Centrelink online account help - Complete an income stream review

Complete your income stream review online with your Centrelink online account or use the secure One Time Access Code (OTAC).

We review account-based and market-linked income streams in August and February each year. 

When we send you a letter depends on how you’re paid your income stream. The letters will ask you to review your income stream.

We’ll send you a letter in August if you’re paid by either:

  • a self-managed super fund
  • a small Australian Prudential Regulation Authority (APRA).

If other super funds pay you, we’ll get your details from them. In this case, you won’t get a review letter. If we can’t get these details, we’ll send you a review letter in October and April.

If you can’t complete the review using your Centrelink online account, use the unique OTAC included in your review letter. The OTAC is secure and easy to use. You can complete the review online and ensure the right person is providing income stream information.

You’ll need to have all your income stream details to do your review.

Read more about Income Stream Reviews.

Step 1: get started

If you're not already in your Centrelink online account, sign into myGov and access your account.

From your homepage, select the Complete your income stream review task then go to Step 2.

Alternatively, to use your OTAC go to the Income Stream Reviews page. Then select How it works.

Select the One Time Access Code (OTAC) link.

Enter your Customer Reference Number (CRN) and One Time Access Code (OTAC) then select Log In.

Read more about CRNs.

Step 2: income stream review

We’ll show the income stream reviews for you and your partner, if you have one.

Select Get started for the review detail you want to update.

If you need help, select the question mark icon.

Enter information about the income stream, then select Next.

The income stream information we ask for will depend on:

  • what information you’ve given us before
  • the details you update.

Step 3: review and submit

We’ll give you a summary of the details you’ve told us about. Read the information and make sure it’s correct.

Select:

  • Back, if you need to change any details
  • Cancel, if you don’t want to continue or need to start again.

If all the details are correct, read the declaration. If you understand and agree with the declaration, select I accept this declaration, then Submit.

Step 4: get your receipt

We’ll give you a receipt when you submit your update. Please make a note of the Receipt ID for your records.

We’ll also tell you if we need further details. If we do, you’ll need to give us the details within 14 days of when we contact you.

Some of these details might be documents. If you have the documents we need, select Upload documents and follow the steps.

You can submit documents later by selecting the Upload documents link on your homepage. You can also take photos of your documents and upload them using the Express Plus Centrelink mobile app.

If you need help, read our online guide about submitting documents with your Centrelink online account.

You won't need to contact us unless we ask you to.

Select:

  • Information you provided, to view a summary of the information you’ve given us
  • Complete another review, if you need to do another income stream review.

Select Return home, to go back to your:

  • online account homepage if you used your Customer Reference Number to complete your income stream review
  • Department of Human Services homepage if you used your OTAC to complete your income stream review.

Step 5: sign out

From your homepage you can complete other transactions or select the myGov icon to return to myGov.

For your privacy and security, sign out when you have finished using your myGov account.

If you didn't sign in from my.gov.au, select Logout

View other online account guides and video demonstrations about using your online account.

Page last updated: 10 October 2018