Centrelink online account help - update managed investments and superannuation details

Instructions on how to update your managed investments, superannuation and funeral bond details with your Centrelink online account.

 

You need to tell us when your circumstances change so we can correctly assess your eligibility for payments and services. This includes changes to managed investments and superannuation for you and your partner.

Read more about managed investments, superannuation and funeral bonds, and how they can affect your payment.

Step 1: view and update your managed investments and superannuation details

On the Update Managed investments and superannuation page, you can view the details you’ve already told us about.

Select:

  • pencil icon, to update your managed investments and superannuation details
  • question mark icon, if you need help

Enter the new details and select Done.

The details you entered will appear on the page. Check the information to make sure it’s correct.

If you’ve made a mistake, select Undo. This will bring back your managed investments or superannuation details.

To:

  • remove any managed investments or superannuation details, go to Step 2
  • add a new managed investments or superannuation account, go to Step 3
  • review and submit your details, go to Step 4

Step 2: remove managed investments or superannuation details

If you need to remove your existing managed investments or superannuation details, select the bin icon.

In this example, we’ll remove a managed investment.

You’ll need to tell us the reason your investment stopped. Select an option from the list, then select Save.

The details you remove will turn grey.

If you’ve removed the wrong details, select Undo. This will bring back your managed investments or superannuation details.

To:

  • add new managed investments or superannuation details, go to Step 3
  • review and submit your managed investments or superannuation details, go to Step 4

Step 3: add managed investments or superannuation details

Select Add an investment and enter the details of your new investment.

Depending on the type of investment you’re adding, you may need to answer some questions.

If you need help answering a question, select the links.

Once you’ve answered all the questions, select Next.

Your new details will show on the screen. Check the information to make sure it’s correct.

Select:

  • Next, if the details are correct
  • Back, if you need to make any changes
  • Cancel, if you don’t want to continue or need to start again

To:

  • remove your managed investments or superannuation details, go to Step 2
  • review and submit your managed investments or superannuation details, go to Step 4

Step 4: review and submit

We’ll give you a summary of your updates.

If all the information is correct, read the declaration. If you understand and agree with the declaration, select I declare that: then select Submit.

Step 5: receipt

We’ll give you a receipt to let you know your update has been submitted successfully. Please make a note of the Receipt ID for your records.

We’ll also tell you if we need further details. You have 14 days to give this to us. You can give us the information using the Upload documents service in your Centrelink online account. Read our online guide about submitting documents with your Centrelink online account.

Select:

  • Information you have provided, to view a summary of the details you’ve given us
  • Return Home, to go back to your online account homepage

If you need to change other types of income and assets, you’ll be asked for these next.

Read our online guides on how to update your:

  • savings details including any savings, cheque, deeming accounts, cash in hand, money loaned or deposit accounts
  • share details
  • real estate including real estate you manage or own
  • other assets including personal effects, boats, caravans, life insurance, livestock and motor vehicles
  • other income including lump sum payments, commissions, list interests, grants and scholarships, leave payments and regular gifts you may receive

Step 6: 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: 20 June 2018