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  • PAYG payment summary – superannuation income stream

    Use this form if you have made superannuation income stream payments, including superannuation income stream lump sum in arrears payments, to a person.

    You can only pay a super income stream if you are:

    • a super fund
    • an approved deposit fund (ADF)
    • a life insurance company or registered organisation
    • a retirement savings accounts (RSA) provider.

    You are required to provide a payee with a superannuation income stream payment summary in the following circumstances:

    • the payee is less than 60 years old
    • the payee is aged 60 years or older and is in receipt of a capped defined benefit income stream
    • the payee is aged 60 years or older and has an untaxed element from a non-capped defined benefit income stream.

    Do not use this payment summary if you have withheld from payments that are non-superannuation annuities – instead use the PAYG payment summary – individual non-business (NAT 0046).

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    How to obtain this form

    To obtain a printed copy of this form:

    • download the form and print in A4 size, PAYG payment summary – superannuation income stream (PDF 229KB)This link will download a file NAT 70987
    • use our automated self-help publications ordering service at any time. You need to know the full title of the publication to use this service
    • phone our Publications Distribution Service on 1300 720 092 between 8.00am–6.00pm Monday to Friday. Before you phone, check whether there are other publications you may need – this will save you time and help us. You need the full title for each publication you order.
    Last modified: 04 May 2020QC 19550