Part 10 Types of Income and Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets

10.1 Ordinary Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income

10.1.1 Overview of Ordinary Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1011-overview-ordinary-income

10.1.2 Income Rates and Definitions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1012-income-rates-and-definitions

Determining the Rate of Income for Pensions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1012-income-rates-and-definitions/determining-rate-income-pensions

Rate of Income - Couples, Blind Pensioners and Children


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1012-income-rates-and-definitions/rate-income-couples-blind-pensioners-and-children

10.1.3 Income Exempt from Assessment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment

Exempt Income under the VEA


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment/exempt-income-under-vea

Last amended

DVA Income Exempt from Assessment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment/dva-income-exempt-assessment

Exempt Lump Sums


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment/exempt-lump-sums

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Exempt Lump Sum Determinations DSS/Other


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment/exempt-lump-sums/exempt-lump-sum-determinations-dssother

Exempt Lump Sum Determinations under the VEA


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1013-income-exempt-assessment/exempt-lump-sums/exempt-lump-sum-determinations-under-vea

10.1.4 Income from Employment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment

Overview of Income from Employment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/overview-income-employment

Income Received to Cover Expenses


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/income-received-cover-expenses

Assessment of Allowances


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/assessment-allowances

Assessment of Salary Sacrifice Amounts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/assessment-salary-sacrifice-amounts

Evidence of Earnings


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/evidence-earnings

Annual Rate


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/annual-rate

Notification Obligations and Date of Effect


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/notification-obligations-and-date-effect

Specific (Periodic) Reviews


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/specific-periodic-reviews

Pension Reassessment at the End of the Review Period


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/pension-reassessment-end-review-period

Regular Earnings Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/regular-earnings-income

Variable Earnings Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/variable-earnings-income

Single Period or One-off Earnings Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1014-income-employment/single-period-or-one-earnings-income

10.1.5 Income from Overseas, including Pensions, War Pensions, War Widow/er's Pension and Restitution Payments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments

Income from Foreign Pensions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/income-foreign-pensions

Foreign Income Exchange Rates


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/foreign-income-exchange-rates

Overseas War Pensions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/overseas-war-pensions

Overseas War Widow's/Widower's Pensions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/overseas-war-widowswidowers-pensions

Restitution Payments - National Socialist (Nazi) Persecution


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/restitution-payments-national-socialist-nazi-persecution

Restitution Payments - Germany and Austria


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/restitution-payments-germany-and-austria

Restitution Payments - Netherlands


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1015-income-overseas-including-pensions-war-pensions-war-widowers-pension-and-restitution-payments/restitution-payments-netherlands

Restitution Payments for POW Japan - Commonwealth and Allied Countries


Source URL: https://clik.dva.gov.au/node/16480

10.1.6 Income from Property


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property

Home Equity Conversion Agreement


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property/home-equity-conversion-agreement

Income from Sale of Property - Payments Deferred or by Instalments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property/income-sale-property-payments-deferred-or-instalments

Income from Real Estate


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property/income-real-estate

Last amended

Income from Boarders or Lodgers


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property/income-boarders-or-lodgers

Disposal/Deprivation of Rental Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1016-income-property/disposaldeprivation-rental-income

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10.1.7 Income from Other Sources


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources

Income from Lottery Winnings


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-lottery-winnings

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Income from Property Settlements and Life Interest


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-property-settlements-and-life-interest

Income from Life Insurance Products


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-life-insurance-products

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Income from Personal Injury Schemes


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-personal-injury-schemes

Income from Education Scholarships, Prizes and Allowances


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-education-scholarships-prizes-and-allowances

Income from Training Scholarships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-training-scholarships

Income from Gifts, Legacies and Royalties


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-gifts-legacies-and-royalties

Last amended

Income from Private Companies and Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-private-companies-and-trusts

Income from Private Annuities


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-private-annuities

Income from Overseas Annuities


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-overseas-annuities

Income from Other Investments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1017-income-other-sources/income-other-investments

10.1.8 Work Bonus


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus

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10.1.8.1 Meaning of work bonus income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus/10181-meaning-work-bonus-income

Meaning of employment income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus/10181-meaning-work-bonus-income/meaning-employment-income

Meaning of gainful work income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus/10181-meaning-work-bonus-income/meaning-gainful-work-income

10.1.8.2 Work Bonus Bank


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus/10182-work-bonus-bank

Last amended

10.1.8.3 Veterans' Vocational Rehabilitation Scheme


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/101-ordinary-income/1018-work-bonus/10183-veterans-vocational-rehabilitation-scheme

10.2 Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets

10.2.1 Overview of Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1021-overview-assets

10.2.2 Determining the Value of an Asset


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1022-determining-value-asset

Valuation of Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1022-determining-value-asset/valuation-assets

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Assessing Assets with Encumbrances and Loans


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1022-determining-value-asset/assessing-assets-encumbrances-and-loans

Assessing Assets where Beneficial Interest Arises


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1022-determining-value-asset/assessing-assets-where-beneficial-interest-arises

Value of Assets not Readily Accessible and Asset-tested Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1022-determining-value-asset/value-assets-not-readily-accessible-and-asset-tested-income-streams

10.2.3 Disregarded Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets

Disregarded Assets Relating to the Principal Home


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/disregarded-assets-relating-principal-home

Disregarded Assets Relating to Interests


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/disregarded-assets-relating-interests

Disregarded Assets Relating to Deceased Estates and Funeral Expenses


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/disregarded-assets-relating-deceased-estates-and-funeral-expenses

Disregarded Assets Relating to Refund of Accommodation Bond


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/disregarded-assets-relating-refund-accommodation-bond

Other Disregarded Assets


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/other-disregarded-assets

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Legally Irrecoverable Loans or Debts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1023-disregarded-assets/legally-irrecoverable-loans-or-debts

10.2.4 Assessing Personal Assets and Investments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments

Assets Value of Personal Effects, Household Contents, Vehicles and Cash


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-personal-effects-household-contents-vehicles-and-cash

Assets Value of Bank, Building Society and Credit Union Accounts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-bank-building-society-and-credit-union-accounts

Assets Value of Fixed Deposits, Bonds, Debentures and Securities


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-fixed-deposits-bonds-debentures-and-securities

Assets Value of Managed Investments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-managed-investments

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Assets Value of Shares in Public Companies


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-shares-public-companies

Assets Value of Property and Real Estate


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assets-value-property-and-real-estate

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Assessing Loans and Guarantor Arrangements


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-loans-and-guarantor-arrangements

Assessing Failed Loans and Debts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-failed-loans-and-debts

Assessing Life Insurance Policies


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-life-insurance-policies

Last amended

Assessing Interests in a Deceased Estate


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-interests-deceased-estate

Assessing Home Equity Conversion Loans


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-home-equity-conversion-loans

Assessing Private Annuities


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-private-annuities

Assessing Overseas Annuities


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/102-assets/1024-assessing-personal-assets-and-investments/assessing-overseas-annuities

10.3 Business Structures and Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts

10.3.1 Overview of Business Structures and Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1031-overview-business-structures-and-trusts

10.3.2 Assessing the Income and Assets of Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships

General Provisions for Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/general-provisions-sole-traders-and-partnerships

Assessment of Income for Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/assessment-income-sole-traders-and-partnerships

Allowable Deductions for Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/allowable-deductions-sole-traders-and-partnerships

Assessment of Business Losses for Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/assessment-business-losses-sole-traders-and-partnerships

Assessable Income for Partnerships Only


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/assessable-income-partnerships-only

Summary of Assessable Income for Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/summary-assessable-income-sole-traders-and-partnerships

Assessment of Assets for Sole Traders


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/assessment-assets-sole-traders

Assessment of Assets for Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/assessment-assets-partnerships

Summary of Assessable Assets of Sole Traders and Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/summary-assessable-assets-sole-traders-and-partnerships

Last amended

Summary of Assessable Assets of Sole Traders Only


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/summary-assessable-assets-sole-traders-only

Summary of Assessable Assets of Partnerships Only


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1032-assessing-income-and-assets-sole-traders-and-partnerships/summary-assessable-assets-partnerships-only

10.3.3 Assessing the Income & Assets from Private Companies pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1033-assessing-income-assets-private-companies-pre-01012002

Assessable Income from Private Companies pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1033-assessing-income-assets-private-companies-pre-01012002/assessable-income-private-companies-pre-01012002

Assessable Assets from Private Companies & Unlisted Public Companies


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1033-assessing-income-assets-private-companies-pre-01012002/assessable-assets-private-companies-unlisted-public-companies

Treatment of Assessable Assets - Private & Unlisted Public Companies - Not Assessed under New T & C Rules


Source URL: https://clik.dva.gov.au/node/16340

10.3.4 Assessing the Income & Assets from Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002

General Provisions for Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/general-provisions-trusts-pre-01012002

Assessable Income from Discretionary Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/assessable-income-discretionary-trusts-pre-01012002

Assessable Assets from Discretionary Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/assessable-assets-discretionary-trusts-pre-01012002

Assessable Income from Non-discretionary Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/assessable-income-non-discretionary-trusts-pre-01012002

Assessable Assets from Non-discretionary Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/assessable-assets-non-discretionary-trusts-pre-01012002

Summary of Assessable Income from Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/summary-assessable-income-trusts-pre-01012002

Assessable Income and Assets from Statutory Trusts pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/assessable-income-and-assets-statutory-trusts-pre-01012002

Other Trust Matters pre 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1034-assessing-income-assets-trusts-pre-01012002/other-trust-matters-pre-01012002

10.3.5 Assessing the Income & Assets from Primary Production


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1035-assessing-income-assets-primary-production

Assessable Income & Assets from Primary Production


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1035-assessing-income-assets-primary-production/assessable-income-assets-primary-production

Primary Production Aggregation Assessment for Sole Traders & Partnerships


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1035-assessing-income-assets-primary-production/primary-production-aggregation-assessment-sole-traders-partnerships

Primary Production Aggregation Assessment for Companies & Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1035-assessing-income-assets-primary-production/primary-production-aggregation-assessment-companies-trusts

10.3.6 Attribution Guidelines for Private Trusts & Private Companies - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002

Designated Private Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/designated-private-company

Designated private trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/designated-private-trust

Controlled Private Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/controlled-private-company

Controlled Private Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/controlled-private-trust

The Source Test


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/source-test

Associate Rule


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1036-attribution-guidelines-private-trusts-private-companies-01012002/associate-rule

10.3.7 Attribution Percentage & Derivation and Attribution Period - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1037-attribution-percentage-derivation-and-attribution-period-01012002

Attribution Percentage


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1037-attribution-percentage-derivation-and-attribution-period-01012002/attribution-percentage

Derivation & Attribution Period


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1037-attribution-percentage-derivation-and-attribution-period-01012002/derivation-attribution-period

10.3.8 Other Trust Matters - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002

Discretionary Trust, Rural Succession Trust, and Fixed Unit Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/discretionary-trust-rural-succession-trust-and-fixed-unit-trust

Testamentary Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/testamentary-trust

Life Interest and Remainder Interest


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/life-interest-and-remainder-interest

Protective Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/protective-trust

Constructive Trust and Implied Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/constructive-trust-and-implied-trust

Excluded Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/excluded-trust

Assessable Income & Assets from a Court-Ordered (Statutory) Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1038-other-trust-matters-01012002/assessable-income-assets-court-ordered-statutory-trust

10.3.9 Assessing the Assets of a Private Trust or Company - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1039-assessing-assets-private-trust-or-company-01012002

Valuation of the Assets of a Designated Private Trust & Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1039-assessing-assets-private-trust-or-company-01012002/valuation-assets-designated-private-trust-company

An Excluded Asset of a Controlled Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1039-assessing-assets-private-trust-or-company-01012002/excluded-asset-controlled-private-trust-or-company

Security of Tenure - Home owned by a Private Company or Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1039-assessing-assets-private-trust-or-company-01012002/security-tenure-home-owned-private-company-or-trust

Homeowner & Non-Homeowner where Home is owned by a Private Company or Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/1039-assessing-assets-private-trust-or-company-01012002/homeowner-non-homeowner-where-home-owned-private-company-or-trust

10.3.10 Liabilities of a Private Trust or Company - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10310-liabilities-private-trust-or-company-01012002

Non-Recognised Liabilities of a Controlled Private Company or Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10310-liabilities-private-trust-or-company-01012002/non-recognised-liabilities-controlled-private-company-or-trust

Recognised Liabilities of a Controlled Private Company or Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10310-liabilities-private-trust-or-company-01012002/recognised-liabilities-controlled-private-company-or-trust

Apportioning a Liability of a Controlled Private Company or Trust


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10310-liabilities-private-trust-or-company-01012002/apportioning-liability-controlled-private-company-or-trust

10.3.11 Assessment of Capital Injection to a Private Trust or Company - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10311-assessment-capital-injection-private-trust-or-company-01012002

Capital Injection in Return for Equity in a Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10311-assessment-capital-injection-private-trust-or-company-01012002/capital-injection-return-equity-private-trust-or-company

Gifting to a Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10311-assessment-capital-injection-private-trust-or-company-01012002/gifting-private-trust-or-company

Gifting private trust units where the only trust asset is the pensioner's principal home


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10311-assessment-capital-injection-private-trust-or-company-01012002/gifting-private-trust-units-where-only-trust-asset-pensioners-principal-home

10.3.12 Assessing the Income of & Distributions from a Private Trust or Company - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002

Income Attribution


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/income-attribution

Allowable & Non-allowable Income Deductions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/allowable-non-allowable-income-deductions

Distribution of the Capital of a Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/distribution-capital-private-trust-or-company

Distribution of capital on wind-up of a private trust or company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/distribution-capital-wind-private-trust-or-company

Distribution of the Income of a Private Trust or Company to an Attributable Stakeholder


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/distribution-income-private-trust-or-company-attributable-stakeholder

Retained Profits and Adjustments for Non-Allowable Deductions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/retained-profits-and-adjustments-non-allowable-deductions

Distribution of the Income of a Private Trust or Company to a Non-attributable Stakeholder


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10312-assessing-income-distributions-private-trust-or-company-01012002/distribution-income-private-trust-or-company-non-attributable-stakeholder

10.3.13 Reassessment & Overpayments for a Private Trust or Company - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10313-reassessment-overpayments-private-trust-or-company-01012002

Reassessment of a Controlled Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10313-reassessment-overpayments-private-trust-or-company-01012002/reassessment-controlled-private-trust-or-company

Examples of Possible Reasons for a Reassessment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10313-reassessment-overpayments-private-trust-or-company-01012002/examples-possible-reasons-reassessment

Overpayment relating to a Controlled Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10313-reassessment-overpayments-private-trust-or-company-01012002/overpayment-relating-controlled-private-trust-or-company

10.3.14 Resignation from a Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10314-resignation-private-trust-or-company

Resignation from a Controlled Private Trust or Company on or after 1 January 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10314-resignation-private-trust-or-company/resignation-controlled-private-trust-or-company-or-after-1-january-2002

Resignation from a Controlled Private Trust or Company before 1 January 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10314-resignation-private-trust-or-company/resignation-controlled-private-trust-or-company-1-january-2002

10.3.15 Deprivation Provisions for Private Trusts or Companies


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10315-deprivation-provisions-private-trusts-or-companies

Disposal of Assets to a Private Trust or Company before 1 January 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10315-deprivation-provisions-private-trusts-or-companies/disposal-assets-private-trust-or-company-1-january-2002

Disposal of Assets to a Private Trust or Company on or after 1 January 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10315-deprivation-provisions-private-trusts-or-companies/disposal-assets-private-trust-or-company-or-after-1-january-2002

Disposal of the Assets of a Private Trust or Company on or after 1 January 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10315-deprivation-provisions-private-trusts-or-companies/disposal-assets-private-trust-or-company-or-after-1-january-2002-0

Concessions for a Pensioner Surrendering Control of a Private Company or Trust before 1 April 2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10315-deprivation-provisions-private-trusts-or-companies/concessions-pensioner-surrendering-control-private-company-or-trust-1-april-2002

10.3.16 Primary Production Private Trust & Company Issues - From 01/01/2002


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10316-primary-production-private-trust-company-issues-01012002

Aggregation Assessment of a Controlled Primary Production Private Trust & Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10316-primary-production-private-trust-company-issues-01012002/aggregation-assessment-controlled-primary-production-private-trust-company

Qualification Provisions for the Primary Production Concession


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10316-primary-production-private-trust-company-issues-01012002/qualification-provisions-primary-production-concession

Example of Primary Production Concession & other Related Issues


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10316-primary-production-private-trust-company-issues-01012002/example-primary-production-concession-other-related-issues

Other Primary Production Issues


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10316-primary-production-private-trust-company-issues-01012002/other-primary-production-issues

10.3.17 Additional Privacy Guidelines for a Private Trust or Company


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10317-additional-privacy-guidelines-private-trust-or-company

10.3.18 Assessment - Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts

Overview of Assessment - Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts/overview-assessment-special-disability-trusts

Eligibility of the Principal Beneficiary


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts/eligibility-principal-beneficiary

Trust Purpose


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts/trust-purpose

Assessment of Income and Assets for SDT


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts/assessment-income-and-assets-sdt

Gifting to Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10318-assessment-special-disability-trusts/gifting-special-disability-trusts

10.3.19 Rules and Requirements - Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts

Overview of Rules and Requirements - Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/overview-rules-and-requirements-special-disability-trusts

Trustee Requirements


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/trustee-requirements

Transitional Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/transitional-trusts

Reporting Requirements


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/reporting-requirements

Non-complying SDT


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/non-complying-sdt

Waiver


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/waiver

Investment Rules


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/investment-rules

Expenditure Rules


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/expenditure-rules

Audit Requirements


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/audit-requirements

Obligations in Relation to Special Disability Trusts


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/103-business-structures-and-trusts/10319-rules-and-requirements-special-disability-trusts/obligations-relation-special-disability-trusts

10.4 Superannuation Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds

Last amended

10.4.1 Overview of Superannuation Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1041-overview-superannuation-funds

10.4.2 Description of Superannuation


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1042-description-superannuation

What is Superannuation?


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1042-description-superannuation/what-superannuation

Last amended

Types of Superannuation Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1042-description-superannuation/types-superannuation-funds

Last amended

10.4.3 Assessment of Superannuation Benefits


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1043-assessment-superannuation-benefits

General Provisions for Assessing Superannuation


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1043-assessment-superannuation-benefits/general-provisions-assessing-superannuation

Early Release of Superannuation Benefits


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1043-assessment-superannuation-benefits/early-release-superannuation-benefits

General Provisions for Assessing Withdrawals of Superannuation Benefits


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1043-assessment-superannuation-benefits/general-provisions-assessing-withdrawals-superannuation-benefits

Treatment of Non-Pensioner Partner's Superannuation Investments


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/104-superannuation-funds/1043-assessment-superannuation-benefits/treatment-non-pensioner-partners-superannuation-investments

Last amended

10.5 Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams

10.5.1 Overview of Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1051-overview-income-streams

Last amended

10.5.2 Description of Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams

Asset-Test Exempt Income Streams - Military Invalidity Pension Income Streams


Source URL: https://clik.dva.gov.au/node/86360

Asset-Test Exempt Income Streams - Lifetime


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-test-exempt-income-streams-lifetime

Last amended

Asset-Test Exempt Income Streams - Life Expectancy


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-test-exempt-income-streams-life-expectancy

Last amended

Asset-Test Exempt Income Streams - Market Linked


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-test-exempt-income-streams-market-linked

Last amended

Asset-Test Exempt Income Streams - Defined Benefit


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-test-exempt-income-streams-defined-benefit

Last amended

Asset-Tested Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-tested-income-streams

Last amended

Asset-tested Income Streams - Lifetime


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/asset-tested-income-streams-lifetime

Last amended

Family Law Affected Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1052-description-income-streams/family-law-affected-income-streams

10.5.3 General Provisions for Assessing Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1053-general-provisions-assessing-income-streams

Additional Rules Regarding Commutation


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1053-general-provisions-assessing-income-streams/additional-rules-regarding-commutation

Exemptions from the Income Stream Provisions


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1053-general-provisions-assessing-income-streams/exemptions-income-stream-provisions

Determining what Proportion of an Asset Test Exempt Income Stream is Exempt


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1053-general-provisions-assessing-income-streams/determining-what-proportion-asset-test-exempt-income-stream-exempt

Last amended

Other Rules Regarding Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1053-general-provisions-assessing-income-streams/other-rules-regarding-income-streams

10.5.4 Income and Assets Assessment of Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams

Income Assessment of Military Pension Income Streams


Source URL: https://clik.dva.gov.au/node/86361

Income Assessment of Defined Benefit Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams/income-assessment-defined-benefit-income-streams

Examples of Defined Benefit Income Stream Assessment


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams/examples-defined-benefit-income-stream-assessment

Income Assessment of Purchased Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams/income-assessment-purchased-income-streams

Last amended

Assets Assessment of Defined Benefit and Purchased Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams/assets-assessment-defined-benefit-and-purchased-income-streams

Means Test Assessment of Asset-tested Income Streams - Lifetime


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1054-income-and-assets-assessment-income-streams/means-test-assessment-asset-tested-income-streams-lifetime

Last amended

Asset Assessment of Military Invalidity Pensions Income Streams


Source URL: https://clik.dva.gov.au/node/86362

10.5.5 Special Provisions Regarding Self Managed Superannuation Funds and Small APRA Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1055-special-provisions-regarding-self-managed-superannuation-funds-and-small-apra-funds

Description of Self Managed Superannuation Funds and Small APRA Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1055-special-provisions-regarding-self-managed-superannuation-funds-and-small-apra-funds/description-self-managed-superannuation-funds-and-small-apra-funds

Additional Documentation Required from Self Managed Superannuation Funds and Small APRA Funds


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1055-special-provisions-regarding-self-managed-superannuation-funds-and-small-apra-funds/additional-documentation-required-self-managed-superannuation-funds-and

Return of Purchase Price and Deprivation


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1055-special-provisions-regarding-self-managed-superannuation-funds-and-small-apra-funds/return-purchase-price-and-deprivation

Assessment where Fund Closes or is in Financial Difficulty


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1055-special-provisions-regarding-self-managed-superannuation-funds-and-small-apra-funds/assessment-where-fund-closes-or-financial-difficulty

10.5.6 Special Provisions Regarding Family Law Affected Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams

General Provisions for Family Law Affected Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/general-provisions-family-law-affected-income-streams

Last amended

Percentage Payment Splits - Asset Test Exempt Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/percentage-payment-splits-asset-test-exempt-income-streams

Last amended

Percentage Payment Splits - Asset-tested Long Term Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/percentage-payment-splits-asset-tested-long-term-income-streams

Last amended

Percentage Payment Splits - Allocated Products and Market Linked Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/percentage-payment-splits-allocated-products-and-market-linked-income-streams

Last amended

Percentage Payment Splits - Defined Benefit Income Streams and Military Invalidity Pensions Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/percentage-payment-splits-defined-benefit-income-streams

Last amended

Percentage Payment Splits - Lifetime Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/percentage-payment-splits-lifetime-income-streams

Last amended

Base Amount Payment Splits - Asset-test Exempt Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/base-amount-payment-splits-asset-test-exempt-income-streams

Last amended

Base Amount Payment Splits - Asset-tested Long Term Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/base-amount-payment-splits-asset-tested-long-term-income-streams

Last amended

Base Amount Payment Splits - Allocated Products and Market Linked Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/base-amount-payment-splits-allocated-products-and-market-linked-income-streams

Last amended

Base Amount Payment Splits - Defined Benefit Income Streams and Military Invalidity Pensions Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/base-amount-payment-splits-defined-benefit-income-streams

Last amended

Base Amount Payment Split - Lifetime Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1056-special-provisions-regarding-family-law-affected-income-streams/base-amount-payment-split-lifetime-income-streams

Last amended

10.5.7 Life Expectancy Tables, Pension Valuation Factors and Payment Factors


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2020


Source URL: https://clik.dva.gov.au/node/86359

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2015


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-01012015

Last amended

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2010 to 31/12/2014


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-01012010-31122014

Last amended

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2005 to 31/12/2009


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-01012005-31122009

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/2000 to 31/12/2004


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-01012000-31122004

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/01/96 to 31/12/99


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-010196-311299

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/05/93 to 31/12/95


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-010593-311295

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/09/88 to 30/04/93


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-010988-300493

Table of Life Expectancy for Income Streams with a Commencement Day on or after 01/07/83 to 31/08/88


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/table-life-expectancy-income-streams-commencement-day-or-after-010783-310888

Pension Valuation Factors for Defined Benefit Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/pension-valuation-factors-defined-benefit-income-streams

Payment Factors for Market Linked Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/payment-factors-market-linked-income-streams

Payment Factors for Allocated Income Streams


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/105-income-streams/1057-life-expectancy-tables-pension-valuation-factors-and-payment-factors/payment-factors-allocated-income-streams

10.6 Maintenance Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income

10.6.1 Overview of Maintenance Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income/1061-overview-maintenance-income

10.6.2 Child and Spousal Maintenance Income


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income/1062-child-and-spousal-maintenance-income

10.6.3 Documentary Requirements - Spousal Maintenance Agreements


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income/1063-documentary-requirements-spousal-maintenance-agreements

10.6.4 Assessment and Review of Maintenance


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income/1064-assessment-and-review-maintenance

10.6.5 Capitalised Maintenance


Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-10-types-income-and-assets/106-maintenance-income/1065-capitalised-maintenance