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POSTPONEMENT OF RATES FOR SENIORS PROCEDURAL CHECKLIST and NOTES FOR RATES ADMINISTRATORS (to be read in conjunction with the “Postponement of Rates for Seniors – Application form” √ Task Initiating the Process Notes Given the complexity of some aspects of the scheme, it is suggested a meeting be arranged at a convenient place and time with the applicant to facilitate: o understanding of the conditions of the scheme; o completion of the application form; and o assessment of eligibility. Note, the application form requires declaration that the applicant has been informed and understands the conditions which apply to the postponement of rates scheme. Source property data available from Council records or Land Services Assessment Number Certificate of Title reference Owners - Check no other person has an interest as an owner in the property, other than the spouse Check whether any mortgages on the property Check status as State Seniors Card Holder If not the owner, is the applicant the owner’s spouse? Assessor to ask for and record sighting the State Seniors Card Note the application form requires the application to declare status as the spouse if not the ratepayer. This declaration is suggested as sufficient to verify the status as spouse. Are there any mortgages on the property registered prior to 25 January 2007? If yes, ask applicant to obtain a statement from the financial institution indicating the maximum credit limit secured by the mortgage. Note the possibility of re-draw up to the mortgage limit. Note: If a mortgage has been taken out after 25 January 2007 proof of equity is not required as Council debt is repaid prior to any mortgage. Is the property the principal place of residence of the State Seniors Card holder and/or spouse? “Principal place of residence” is not defined for the purpose of the postponement of rates scheme. In practice, the property on the House of Assembly roll is likely to be the principal place of residence. The definition for SA Land Tax charge is noted. 1 A declaration that the property is the principal place of residence is deemed sufficient verification. Note there is no benefit to the ratepayer, or impost on Council due to a false declaration. Confirm receipt of application and approval or otherwise in writing individually to all owners or the property, and the applicant if not an owner. Advise of approval or otherwise Signing the form Request that the applicant and owner sign the application form (if practical) Ask a third party to sign as witness on the application form. Principal place of residence” is defined for SA Land Tax charges as: Land that is owned by a natural person (that is, not a company or other organisation) and is used as their principal place of residence and: not used to conduct a business, trade or boarding house from the property; or part of the property is not let to any person other than a parent, grandparent, child or grandchild (Note: The owner must reside on the land with the family member). 1 ECM 590515 1/08/2017 1 ASSESSMENT OF POSTPONEMENT APPLICATION Rate Assessment No: Applicant’s Name: Owner/s Names: State Seniors Card sighted Copy of Title provided Does mortgage exist prior to 26 January 2007? Yes - If yes, statement from financial institution provider No Applicant eligible for Postponement of Rates Postponement applied to rates account Rates Account notation (or flagged for issue of annual declaration form if relevant) Letters issued to all owners individually Assessing Officer’s Name: Assessing Officer’s Signature: Date Processed: ECM 590515 1/08/2017 2