4.6.5 Assessing Personal Assets & Financial Investments

Summary

This section contains information on the assessment of personal assets and financial investments (section 9(1)-'financial investment').

 

Act reference: SSAct section 9(1)-'financial investment'

Policy reference: SS Guide 4.4 Deeming Provisions, 4.8 Superannuation Funds, 4.9 Income Streams

 

In this section

This section contains the following topics:

4.6.5.10 Assessing Personal Effects, Household Contents, Vehicles & Cash

4.6.5.20 Assessing Fixed Term Deposits, Bonds, Securities

4.6.5.30 Assessing Property, Real Estate & Unit Trusts

4.6.5.40 Assessing Shares in Public Companies

4.6.5.50 Assessing Shares in Private & Unlisted Public Companies - Not Assessed Under New T & C Rules

4.6.5.60 Assessing Loans & Guarantor Arrangements

4.6.5.65 Loans that No Longer Exist

4.6.5.70 Assessing Insurance Bonds & Policies

4.6.5.75 Treatment of Superannuation & Roll-over Investments Under the Assets Test

4.6.5.80 Assessing Interests in a Deceased Estate

4.6.5.90 Assessing Home Equity Conversion Loans

4.6.5.100 Assessing Private Annuities & Overseas Income Products

4.6.5.110 Failed Financial Investments

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Last reviewed: 16 May 2011