Successor and intra-fund transfer reporting protocol
Information and guidance for super providers and suppliers who will be reporting successor and intra-fund transfers.
How to engage with ATO before undertaking a successor fund transfer (SFT) or intra-fund transfer (IFT).
How funds update member accounts, reconcile ATO super accounts, transfer payments, data handover and re-reporting.
Check how SFTs and IFTs impact unclaimed super money (USM) and lost member reporting.
How super funds can minimise impact to employers and members during the transition period.
How successor super funds can access SuperMatch to obtain details of active accounts and verification.
How super funds should report super income streams to the ATO during an SFT.
How to re-report and transfer information for notional tax contributions and Div 293 deferred debts for members.
How to process a rollover super benefit during a successor fund transfer (SFT).
How to provide and update Unique superannuation identifiers between funds and payment information with employers.
Find out how to action notices and authorities and fund tax return obligations during and after super fund transfers.
What to do if the super fund has a new ABN, and how to update ATO online services accesses for SBR, MAAS and MATS.
Checklists to assist both the transferring and successor super funds during a successor fund transfer (SFT).
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