The below guides will help you to complete the relevant sections of your tax return for payments you have received from your AMP superannuation income stream or AMP superannuation capped defined benefit income stream during the 2019/20 financial year.

For the 2019/20 financial year, you may receive two PAYG payment summaries for different periods in the year, which you will need to add together.

 

For superannuation income streams

  • AMP Flexible Super® Retirement Account
  • Flexible Lifetime® – Allocated Pension
  • Signature Super® – Allocated Pension

Your 2020 tax guide

For superannuation capped defined benefit income streams

  • Flexible Lifetime - Term Pension

Your 2020 tax guide

Where can I get help?

For more information on completing your tax return, contact your taxation adviser or the Australian Taxation Office (ATO) on 13 28 61 or  visit their website.

Visit ATO website

This is general information only. It does not contain advice that is based on your personal objectives,financial situation or needs. You should consider how it applies to your personal objectives,  financial situation and needs. For advice on your personal situation, we suggest you consult your taxation adviser or the Australian Taxation Office.

Although we have obtained the information contained in this document from reliable sources, and have taken every care in its preparation, AMP does not guarantee that it is accurate or complete, or applies to your personal circumstances, and disclaims responsibility for any errors or omissions. In completing your tax return we suggest you follow the directions of the Australian Taxation Office or your taxation adviser.

Products in the Super Directions Fund and the Wealth Personal Superannuation and Pension Fund are issued by N.M. Superannuation Proprietary Limited (N.M. Super) ABN 31 008 428 322 (trustee), which is part of the AMP group (AMP). Before deciding what’s right for you, it’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions available from AMP at amp.com.au or by calling 131 267. Read AMP’s Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you.

Products in the AMP Eligible Rollover Fund, National Mutual Retirement Fund, and NM Pro Super Fund are issued by Equity Trustees Superannuation Limited ABN 50 055 641 757 (trustee). Risk products are issued by AMP Life Limited ABN 84 079 300 379 (AMP Life), which is part of the Resolution Life group. AMP Life has proudly served customers in Australia since 1849. AMP Limited ABN 49 079 354 519 has sold AMP Life to the Resolution Life group whilst retaining a minority economic interest. AMP Limited has no day-to-day involvement in the management of AMP Life whose products and services are not affiliated with or guaranteed by AMP Limited. AMP Limited is not liable for products issued by AMP Life or any statements or representations made in the PDS for those products. “AMP”, “AMP Life” and any other AMP trademarks are used by AMP Life under licence from AMP Limited. Before deciding what’s right for you, it’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions available from AMP Life at amp.com.au or by calling 133 731. Read AMP Life’s Financial Services Guide for information about our services, including the fees and other benefits that AMP Life and/or other companies within the Resolution Life group may receive in relation to products and services provided to you.Any advice and information provided is general in nature, hasn’t taken your circumstances into account, and is provided by AWM Services Pty Ltd ABN 15 139 353 496 (AWM Services), which is part of the AMP group (AMP). All information on this website is subject to change without notice.AMP Flexible Super is a registered trademark of AMP Limited ABN 49 079 354 519.