Aged Care Fees Income Assessment

The income test assessment determines any additional fees that care recipients may be asked to contribute to cover the costs of aged care.

An Aged Care Fees Income Assessment is used to determine the daily rate of Home Care fees payable by a care recipient who is planning to start or has started a Home Care Package. The information is also used to calculate the amount of government assistance that you, as the provider, may receive on the care recipient’s behalf.

There will be situations where the fee advice differs to what the care recipient was expecting. It may be because we or the Department of Veterans’ Affairs (DVA) hold additional information about the care recipient.

Home Care recipients may choose not to have their income assessed. This means they will pay the maximum income tested fee subject to annual and lifetime caps.

Means tested income support payment recipients

Home Care recipients do not need to complete an Aged Care Fees Income Assessment form if they receive a means tested income support payment, such as:

Read more about DVA income support payments on the DVA website.

We and DVA will have sufficient information to complete this assessment.

Self-funded retirees and non-means tested income support payment recipients

Home Care recipients need to complete an Aged Care Fees Income Assessment form if they are:

Read more about DVA income support payments on the DVA website.

This information about the care recipient’s income will help us and DVA work out their income tested fees.

Prospective care recipients can complete the income assessment up to 120 days before starting a Home Care Package.

If the care recipient completes the Aged Care Fees Income Assessment form before starting a Home Care Package, the initial fee notification advice they receive will be valid for 120 days. However, if there is a significant change in their circumstances, the care recipient needs to notify us.

Incomplete assessments

If the care recipient submits an incomplete assessment we will write to the care recipient.  If care has already started, we will send a letter to you as the provider to let you know that we are seeking additional information.

Assessments not submitted

If, after any reminder, the care recipient does not submit a completed assessment they will pay the maximum income tested fee. We will send fee advice notification letters to you as the provider and to the care recipient.

Assessment outcome

When the assessment has been completed, a letter is sent to the care recipient and nominee advising of any fees the care recipient needs to pay.

On commencement of a Home Care Package

When the Home Care Package starts, the service will supply the care recipient’s details via the online Aged Care Entry Record to enable data matching for income testing purposes. The service will then receive the fee notification letter for the care recipient if:

  • an assessment has already been completed, or
  • the care recipient is a means tested income support payment recipient

Page last updated: 4 November 2016

This information was printed Sunday 4 December 2016 from humanservices.gov.au/health-professionals/enablers/aged-care-fees-income-assessment It may not include all of the relevant information on this topic. Please consider any relevant site notices at humanservices.gov.au/siteinformation when using this material.