This page contains a list of assets and the information required when a referral to the AGA is made.
Referral to Australian Government Actuary (AGA)
Documents and supporting information required for referral to AGA
This table contains a list of assets and the information required when a referral to the AGA is made.
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Asset |
Details required |
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Properties |
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address
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whether it is a residential, commercial or farming property
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whether the customer resides at the property
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whether there is any reason to expect subdued rental return (and if so, why)
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current rental return will be useful but not necessary
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property valuation report as at (or within 6 months to) the valuation dates (if a customer has a life interest in a farming property that he/she resides at, then please provide a separate value for house and curtilage)
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|
Shares |
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names and quantities
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portfolio statements as at (or within 6 months to) the valuation dates
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|
Cash and term deposits |
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account type
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term of the investment (if available)
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bank statement as at (or within 6 months to) the valuation dates
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|
Managed portfolio |
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name of the managed portfolio
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portfolio asset allocation (useful but not necessary)
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portfolio statements as at (or within 6 months to) the valuation dates
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Australian Government Actuary
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