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Documents required to assess a private trust 043-04020020

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Policy

Social Security Guide 4 Income & Assets

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

Social Security Guide 4.12.3 Other Trust Matters from 01/01/2002

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

Social Security Guide 4.3.9.60 Income from Private Companies & Trusts

Legislation

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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