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August income stream reviews 110-02060020

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Policy

Social Security Guide, 4.9.4.40, Actuarial Valuation Certificate for Lifetime or Life Expectancy ATE Income Streams Paid from SMSFs or SAFs

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

Legislation

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

Social Security Act 1991

  • section 9A(1), Meaning of asset-test exempt income stream-lifetime income streams
  • section 9A(1B), Guidelines relating to actuarial certificates
    • for details of when paragraph (1B) does not apply, see section 9A(1C)
  • section 9B(1), Meaning of asset-test exempt income stream-life expectancy income streams
    • for details of when subsection 1A applies, see section 9B(1A)
    • for details when paragraph (1A)(b) does not apply, see section 9B(1C)
  • section 9B(1D), information on guidelines applied by the Secretary
    • The Secretary may determine (Subsection 1D)
  • section 9BA, Meaning of asset-test exempt income stream - market linked income streams