Completing the Private Trust details in the MOD PT 043-04020030

Policy

Guide to Social Security Law, 1.1.T.180, Trust

Guide to Social Security Law, 4.7.3.10, General Provisions for Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.30, Assessable Assets from Discretionary Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.20, Assessable Income from Discretionary Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.40, Assessable Income from Non-discretionary Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.50, Assessable Assets from Non-discretionary Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.60, Summary of Assessable Income from Trusts pre-01/01/2002

Guide to Social Security Law, 4.7.3.70, Assessable Income & Assets from Statutory Trusts

Guide to Social Security Law, 4.7.3.80, Other Trust Matters pre-01/01/2002

Legislation

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

Definitions

Social Security Act 1991

• section 8(2), Income amount earned, derived and received
• section 9(1), Financial assets and income streams definitions
• section 11(1), Assets test definitions

Assessment

Social Security Act 1991

• section 1073(1), Certain amounts taken to be received over 12 months
• section 1075(1), Permissible reductions of business income

Request/obtain information from a person

Social Security Act 1991

• section 63(2), Requirement to attend Department etc
• section 192, General power to obtain information