Adding or updating a lifetime income stream 108-05060030

Policy

Social Security Guide, 1.1.I.70, Income stream

Social Security Guide, 4.9.2, Asset-Test Exempt (ATE) Income Streams

Social Security Guide, 4.9.2.17, Retention of Asset Test Exemption for ATE Income Streams Purchased from 20/09/2004 or from 20/09/2007

Social Security Guide, 4.9.2.40, Commuting an Asset-Test Exempt Income Stream

Social Security Guide, 4.9.2.50, Joint Income Streams

Social Security Guide, 4.9.3, Asset-Tested Income Streams

Social Security Guide, 4.9.4, Self Managed Superannuation Funds (SMSFs) & Small APRA Superannuation Funds (SAFs)

Social Security Guide, 4.9.5, Life expectancy, pension valuation factor & payment factor tables

Social Security Guide, 4.9.5.48, Table of Life Expectancy - Payments Commenced on or after 01/01/2015

Social Security Guide, 4.9.5.49, Table of Life Expectancy - Payments Commenced on or after 01/01/2020

Social Security Guide, 4.9.6, Assessment of Divorce Property Settlements

Social Security Guide, 4.9.7, Social Security Treatment of Structured Settlements

Social Security Guide, 4.9.8, Specific provisions and historical information for income streams

Social Security Guide, 6.7.3.20, Waiver of Debt

Legislation

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

Social Security Act 1991

• section 9, Financial assets and income streams definitions
• section 9A, Meaning of asset-test exempt income stream - lifetime income streams
• section 1098, Income from asset-test exempt income stream
• section 1099B, Income from asset-tested income stream (long term)
• section 1119, Value of asset-tested income streams that are not defined benefit income streams
• section 1120B, Value of partially asset-test exempt income streams