For advisers whose Age Pension clients trade shares

Paste a broker transaction history. See every share change to report, and the day it is due.

Age Pension 14-Day Share Checker reads a broker transaction history and lists every change in the number of shares an Age Pension recipient holds, with the day each one is due to be reported and the new total to enter. It answers the two questions behind every search on age pension and shares and on age pension reporting requirements: which of these trades does Services Australia need to hear about, and by when.

01The rule and its source. Services Australia asks Age Pension recipients to report changes within 14 days: a buy, a sale or bonus shares, and anything else that changes the total number of shares the online form asks for, such as a dividend reinvestment allocation. A price movement is not on the list: listed shares are revalued on 20 March and 20 September.
02What it takes and never takes. Paste trade lines only: date, code, buy or sell, quantity. No names, tax file numbers, customer reference numbers, HINs or account numbers are needed; recognised account and holder numbers are removed; nothing leaves your browser until you save.
03Who publishes it, and how to check. Published by The Art of Service, every rule linked to its source. Not affiliated with Services Australia, not financial advice, and no email is asked for before the result.

Check your own history

Eight lines free, no account. The event dictionary, the rules and the holiday dates load with the page; every check runs in your browser.

Specimen, 5 of 30 linesinvented codes, not listed companies

Date	Code and event	Change	Report by	Status
20 Aug	EXG buy	+150	3 Sep	overdue 1
14 Sep	EXK buy	+100	28 Sep	due today 2
16 Sep	EXB sell	-1,300	30 Sep	in 2 days 24
18 Sep	EXE dividend reinvestment allocation	+12	2 Oct	in 4 days 23
12 Aug	EXF sell	-200	26 Aug	marked reported 7

30 transactions, 9 changes to report, 1 overdue, 3 dividend reinvestments.

10 of 10 findings raised, 16 changes already marked reported, 4 lines not a change in the number of shares.

An adviser pointing to a printed page for an older couple at a wooden table — Go into the client review knowing which trades still have to be reported, the day each one is due and the total to enter for every holding. It works from the broker history already on file, with no account login and none of the client's identifiers.

Paste the history as the broker exports it

One trade per line: date | code | type | quantity, with price, settlement date, owner (self, partner, joint), opening holding and reported if you have them. Tabs, pipes, commas or double spaces, a header row in the words your online broker's transaction history export uses, or one-line details such as B 100 EXA @ 1.23.

Read the day each change is due

Every line is classed as a change in the number of shares or not, dated 14 days from the trade date, moved past weekends and national public holidays, and marked overdue, due today, due within your warning window or due later. Ten findings in a fixed order name the lines to act on.

Enter the totals

The ready-to-enter table gives, per code and owner, the net change over the period and, with an opening holding, the new total number of shares, the field the online shares form asks for. Every rule behind a line links to the page it comes from.

One trade per line: Date | Code | Type | Quantity, or a header row with any of Trade date, Settlement date, Security, ASX code, Action, Buy/Sell, Units, Qty, Price, Owner, Opening holding, Reported. A first line such as as at: 28/09/2026 | window: 5 days | owner: joint sets the date, the warning window and the default owner. The template.

Nothing is sent anywhere until you choose to save.

Settings (a line such as as at: in the paste sets them too)As at Warning window daysDefault owner

Where every line on this page comes fromNothing here is written while you wait. We hold the text of Services Australia, managing your Age Pension payment, Services Australia, change of circumstances, Services Australia, financial investments, Services Australia, online account help for updating shares, Services Australia, gifting, Guide to Social Security Law 3.4.1.50, Guide to Social Security Law 3.10.4.10 and Guide to Social Security Law 4.6.5.40, read clause by clause and checked against the copy we hold; every obligation Age Pension 14-Day Share Checker attaches is that text, cited to its clause. Where we do not hold a regime in full, the page names the obligation and says the text is not quoted. Age Pension 14-Day Share Checker does arithmetic on your own rows and quotes the obligation; it never rules on you. How this is built. Open the standards themselves.

Why a transaction history, and not an account login

The history an online broker exports already holds every date, code, event and quantity the 14-day question turns on. Reading it needs no login to a broker, no login to any government service and none of the client's identifiers: the dates, the codes and the numbers are enough to say which lines changed the number of shares held, the day each is due, and the total to enter. That is what this reads, in your browser.

The dictionary is ours and published in full: every event class and whether it changes the number of shares, the questions advisers and retirees ask, every rule with its source and the date it was read, and the columns a history needs. A finding is a line to act on or a question to confirm with Services Australia, never advice.