Understanding the Aged Care Means Testing process

12 May 2017

Depending on their income and assets some care recipients pay a daily means tested care fee.

If the care recipient hasn’t provided their income and assets after entering care we’ll send them and you a letter asking for an assessment form to be completed.

A care recipient in home care should fill out an income assessment and a care recipient in residential care should fill out a combined asset and income assessment.

We need the completed form within 28 days of the care recipient’s date of entry so we can assess their fee. If we haven’t got the form within 28 days we’ll send the care recipient a reminder letter.

After 58 days we’ll send the care recipient a final letter to tell them their fees will be the maximum amount for their level of care. We’ll also send you a letter to let you know.

It’s not compulsory to have a means test assessment. A care recipient can choose not to disclose their income and assets and opt out of an assessment using the above forms. This is called Means Not Disclosed.

If income and assets details are sent to us after we’ve sent the final letter, we’ll reassess the care recipient’s fees from the date we receive the details. 

We’ll reconcile fees back to the date of entry as part of the quarterly review.

If a care recipient receives a means tested income support payment from us, they don’t need to complete either form as we already have their information to assess the fee.

You can call us for information on the means test assessment process.

Next steps

Page last updated: 27 August 2017