Buying or selling shares
Buying or selling shares is one of the events an Age Pension recipient must notify within the 14-day notification period, whether the recipient or their partner made the trade.
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
Buy, sell, and the two legs of a swap.
The sources, read on 28 Sep 2026
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.
Services Australia: How to manage your Age Pension payment
What we rely on: You must tell us within 14 days if your circumstances change, including changes to your income and assets. You also need to tell us if your financial investments have changed.
Event classes that carry it
Findings that cite it
- 4. A switch from one holding to another