Do I report a change in share value?
A price movement is not on the list of events the Guide lists for Age Pension recipients to notify. Services Australia revalues listed shares itself on 20 March and 20 September each year, using the latest prices it holds, and when you ask it to. A change in the number of shares is on the list. Source: Services Australia, financial investments; Guide to Social Security Law 4.6.5.40; Guide to Social Security Law 3.4.1.50, read 28 Sep 2026.
What if my shares fall sharply in value?
You can ask Services Australia to revalue your investments at any time; after a revaluation your payment rate may change. Source: Services Australia, financial investments, read 28 Sep 2026.
Worked example
EXA falls from 13.10 to 11.90 a share while the client holds 1,150, and a line records the new price on Mon 21 Sep 2026. Day 14 is Mon 5 Oct 2026, a working day, so the report-by date is Mon 5 Oct 2026 (national holidays only; set your state and its public holidays move it too). No change in the number, so no date is set for it; the value is picked up at the next 20 March or 20 September revaluation, or earlier if the client asks.
The event classes
The rule. Report a change in shares within 14 days. Named in the sources: a buy, a sale, bonus shares. Any other change to the total number of shares the form asks for: report or confirm. A price movement is not on the list; listed shares are revalued on 20 March and 20 September. Every rule and its source.
What it takes. Trade lines only: date, code, buy or sell, quantity. Recognised account and holder numbers are removed; nothing leaves your browser until you save.
Who publishes it. The Art of Service, not affiliated with Services Australia; not financial advice. Check a history.