{"id":"F2008B00534","name":"Social Security Exempt Lump Sum Determination No. 4 of 1999","slug":"social-security-exempt-lump-sum-determination-no-4-of-1999","collection":"legislative_instrument","jurisdiction":"commonwealth","status":"repealed","isInForce":false,"actNumber":null,"makingDate":null,"administeringDepartment":null,"currentVersion":{"id":71803,"registerId":"commonwealth-F2008B00534-current","compilationNumber":null,"startDate":"2026-04-02","status":"Repealed","reasons":null,"registeredAt":null},"sections":[{"sectionNumber":"Social Security Exempt Lump Sum Determin","sectionType":"part","heading":"Social Security Exempt Lump Sum Determination No. 4 of 1999","content":"# Social Security Exempt Lump Sum  \nDetermination No. 4 of 1999\n\nI, Evan Mann, Assistant Secretary, Seniors and Means Test Branch and a delegate of the Secretary to the Department of Family and Community Services, make this determination under paragraph 8(11)(d) of the Social Security Act 1991.\n\nDated 23 September 1999.\n\nEvan Mann\n\nAssistant Secretary, Seniors and Means Test Branch","sortOrder":0},{"sectionNumber":"Not a member of a couple","sectionType":"part","heading":"Not a member of a couple","content":"## Not a member of a couple\n\n(2) If a person is not a member of a couple, an amount in excess of $40,000 that is paid to or on behalf of the person under a HEC agreement is an excluded amount or a class of excluded amounts.","sortOrder":1},{"sectionNumber":"Member of a couple","sectionType":"part","heading":"Member of a couple","content":"## Member of a couple\n\n(3) If a person is a member of a couple, an amount in excess of $40,000 that is paid to or on behalf of the person or the person's partner under a HEC agreement is an excluded amount or a class of excluded amounts.\n\n2.2 Application—Exempt Lump Sums\n\nIt is appropriate to determine that an excluded amount, or class of excluded amounts, as specified in paragraphs 2.1(2) and (3), paid to a person or the person's partner, as the case may be, under a HEC agreement is an exempt lump sum for the purposes of paragraph 8(11)(d) of the Act from the date that the amount is paid.","sortOrder":2}],"analysis":{"kimi_summary":{"_metrics":{"model":"kimi-k2.5","source":"moonshot-batch","completionTokens":2925},"content_quality":"ok","complexity_score":2,"scope_assessment":{"changed":false,"description":"This is the original 1999 instrument creating the exemption for HEC agreement payments. The scope remains tightly focused on the specific policy intent of exempting large lump sums (exceeding $40,000) under these agreements from the social security income test."},"complexity_factors":["Instrument contains only 2 operative paragraphs (2.1 and 2.2)","Single numerical threshold ($40,000) with no taper or sliding scale","Simple binary classification based on relationship status (member of couple vs not)","No defined terms section; only external reference is to paragraph 8(11)(d) of the Social Security Act 1991","No exceptions, provisos, or nested conditions"],"plain_english_summary":"This rule exempts large one-off payments under a HEC agreement from income testing for social security. If you (or your partner) receive more than $40,000 in a lump sum from a HEC arrangement, that excess is treated as an exempt lump sum and won’t reduce fortnightly Centrelink payments. \n\nIt protects recipients of education‑related lump sums from temporary benefit cuts."}},"importantCases":[],"_links":{"self":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999","history":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999/history","analysis":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999/analysis","conflicts":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999/conflicts","importantCases":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999/important-cases","documents":"/api/acts/social-security-exempt-lump-sum-determination-no-4-of-1999/documents"}}