SuperUpdate September 2007

Report your lost, found and transferred members

Remember to report your lost, found and transferred members for the first half of 2007 (1 January to 30 June) by 31 October 2007.

To meet your reporting obligations, lodge either a:

lost member register report in the approved electronic format described in the electronic media specification version 4.0, or
lost members register non-lodgment advice form (NAT 3797) if you had no new lost, found or transferred members for this period.

Remember:

If you don’t lodge a lost member report, you may incur a penalty.
The reporting rules apply to all regulated super funds, ADFs, ERFs and RSA providers.
Self managed super funds do not need to report.

When reporting lost members you must only report new lost members.

Information to report

When reporting:

lost members, include information on new lost members such as their TFN
found members, include members previously reported as lost, but have since been found, and
transferred members, include members previously reported as lost whose benefits were transferred out of the fund as a lost member.

Winding up a fund?

If your fund is winding up:

The new fund must also report to us that the transferred member is a lost member.

For more information about lost, found or transferred members, or how to lodge your report refer to lost members – superannuation fund.

Last Modified: Monday, 17 September 2007