Private trusts and companies
If you’re part of a private trust or company, we need to know your share of the income and assets.
How we use adjusted taxable income
What you claim determines how we work out your adjusted taxable income.
How to get Carer Supplement
You don’t need to apply for Carer Supplement. If you’re eligible, we’ll pay it straight into your bank account.
Employment income
This is pay you get for work you've done for an employer.
Aged care calculation of your cost of care if you get an income support payment
We may have your financial details if you get a relevant income support payment from us or the Department of Veterans’ Affairs.
Claim for a Commonwealth Seniors Health Card form (SA296)
Use this form to claim a Commonwealth Seniors Health Card if you are age pension age.
Financial investments
The value of your financial investments counts in the assets test and income test for payments from us.
Gifting
If you give away your income or assets, they may still count towards your income and assets tests. This also applies if you sell them for less than they’re worth.
Partner details - if you live in Australia form (MOD P)
Use this form to give us information about your partner if you are claiming or receiving a payment or concession card.
When we pre-fill your information
There are some things you need to know about income, Single Touch Payroll (STP) and other details we pre-fill into reports for you.