group 2) is not available to the school or student for use.
Calculation (as per Table 1)
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SFC = $1,200
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TSFA = $11,011
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BC = $11,500
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TBE = $10,186.15
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TSFA ($11,011) minus SFC ($1,200) = available excess SFA (Group 2) $9,811
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BC ($11,500) minus TBE ($10,186.11) = shortfall in boarding entitlements of $1,313.89
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Top-up = the lower of the available excess SFA (Group 2) ($9,811) and the shortfall in boarding entitlements ($1,313.89). Top-up will be $1,313.89.
Ruben's entitlement
To assist with boarding costs, Ruben is entitled to a total of $15,348.25 in Living Allowance and Rent Assistance. To assist with tuition costs, Ruben is entitled to $11,011 in SFA (Group 2).
There is a shortfall of boarding entitlements of $651.75 ($16,000 board charge minus $15,348.25 board entitlement). There is an excess of SFA (Group 2) of $9,811 ($11,011 SFA (Group 2) minus $1,200 tuition charge).
The system will automatically act to transfer only the necessary amount, up to the maximum available, of excess SFA (Group 2) to meet the shortfall of the board charge. An amount of $651.75 will be transferred to meet boarding costs. The remaining unused amount of $8,535.25 of SFA (Group 2) is not available to the school or student for use.
Calculation:
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SFC = $1,200
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TSFA = $11,011
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BC = $16,000
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TBE = $15,348.25
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TSFA ($11,011) minus SFC ($1,200) = available excess SFA (Group 2) of $9,811
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BC ($16,000) minus TBE ($15,348.25) = shortfall in boarding entitlements of $651.75
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Top-up = the lower of the available excess SFA (Group 2) ($9,811) and the shortfall in boarding entitlements ($651.75). Top-up will be $651.75
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Calculating top-up-and insufficient for shortfall
Stanley is 14 years old, studying a specialist agricultural course at Moon Hill Agricultural College. Stanley has been approved for Away from Home rate.
Boarding and tuition charges
Moon Hill College is a boarding school. Payments must be directed to the College. Board and tuition charges must be coded on the EYSB screen. This directs the payments to the college and enables the system to automatically calculate the transfer of any excess School Fees Allowance (SFA) (Group 2). The excess calculated will be used to top-up any shortfall in boarding entitlements where necessary.
Moon Hill College charges:
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Boarding (annually) - $15,000
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Tuition (annually) - $6,000
Stanley's entitlement
To assist with boarding costs, Stanley is entitled to a total of $9,711.61 in Living Allowance and Rent Assistance. To assist with tuition costs, Stanley is entitled to $11,011 in SFA (Group 2).
There is a shortfall of boarding entitlements of $5,288.39 ($15,000 board charge minus $9,711.61 board entitlement). There is an excess of SFA (Group 2) of $5,011 ($11,011 SFA (Group 2) minus $6,000 tuition charge).
The system will automatically act to transfer only the necessary amount, up to the maximum available, of unused SFA (Group 2) to meet the shortfall of the board charge. In this case, Stanley has an excess of SFA (Group 2) of $5,011 which is transferred. However, the excess is insufficient to cover the total board shortfall. The remaining shortfall is the responsibility of the parent(s)/guardian(s).
Calculation:
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SFC = $6,000
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TSFA = $11,011
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BC = $15,000
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TBE = $9,711.61
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TSFA ($11,011) minus SFC ($6,000) = available excess SFA (Group 2) of $5,011
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BC ($15,000) minus TBE ($9,711.61) = shortfall in boarding entitlements of $5,288.39
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Top-up = the lower of the available excess SFA (Group 2) ($5,011) and the shortfall in boarding entitlements ($5,288.39). Top-up will be $5,011
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Boarding claim outcome to Third Party Organisation