Adding or updating a life expectancy income stream 108-05060040
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 4.9.2.10 Characteristics of pre-20/09/2004 asset-test exempt income streams
Social Security Guide 4.9.2.40 Commuting an asset-test exempt income stream
Social Security Guide 4.9.2.50 Joint income streams
Social Security Guide 4.9.3 Asset-tested income streams
Social Security Guide 4.9.4 Self Managed Superannuation Funds (SMSFs) & Small APRA Funds (SAFs)
Social Security Guide 4.9.5 Life expectancy, pension valuation factor & payment factor tables
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
Social Security (Asset-test Exempt Income Stream Guidelines) Determination 2025
Eligibility criteria and conditions for waiver of debts raised for non-allowable commutations
Social Security (Waiver of Debts – Legacy Product Conversions) Specification 2025
Legislation
Links to the Federal Register of Legislation site go to an 'All versions' page. Select the 'Latest' version.
- section 9, Financial assets and income streams definitions
- section 9B, Meaning of asset-test exempt income stream - life expectancy income streams
- section 1098, Income from asset-test exempt income stream
- section 1099B, Income from asset-tested income stream (long term)
- section 1119, Value of asset-tested income streams that are not defined benefit income streams
- section 1120B, Value of partially asset-test exempt income streams