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Permanent Residential Aged Care Request for a Combined Assets ... - humanservices gov

Permanent Residential Aged Care Request for a Combined Assets ... - humanservices gov 2026

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The document is a request form for a combined assets and income assessment for residents entering permanent residential aged care in Australia after July 1, 2014. It outlines the necessity of this assessment to determine the means-tested fee for care and eligibility for government assistance with accommodation costs. The form includes instructions on filling it out, required documentation, privacy information, and contact details for assistance. It also defines partnership criteria and provides guidance on returning the completed form.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your personal details in the first section, including your name, date of birth, and contact information. Ensure you use black or blue pen if filling out manually.
Proceed to indicate whether you are currently receiving any payments from Centrelink or the Department of Veterans’ Affairs. This will help determine your eligibility for assistance.
In the home details section, provide accurate estimates of your household contents and personal effects. Remember that net market value is not the replacement value.
Complete the asset details section by listing all properties, vehicles, and other investments you own. Attach supporting documents as necessary.
Review all sections carefully to ensure accuracy before submitting. Use our platform’s features to save your progress and make edits easily.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the maximum means-tested fee for aged care?

Note that any income-tested care fees paid within a Home Care Package also count towards your annual and lifetime caps in residential aged care. The maximum means-tested care fee you can currently, effective September 20, 2025, be asked to pay is: $35,238.11 annually. $84,571.66 over your lifetime.

What is the maximum aged care fee?

Annual and lifetime caps The cap amounts that apply to you are those that are current when you docHub them, not those that were current when you entered care. The maximum amount of means tested care fees an aged care home can charge you as of 20 March 2025 is: $34,311.23 per year, or. $82,347.13 in a lifetime.

How to protect assets if spouse goes into nursing home australia form?

Set Up a Testamentary Trust For example, if you are the spouse moving into aged care, placing certain assets in a testamentary trust for your spouse or children can protect these assets from being counted in the means test.

What are the benefits of aged care?

Aged care homes provide accommodation and help with: day-to-day tasks such as cleaning, cooking and laundry. personal care such as bathing, dressing and going to the toilet. access to health practitioner services, clinical care and therapies. other services such as social and emotional support, and entertainment.

What is the maximum you can pay for care?

From October 2023 the cap will be set at 86,000. This means the maximum amount anyone will have to pay for personal care to meet their eligible care and support needs from October 2023 onwards will be 86,000. The cap will be implemented for adults of all ages, without exemption.

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What is the maximum accommodation payment for aged care?

From 1 July 2025, the maximum accommodation payment amount is $758,627. It will be indexed on 1 July each year. If you want to charge more, you must seek approval from the Independent Health and Aged Care Pricing Authority (IHACPA).

Do dementia sufferers have to pay care home fees?

If the assessment suggests a care home would be the best option, the next step is a financial assessment (means test). The financial assessment will show if the council will pay towards the cost of a care home. In most cases, the person with dementia will be expected to pay towards the cost.

Permanent Residential Aged Care Request for a Combined Assets ... - humanservices gov 2026

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