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Financial Investments 108-04090000

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This document lists the types of financial investments used in income and assets tests.

Financial investment definition

For income and asset test purposes, a financial investment includes:

  • cash
  • deposit money
  • a managed investment. This includes margin loans
  • a listed security
  • a loan not repaid in full
  • an unlisted public security
  • gold, silver or platinum bullion
  • an asset-tested income stream (short term)
  • some account-based income streams, depending on the purchase date
  • Home Equity Access Scheme advance payments

The Financial Industry Network Support (FINS) Bulletin has up-to-date information about financial products. The information provided can be different for each product. Examples of what could be provided are:

  • coding advice
  • how to assess the asset value
  • information about a change of name of the investment

The Resources page contains links to FINS and other investment information.

Contents

Assessing and coding the Income and investments Mod iA

MIN/SIN Database Maintenance and Updates

Managed investments - adding a new investment

Managed investments - updating existing investments

Enquiries on managed investments

Revaluing managed investments, shares and securities

Adding shares and securities

Loans

Trusts

Advance payments for Home Equity Access Scheme (HEAS) loans