Assessment of assets (CLK) 108-04020000

Policy

Social Security Guide 4.2.3 Pensions & Benefits Assets Tests & Limits

Social Security Guide 4.6 Assets

Social Security Guide 4.6.6.10 General Provisions for Valuation of Assets

Social Security Guide 4.6.6.30 Encumbrances & Loans against Assets

Social Security Guide 4.6.7.50 Unrealisable Assets - Unable or Unreasonable to Sell or Borrow Against

Social Security Guide 4.1.5 Deprivation Related to Deceased Estates & Separation

Social Security Guide 4.12.3.80 Assessable Income & Assets from Court-Ordered (Statutory) Trusts

Legislation

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Social Security Act 1991

• part 3.12, division 1, Value of person's assets
• section 1084, Certain money and financial investments not taken into account
• section 1121, Effect of charge or encumbrance on value of assets
• section 1118, Certain assets to be disregarded in calculating the value of a person's assets
• section 1123, Disposal of assets
• section 1207P, Designated private trusts