SFWG minutes, June 2011

Summary of action items carried forward from March 2011 Meeting

Reference	Action item	Allocated to
30032011/01	ATO to provide an email update to funds at the completion of GIC remediation work.	Carolyn Harris
30032011/02	ATO to provide funds with ECT Call Centre scripting	Carolyn Harris
30032011/03	ATO to provide a report of 2010 SFWG Annual Review to members	Phil McDonald
30032011/05	ATO to investigate providing funds with analysis of fund members included in the TFN notification files	Carolyn Harris
30032011/06	ATO to review the TFN notification 'please resolve' process to avoid repeated requests to resolve cases where the correct member is known by a different name.	Carolyn Harris
30032011/09	ATO to consider the inclusion within the USM statement specifications, of reporting whether an amount being paid to the ATO as USM is a preserved benefit or otherwise.	Beverley Easton
30032011/11	ATO to update funds on progress with our review of the inclusion of new address details obtained from positive member contact through our LMR outbound telephony campaigns.	Beverley Easton
30032011/15	The ATO to review and provide advice on credit interest applicable for a member where their entitlement has been PVA'd by a fund back to the ATO but not yet credited to their account because OOLR delay advising the fund the PVA was rejected.
30032011/16	The ATO to review business processing timeframes on fund claims lodged on behalf of members
30032011/18	ATO to review feedback from representatives in relation to the draft deduction for personal super contributions notice and provide advice: can a member lodge a Notice in respect of contributions not yet made;and whether the term '…rolled out…' needs to be expanded by adding amounts withdrawn to ensure proportioning rules are correctly applied to funds?	Beth Barry
30032011/21	ATO to provide an update on the progress with the revision of the MCS protocol document.	John George

Sections within Summary of action items

• Summary of action items from this meeting
• Summary of action items carried forward from March 2011 Meeting