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Details of income stream product

Sa330 2026

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The document outlines the purpose and requirements for a form that income stream providers or trustees of Self Managed Superannuation Funds (SMSF) must complete to provide information about an individual's income stream. This information is necessary for calculating Centrelink payments as mandated by the Social Security (Administration) Act 1999. It includes definitions of partnerships, instructions for filling out the form, and details on various types of income streams, including their eligibility for asset test exemptions.

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Click ‘Get Form’ to open the sa330 in the editor.
Begin by filling in Customer 1's details, including family name and first given name. Ensure you print in BLOCK LETTERS for clarity.
Next, provide the provider details such as the name of the provider, date of birth, and Australian Business Number (ABN).
Indicate whether the income stream is purchased with superannuation money or paid from a Self Managed Superannuation Fund (SMSF) or Small APRA Fund (SAF).
Complete sections regarding joint ownership if applicable. If there is a joint owner, provide their details as required.
Proceed to fill out product details including product reference number and type of income stream. Follow any specific instructions provided for each section.
Finally, review all entries for accuracy before submitting your form online through our platform within the specified timeframe.

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Versions	Form popularity	Fillable & printable
2024	4.4 Satisfied (25 Votes)
2020	4.8 Satisfied (85 Votes)
2019	4.1 Satisfied (41 Votes)
2014	4 Satisfied (38 Votes)
2013	4.7 Satisfied (24 Votes)

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