ast_gft_beta_ext 0.2
Definition
This distribution (AST_GFT) contains a longitudinal history of reported assets that relate to gifts.
Data source details
| Path name | Data Element | Definition | Data Type | Format |
|---|---|---|---|---|
| ~.ast_gft_beta_ext.ext_dom_person_id | Recipient: DOMINO person identifier, ID number |
A synthetic numeric sequence of characters used for the purposes of identifying a unique DOMINO entity.
Specific Information:
person_id has been renamed to ext_dom_person_id |
Number | N[15] |
| ~.ast_gft_beta_ext.gfdt_gift_id | Asset: Gift identifier, ID number |
Identification for a gift. |
Number | N[NNN] |
| ~.ast_gft_beta_ext.period_start_date | Event: Period start date, YYYY-MM-DD |
The date on which a reporting period relating to an event commences, expressed as YYYY-MM-DD. |
Date | YYYY-MM-DD |
| ~.ast_gft_beta_ext.period_end_date | Event: Period end date, YYYY-MM-DD |
The date on which a reporting period relating to an event ends, expressed as YYYY-MM-DD. |
Date | YYYY-MM-DD |
| ~.ast_gft_beta_ext.gft_pen_yr_start_date | Asset: Gift pension year start date, YYYY-MM-DD |
The date that a gift asset is acquired. |
Date | YYYY-MM-DD |
| ~.ast_gft_beta_ext.gft_pen_deem_calc_date | Asset: Gift pension deeming calculation date, YYYY-MM-DD |
The date the deeming calculation for a gift was done. |
Date | YYYY-MM-DD |
| ~.ast_gft_beta_ext.gft_pen_5yr_deem_asset_amt | Asset: Gift exceeding pension five year deemed asset amount, Total Australian currency |
This is the amount of the gift that has exceeded the allowable gifting limit of $25,000 per person/couple in the last 5 years. It is system calculated. |
Decimal | N[9].NN |
| ~.ast_gft_beta_ext.gft_pen_deem_asset_amt | Asset: Gift pension deemed asset amount, Total Australian currency |
This is the pensioner deemed asset amount of the gift. |
Decimal | N[9].NN |
| ~.ast_gft_beta_ext.gft_pen_chg_rsn_code | Asset: Gift change reason, Code |
This field is used to record a reason for changing the assessment of a gift. |
String | AAA |
| ~.ast_gft_beta_ext.gft_dtl_asset_amt | Asset: Asset amount of gift, Total Australian currency |
Contains the asset amount of a gift. |
Decimal | N[9].NN |
| ~.ast_gft_beta_ext.gft_dtl_consid_amt | Asset: Gift consideration amount, Total Australian currency |
Contains the consideration amount paid for the gift. |
Decimal | N[9].NN |
| ~.ast_gft_beta_ext.gft_dtl_own_pc | Asset: Percentage of gift owned by client, Percentage |
The percentage of the a gift owned by the client. |
Number | NNN.NN |
| ~.ast_gft_beta_ext.gft_dtl_ptr_pc | Asset: Percentage of gift owned by partner, Percentage |
The percentage of the a gift owned by the partner of a recipient. |
Number | NNN.NN |
| ~.ast_gft_beta_ext.gft_dtl_type_code | Asset: Gift type, Code |
This field is to identify the type of gifts/deprived asset held by a client/partner. |
String | XXX |
| ~.ast_gft_beta_ext.gft_dtl_rural_exempt_code | Asset: Gift rural exemption, Code |
This field contains the rural exemption type for gifts. It is used to ensure that income from gifts that should be exempt for rural processing can be recorded on the system and identified as an exempt asset and/or deemed income from assets. |
String | AAA |
| ~.ast_gft_beta_ext.gft_dtl_sdt_contrib_date | Asset: Gift contribution date, YYYY-MM-DD |
This element is used to display the contribution date for a gift amount within Special Disability Trusts. |
Date | YYYY-MM-DD |
Origin
1 Extraction
The data for this distribution is extracted from the data warehouse at Services Australia. The source tables are detailed below.
- CIRD_GDTL_GFDT contains gift/deprived asset details for a customer.
- CIRD_GDTL_GFDP contains summarised gift/deprived asset details for a customer per pension year.
Records are extracted from each of these tables with the application of the following filters:
- removing deleted and provisional records, and
- removing records that do not have a logical delete date of 31 December 9999.
2. Episode Generation
The extract from CIRD_GDTL_GFDP is organised chronologically for each recipient based on the date of event.
The episodes are then generated which can be generalised using the variable assignments in Table 1.
Table 1: Generalisation of Episode Generation Variable Assignments
| Variable | Assignment |
|---|---|
| Person ID | Person ID from extract. |
| Period Start Date | Date of Effect from extract. |
| Period End Date |
If the last row for the recipient and asset:
Otherwise:
|
| Gift pension year start date | Gift pension year start date from extract. |
| Gift pension deeming calculation date | Gift pension deeming calculation date from extract, |
| Gift exceeding pension five year deemed asset amount | Gift exceeding pension five year deemed asset amount from extract divided by 100. |
| Gift pension deemed asset amount | Gift pension deemed asset amount divided by 100. |
| Gift change reason | Gift change reason from extract. |
| Gift note first line | Gift note first line from extract. |
| Gift note second line | Gift note second line from extract. |
| Asset identifier | Asset identifier from extract. |
A row will only be output to the final distribution if any of the dollar amounts are non-zero or at least one of the gift notes have changed.
3 Merging GFDT Information
The episodes obtained are then merged with the RBID extract through the Person ID and Asset Identifier variables. This introduces new variables to the final distribution:
- Asset amount of the gift (divided by 100)
- Gift consideration amount (divided by 100)
- Percentage of gift owned
- Percentage of gift owned by partner
- Gift details
- Gift type
- Gift rural exemption code
- Gift contribution date
- Special Disability Trust identifier