About the SMSF messaging providers register
This register lists SMSF messaging service providers who can provide an electronic service address (ESA) for contributions, rollovers and release authorities.
When you receive an ESA, you must provide this address to us using one of the following methods:
- through Online services for business
- by contacting your tax agent
- by contacting us
You can also update the ESA by lodging the paper form Change of details for superannuation entities (NAT 3036, PDF 1.01MB). This link will download a fileThis link will download a file.
Time limits may apply to your ESA subscription so make sure it is active and continues to provide the functionality you require.
Your SMSF can only have one ESA address recorded with us. This means if you require both contributions and rollovers/release authorities, then you need to select a provider that offers both services.
We do not recommend or endorse any of the listed SMSF messaging service providers. We provide this register for your information, subject to terms and conditions.
|
Provider |
|
Contributions |
Rollovers and release authorities |
|---|---|---|---|
|
Yes |
Yes |
||
|
Yes |
No |
||
|
Yes |
Yes |
||
|
Yes |
Yes |
||
|
Yes |
No |
||
|
Yes |
No |
||
|
Yes |
No |
||
|
Yes |
Yes |
||
|
Yes |
Yes |
|
Provider |
|
Contributions |
Rollovers and release authorities |
|---|---|---|---|
|
Yes |
Yes |
||
|
Yes |
No |
||
|
Yes |
Yes |
||
|
Yes |
No |
We continue to update the register, as providers are certified.
Experiencing issues obtaining an ESA?
If you are experiencing issues getting an ESA to make a rollover from your SMSF or receiving a rollover from another SMSF, contact us on 13 10 20 and select fast key codes 4 then 1 to discuss your options.
We will check if you have rollover services with your SMSF messaging provider.
If you do, we will ask you to contact them for further assistance. If you don't, you can request to undertake the rollover using the paper-based process:
- We will confirm over the phone that you can use the paper process (originally for rollovers before 1 October 2021) and make a record of the approval.
- You should let your SMSF auditor know you got our approval to make the rollover using the paper process and provide them with the reference number from the call.
Your auditor will not be required to report a contravention to us where you have received our approval to make the rollover this way.
This is a temporary measure and will no longer be available from 30 June 2023. After this date, all rollovers must be done electronically unless certain exceptions apply.
If you use a paper form to make a rollover on or after 1 October 2021 without first seeking our approval, this is a reportable breach of the rules. When lodging an Auditor/actuary contravention report, your auditor should tell us the reasons why the rollover was conducted in this way. We will take this into account when risk assessing the fund and deciding whether to apply penalties.
If we can see the SMSF trustee had issues getting an ESA, we are unlikely to impose penalties for non-compliance.
The process is available only for rollovers from an SMSF to an APRA-regulated fund and between SMSFs. If you have issues getting an ESA to make a rollover from an APRA-regulated fund to an SMSF, contact the APRA fund directly.
Terms and conditions
We will maintain the register subject to the following terms and conditions:
- It is a public register of SMSF messaging service providers who provide publicly available information for inclusion in the register on a voluntary basis.
- Service providers whose details are included in the register warrant that they are providing a messaging service for the express purpose of enabling regulated super entities to comply with their obligations under the Superannuation Industry (Supervision) Regulations 1994.
- The Commissioner of Taxation reserves the right to remove or modify a service provider’s details at any time.
- While we make reasonable efforts to ensure the register is made available, we make no guarantees to provide continuously available access to it or access which is uninterrupted or fault-free.
- While we take all reasonable care to ensure information in the register is accurate, changes in circumstances may occur at any time and affect accuracy.
- We do not provide any warranty, make any representation as to, or accept responsibility for, the accuracy, correctness, reliability, timeliness or completeness, now or in the future, of any information provided via the register.