Managed investments - adding a new investment 108-04090020

Policy

Social Security Guide, 4.4.2, Deeming of Financial Investments

Social Security Guide, 4.7.2, Assessing the Income & Assets from Private Companies pre-01/01/2002

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

Social Security Guide, 4.6.6.30, Encumbrances & Loans Against Assets

Legislation

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

Social Security Act 1991

• chapter 3, Part 3.10, Division 1B, Deemed income from financial assets
• section 1084A, Valuation and revaluation of certain financial investments