This topic contains historical means test limits for Widow Class A and Sole Parent Benefit from July 1942 to July 1996. This topic contains the following 3 tables:
1) Means test - July 1942 to October 1958,
2) Merged means test - March 1961 to December 1983, and
3) Income (section 8(1)-'income') and assets (1.1.A.290) test - March 1985 to present date.
Act reference: SSAct section 8(1)-'income'
The table shows amounts in dollars. Income is shown in dollars per annum.
|
Date |
Permissible income |
Limit of property |
Property exemption |
Income deduction |
|
|
|
|
|
for children |
|
27/07/1942 |
65 |
2,000 |
100 |
|
|
13/08/1946 |
104 |
2,000 |
100 |
|
|
8/07/1947 |
104 |
2,000 |
100 |
26 or 52 Note B |
|
26/10/1948 |
156 |
2,000 |
200 |
26 or 52 |
|
6/11/1951 |
156 |
2,500 |
300 |
26 Note C |
|
7/10/1952 |
156 |
2,500 |
300 |
52 |
|
5/11/1953 |
208 |
3,000 |
300 |
52 |
|
19/10/1954 |
364 |
3,500 |
400 |
52 |
|
28/10/1958 |
364 |
4,500 |
400 |
52 |
These notes relate to means test - July 1942 to October 1958:
|
A |
Dates on which the rates applied. |
|
B |
The income of a widow with children was reduced by an amount of $26.00 per year in respect of the first child under 16 years in her custody, care and control and by $52.00 per year in respect of each additional child under 16 years. The maximum deduction was reduced by any payment (e.g. family allowance, state assistance) received in respect of the child and/or children. |
|
C |
Deductions from income were allowed in respect of dependent children (1.1.D.70) under 16 years. Income was reduced to $26.00 per year for each child in the widow's custody, care and control. The maximum deduction was reduced by any payment other than family allowance received in respect of the child. |
The table shows amounts in dollars. Income is shown in dollars per annum.
|
Date |
Means as assessed |
Property exemption |
Income deduction for children |
|
14/03/1961 |
364 Note E |
2,000 |
52 |
|
8/10/1963 |
364 |
2,000 |
52 Note F |
|
19/10/1965 |
364 |
2,000 |
52 Note G |
|
4/10/1966 |
364 |
2,000 |
156 Note H |
|
2/05/1967 |
520 |
2,000 |
156 |
|
30/09/1969 |
520 Note I |
2,000 |
208 |
|
10/10/1972 |
1,040 |
2,000 |
312 |
|
27/03/1973 |
1,040 |
2,000 |
312 Note J |
|
25/11/1976 |
1,040 |
abolished Note K |
312 |
|
4/11/1982 |
1,560 |
- |
- |
|
1/12/1983 |
1,560 |
- |
312 Note L |
These notes relate to merged means test - March 1961 to December 1983:
|
D |
Dates on which the rates applied. |
|
E |
Merged means test was introduced. Maximum pension was reduced by the amount by which 'means as assessed' (income plus property component) exceeds $364.00. If property is $4,500, or less, property component is 'nil'. If property exceeds $4,500, the property component is $2.00 for each $20.00 of property over $2,000. Fixed disqualifying limit of property was abolished, except to the extent that, if a recipient has more than one child, no pension was payable if the property component was equal to or exceeded the maximum rate of pension (excluding additional pension for children) plus $364.00. |
|
F |
The deduction from income of $52.00 per year in respect of each child in the widow's custody, care and control was extended to include a child over 16 years until the end of the calendar year in which he or she reached 18 years if the child was dependent on the widow and receiving full-time education. |
|
G |
The period for which the deduction from income was allowed in respect of a student child was further extended until the date of his or her 21st birthday. |
|
H |
The maximum deduction from income for each child under 16 years or dependent full-time student under 21 years in the widow's custody, care and control was increased by $104.00 per year to $156.00 per year. The amount of war pension, service pension or education allowance paid by DVA was no longer a reduction from the maximum income deduction allowed. |
|
I |
A tapered means test was introduced. The maximum rate of pension was reduced by half of the amount by which means as assessed exceeds permissible means as assessed. |
|
J |
The age limit of 21 years for dependent full-time student children was removed thereby enabling the income deduction to be continued indefinitely, where suitable. |
|
K |
The property test was abolished. The means test became an income test only with property excluded. However, any monies received by, for example, rental of the property, were included as income. As from 9 November 1978 payment of additional pension in respect of a dependent full-time student ceased at an upper age limit of 25 years. |
|
L |
Eligibility for supporting parent's benefit extended to a person caring for a child, who lives apart from the partner indefinitely due to the partner's ill health. |
The table shows amounts in dollars. Income is shown in dollars per annum.
|
Date |
Permissible |
Allowable assets |
Income | |
|
|
income |
homeowner |
non-homeowner |
deduction for children |
|
21/03/1985 |
1,560 |
70,000 |
120,000 Note N |
312 |
|
1/05/1986 |
1,560 |
75,750 |
129,750 |
312 |
|
25/06/1987 |
1,560 |
83,250 |
143,250 |
312 |
|
9/07/1987 |
2,080 Note O |
83,250 |
143,250 |
624 |
|
23/06/1988 |
2,080 |
89,250 |
153,250 |
624 |
|
22/06/1989 |
2,080 Note P |
96,000 |
164,500 |
624 |
|
21/06/1990 |
2,080 |
103,500 |
177,500 |
624 |
|
1/07/1991 |
2,184 |
110,750 |
190,250 |
624 |
|
1/07/1992 |
2,236 |
112,500 |
193,000 |
624 |
|
1/07/1993 |
2,288 |
112,750 |
193,250 |
624 |
|
1/07/1994 |
2,340 |
115,000 |
197,000 |
624 |
|
1/07/1995 |
2,444 |
118,000 |
202,000 |
624 |
|
1/07/1996 |
2,548 |
124,000 |
212,500 |
624 |
|
1/07/1997 |
2,600 |
125,750 |
215,750 |
624 |
|
1/07/1998 |
2,600 |
125,750 |
215,750 |
624 |
|
1/07/1999 |
2,652 |
127,750 |
219,250 |
624 |
|
1/07/2000 |
2,756 |
133,250 |
228,750 |
639.60 |
|
1/07/2001 |
2,912 |
141,000 |
242,000 |
639.60 |
|
1/07/2002 |
3,016 |
145,250 |
249,750 |
639.60 |
|
1/07/2003 |
3,120 |
149,500 |
257,500 |
639.60 |
|
1/07/2004 |
3,172 |
153,000 |
263,500 |
639.60 |
|
1/07/2005 |
3,224 |
157,000 |
270,500 |
639.60 |
|
1/07/2006 |
3,328 |
161,500 |
278,500 |
639.60 |
|
1/07/2007 |
3,432 |
166,750 |
287,750 |
639.60 |
|
1/07/2008 |
3,588 |
171,750 |
296,250 |
639.60 |
|
1/07/2009 |
3,692 |
178,000 |
307,000 |
639.60 |
|
1/07/2010 |
3,796 |
181,750 |
313,250 |
639.60 |
|
1/07/2011 |
3,900 |
186,750 |
321,750 |
639.60 |
These notes relate to income and assets test - March 1985 to July 1996:
|
M |
Dates on which the rates applied. |
|
N |
The assets test was introduced on 21 March 1985. Non-homeowners are allowed extra assets. There is no increase in the allowable assets amounts for children. |
|
O |
Allowable income for married supporting parents (see Note L) was increased to $1,820. |
|
P |
In March 1989 supporting parent's benefit and class A widow's pension were amalgamated under a new title of sole parent's pension. |
_______________________________________________________
Last reviewed: 1 July 2011