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  • Permissions for superannuation services

    Access Manager permissions that apply to super funds and services and the online service they provide access to.

    The permissions in the table below apply to:

    • Australian Prudential Regulation Authority (APRA) funds
    • government non-regulated funds
    • self-managed super funds (SMSFs)
    • retirement savings account (RSA) providers
    • exempt public sector superannuation schemes (EPSSS)
    • life insurance providers (LIP).

    Permissions also apply to businesses linked to, or tax agents representing the services above.

    Table 7: Permissions for superannuation services

    Activity or form

    Permissions required

    Transaction

    Online services

    Notes

    EmployerTICK

    Employer TFN integrity check

    Validate

    SBR

    EmployerTICK

    Available to employers, or a business linked to an employer

    Self-Managed Superfund search and verify members

    SMSF – Search and verify members

    Verify

    SBR

    SVS

    Limited to APRA funds, government non-regulated funds and SMSFs

    Self-Managed Superfund verification service

    SMSF – Verification service for rollovers/contributions

    Verify

    SBR

    SVS

    Limited to APRA funds, government non-regulated funds, employers and SMSFs

    Superstream

    FVS

    FIA template

    Super products – List

    View

    SBR

    FVS

    Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

    Superstream

    FVS

    Super products details – View

    View

    SBR

    FVS

    Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

    Superstream

    FVS

    Super products details – Lodge

    Lodge

    SBR

    FVS

    Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

    Superstream

    SuperTick

    Super – TFN integrity check (SuperTICK)

    View

    Validate

    SBR

    SuperTICK

    Limited to APRA funds, RSA providers or businesses linked to them

    Superstream

    MATS

    Super – Member information service (View)

    View

    SBR

    MATS

    Limited to APRA funds, RSA providers or businesses linked to them

    Superstream

    MAAS

    Super – Member account services (View)

    View

    SBR

    MAAS

    Superstream

    MAAS

    Super – Member account services (Lodge and update)

    Lodge and Update

    SBR

    MAAS

    Superstream

    SMAT access

    SuperMatch 2 Initiate ATO monies Transfer

    View

    Update

    SBR

    Limited to APRA funds, RSA providers or businesses linked to them

    Superstream

    SuperMatch2 Retrieve super details

    View

    SBR

    Limited to APRA funds, RSA providers or businesses linked to them

    SMSF Annual Return

    SMSF Annual Return

    Prepare

    Lodge

    SBR

    SMSF

    Super Guarantee Charge Statement

    Super Guarantee Charge Statement

    Prepare

    Lodge

    OSB

    OSFA

    n/a

    Super Compassionate Release of superannuation

    Super Compassionate Release of superannuation

    View

    OSB

    OSFA

    n/a

    Superannuation Contribution report

    n/a

    n/a

    n/a

    Non BAS agent functionality

    Member Contribution Statement

    Member Contribution Statement

    Prepare

    Lodge

    OSB

    n/a

    Audit Completion Advice

    SMSF Auditor reporting

    Prepare

    Lodge

    OSB

    SMSF Auditors

    Auditor Contravention Report

    SMSF Auditor reporting

    Prepare

    Lodge

    OSB

    SMSF Auditors

    Transfer balance Account Report

    Transfer balance Account Report

    Prepare

    Lodge

    OSB

    OSFA

    SBR

    Limited to APRA funds, SMSFs, RSA providers, EPSSS and LIPs

    Non BAS agent functionality

    Last modified: 08 Sep 2023QC 73216