Documents required to assess a private trust 043-04020020

Policy

Guide to Social Security Law, 4, Income & Assets

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

Guide to Social Security Law, 4.12.3, Other Trust Matters from 01/01/2002

Guide to Social Security Law, 4.7.3, Assessing the Income & Assets from Trusts pre-01/01/2002

Guide to Social Security Law, 4.3.9.60, Income from Private Companies & Trusts

Legislation

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

Social Security Act 1991

• part 3.18, division 1, Introduction
• section 8, Income test definitions
• section 1072, General meaning of ordinary income
• section 1073, Certain amounts taken to be received over 12 months