Your business or investments

Being involved with private companies

Your rate of pension can be impacted if you are involved in with a private company

Being involved with private trusts

In some circumstances, your involvement in a private trust can affect your pension or payment

Funeral bonds and prepaid funeral plans

Managed investments

Private trusts and private company liabilities

We may count the income or assets from the private trusts or private companies you control

Public company shares that you own

We can count these shares in your income and your asset tests

The impact for partnerships and sole traders

We can include profits and losses when we assess your application for a pension or payment