Income and assets sa369 2026

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  1. Click ‘Get Form’ to open the income and assets SA369 in the editor.
  2. Begin by entering your personal details in the 'About You' section, including your name, date of birth, and contact information. Ensure accuracy for smooth processing.
  3. In the 'Employment Related Income' section, provide details about your current employment status. Include gross income from wages and any fringe benefits received.
  4. If applicable, complete the sections regarding your partner’s income and assets. This includes their employment details and any additional financial information required.
  5. Fill out the 'Bank Accounts' section by listing all accounts held by you or your partner. Include current balances and account types.
  6. Review all entries for completeness and accuracy before submitting. Use our platform's features to save your progress as needed.

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Heres what assets are exempt from Centrelink: Income support payments from life insurance, reversionary beneficiary, etc. Compensation and insurance payouts. NDIS amounts and interest. Pre-paid funeral expenses. Exempt funeral investments. Pre-paid burial plots.
Asset Test Thresholds effective September 20, 2025 Full Pension: Assets less than Single Homeowner $321,500 Non-Homeowner $579,500 Couple (combined) Homeowner $481,500 Non-Homeowner $739,5004 more rows
The Income and Assets form (SA369) is essential for Australians claiming specific payments from Services Australia. It collects crucial information about your income and assets, as well as those of your partner, if applicable.
When people say they have assets, theyre talking about their car or house or savings accountthings that can be used to make money in some way, shape, or form. And when people say they have an income, theyre referring to the amount of money left over after paying for rent/mortgage and bills (aka expenses).

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