Keyword: assets
- 1.1.A.55 Adequate financial consideration (deprivation)
- 1.1.A.58 Adjacent land
- 1.1.A.130 Amount of disposition - assets & income
- 1.1.A.290 Asset
- 1.1.A.327 Australian Government Actuary (AGA)
- 1.1.C.63 Cash
- 1.1.C.207 Commercial lease value
- 1.1.D.110 Deprived asset
- 1.1.D.210 Disposal of assets
- 1.1.D.260 Dual occupancy residential development
- 1.1.E.108 Encumbrance
- 1.1.E.170 Exempt asset
- 1.1.F.130 Financial asset
- 1.1.I.185 Interest in an asset (life, remainder, reversionary, contingent)
- 1.1.L.50 Liquid assets
- 1.1.M.40 Market value
- 1.1.N.03 National Disability Insurance Scheme (NDIS) amount
- 1.1.P.95 Partnership
- 1.1.P.235 Personal effects & household contents
- 1.1.P.390 Primary production (assets, liabilities)
- 1.1.P.420 Principal home
- 1.1.R.15 Real assets (HEAS)
- 1.1.S.25 Sale leaseback (agreement, residence)
- 1.1.S.120 Severe financial hardship - assets test hardship
- 1.1.S.255 Special residence, special resident
- 1.1.U.20 Unavoidable or reasonable expenditure (JSP, YA, PP, Austudy)
- 1.1.U.50 Unrealisable asset
- 3.1.2.20 Liquid assets test waiting period
- 3.1.2.30 Treatment of liquid assets
- 3.4.5.100 Saved cases - PLS before 10 July 1996
- 3.4.5.20 Security for HEAS
- 3.4.5.30 Calculating the maximum HEAS loan
- 3.4.6.30 Financial assessment for SpNP
- 4.1 Deprivation of income & assets
- 4.2.3 Pensions & benefits assets tests
- 4.4.1.30 Scope of deeming
- 4.10 Historical income & assets limits & information
- 4.12 Means Test Treatment of Private Trusts & Private Companies from 01/01/2002
- 4.12.4.10 Valuation of the Assets of Designated Private Trusts & Designated Private Companies
- 4.12.4.20 Excluded Assets of Controlled Private Trusts & Controlled Private Companies
- 4.12.4.30 Determining Homeowners & Non-Homeowners where the Home is Owned by a Private Company or Private Trust
- 4.12.10.10 Disposal of Assets to a Private Trust or Private Company Before 01/01/2002
- 4.12.10.20 Disposal of Assets to a Private Trust or Private Company On or After 01/01/2002
- 4.12.10.30 Disposal of the Assets of a Private Trust or Private Company On or After 01/01/2002
- 4.12.11.30 Other primary production issues
- 4.13.1.30 Effect of compensation on compensation affected payments
- 4.4.1.40 Exemption of Financial Investments from Deeming
- 4.6.2.10 General provisions for exempt assets
- 4.6.2.20 Assessing Exemption for Irrecoverable Loans, Failed Loans & Debts
- 4.6.3.10 General provisions for assessing the principal home
- 4.6.3.20 Determining Homeowners & Non-homeowners
- 4.6.3.30 Defining the principal home
- 4.6.3.40 Determining Homeowners & Non-Homeowners where Home Owned by a Company or Trust
- 4.6.3.50 Assessing dual occupancy homes
- 4.6.3.60 Exempting the principal home - temporary vacation of property
- 4.6.3.70 Exempting the principal home - care situations
- 4.6.3.80 Exempting the principal home - sale proceeds (for homes sold between 01/07/2007 & 31/12/2022)
- 4.6.3.90 Exempting the principal home - sale proceeds (for homes sold on or after 01/01/2023)
- 4.6.4.10 General provisions for special residences
- 4.6.4.20 Hostels or low care facilities assessed before 01/10/1997
- 4.6.4.30 Assessing retirement villages
- 4.6.4.40 Assessing sale leaseback residences
- 4.6.4.50 Granny flats - features, rights & interests
- 4.6.4.60 Granny flats - reasonable value conversion factors
- 4.6.4.70 Granny Flats - Additional Features
- 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 Trusts & Companies 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
- 4.6.6.10 General provisions for valuation of assets
- 4.6.6.20 Overseas real estate, partner's share of a business & assets not readily accessible
- 4.6.6.30 Encumbrances & loans against assets
- 4.6.7 Asset hardship rules
- 4.6.7.10 General provisions for hardship
- 4.6.7.20 Effect of deprivation on eligibility & rate
- 4.6.7.50 Unrealisable assets - unable or unreasonable to sell or borrow against
- 4.6.7.60 Determining severe financial hardship - readily available funds
- 4.6.7.70 Determining severe financial hardship - drawings from an unincorporated business
- 4.6.7.80 Notional ordinary income - overview
- 4.6.7.90 Notional ordinary income - non-farm property & other assets
- 4.6.7.100 Notional Ordinary Income - Net Value of a Farm
- 4.6.7.110 Notional ordinary income - person's farm used by a family member
- 4.6.7.120 Notional ordinary income - other farming situations
- 4.6.7.130 Rate calculation under the hardship provisions
- 4.6.8.10 Defining land adjacent to the principal home
- 4.6.8.20 Defining title document & exceptions
- 4.6.8.30 Grandfathering provisions for more than one title
- 4.6.8.40 Private land use test
- 4.6.8.50 General Provisions for the Extended Land Use Test
- 4.6.8.60 Long term (20-year) Continuous Attachment to Land
- 4.6.8.70 Determining the Effective Use of the Land
- 4.7.1.10 General Provisions for Sole Traders & Partnerships
- 4.7.1.20 Assessment of income for sole traders & partnerships
- 4.7.1.40 Assessment of Assets for Sole Traders
- 4.7.1.50 Assessment of Assets for Partnerships
- 4.7.2 Assessing the Income & Assets from Private Companies pre-01/01/2002
- 4.7.3.10 General Provisions for Trusts pre-01/01/2002
- 4.7.3.30 Assessable Assets from Discretionary Trusts pre-01/01/2002
- 4.7.3.50 Assessable Assets from Non-discretionary Trusts pre-01/01/2002
- 4.7.3.70 Assessable Income & Assets from Statutory Trusts
- 4.7.3.80 Other Trust Matters pre-01/01/2002
- 4.7.4.10 Assessable Income & Assets from Primary Production
- 4.7.4.20 Primary Production Aggregation Assessment for Sole Traders & Partnerships
- 4.7.4.30 Primary Production Aggregation Assessment for Companies & Trusts
- 4.8.1 Description of superannuation
- 4.8.2 Assessment of superannuation investments
- 4.9 Income streams
- 4.9.5.50 Pension Valuation Factors for Defined Benefit Income Streams
- 5.5.6 Samples of assets test hardship calculations
- 6.1.1.10 General provisions for income & assets reviews
- 6.1.1.20 Causes & types of income & assets reviews
- 6.1.2.40 Reviews - Sale of Home & Temporary Absence from Principal Home
- 6.1.2.110 Reviews - hardship cases
- 6.2.5.50 CP - reviews (adult with a disability)