Skip to navigation Skip to content

Adding or updating a pooled lifetime income stream 108-19041857

Expand/Collapse all sectionsExpand all


Forms

Details of income stream product form (SA330)

Level 2 Policy Help Desk - Online Query Form

FINS Bulletin

QMA details

Activities submitted to Quality Management Application (QMA) for all non-SMSF/SAF pooled lifetime income streams must not have the following fields marked as an error:

  • Incorrect ABN
  • Provider name not being an exact match to the schedule

QOL details

Activities submitted to Quality On Line (QOL) for all non-SMSF/SAF pooled lifetime income streams must not have the following fields marked as an error:

  • Incorrect ABN
  • Provider name not being an exact match to the schedule