Australian annuities and superannuation income streams

This is a return field only and will not be printed on the Facsimile tax return.

Use the Australian annuities and superannuation income streams worksheet (asi) to enter the details contained in the Payment summary. Refer to Annuities and superannuation income streams worksheet (asi)

Deceased Estates only

If the trust estate received any Annuity or superannuation income steam following the death of the deceased include any taxed and untaxed elements of the taxable component of the superannuation income stream.

If the trust estate received any Annuity or superannuation lump sums in arrears, include any taxed and untaxed elements of the taxable component of the superannuation lump sum.

Enter any tax withheld on this income.

For record keeping purposes a Description field is provided for the payer's details.

The sum of these amounts will be included at label O.

CCH References

14-120 Superannuation lump sums and income streams

14-125 Superannuation income stream benefits and minimum standards