Controlled private trusts 043-04020090

Policy

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

Social Security Guide 4 Income & Assets

Social Security Guide 4.12.1.20 Determining a Controlled Private Trust from 01/01/2002

Social Security Guide 4.12.1.40 The Source Test

Social Security Guide 4.12.1.50 Associate Rule

Legislation

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Social Security Act 1991, part 3.18, division 1, Introduction

Definition of an associate

Social Security Act 1991, section 1207C, Associates

Social Security Act 1991

• section 1207D, When a company is sufficiently influenced by an entity
• section 1207Q(3), Controlled private companies
• Source test (Subsection 3) to access the relevant information