Guide to self-managed superannuation funds

Rollovers and transfers

A member's super benefits can generally be rolled over or transferred within the super system with their consent.

If you accept a rollover of benefits from another super fund, that fund can ask you to show that your fund is a complying fund before processing your request.

For a current listing of regulated complying super funds, visit Super Fund Lookup at www.superfundlookup.gov.au For more information about the reporting requirements for rolling over or transferring benefits, see Paying benefits to members.

Employment termination payments

Most employment termination payments (previously known as eligible termination payments) can no longer be rolled over into super. However, some transitional arrangements apply.

Generally, transitional termination payments are employment termination payments received after 1 July 2007 that an employee was entitled to receive in an employment contract that existed before 10 May 2006. Transitional termination payments need to be made before 1 July 2012 and can be contributed or rolled over into a super fund.

Self-managed super funds - home

Sections within Accepting contributions and rollovers

• Allowable contributions
• In specie contributions
• Rollovers and transfers