Investment Information Systems

Last amended: 5 March 2010

DVA's investment data bases

DVA has three investment data bases to help staff with assessing financial assets for service pension and Income Support Supplement purposes.

Staff can access and capture investment information in PIPSPC for the following financial asset categories:

• Financial Institution Deposit Accounts
• Managed Investments
• Listed Shares

Data base information

The databases display the following information:

• redemption prices and last sale prices for unitised managed investments and listed shares,    
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  Deeming of shares investments and managed investments

  Section 9.5.5

  Section 9.5.6

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• interest rates, tier levels and interest calculation methods for bank, building society and credit union deposit accounts,
• superannuation flags to indicate whether an investment is a superannuation fund investment,
• funeral bond flags to indicate whether a managed investment is a funeral bond investment, and
• historical information for managed investments, shares, and bank, building society and credit union deposit accounts to indicate how each investment was assessed before the extended deeming rules were introduced on 1 July 1996.

Deeming Exemption Register

The Deeming Exemption Register contains information on church or charitable investments that were exempted prior to 1 January 2010, and exempted failed investments including:

• an alphabetical listing of the exempted investments;
• actual interest rates, cents per unit and cents per share dividend information for failed investments which have been exempted from the deeming provisions, and
• deeming exemption dates to indicate when an investment has been exempted from the extended deeming rules.    
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  Reference Library – Deeming Exemptions Register

  D — ER/Overview

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