Adding or updating a market-linked income stream 108-05060020

Policy

Social Security Guide 1.1.I.70 Income stream

Social Security Guide 4.9.2 Asset-Test Exempt (ATE) Income Streams

Social Security Guide 4.9.2.17 Retention of Asset Test Exemption for ATE Income Streams Purchased from 20/09/2004 or from 20/09/2007

Social Security Guide 4.9.2.40 Commuting an Asset-Test Exempt 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 4.9.5.70 Payment Factors for Market-Linked 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 6.7.3.20 Waiver of Debt

Social Security (Asset-test Exempt Income Stream Guidelines) Determination 2025 - Federal Register of Legislation

Eligibility criteria and conditions for waiver of debts raised for non-allowable commutations

Social Security (Waiver of Debts – Legacy Product Conversions) Specification 2025 - Federal Register of Legislation

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 9BA, Meaning of asset-test exempt income stream-market-linked income streams
• section 1099AA, Income from market-linked asset-test exempt income stream
• section 1099C, Income-income stream not a defined benefit income stream
• section 1120B, Value of partially asset-test exempt income streams