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  • Successor fund transfer reporting

    Super providers can find guidance about successor fund transfer reporting and the associated reporting obligations in the Successor fund transfer reporting protocol.

    The protocol:

    • provides technical guidance and does not replace the law and is not binding
    • explains various key terms contained in the law
    • gives guidelines on practical administration and our perspective of industry best practice
    • encourages consistent practices and application of the legislation across the super industry.

    The protocol was developed in collaboration with industry representatives. When acting on the guidance it provides, you should:

    • take into account the individual circumstances of your members
    • decide whether your action is appropriate.

    Next step:

    Last modified: 31 Aug 2018QC 56729