AUSTUDY Regulations (Amendment) (Cth)

Case
No judgment structure available for this case.

Statutory Rules 1996

No. 245 1

__________________

AUSTUDY Regulations 2(Amendment)

I, The Governor-General of the Commonwealth of Australia, acting with the advice of the Federal Executive Council, make the following Regulations under the Student and Youth Assistance Act 1973.

Dated 6 November 1996.

 

 WILLIAM DEANE

 Governor-General

By His Excellency’s Command,

  

AMANDA VANSTONE

Minister for Employment, Education, Training and Youth Affairs

____________

1.   Amendment

1.1   The AUSTUDY Regulations are amended as set out in these Regulations.

[NOTE: These Regulations commence on gazettal: see Acts Interpretation Act 1901, s. 48.]

2.   Application of amendments

2.1 The amendments of the AUSTUDY Regulations made by these Regulations apply only in relation to applications for AUSTUDY for a period starting on or after 1 January 1997.

3.   Heading to Division 1B of Part 1 of Chapter 2

3.1   Omit the heading, substitute:

Division 1B—Actual means test”.

4.   Regulation 12G (Circumstances in which this Division does not apply)

4.1   Omit the regulation, substitute:

12G

Circumstances in which this Division does not apply

12G. (1) This Division does not apply to a student:

(a) described in regulation 92; or

(b) while the parent or spouse of the student receives a payment under the Commonwealth scheme known as the Drought Relief Payments Scheme (‘the DRP Scheme’); or

(c) while the parent or spouse of the student receives a payment under Part 5 or 6 of the Farm Household Support Act 1992.

(2) For the purposes of paragraph (1) (b), if, in a year of study, a parent or spouse’s entitlement to a payment under the DRP Scheme ends, the parent or spouse is taken to be receiving a payment under the Scheme until the end of that year.”.

5.   Heading to Subdivision B of Division 1B of Part 1 of Chapter 2

5.1   Omit the heading, substitute:

Subdivision B—Actual means test: designated parent”.

6.   Regulation 12J (To whom does this Subdivision apply?)

6.1   Omit the regulation, substitute:

12J

To whom does this Subdivision apply?

12J. This Subdivision applies to a student who:

(a) has a parent who is a designated parent within the meaning of regulation 12L; and

(b) apart from this Subdivision—would qualify for:

  • (i)

    the away-from-home living allowance under regulation 77; or

  • (ii)

    the standard living allowance under regulation 61.”.

7.   Regulation 12K (Actual means test: designated parent)

7.1   Subregulation 12K (1):

Omit the subregulation, substitute:

12K.(1)The student (‘the relevant student’) is not entitled to receive living allowance for a period of eligibility in a year of study, unless the Secretary is satisfied that, for that period, the actual means of the designated parent are less than the after tax income of the notional parent.”.

7.2   Subregulation 12K (2):

Omit all of the words before paragraph (a), substitute:

(2) For the purposes of subregulation (1), the notional parent, in relation to a particular relevant student, is a parent who:”.

7.3   Paragraph 12K (2) (b):

Omit “designated”, substitute “relevant”.

8.   Regulation 12L (Who is a designated parent?)

8.1   Paragraphs 12L (1) (c), (d) and (e):

Omit the paragraphs, substitute:

“(c) derives income from a source outside Australia and its external territories (other than income described in subparagraph (d) (ii)); or

(d) for the financial year ending immediately before the year of study to which the student’s AUSTUDY application relates:

  • (i)

    derives income from a source in Norfolk Island that is exempt from tax under section 24G of the Income Tax Assessment Act 1936; or

  • (ii)

    derives income that is exempt from tax under section 23AF or 23AG of that Act(relating to income derived from approved overseas projects and foreign service, respectively); or

  • (iii)

    derives income from a salary or wage and has claimed, or will claim, a tax deduction for a business loss (whether current or carried forward); or

(e) is a self-employed person (other than a self-employed person who is wholly or mainly engaged in the carrying on of a primary production business owned by the person); or

(f) is a partner in a partnership.”.

8.2   Subregulation 12L (2):

Omit “paragraph (1) (d):”, substitute “paragraph (1) (e):”

9.   Regulation 12M (What is the after tax income of a notional parent?)

9.1   Omit all the words after the formula, substitute:

“where:

‘PI’ means the minimum income of the notional parent at which, on a notional application of the parental income test, a student becomes ineligible to receive living allowance;

‘DC’ means the total amount of any deductions for children of the notional parent that, under regulation 87, would be applicable;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be assessable on (PI + DC);

‘FP’ means the total amount of any family payments (at the basic rate) that could be paid under Part 2.17 of the Social Security Act 1991 in respect of the children of the notional parent who are aged less than 16 years.

Note to regulation 12M

1. The parental income test is set out in Part 5 of Chapter 4 of these Regulations.”.

10.   Regulation 12N (What are the actual means of a designated parent?)

10.1   Subregulation 12N (1):

Omit “the total”, substitute “the amount that equates to total”.

10.2   After subregulation (1), insert:

(1A) Despite subregulation (1), the actual means of a designated parent do not include:

(a) subject to subregulation (1B), expenditure or savings derived from income earned from independent employment by a member of the parent’s family described in paragraph (b) or (d) of the definition of ‘family’ in subregulation (5); or

(b) expenditure that is maintenance paid by the designated parent or his or her spouse for the upkeep of:

  • (i)

    a child of the parent or spouse if the parent or spouse does not have responsibility for the day-to-day care, welfare and development of the child; or

  • (ii)

    a former spouse of the parent or spouse; or

(c) if the designated parent or his or her family incurs expenditure in boarding away from home a family member who is a student who qualifies for boarding allowance under the Commonwealth scheme known as the Assistance for Isolated Children Scheme—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the boarding allowance; or

(d) if the designated parent or his or her family incurs expenditure in boarding away from home a family member who is a secondary student who qualifies for the away-from-home living allowance under subregulation 77 (1) (which relates to isolated students)—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the secondary student’s after-tax income compensation.

(1B) For the purposes of paragraph (1A) (a), the maximum amount of expenditure or savings derived from a person’s independent employment income that may be excluded from actual means is an amount equal to:

(a) if the person lodges an AUSTUDY application for the year including the period of eligibility—the amount of the person’s income, within the meaning of regulation 83, for that year, as determined from the application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; or

(b) were the person to lodge an AUSTUDY application for that year—the lesser of:

  • (i)

    the amount that would be regarded as the person’s income, within the meaning of regulation 83, for that year, for the purpose of that application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; and

  • (ii)

    the amount at which, on a notional application of the student income test, the person would become ineligible to receive living allowance.

(1C) For the purposes of paragraph (1A) (d), the secondary student’s after-tax income compensation is worked out using the formula:

where:

‘AT1’ means the after-tax income of the notional parent of the secondary student, within the meaning of regulation 12M;

‘AT2’ means that income, as if the student were receiving the standard living allowance;

‘N’ means the number of secondary students in the designated parent’s family who qualify for the away-from-home living allowance.”.

10.3   Subregulation 12N (5) (paragraph (c) of the definition of “family”):

Omit “15 years or less”, substitute “less than 16 years”.

10.4   Subregulation 12N (5)

Insert the following definition:

‘independent employment’ means employment engaged in by a person that is not provided by:

(a) a member of the person’s family; or

(b) a proprietary company, an unlisted public company, a partnership or trust, in which the person, or a member of his or her family, has an interest.”.

11.   Heading to Subdivision C of Division 1B of Part 1 of Chapter 2

11.1   Omit the heading, substitute:

Subdivision C—Actual means test: designated spouse”.

12.   Regulation 12Q (To whom does this Subdivision apply?)

12.1   Paragraph 12 Q (a):

Omit the paragraph, substitute:

“(a) has a spouse who is a designated spouse, within the meaning of regulation 12S; and”.

13.   Regulation 12R (Actual means test: designated spouse)

13.1   Subregulation 12R (1):

Omit the subregulation, substitute:

12R.(1)The student (‘the relevant student’) is not entitled to receive living allowance for a period of eligibility in a year of study, unless the Secretary is satisfied that, for that period, the actual means of the designated spouse are less than the after tax income of the notional spouse.”.

13.2   Subregulation 12R (2):

Omit all of the words before paragraph (a), substitute:

(2) For the purposes of subregulation (1), the notional spouse, in relation to a particular relevant student, is a spouse who:”.

13.3   Paragraph 12R (2) (b):

Omit “designated”, substitute “relevant”.

14.   Regulation 12S (Who is a designated spouse?)

14.1   Paragraphs 12S (1) (c), (d) and (e):

Omit the paragraphs, substitute:

“(c) derives income from a source outside Australia and its external territories (other than income described in subparagraph (d) (ii)); or

(d) for the financial year ending immediately before the year of study to which the student’s AUSTUDY application relates:

  • (i)

    derives income from a source in Norfolk Island that is exempt from tax under section 24G of the Income Tax Assessment Act 1936; or

  • (ii)

    derives income that is exempt from tax under section 23AF or 23AG of that Act(relating to income derived from approved overseas projects and foreign service, respectively); or

  • (iii)

    derives income from a salary or wage and has claimed, or will claim, a tax deduction for a business loss (whether current or carried forward); or

(e) is a self-employed person (other than a self-employed person who is wholly or mainly engaged in the carrying on of a primary production business owned by the person); or

(f) is a partner in a partnership.”.

14.2   Subregulation 12S (2):

Omit “paragraph (1) (d):”, substitute “paragraph (1) (e):”

15.   Regulation 12T (What is the after tax income of a notional spouse?)

15.1   Omit all the words after the formula, substitute:

“where:

‘SI’ means the minimum income of the notional spouse at which, on a notional application of the spouse income test, a student becomes ineligible to receive living allowance;

‘DC’ means the total amount of any deductions for children of the notional spouse that, under subregulation 94 (2A), would be applicable;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be assessable on (SI + DC);

‘FP’ means the total amount of any family payments (at the basic rate) that could be paid under Part 2.17 of the Social Security Act 1991 in respect of the children of the notional spouse who are aged less than 16 years.

Note to regulation 12T

1. The spouse income test is set out in Part 6 of Chapter 4 of these Regulations.”.

16.   Regulation 12U (What are the actual means of a designated spouse?)

16.1   Subregulation 12U (1):

Omit “the total”, substitute “the amount that equates to total”.

16.2   After subregulation (1), insert:

(1A) Despite subregulation (1), the actual means of a designated spouse do not include:

(a) subject to subregulation (1B), expenditure or savings derived from income earned from independent employment by a member of the spouse’s family described in paragraph (a) or (c) of the definition of ‘family’ in subregulation (5); or

(b) expenditure that is maintenance paid by the designated spouse or the student for the upkeep of:

  • (i)

    a child of the designated spouse or of the student, if the spouse or student does not have responsibility for the day-to-day care, welfare and development of the child; or

  • (ii)

    a former spouse of the designated spouse or the student; or

(c) if the designated spouse or his or her family incurs expenditure in boarding away from home a family member who is a student who qualifies for boarding allowance under the Commonwealth scheme known as the Assistance for Isolated Children Scheme—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the boarding allowance; or

(d) if the designated spouse or his or her family incurs expenditure in boarding away from home a family member who is a secondary student who qualifies for the away-from-home living allowance under subregulation 77 (1) (which relates to isolated students)—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the secondary student’s after-tax income compensation.

(1B) For the purposes of paragraph (1A) (a), the maximum amount of expenditure or savings derived from a person’s independent employment income that may be excluded from actual means is an amount equal to:

(a) if the person lodges an AUSTUDY application for the year including the period of eligibility—the amount of the person’s income, within the meaning of regulation 83, for that year, as determined from the application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; or

(b) were the person to lodge an AUSTUDY application for that year—the lesser of:

  • (i)

    the amount that would be regarded as the person’s income, within the meaning of regulation 83, for that year, for the purpose of that application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; and

  • (ii)

    the amount at which, on a notional application of the student income test, the person would become ineligible to receive living allowance.

(1C) For the purposes of paragraph (1A) (d), the secondary student’s after-tax income compensation is worked out using the formula:

where:

‘AT1’ means the after-tax income of the notional parent of the secondary student, within the meaning of regulation 12M;

‘AT2’ means that income, as if the student were receiving the standard living allowance;

‘N’ means the number of secondary students in the designated spouse’s family who qualify for the away-from-home living allowance.”.

16.3   Subregulation 12U (5) (paragraph (b) of the definition of “family”):

Omit “15 years or less”, substitute “less than 16 years”.

16.4   Subregulation 12U (5):

Insert the following definition:

‘independent employment’ means employment engaged in by a person that is not provided by:

(a) a member of the person’s family; or

(b) a proprietary company, an unlisted public company, a partnership or trust, in which the person, or a member of his or her family, has an interest.”.

17.New Subdivisions D and E of Division 1B of Part 1 of Chapter 2

17.1   After regulation 12U, insert the following new Subdivisions in Division 1B:

Subdivision D—Actual means test:designated student with a spouse

12V

Interpretation

12V. In this Subdivision:

‘notional spouse’ has the meaning given by subregulation 12X (2).

12W

To whom does this Subdivision apply?

12W. This Subdivision applies to a student who:

(a) is a designated student within the meaning of regulation 12Y; and

(b) has a spouse (other than a spouse who is a designated spouse within the meaning of regulation 12S); and

(c) apart from this Subdivision, would qualify for the independent living allowance under regulation 67.

12X

Actual means test: designated student with a spouse

12X.(1) The designated student is not entitled to receive living allowance for a period of eligibility in a year of study, unless the Secretary is satisfied that, for that period, the actual means of the spouse of the designated student are less than the after tax income of the notional spouse.

(2) For the purposes of subregulation (1), the notional spouse, in relation to a particular designated student, is a spouse who:

(a) receives income solely from a salary or wage source; and

(b) is the spouse of a student who:

  • (i)

    receives income solely from a salary and wage source; and

  • (ii)

    qualifies for living allowance at the same rate as the rate for which, apart from this Division, the designated student would qualify; and

  • (iii)

    has children of the same age and number as has the designated student; and

(c) has children of the same age and number as has the spouse of the designated student.

12Y

Who is a designated student?

12Y.(1) For the purposes of subregulation 12X (1), a student is a designated student if he or she:

(a) holds, or has held, a permanent visa or entry permit, within the meaning of the Migration Act 1958, for the grant of which a criterion or requirement was that the person demonstrate skills in business; or

(b) has an interest in:

  • (i)

    an asset located outside Australia (and its external territories); or

  • (ii)

    a proprietary company or an unlisted public company; or

  • (iii)

    a trust; or

(c) derives income from a source outside Australia and its external territories (other than income described in subparagraph (d) (ii)); or

(d) for the financial year ending immediately before the year of study to which the student’s AUSTUDY application relates:

  • (i)

    derives income from a source in Norfolk Island that is exempt from tax under section 24G of the Income Tax Assessment Act 1936; or

  • (ii)

    derives income that is exempt from tax under section 23AF or 23AG of that Act(relating to income derived from approved overseas projects and foreign service, respectively); or

  • (iii)

    derives income from a salary or wage and has claimed, or will claim, a tax deduction for a business loss (whether current or carried forward); or

(e) is a self-employed person (other than a self-employed person who is wholly or mainly engaged in the carrying on of a primary production business owned by the person); or

(f) is a partner in a partnership.

(2) In paragraph (1) (e):

‘self-employed person’ means a person who works for gain or reward otherwise than under a contract of employment or apprenticeship, whether or not that person employs one or more other persons.

12Z

What is the after tax income of the notional spouse?

12Z. For the purposes of subregulation 12X (1), the after tax income of the notional spouse for the period of eligibility is calculated under the following formula:

where:

‘SSI’ means the minimum income of the notional spouse in respect of which, on a notional application of the spouse income test, no living allowance is payable to the student;

‘DC’ means the total amount of any deductions for children of the notional spouse that, under subregulation 94 (2A), would be applicable;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be assessable on (SSI + DC);

‘FP’ means the total amount of any family payments (at the basic rate) that could be paid under Part 2.17 of the Social Security Act 1991 in respect of the children of the notional spouse who are aged less than 16 years.

Note to regulation 12Z

1. The spouse income test is set out in Part 6 of Chapter 4 of these Regulations.

12ZA

What are the actual means of the spouse of a designated student?

12ZA.(1) For the purposes of subregulation 12X (1), the actual means of the spouse of a designated student for the period of eligibility are taken to be the amount that equates to total expenditure and savings made in that period by the spouse and his or her family.

(2) Despite subregulation (1), the actual means of the spouse of a designated student do not include:

(a) subject to subregulation (3), expenditure or savings derived from income earned from independent employment by a member of the spouse’s family described in paragraph (a) or (c) of the definition of ‘family’ in subregulation (8); or

(b) expenditure that is maintenance paid by the spouse or the designated student for the upkeep of:

  • (i)

    a child of the spouse or student, if the spouse or student does not have responsibility for the day-to-day care, welfare and development of the child; or

  • (ii)

    a former spouse of the spouse or of the student; or

(c) if the spouse or his or her family incurs expenditure in boarding away from home a family member who is a student who qualifies for boarding allowance under the Commonwealth scheme known as the Assistance for Isolated Children Scheme—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the boarding allowance; or

(d) if the spouse or his or her family incurs expenditure in boarding away from home a family member who is a secondary student who qualifies for the away-from-home living allowance under subregulation 77 (1) (which relates to isolated students)—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the secondary student’s after-tax income compensation.

(3) For the purposes of paragraph (2) (a), the maximum amount of expenditure or savings derived from a person’s independent employment income that may be excluded from actual means is an amount equal to:

(a) if the person lodges an AUSTUDY application for the year including the period of eligibility—the amount of the person’s income, within the meaning of regulation 83, for that year, as determined from the application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; or

(b) were the person to lodge an AUSTUDY application for that year—the lesser of:

  • (i)

    the amount that would be regarded as the person’s income, within the meaning of regulation 83, for that year, for the purpose of that application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; and

  • (ii)

    the amount at which, on a notional application of the student income test, the person would become ineligible to receive living allowance.

(4) For the purposes of paragraph (2) (d), the secondary student’s after-tax income compensation is worked out using the formula:

where:

‘AT1’ means the after-tax income of the notional parent of the secondary student, within the meaning of regulation 12M;

‘AT2’ means that income, as if the student were receiving the standard living allowance;

‘N’ means the number of secondary students in the spouse’s family who qualify for the away-from-home living allowance.

(5) If the Secretary reasonably believes that the total amount expended in respect of a particular transaction does not represent a fair market price for the transaction, the Secretary must impute a value to the transaction, for the purposes of this regulation, that he or she considers to be the fair market price.

(6) If the Secretary reasonably believes that a transaction engaged in by a person, other than the spouse or a member of his or her family, is a transaction engaged in for the benefit of the spouse or a member of his or her family, the Secretary must impute a value to the transaction, for the purpose of this regulation, that the Secretary considers to be the fair market value, as if the spouse or member of his or her family had expended the amount.

(7) An amount of expenditure or savings is taken to be expended or saved, as the case may be, in a particular period if:

(a) the expenditure or savings occurred in that period; or

(b) the Secretary reasonably believes that the expenditure or savings should be taken to have occurred in that period.

(8) In this regulation:

‘family’, in relation to the spouse of a designated student, means only the following persons:

(a) the designated student;

(b) a person aged less than 16 years who:

  • (i)

    is a natural or adopted child of the spouse or student; or

  • (ii)

    is wholly or substantially dependent on the spouse or student;

(c) a person of the kind described in subparagraph (b) (i) or (ii) aged 16 years or more who:

  • (i) 

    is undertaking full-time study; and

  • (ii)

    is not taken to be independent under regulation 67; and

  • (iii)

    is not in the guardianship, care or custody of a court, Minister or Department; and

  • (iv)

    is not the subject of a current direction of a court, Minister or Department placing him or her in the guardianship, care or custody of someone who is not the person’s natural or adoptive parent;

‘independent employment’ means employment engaged in by a person that is not provided by:

(a) a member of the person’s family; or

(b) a proprietary company, an unlisted public company, a partnership or trust, in which the person, or a member of his or her family, has an interest.

Subdivision E—Actual means test:designated student without a spouse

12ZB

Interpretation

12ZB. In this Subdivision:

‘notional student’ has the meaning given by subregulation 12ZD (2).

12ZC

To whom does this Subdivision apply?

12ZC. This Subdivision applies to a student who:

(a) is a designated student within the meaning of regulation 12Y; and

(b) does not have a spouse; and

(c) apart from this Subdivision, would qualify for the independent living allowance under regulation 67.

12ZD

Actual means test: designated student without a spouse

12ZD.(1) A designated student is not entitled to receive living allowance for a period of eligibility in a year of study, unless the Secretary is satisfied that, for that period, the actual means of the designated student are less than the after tax income of the notional student.

(2) For the purposes of subregulation (1), the notional student, in relation to a particular designated student, is a student who:

(a) receives income solely from a salary or wage source; and

(b) qualifies for living allowance at the same rate as the rate for which, apart from this Division, the designated student would qualify; and

(c) does not have a spouse; and

(d) has children of the same age and number as has the designated student.

12ZE

What is the after tax income of a notional student?

12ZE. For the purposes of subregulation 12ZD (1), the after tax income of a notional student for the period of eligibility is calculated under the following formula:

where:

‘NSI’ means the minimum income of the notional student in respect of which, on a notional application of the student income test, no living allowance is payable to the student;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be assessable on NSI;

‘FP’ means the total amount of any family payments (at the maximum rate) that could be paid under Part 2.17 of the Social Security Act 1991 in respect of the children of the notional student who are aged less than 16 years.

12ZF

What are the actual means of a designated student?

12ZF.(1) For the purposes of subregulation 12ZD (1), the actual means of a designated student for the period of eligibility are taken to be the amount that equates to total expenditure and savings made in that period by the student and his or her family.

(2) Despite subregulation (1), the actual means of a designated student do not include:

(a) subject to subregulation (3), expenditure or savings derived from income earned from independent employment by a member of the student’s family described in paragraph (b) of the definition of ‘family’ in subregulation (8); or

(b) expenditure that is maintenance paid by the designated student for the upkeep of:

  • (i)

    a child of the student if the student does not have responsibility for the day-to-day care, welfare and development of the child; or

  • (ii)

    a former spouse of the student; or

(c) if the designated student or his or her family incurs expenditure in boarding away from home a member of his or her family who is a student who qualifies for boarding allowance under the Commonwealth scheme known as the Assistance for Isolated Children Scheme—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the boarding allowance; or

(d) if the designated student or his or her family incurs expenditure in boarding away from home a member of his or her family who is a secondary student who qualifies for the away-from-home living allowance under subregulation 77 (1) (which relates to isolated students)—the lesser of:

  • (i)

    that expenditure; and

  • (ii)

    $5,274 less the amount of the secondary student’s after-tax income compensation.

(3) For the purposes of paragraph (2) (a), the maximum amount of expenditure or savings derived from a person’s independent employment income that may be excluded from actual means is an amount equal to:

(a) if the person lodges an AUSTUDY application for the year including the period of eligibility—the amount of the person’s income, within the meaning of regulation 83, for that year, as determined from the application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; or

(b) were the person to lodge an AUSTUDY application for that year—the lesser of:

  • (i)

    the amount that would be regarded as the person’s income, within the meaning of regulation 83, for that year, for the purpose of that application, less tax (including Medicare levy, but before rebates, if any) that would notionally be payable on that income; and

  • (ii)

    the amount at which, on a notional application of the student income test, the person would become ineligible to receive living allowance.

(4) For the purposes of paragraph (2) (d), the secondary student’s after-tax income compensation is worked out using the formula:

where:

‘AT1’ means the after-tax income of the notional parent of the secondary student, within the meaning of regulation 12M;

‘AT2’ means that income, as if the student were receiving the standard living allowance;

‘N’ means the number of secondary students in the designated student’s family who qualify for the away-from-home living allowance.

(5) If the Secretary reasonably believes that the total amount expended in respect of a particular transaction does not represent a fair market price for the transaction, the Secretary must impute a value to the transaction, for the purposes of this regulation, that he or she considers to be the fair market price.

(6) If the Secretary reasonably believes that a transaction engaged in by a person, other than the student or a member of his or her family, is a transaction engaged in for the benefit of the student or a member of his or her family, the Secretary must impute a value to the transaction, for the purpose of this regulation, that the Secretary considers to be the fair market value, as if the student or member of his or her family had expended the amount.

(7) An amount of expenditure or savings is taken to be expended or saved, as the case may be, in a particular period if:

(a) the expenditure or savings occurred in that period; or

(b) the Secretary reasonably believes that the expenditure or savings should be taken to have occurred in that period.

(8) In this regulation:

‘family’, in relation to a designated student, means only the following persons:

(a) a person aged less than 16 years who:

  • (i)

    is a natural or adopted child of the student; or

  • (ii)

    is wholly or substantially dependent on the student;

(b) a person of the kind described in subparagraph (a) (i) or (ii) aged 16 years or more who:

  • (i) 

    is undertaking full-time study; and

  • (ii)

    is not taken to be independent under regulation 67; and

  • (iii)

    is not in the guardianship, care or custody of a court, Minister or Department; and

  • (iv)

    is not the subject of a current direction of a court, Minister or Department placing him or her in the guardianship, care or custody of someone who is not the person’s natural or adoptive parent;

‘independent employment’ means employment engaged in by a person that is not provided by:

(a) a member of the person’s family; or

(b) a proprietary company, an unlisted public company, a partnership or trust, in which the person, or a member of his or her family, has an interest.”.

18.   Regulation 82 (Effect of student income test on living allowance)

18.1   Subregulation 82 (1A):

Omit “A student’s”, substitute “Subject to subregulation (1B), a student’s”.

18.2   After subregulation (1A), insert:

(1B) If the student is of a kind described in regulation 12ZC (‘the designated student’), his or her relevant income is the greater of:

(a) the amount worked out under subregulation (1A); and

(b) the amount worked out using the formula:

[(AM - FP) + T]´EP

No. of days in year

where:

‘AM’ means the actual means of the designated student, within the meaning of regulation 12ZF;

‘FP’ has the meaning given by regulation 12ZE, as if a reference to the notional student in that regulation were a reference to the notional student in relation to the designated student;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be payable by the designated student to achieve an after tax income of

(AM -FP);

‘EP’ means the entitlement period.”.

18.3   Subregulation 82 (2):

Omit all the words after “student’s”, substitute “relevant income exceeds the amount worked out under subregulation (1).”.

19.   Regulation 86 (What is parental income?)

19.1   Subregulation 86 (1):

After “regulation 90,”, insert “and except as provided by regulation 87A,”.

20.   New regulation 87A

20.1   After regulation 87, insert:

87A

Parental income —designated parents

87A. (1) If the student is of a kind described in regulation 12J, parental income for a year of study is the greater of:

(a) the amount worked out under regulation 86; and

(b) the amount worked out using the formula:

where:

‘AM’ means the actual means of the student’s designated parent, within the meaning of regulation 12N;

‘FP’ and ‘DC’ have the respective meanings given to them by regulation 12M, as if a reference to the notional parent in that regulation were a reference to the notional parent in relation to the student;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be payable by the parent to achieve an after tax income of (AM -FP).

(2)A concession under regulation 91 does not apply to a student to whom this regulation applies.”.

21.   Regulation 88 (How does parental income affect living allowance?)

21.1   Omit the regulation, substitute:

88

How does parental income affect living allowance?

88.(1) A student can get the maximum living allowance only if parental income, as worked out under regulation 86 or 87A, is not more than $23,350.

(2) The maximum living allowance is reduced by $1 for every $4 by which parental income is more than $23,350.”.

22.   Regulation 94 (What is the spouse’s income?)

22.1   Subregulation 94 (1):

After “regulation 96,”, insert “and except as provided by regulations 94A and 94B,”.

23.   New regulations 94A and 94B

23.1   After regulation 94, insert:

94A

Spouse income—designated spouse

94A. (1) If the student is of a kind described in regulation 12Q, the income of a student’s spouse for a year of study is the greater of:

(a) the amount worked out under regulation 94; and

(b) the amount worked out using the formula:

where:

‘AM’ means the actual means of the student’s spouse, within the meaning of regulation 12U;

‘FP’ and ‘DC’ have the respective meanings given to them by regulation 12T, as if a reference to the notional spouse in that regulation were a reference to the notional spouse in relation to the student;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be payable by the spouse to achieve an after-tax income of (AM -FP).

(2)A concession under regulation 97 does not apply to a student to whom this regulation applies.

94B

Spouse income—designated students with a spouse

94B.(1)If the student is of a kind described in regulation 12W, the income of a student’s spouse for a year of study is the greater of:

(a) the amount worked out under regulation 94; and

(b) the amount worked out using the formula:

where:

‘AM’ means the actual means of the student’s spouse, within the meaning of regulation 12ZA;

‘FP’ and ‘DC’ have the respective meanings given to them by regulation 12Z, as if a reference to the notional spouse in that regulation were a reference to the notional spouse in relation to the student;

‘T’ means the amount of income tax (including Medicare levy, but before rebates, if any) that would notionally be payable by the spouse to achieve an after-tax income of (AM -FP).

(2)A concession under regulation 97 does not apply to a student to whom this regulation applies.”.

24.   Regulation 95 (How does the spouse’s income affect living allowance?)

24.1   Omit the regulation, substitute:

95

How does the spouse’s income affect living allowance?

95. (1) A student can get the maximum living allowance only if the income of his or her spouse, as worked out under regulation 94, 94A or 94B, is not more than $14,690.

(2) The maximum living allowance is reduced by $1 for every $2 by which the spouse’s income is more than $14,690.”.

25.   Regulation 109 (What changes in circumstances must the Department be told about?)

25.1   Subregulation 109 (1):

Omit paragraphs (cc) and (cd), substitute:

“(cc) a designated student becomes aware that his or her spouse’s actual means, within the meaning of regulation 12ZA, are substantially more than the spouse’s actual means at the time that:

  • (i)

    the AUSTUDY application form was lodged; or

  • (ii)

    the spouse’s actual means were last notified to the Department under this regulation; or

(cd) a designated student becomes aware that his or her actual means, within the meaning of regulation 12ZF, are substantially more than his or her actual means at the time that:

  • (i)

    the AUSTUDY application form was lodged; or

  • (ii)

    his or her actual means were last notified to the Department under this regulation; or

(ce) a parent becomes a designated parent within the meaning of regulation 12L; or

(cf) a spouse becomes a designated spouse within the meaning of regulation 12S; or

(cg) a student becomes a designated student within the meaning of regulation 12Y; or”.

____________________________________________________________

NOTES

1. Notified in the Commonwealth of Australia Gazette on 6 November 1996.

2. Statutory Rules 1990 No. 443 as amended by 1991 No. 480; 1992 Nos. 24 and 399; 1993 No. 367; 1994 Nos. 13, 91 and 409; 1995 Nos. 132 and 393 (disallowed in the Senate on 10 September 1996); 1996 No. 21.

Actions
Download as PDF Download as Word Document


Cases Citing This Decision

0

Cases Cited

0

Statutory Material Cited

0