How to complete the PAYG payment summary - superannuation income stream form

After completing this form

PAYG payment summary - superannuation income stream (NAT 70987) is self-duplicating and includes copies for:

• us
• the payee, and
• the payer.

You must:

• give the payee their copy of this payment summary by 14 July following the end of the financial year you made payments to them. However, if the payee requests a payment summary from you in writing before 9 June, you must provide the payment summary to them within 14 days of receiving their request
• send the 'Tax Office original' copy to us as part of your PAYG withholding payment summary annual report by 14 August, following the end of the financial year, and
• retain the Payer copy and keep this for five years.

Payees no longer have to lodge a copy of their payment summary with their tax return.

Sections within After completing this form

• Lodging your payment summary information electronically