Section 1084A — Social Security Act 1991: Valuation and revaluation of certain financial investments

The total value of a person’s listed securities and managed investments (being listed securities and managed investments that fluctuate depending on the market) (the relevant investments) is determined in accordance with the following: (a) an initial total valuation is to be given to the relevant investments on 1 July 1996, or when a new claim is determined, by the method set out in departmental guidelines; (b) that total valuation continues in effect until the relevant investments are revalued by the method set out in departmental guidelines, and that revaluation must occur: (i) on 20 March in each calendar year after 1996; and (ii) on 20 September in each calendar year after 1996; and (iii) when the person requests a revaluation of one or more of the person’s listed securities and managed investments; and (iv) following an event that affects the relevant investments and is the subject of a notice given under section 68 of the Administration Act.