Quarterly Pension Validations

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  • #19887
    Andrea Dolan
    Participant

      Canterbury-Bankstown

      Hi,

      Just a quick question for those who do quarterly validations. When do you do your 1st quarter?
      I’ve been able to get approval for Canterbury-Bankstown to start doing them after a gazillion years of doing annual validations. So I’m trying to figure out the best time to do the September one, prior to claim.

      Thanks for your time
      Andrea

      #19896
      Seon Millsteed
      Participant

        Hi Andrea, here at Tamworth we do quarterly validations. We send the file off in the latest month of each quarter in preparation for the next quarters notices.

        Thanks Seon.

        #19895
        David Grima
        Participant

          Wingecarribee

          same for us – as late as possible before end of quarter.

          #19894
          Bradley Filmer
          Keymaster

            Blacktown City

            Hi Andrea,

            Same here at Blacktown, leave it as late as possible before the next quarterly notice run.
            Thanks
            Brad

            #19893
            Anne Jones
            Participant

              Berrigan Shire

              Hi Andrea,

              We do quarterly here a Berrigan, we run confirmations/validations in 1st week of Sept, Dec, March and June. Letters are sent to those that flag ‘Not a Card Holder’ or Deceased Estates, advising the rebate will be removed, giving 21 days to reply, so rebates can be removed/updated before the generation of the instalment notice.

              #19891
              Cherie Muir
              Participant

                Shoalhaven

                Hey Andrea
                Randwick does same as Tamworth, Blacktown and Berrigan.
                Re the annual pensioner subsidy claim though … whether you get your September validation in ahead of preparing your claim might depend on when you’re having your audit for your annual statements.
                It has been our experience past year or so that our auditors come in early to do our Statements (late July/early August) they tend to look for our our pensioner subsidy as they finish audit (i.e. early than we have prepared the claim in the past).
                Regards
                Cherie

                #22839
                Danielle Dwyer
                Participant

                  Bega Valley

                  Hi Everyone,

                  Just looking for some guidance on how we would get quarterly validations started here in Bega. We have been wanting to do this for some time now.

                  I would be grateful for any tips or tricks.

                  Thanks so much,

                  Dani

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