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Assets Test for partnered pension customers 108-03010100

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Policy

Social Security Guide, 4.2.3, Pensions & Benefits Assets Tests & Limits

Social Security Guide, 5.5.1, Samples of Pension Rate Calculations

For historical rates and income thresholds for pensions, allowances, Family Payment prior to July 2000 and Concession Cards income and assets limits see:

Social Security Guide, 4.10, Historical Income & Assets Limits & Information

Legislation

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

Social Security Act 1991

  • part 3.1, Rate Calculators (General)
  • part 3.2, Pension Rate Calculator A
  • section 1064, Module G-Assets test
    • subsection 1 - 'Effect of assets on maximum payment rate'
    • subsection 3 - 'Assets value limit'
    • subsection 4 - 'Pension reduction for assets in excess of assets value limit'