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  • ATO Online - June system release and updates

    The June 2020 ATO Online services system release has been completed. This release continues to improve the way individuals, super providers and tax professionals interact with superannuation information in ATO Online services.

    Changes from this release include:

    • a new screen to provide individuals with visibility of carry forward concessional contributions. This screen also displays the individual’s unused concessional cap, amount of unused concessional contributions cap available to carry forward and the data used to derive the excess contributions determinations
    • improvements to the concessional contributions screen to notify individuals if they are within or have exceeded the concessional contributions cap. The screen also displays any unused contributions that have been applied from a previous year (or years) and dynamically displays additional key messages tailored to the client’s individual situation
    • adjustments in the way fund details and transactions for people with multiple accounts in the same fund display
    • updating the ‘your fund website’ link on the fund details screen to direct users to the specific website content related to their super account
    • the creation of a new filtering functionality on the Small Business Superannuation Clearing House (SBSCH) employee screen to allow users to view ‘active, ‘inactive’ or ‘all employees’.

    ATO online services simulator

    Updates to the ATO Online services simulator are also now available. They include changes from the June system release and updated client data for each of the 8 scenarios.

    In addition, web content providing new information on each of the client scenarios has been published with the updates to the simulator and can be viewed by visiting the ATO online services simulator page.

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      Last modified: 13 Jul 2020QC 63159