A change in value
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 price movement is not on the list of events to notify; a change in the number of shares is.
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.
When the checker uses it
Price or valuation lines; cash dividends; the first-screen statement.
The sources, read on 28 Sep 2026
Services Australia: Financial investments
What we rely on: We consider account based investments, market linked investments, and some income streams to be financial investments. Account based investments include bank, building society and credit union accounts, cash, term deposits. Market linked investments include ... shares and securities. We revalue your market linked investments, shares and securities on 20 March and 20 September each year. We either get the new values from the latest unit prices we have or ask you for the latest values. You can also ask us to revalue your investments at any time.
Department of Social Services, Guide to Social Security Law: 4.6.5.40 Assessing shares in public companies
What we rely on, in our words: Shares are valued at market value, not face value, using the last selling price for shares on the exchange. Updated prices are applied at automatic bulk updates in March and September each year and when a recipient asks for a re-assessment. Last reviewed by its publisher: 16 May 2016.
Department of Social Services, Guide to Social Security Law: 3.4.1.50 Notification and recipient obligations for Age
What we rely on, in our words: Paraphrased: Age Pension recipients must notify the agency within the 14-day notification period if the recipient or their partner buy or sell shares or managed investments, receive bonus shares, gift more than $2,000 worth of assets in an income year, or sell assets for less than their value. Last reviewed by its publisher: 9 May 2022.