Operational Blueprint document (LEX 89610): Exempt lump sums 108-04080040 (effective from 8 January 2026). 1 document released in part. LEX 89610 Sections of the Act : Sections 22 and 47E(d)…

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Services Australia released an operational blueprint (effective 8 January 2026) governing how exempt lump sums are treated under social security income and asset tests. The document defines exempt lump sums as payments excluded from income testing based on their characteristics rather than source, though they remain assessable assets. Key categories include: compensation for loss or damage to a principal home (exempt from assets test and deemed income for 12 months, potentially extendable); compensation for personal effects loss or debt repayment (exempt from assets test for up to 12 months); charitable grants for compassionate purposes; and superannuation co-contributions. The document also addresses treatment of pension arrears from non-Agreement countries and references family assistance payment rules. Portions were withheld under section 47E(d) of the Freedom of Information Act.