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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.

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