The Guides to Social Policy Law is a collection of publications designed to assist decision makers administering social policy law. The information contained in this publication is intended only as a guide to relevant legislation/policy. The information is accurate as at the date listed at the bottom of the page, but may be subject to change. To discuss individual circumstances please contact Services Australia.

Keyword index

Keyword: trust

1.1.A.230 Arm's length loan
1.1.A.240 Arm's length transaction
1.1.D.200 Discretionary trust
1.1.F.90 Family trust (PBS)
1.1.N.100 Non-discretionary trust
1.1.S.242 Special disability trust
1.1.T.180 Trust
4.1.4 Deprivation related to trusts & private companies before 01/01/2002
4.12 Means Test Treatment of Private Trusts & Private Companies from 01/01/2002
4.12.1 Attribution Guidelines for Private Trusts & Private Companies from 01/01/2002
4.12.10 Deprivation Provisions for Controlled Private Trusts & Controlled Private Companies
4.12.1.10 Determining a designated private trust or private company from 01/01/2002
4.12.1.20 Determining a Controlled Private Trust from 01/01/2002
4.12.1.40 The Source Test
4.12.1.50 Associate Rule
4.12.2 Attributable Stakeholders & Attribution Percentages
4.12.3 Other Trust Matters from 01/01/2002
4.12.3.10 Discretionary Trusts
4.12.3.20 Fixed (Non-discretionary) Trusts
4.12.3.30 Testamentary Trusts
4.12.11 Primary Production Controlled Private Trusts & Controlled Private Companies
4.12.11.10 Aggregation Assessments of Controlled Primary Production Private Trusts & Private Companies
4.12.12 Additional Privacy Guidelines for Private Trusts & Private Companies
4.12.3.35 Life Interests & Remainder Interests
4.3.2.30 Income exempt from assessment - legislated
4.6.5.30 Assessing property, real estate & unit trusts
4.6.5.65 Loans that no longer exist
4.12.3.40 Protective trusts
4.12.3.50 Background to Non-Express (Implied) Trusts
4.12.3.52 Resulting Trusts
4.12.4 Assessing the Assets of Controlled Private Trusts & Controlled Private Companies
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
4.12.5 Liabilities of a Controlled Private Trust & Controlled Private Company
4.12.5.10 Recognised & Non-Recognised Liabilities of a Controlled Private Trust or Controlled Private Company
4.12.6 Assessment of Capital Injections to Controlled Private Trusts & Controlled Private Companies
4.12.7 Assessing Income & Distributions of Controlled Private Trusts & Controlled Private Companies
4.12.8 Reassessments & Overpayments of a Controlled Private Trust & a Controlled Private Company
4.12.8.10 Reassessments of a Controlled Private Trust or Controlled Private Company
4.12.8.20 Overpayments Relating to Controlled Private Trusts & Controlled Private Companies
4.12.9 Resignations from a Controlled Private Trust or Controlled Private Company
4.14 Means test concessions for special disability trusts
4.14.3.20 Trustee requirements for special disability trusts
4.14.3.40 Means testing of special disability trusts
4.14.4.10 Gifting to a special disability trust
4.14.4.20 Gifting concession for special disability trusts
4.7.3 Assessing the Income & Assets from Trusts pre-01/01/2002
4.12.3.51 Constructive Trusts
4.7.3.10 General Provisions for Trusts pre-01/01/2002
4.7.3.20 Assessable Income from Discretionary Trusts pre-01/01/2002
4.7.3.30 Assessable Assets from Discretionary Trusts pre-01/01/2002
4.7.3.40 Assessable Income from Non-discretionary Trusts pre-01/01/2002
4.7.3.50 Assessable Assets from Non-discretionary Trusts pre-01/01/2002
4.12.3.53 Other Non-Express (Implied) Trusts
4.7.3.60 Summary of Assessable Income from Trusts pre-01/01/2002
4.7.3.70 Assessable Income & Assets from Statutory Trusts
4.12.3.70 Excluded Trusts
4.7.3.80 Other Trust Matters pre-01/01/2002
4.7.4.30 Primary Production Aggregation Assessment for Companies & Trusts
4.12.3.80 Assessable Income & Assets from Court-Ordered (Statutory) Trusts