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tomhammo(Initiate)Initiate
12 May 2023

Hi,


I have a question regarding CRS for medical expenses and medical transport.


Whilst the eligibility requirements for compassionate release of super (CRS) are quite comprehensively explained on the ATO website, there is a rather important question that isn't addressed, being whether the timing of when a CRS application is made affects the eligibility.


In other words:


Does it matter if a CRS application is made before or after medical treatment is received ?(please note: I understand that only unpaid medical expenses can be released)


Does it matter if a CRS application is made before, during or after medical transport to an overseas location? In other words, can a CRS application be made if a claimant has already travelled to the treatment destination? (please note: I understand that only unpaid transport costs can be released)


Logically, one would think it doesn't matter when a CRS application is lodged, as this doesn't objectively change the nature of the expenses. Unfortunately this is not expressly stated in writing anywhere to give peace of mind.


Please note that I understand that the ideal situation is that a CRS application is made before medical expenses are incurred to reduce uncertainty and to avoid the risk of not being able to pay the expense. What I am seeking is to know the extent of what the rules allow in situations where treatment or medical transport commences prior to a CRS application being made.


Thank you and kind regards








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506 views
7 replies

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AnitaATO(Community Support)Community Support
16 May 2023

Hey @githa700,


There is no specific time for you to apply for compassionate release of super whether it be before, after or during treatment. As long as you have the evidence to support your claim and the quote is not older than 6 months or if you have the invoice already it's no older than 40 days there shouldn't be an issue.

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Most helpful reply

AnitaATO(Community Support)Community Support
16 May 2023

Hey @githa700,


There is no specific time for you to apply for compassionate release of super whether it be before, after or during treatment. As long as you have the evidence to support your claim and the quote is not older than 6 months or if you have the invoice already it's no older than 40 days there shouldn't be an issue.

tomhammo(Initiate)Initiate
16 May 2023

Thank you for the information, @AnitaATO.


You mentioned treatment in your message, but I was wondering if you could clarify whether this also includes medical transport. The reason I ask is that I have read confusing advice stating that I would need to make a CRS claim before undergoing medical transport to an overseas treatment location in order to have the medical transport costs covered. The logic being applied seems to be that I don't need transport if already in the treatment country. I have a strong feeling that this advice may not be correct, as it seems unlikely that medical transport should be delayed due to procedural considerations.

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Eligibility vs Timing of Compassionate Release of Super Application | ATO Community