Enter the amount.
Determine the correct amount by reference to the table below.
Amounts can only be positive, and should be reported in dollars and cents, rounded to 2 decimal places.
For existing account-based income streams |
The value of the superannuation interest that supports the superannuation income stream just before 1 July 2017 |
For new account-based income streams |
The commencement value of the new superannuation income stream on the commencement date on or after July 1 2017 |
For existing capped defined income streams |
the value reported is the special value of the superannuation interest that supports the stream just before 1 July 2017 |
For capped defined benefit income streams |
the value reported is the special value of the superannuation interest that supports the income stream on the commencement date. |
For limited recourse borrowing repayments |
the value is the credit arising from the loan repayment |
For full and partial commutations of an account-based superannuation income stream |
the value is the amount of the superannuation lump sum commuted |
For full commutations of a capped defined benefit income stream |
the value is the debit value just before the superannuation lump sum is paid, of the superannuation interest that supports the capped defined benefit income stream |
For partial commutations of a capped defined benefit income stream |
the value is the debit value, multiplied by X,. where X = the special value just after commutation / special value just before commutation. |
For a structured settlement contribution |
the value of the contribution made to a complying superannuation fund when notifying the provider that it is to be excluded from the non-concessional contributions cap |
For super income stream that stops being in the retirement phase |
the value of the superannuation interest at the relevant time |
For accumulation phase 30 June value |
the value of the interest that would become payable if the individual voluntarily caused the interest to cease at that time |
For retirement phase 30 June value |
this is the value of the interest that would become payable if the individual voluntarily caused the interest to cease at that time |
For uncapped notional taxed contributions |
this is the uncapped notional taxed contributions amount of the relevant financial year |
