This topic contains historical means test limits and additional payments for Widow Class B 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 November 1984, 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 |
|
|
27/07/1942 |
65 |
800 Note C |
100 |
- |
|
13/08/1946 |
104 |
1,300 |
100 |
- |
|
26/10/1948 |
156 |
1,500 |
200 |
- |
|
06/11/1951 |
156 |
2,000 |
200 |
- |
|
05/11/1953 |
208 |
2,500 |
300 |
- |
|
19/10/1954 |
364 |
3,500 |
400 |
- |
|
28/10/1958 |
364 |
4,500 |
400 |
52 Note D |
Notes
These notes relate to means test - July 1942 to October 1958:
|
A |
Dates on which the rates applied. |
|
B |
Before 5 September 1985 RA was known as 'supplementary assistance'. |
|
C |
No pension was payable if income or property exceeded the limits. |
|
D |
RA of $52.00 per year was paid to pensioners paying rent (1.1.R.160) and entirely dependent upon pension. |
The table shows amounts in dollars. Income is shown in dollars per annum.
|
Date Note E |
Means as assessed |
Property exemption |
RA |
|
14/03/1961 |
364 Note G |
400 |
52 |
|
19/10/1965 |
364 |
400 |
104 Note H |
|
2/05/1967 |
520 |
400 |
104 |
|
30/09/1969 |
520 Note I |
400 |
104 |
|
10/10/1972 |
1,040 |
400 |
208 |
|
5/11/1974 |
1 040 |
400 |
260 Note J |
|
25/11/1976 |
1,040 |
abolished |
260 |
|
11/02/1982 |
1,040 |
‑ |
416 Note L |
|
4/11/1982 |
1,560 |
‑ |
520 Note M |
|
1/11/1984 |
1,560 |
‑ |
780 Note N |
Notes
These notes relate to merged means test - March 1961 to November 1984:
|
E |
Dates on which the rates applied. |
|
F |
Before 5 September 1985 RA was known as 'supplementary assistance'. |
|
G |
The merged means test was introduced. Maximum pension was reduced by amount by which 'means as assessed' (income plus property component) exceeds $364.00. The fixed disqualifying limit of property was abolished. |
|
H |
RA - means test was introduced under which the maximum rate was reduced by the amount by which means as assessed exceeded $52.00. |
|
I |
A tapered means test was introduced. Maximum rate of pension was reduced by half of the amount by which means as assessed exceeded permissible means as assessed. |
|
J |
The increase was applied subject to the principle that the rate did not exceed the amount of rent paid. No existing payment was reduced as a result of adopting this principle. |
|
K |
The property test was abolished. The means test became an income test only with property excluded. However, income from property was included as income. |
|
L |
The maximum rate of RA increased to $8.00 per week (one half was paid to each member of a pensioner couple) and the rules for payment changed. The rate of RA was: - half the amount of rent in excess of $10.00 per week to the maximum of $8.00 per week, and - less half the income (combined income for a husband and wife) apart from pension. Entitlement ceased when income reached $16.00 per week. RA was not payable if rent was paid to a State or Australian Government Housing Authority. A savings provision protected payments current at 1 February 1982. |
|
M |
The maximum rate of RA was increased to 10.00 per week. The rate of RA payable was: - half the amount of rent in excess of $10.00 per week to the maximum of $10.00 per week, and - less half the income (combined income for a husband and wife) apart from pension. Entitlement ceased when income reached $20.00 per week. |
|
N |
The maximum rate of RA was increased to $15.00 per week. The rate of RA payable was:
The savings provision which applied on 1 February 1982 still applied. |
The table shows amounts in dollars. Income is shown in dollars per annum.
|
Date |
Permissible income |
Allowable assets |
RA | |
|
homeowner |
non-home-owner | |||
|
21/03/1985 |
1,560 |
70,000 Note Q |
120,000 |
780 |
|
1/05/1986 |
1,560 |
75,750 |
129,750 |
780 |
|
25/12/1986 |
1,560 |
75,750 |
129,750 |
780 Note R |
|
25/06/1987 |
1,560 |
83,250 |
143,250 |
780 |
|
9/07/1987 |
2,080 |
83,250 |
143,250 |
780 |
|
23/06/1988 |
2,080 |
89,250 |
153,250 |
780 |
|
22/06/1989 |
2,080 |
96,000 |
164,500 |
780 or 1,040 |
|
21/12/1989 |
2,080 |
96,000 |
164,500 |
1,040 or 1,300 |
|
26/04/1990 |
2,080 |
96,000 |
164,500 |
1,040 or 1,300 |
|
21/06/1990 |
2,080 |
103,500 |
177,500 |
1,300, 1,560 or 1,820 Note T |
|
27/09/1990 |
2,080 |
103,500 |
177,500 |
1,560, 1,820 or 2,080 |
|
28/03/1991 |
2,080 |
103,500 |
177,500 |
1,612, 1,882.40 or 2,150.20 Note U |
|
1/07/1991 |
2,184 |
110,750 |
190,250 |
1,612, 1,882.40 or 2,150.20 |
|
26/03/1992 |
2,184 |
110,750 |
190,250 |
1,635.40, 1,911 or 2,181.40 |
|
1/07/1992 |
2,236 |
112,500 |
193,000 |
1,635.40, 1,911 or 2,181.40 |
|
24/09/1992 |
2,236 |
112,500 |
193,000 |
1,638, 1,913.60 or 2,184 |
|
1/07/1993 |
2,288 |
112,750 |
193,250 |
1,747.20, 1,918.80 or 2,189.20 |
|
1/07/1994 |
2,340 |
115,000 |
197,000 |
1,778.40, 1,955.20 or 2,230.80 |
|
1/07/1995 |
2,444 |
118,000 |
202,000 |
1,825.20, 2,002.00 or 2,288.00 |
|
1/07/1996 |
2,548 |
124,000 |
212,500 |
1,918.80, 2,236.00 or 2,532.40 |
|
1/07/1997 |
2,600 |
125,750 |
215,750 |
|
|
1/07/1998 |
2,600 |
125,750 |
215,750 |
|
|
1/07/1999 |
2,652 |
127,750 |
219,250 |
|
|
1/07/2000 |
2,756 |
133,250 |
228,750 |
|
|
1/07/2001 |
2,912 |
141,000 |
242,000 |
|
|
1/07/2002 |
3,016 |
145,250 |
249,750 |
|
|
1/07/2003 |
3,120 |
149,500 |
257,500 |
|
|
1/07/2004 |
3,172 |
153,000 |
263,500 |
|
|
1/07/2005 |
3,224 |
157,000 |
270,500 |
|
|
1/07/2006 |
3,328 |
161,500 |
278,500 |
|
|
1/07/2007 |
3,432 |
166,750 |
287,750 |
|
|
1/07/2008 |
3,588 |
171,750 |
296,250 |
|
|
1/07/2009 |
3,692 |
178,000 |
307,000 |
|
|
1/07/2010 |
3,796 |
181,750 |
313,250 |
|
|
1/07/2011 |
3,900 |
186,750 |
321,750 |
|
These notes relate to income and assets test - March 1985 to present date
_______________________________________________________
Last reviewed: 1 July 2011