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  • Appendix 1

    LMR current rules matrix

    LMR lost uncontactable

    The fund has never had an address for the member

    One or more communications have been sent to the member’s last known address and member cannot be contacted

    Has the member contacted the fund in the last 12 months

    Has the member accessed their account via electronic facility in the last 12 months

    Has a contribution or rollover in respect of the member received within the last 12 months

    Status

    Y

    Y

    Y

    Y

    Y

    Member is lost uncontactable

    Y

    N

    Y

    Y

    Y

    Member is lost uncontactable

    Y

    N

    Y

    N

    Y

    Not lost

    Y

    N

    N

    Y

    Y

    Not lost

    N

    N

    Y

    Y

    Y

    Not lost

    N

    Y

    Y

    Y

    N

    Not lost

    N

    Y

    Y

    Y

    Y

    Member is lost uncontactable

    LMR lost inactive

    Member of the fund for longer than two years

    Standard employer-
    sponsored member

    Fund has not received a contribution or rollover for the member within the last five years

    Status

    Y

    Y

    Y

    Member is lost inactive

    Y

    Y

    N

    Not lost

    Y

    N

    N

    Not lost

    Y

    N

    Y

    Not lost

    N

    N

    Y

    Not lost

    N

    Y

    N

    Not lost

    N

    Y

    Y

    Not lost

    Conditions that exclude the member from being reported in the LMS

     

    Verified member’s address within the last two years

    Positive Act

    Contacted the fund and indicated they wish to continue being a member

    Member of an SMSF

    Lost uncontactable

    Y

    N/A

    Y

    Y

    Lost inactive

    Y

    Y

    Y

    Y

    Previously a lost member

    Y

    N/A

    Y

    Y

      Last modified: 03 Jan 2017QC 27204