austlii:cth/ARTA/2025/2215
General information, not legal advice.
ARTA
2025-10-22
Original judgment source is linked above.
(1) A person is qualified for an age pension if the person has reached
(a) the person has 10 years qualifying Australian residence;
(b) the person has a qualifying residence exemption for an age
(c) the person was receiving a widow B pension, a widow
allowance, a mature age allowance or a partner allowance,
(d) if the person reached pension age before 20 March 1997 - the
person was receiving a widow B pension, a widow allowance
or a partner allowance, immediately before 20 March 1997.
Note 1: For qualifying Australian residence see section 7.
Note 2: For pension age see subsections 23(5A), (5B) (5C) and (5D).
(1) Subject to subsections (2) and (3) and Subdivision B, a person who
must make a claim for the payment or card in accordance with this Division.
(1) For the purposes of the social security law, if:
(a) the Department is contacted by or on behalf of a person in
relation to a claim for a social security payment; and
(aa) the person is, on the day on which the Department is
contacted, included in a class of persons determined in an
(b) the person is, on the day on which the Department is
contacted, qualified for the social security payment; and
(d) the person lodges a claim for the social security payment
the person is taken to have made a claim for the social security payment on the day on which the Department was contacted.
(2) For the purposes of the social security law, if:
(a) the Department is contacted by or on behalf of a person in relation to a claim for a social security payment, other than crisis payment or special employment advance; and
(aa) the person is, on the day on which the Department is contacted, included in a class of persons determined in an instrument under section 14A; and
(b) the person is, on the day on which the Department is contacted, qualified for the social security payment; and
(d) the person lodges a claim for the payment more than 14 days, but not more than 13 weeks, after the Department is contacted; and
(i) throughout the period starting on the day on which the Department was contacted and ending on the day on which the person lodged the claim, the person was suffering from a medical condition; and
(ii) that medical condition, or circumstances related to that medical condition, had a significant adverse effect on the person's ability to lodge the claim earlier; the person is taken to have made a claim for the social security payment on the day on which the Department was contacted.
(3) For the purposes of the social security law, if:
(a) the Department is contacted by or on behalf of a person (the claimant) in relation to a claim for a social security payment, other than crisis payment or special employment advance; and
(aa) the claimant is, on the day on which the Department is contacted, included in a class of persons determined in an instrument under section 14A; and
(b) the claimant is, on the day on which the Department is contacted, qualified for the social security payment; and
(d) the claimant lodges a claim for the payment more than 14 days, but not more than 13 weeks, after the Department is contacted; and
(i) throughout the period starting on the day on which the Department was contacted and ending on the day on which the claimant lodged the claim, the claimant was caring for, or was the partner of, another person; and
(ii) throughout that period, the other person suffered from a medical condition; and
(iii) the medical condition, or circumstances related to the medical condition, from which the other person was suffering had a significant adverse effect on the claimant's ability to lodge the claim earlier;
the claimant is taken to have made a claim for the social security payment on the day on which the Department was contacted.
(3A) For the purposes of the social security law, if:
(a) the Department is contacted by or on behalf of a person in relation to a claim for a social security payment; and
(aa) the person is, on the day on which the Department is contacted, included in a class of persons determined in an instrument under section 14A; and
(b) the person is, on the day on which the Department is contacted, qualified for the social security payment; and
(d) the person lodges a claim for the social security payment more than 14 days, but not more than 13 weeks, after the Department is contacted; and
(e) the Secretary is satisfied that, in the special circumstances of the case, it was not reasonably practicable for the person to lodge the claim earlier;
the person is taken to have made a claim for the social security
payment on the day on which the Department was contacted.
(4) A reference in this section to the Department being contacted includes a reference to the Department being contacted by post or telephone or by the transmission of a message by the use of fax, computer equipment or other electronic means.
(c) hospitalised or suffering from a temporary incapacity arising from a medical condition;
(d) released from prison or psychiatric confinement;
(e) experiencing high stress associated with a relationship separation;
(f) a parent of a dependent child born during the relevant period;
(g) affected by the death during the relevant period of an immediate family member;
(h) a person who entered Australia during the relevant period as a humanitarian entrant to Australia;
(i) a person whose usual place of residence is in a remote area, and the person is physically present in the remote area;
(j) a person whose principal place of residence was lost or sustained major damage during the relevant period as a result of an extreme circumstance, or
(k) subject to other special circumstances beyond the person's control.
(1) A person makes a claim for a social security payment or a
(a) by lodging a written claim for the payment or card; or
(b) by making the claim in accordance with subsection (7).
(a) to a person apparently performing duties at a place approved for the purpose by the Secretary; or
(b) to a person approved for the purpose by the Secretary; or
(c) in a manner, and to a place, approved for the purpose by the Secretary.
(7) A person may make a claim in a manner approved by the Secretary for the purposes of this subsection.
(1) The Secretary may determine that, for the purposes of the social security law, a person is taken to have made a claim for an income support payment (the new payment), if:
(a) the person became qualified for the new payment while receiving another income support payment; or
(b) the person became qualified for the new payment immediately after ceasing to receive another income support payment.
(1) Unless another provision of the social security law provides otherwise, a social security payment becomes payable to a person on the person's start day in relation to the social security payment.
(2) Unless another provision of the social security law provides otherwise, a concession card takes effect on the person's start day in relation to the card.
For the purposes of the social security law, a person's start day in relation to a social security payment or a concession card is the day worked out in accordance with Schedule 2.
(a) a person makes a claim for a social security payment; and
(b) the person is qualified for the payment on the day on which
the person's start day in relation to the payment is the day on
Note: Clause 4A applies instead of this subclause to claims for jobseeker payment and youth allowance in certain circumstances.
(a) a person (other than a detained person) makes a claim for a relevant social security payment; and
(b) the person is not, on the day on which the claim is made, qualified for the payment; and
(c) assuming the person does not sooner die, the person will, because of the passage of time or the occurrence of an event, become qualified for the payment within the period of 13 weeks after the day on which the claim is made; and
(d) the person becomes so qualified within that period;
the claim is taken to be made on the first day on which the person is qualified for the social security payment.
(1) Subject to sections 30, 30A, 31 and 31A, a claim for a social security payment or a concession card may only be made by a person who:
(2) Subject to sections 30, 30A, 31 and 31A, a claim made at a time when the claimant is not an Australian resident or is not in Australia is taken not to have been made.
[1] Under the transitional provisions in the Administrative Review Tribunal (Consequential and Transitional Provisions No. 1) Act 2024 (the Transitional Act), applications for review to the AAT that were not finalised before 14 October 2024 are taken to be an application for review to the Tribunal. The Transitional Act gives the Tribunal the authority to continue and finalise any aspect of the review not already completed by the AAT.
[2] Defined at Clause 4 as the period of 8 weeks ending on the contact day.
Formosa and Another v Secretary, Department of Social Security (1988) [1988] FCA 291; 81 ALR 687
(1988) 81 ALR 687