Factors
Financial investments
A financial investment is defined as available money, deposit money, managed investments, listed security, a loan not yet repaid in full, unlisted public security, gold or other bullion and asset-tested income streams (short term).
Financial investments also include
- bank, building society and credit union accounts
- cash
- term deposits
- cheque accounts
- friendly society bonds
- managed investments
- assets held in superannuation and rollover funds held if you are of Age Pension age
- listed shares and securities
- loans and debentures
- shares in unlisted public companies
- gold, silver or platinum bullion.
Financial investments do not include
- your home or its contents
- cars, boats and caravans
- antiques, stamp or coin collections.