Published: 1 December 2025
From 1 December, aged care providers are required to inform us of your residential aged care lump sum balances as part of their monthly reporting.
Your aged care lump sum balance will be reviewed regularly so your means-tested aged care costs remain accurate and reflect your financial situation.
If the provider reported Refundable Accommodation Deposit or Refundable Accommodation Contribution is different to what we have recorded in our system, we’ll send you a letter to confirm the details.
Find out more about means assessments for residential aged care on the My Aged Care website.
This information was printed 1 December 2025 from https://www.servicesaustralia.gov.au/new-reporting-process-for-aged-care-lump-sum-balances. It may not include all of the relevant information on this topic. Please consider any relevant site notices at https://www.servicesaustralia.gov.au/site-notices when using this material.