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Adding or updating an account-based income stream 108-05060010



Policy

Social Security Guide, 1.1.I.70, Income stream

Social Security Guide, 4.9.3, Asset-Tested Income Streams

Social Security Guide, 4.9.4, Self Managed Superannuation Funds (SMSFs) & Small APRA Superannuation Funds (SAFs)

Social Security Guide, 4.9.5, Life expectancy, pension valuation factor & payment factor tables

Social Security Guide, 4.9.5.47, Table of Life Expectancy - Payments Commenced on or after 01/01/2010 to 31/12/14

Social Security Guide, 4.9.5.48, Table of Life Expectancy - Payments Commenced on or after 01/01/2015 to 31/12/2019

Social Security Guide, 4.9.5.49, Table of Life Expectancy - Payments Commenced on or after 01/01/2020

Social Security Guide, 4.9.5.60, Pension Valuation Factors and Percentage Factors for Account-Based Income Streams

Social Security Guide, 4.9.6, Assessment of Divorce Property Settlements

Social Security Guide, 4.9.7, Social Security Treatment of Structured Settlements

Social Security Guide, 4.9.8, Specific provisions & historical information for income streams

Social Security Guide, 6.7.3.20, Waiver of Debt

Legislation

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

Social Security Act 1991

  • section 9, Financial assets and income streams definitions
  • section 1097A, Scope of Subdivision B - Income streams that are not family law affected income streams
  • section 1099B, Income from asset-tested income stream (long term)
  • section 1099C, Income-income stream not a defined benefit income stream
  • section 1099DAA, Income from certain low-payment asset-tested income streams
  • section 1119, Value of asset-tested income streams that are not defined benefit income streams
  • section 1237, Power to waive Commonwealth's right to recover debt
  • section 1237AB, Secretary may waive debts of a particular class
  • part 2 - application provisions, Social Services and Other Legislation Amendment Act 2014
  • Social Security (Waiver of Debts - Bereavement Period) Specification 2017