Senior Australians tax offset

stevenhu

三个条件之一的eligibility for an Australian Government pension，这个给讲下吧，不是很明白，特别是condition 3 的 B

Condition 3 - Eligibility for Australian Government pensions and similar payments
You meet this condition if any of the following three criteria applied to you in 2010-11.
A. You received an Australian Government age pension from Centrelink, or a pension, allowance or benefit from the Department of Veterans' Affairs (DVA) at any time during 2010-11.
If A applied to you, you meet this condition. Go to Completing your tax return below. Otherwise, read on.

B. You were eligible for an Australian Government age pension during 2010-11 but did not receive it because you did not make a claim or because of the application of the income test or the assets test, and you satisfy one of the following:
you have been an Australian resident for age-pension purposes for either 10 continuous years or for more than 10 years of which five years were continuous

you have a qualifying residence exemption (because you arrived in Australia as a refugee or under a special humanitarian program)

you are a woman who was widowed in Australia (at a time when both you and your late partner were Australian residents), you have made a claim for the age pension and you had two years residence immediately before your claim

you received a widow B pension, widow allowance, mature age allowance or partner allowance immediately before turning age-pension age

you would qualify under an international social security agreement.
If B applied to you, you meet this condition. Go to Completing your tax return below. Otherwise, read on.
If you need assistance in determining your eligibility for a social security or Centrelink pension only, phone Centrelink on 13 23 00. For all other enquiries about the senior Australians tax offset, phone 13 28 61.

C. You were eligible for a pension, allowance or benefit from Veterans' Affairs during 2010-11 but did not receive it because you did not make a claim or because of the application of the income test or the assets test, and you satisfy either of the following:
you are a veteran with eligible war service, or

you are a Commonwealth veteran, allied veteran or allied mariner with qualifying service.

颓废的败家子

你是senior?

stevenhu

不是，手上的客户是
对这块不是很了解

Momotaba

原帖由 stevenhu 于 2012-2-15 18:45 发表
三个条件之一的eligibility for an Australian Government pension，这个给讲下吧，不是很明白，特别是condition 3 的 B

Condition 3 - Eligibility for Australian Government pensions and similar payments
You meet t ...

不太清楚你是具体哪儿不明白？（你Highlight了好几行）
你不是想让人帮你翻译吧？

stevenhu

because of the application of the income test or the assets test, and you satisfy one of the following:

我的理解是

客户不能领取pension，是因为不能通过income test or the assets test，不知道对不对

Momotaba

I cannot type in Chinese at work. I will try to reply this when I get home this evening.

I don't want to answer your question in english as if I do it might confuse you a bit more.

BTW, Congrats to your interview opportunity on Saturday. Good luck!

Momotaba

You were eligible for an Australian Government age pension during 2010-11 but did not receive it because you did not make a claim or because of the application of the income test or the assets test, and you satisfy One of the following:

我个人对这句话的理解是：

你本来在2011年符合拿age pension 的条件，但是你没拿到。
原因是或者你没有提出申请，或者你不符合income test or the assets test 并且你符合下列的一种情况。

我觉得你的理解是对的。

lovefenger

顶顶

stevenhu

谢谢啊
有时候AO总是提示这个，就找了本tax pack看了看，看的似懂非懂的

Momotaba

不用谢，你明天是不是有面试啊？ 如果有，还是洗洗睡吧，祝好运！

颓废的败家子

SATO 如果如果是couple的化 要一起做 因为 SATO是可以transfer的～

其他方面根pensioner offset 没什么区别

SATO是如果你能拿AGE pension 拿不拿不要紧 只要entitle to就可以了