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Managed investments - updating existing investments 108-04090030

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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

Links to the Federal Register of Legislation site go to a 'Series' page. Select the 'Latest' version.

Social Security Act 1991

  • section 1076, Deemed income from financial assets-persons other than members of couples
  • section 1084A, Valuation and revaluation of certain financial investments