Policy

This section contains information on the [glossary:income:31] and [glossary:assets:296] assessment of [glossary:income streams:406].

Last amended: 9 October 2006

Principles for assessing withdrawals from superannuation assets

The income and assets test assessments of a withdrawal from superannuation assets depends on:

Last amended: 12 July 2005

This section contains information on the assessment of [glossary:income:31] of a [glossary:controlled private trust:86] or [glossary:controlled private company:72]. It also contains information on the treatment of distributions of the capital and income of a controlled private trust or controlled private company.

This section contains information on assets that are disregarded when calculating the value of a person's assets.

Last updated: 1 June 2021

This topic provides information on the following:

Last amended: 27 May 2011

Trustee requirements

A trustee of a [glossary:special disability trust:293] (SDT) must meet specific requirements.    

Last amended: 27 May 2011

Trustee obligations

A trustee of a [glossary:special disability trust:293] (SDT) has obligations in relation to that trust. The trustee needs to tell DVA if:

Last amended: 18 June 2010