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  • ATO Online Superannuation Screens Communications Working Group key messages 11 June 2019

    Welcome

    Graham Whyte Second Commissioner, Superannuation ATO, welcomed the group to the ATO Online Superannuation Screens Communications Working Group.

    The group reconvened to discuss the upcoming deployment date of 22 June and to ensure ATO communication efforts are aligned and support industry needs.

    • The ATO is looking at the 22–23 June deployment for ATO Online changes (quarter 2).
    • A walkthrough of the draft deployment documentation for the ATO Online screens June Release (quarter 2) deployment was provided.
    • The June release focuses on the following key areas:
      • Displaying Employer Contributions for SMSF members
      • First Home Super Saver Scheme (FHSS)
      • Resolution of duplicate checking rule
      • Lost Member Alerts.
       
    • Support material will be available for funds which includes questions and answers (Help Aside) for fund transactions screen.
    • From 24 June 2019, individuals will be able to:
      • see employer contributions reported by their super funds, now including SMSFs
      • see FHSS amounts released on their individual income tax return, and create a FHSSS payment plan and schedule.
       
    • The changes build on previous functionality enabling individuals to:
      • see employer contributions reported by large super funds
      • see their employer’s Super Guarantee obligations on their income statement
      • see their super fund accounts and balances, and their total super balance as at 30 June of the previous year
      • find lost and ATO-held super and transfer amounts into active super accounts
      • see bring forward arrangement information for the non-concessional contribution cap
      • view transfer balance cap details
      • elect to release money from super to pay for liabilities such as Div 293 and excess contribution tax
      • apply for the FHSS and see related information including their FHSSS tax liability
      • apply to access some super early (in limited circumstances)
      • see super accounts closed on or after 1 July 2018.
       

    Attendees

    Attendees are listed below.

    Organisation

    Members

    ATO

    Graham Whyte (Chair), Superannuation and Employer Obligations

    ATO

    Gill Reeves (Co-chair), ATO Corporate

    ATO

    Chelsea Rayner, Superannuation and Employer Obligations

    ATO

    Larissa Evans, Superannuation and Employer Obligations

    ATO

    Michael Baker, Superannuation and Employer Obligations

    ATO

    Priscilla Crossley, Superannuation and Employer Obligations

    ATO

    Syari Robert, ATO Corporate

    ATO

    Tim Pulsford, Superannuation and Employer Obligations

    ATO

    Tracey Holloway, Superannuation and Employer Obligations

    AMP

    Louise Stark

    ASP Services

    Spiros Koziaris

    Commonwealth Superannuation Corporation (CSC)

    Lex Dransfield

    First State Super

    Sandra Pilgrim

    Mercer

    Mark Chaumont

    Mercer

    Narelle Telfer

      Last modified: 28 Oct 2019QC 60490