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Investigating an Age Pension payment
Pathfinder estimates the Age Pension for each individual based on the current legislation and the data in the case. If the estimate is not what you were expecting then this page lists some things you can investigate.
On this page
How to see if Income or Assets are restricting the Age Pension
If you were expecting an individual to earn a higher Age Pension, it could be that you have considered the Assets test, but not the income test. To see whether an individual's Age Pension entitlement is being restricted by the Assets Test or Income Test:
- Go to the Results > Detailed reports step
- On the left menu, click (Individual name) > Government pension
- On this report check the ’Pension for the full year’ line and check it against the values in the ‘Pension from asset test’ and ‘Pension from income test’ lines. The line it matches is the test that is limiting his Age Pension.
In the example below, in the second year, the individual's Age Pension entitlement is being restricted to by the income test:
Ensuring the the correct Age Pension rate is applied by setting the 'Marital status'
The Age Pension rates depend on whether the individual is part of a couple or is single. In Pathfinder, the 'Marital status' field (on the Current situation > Personal details step) is used to determine the whether to apply the single or couple rate.