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  • 2018 USM reporting changes

    As advised last year, we have introduced an Unclaimed super monies (USM) subject line in the Business Portal. The information below on how to lodge your templates for USM adjustments and Non-lodgment advices supersedes the advice in our earlier communications.

    Using the business portal to lodge USM templates

    You can now lodge your USM adjustment and USM non-lodgment advice templates through the Business portal using ‘Lodge USM Adjustment/Non-Lodgment Template Advice' subject.

    1. Log onto the ATO Business portal and select Mail and New message
    2. Select the Superannuation topic
    3. Select the Lodge USM Adjustment/Non-Lodgment Templates Advice subject line and Next
    4. Select Add under attachments to attach your USM template, check details (and that form is saved in the correct format), then select Send.

    Next steps:

    • For more formatting information about attachments see Send and view mail
    • Ensure all required fields are completed in templates, as failure to provide information may delay your request.

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      Last modified: 29 Jun 2018QC 56141