Details of income stream product form

What is a details of income stream product form?

A Details of income stream product form is also called the SA330 form. It is a form required by Centrelink from SMSF trustees to provide your income stream details.

What can the form be used for? 

The information in the form will be used for the following purpose:

• to calculate your Centrelink payment
• to apply for Commonwealth Seniors card
• to determine your eligibility of other social benefits payment or entitlement.

How can iCare Super help with providing this form?

We can help you calculate and fill in the form based on our record of your SMSF.

Please note your SMSF tax return lodgement needs to be up to date.

How much does it cost for the form?

Our costs are $220/form.

The form is quite comprehensive and takes time to complete it.

The costs for helping complete this form is covered by our monthly fees.

Can you provide the completed form for SMSFs not manged by iCare Super?

We do not help with completing this form if you are not one of our clients.

Please feel free to contact us if you have any questions.