Managed investments - adding a new investment 108-04090020

Policy

Social Security Guide 4.4.2 Deeming of Financial Investments

Social Security Guide 4.7.2 Assessing the Income & Assets from Private Companies pre-01/01/2002

Social Security Guide 4.12 Means Test Treatment of Private Trusts & Private Companies from 01/01/2002

Social Security Guide 4.6.6.30 Encumbrances & Loans Against Assets

Legislation

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Social Security Act 1991

• chapter 3, Part 3.10, Division 1B, Deemed income from financial assets
• section 1084A, Valuation and revaluation of certain financial investments