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  • Compassionate release of super approval notification update

    On 23 August 2021 we published a Super news article Compassionate release of super approval notification update, where we advised the ATO will be deploying an update to the Compassionate release of super (CRS) approval notifications sent to superfunds and administrators via the Online services for business portal.

    This update will be deployed on 23 September 2021 and will see the USI of the nominated superfund included in the PDF file name.

    This update has been made in response to your feedback to include the USI in the PDF file name format for CRS approval notifications, as this would make it easier for superfunds and administrators to administer.

    All PDFs issued by the ATO from 24 September 2021 should display the file as below, depending on the availability of USIs in ATO systems:

    • USI available – CRS_[betid]_[usi).pdf
    • USI not available - CRS_[betid]_[0).pdf

    This update should assist administrators to more easily identify the recipient superfund without having to download and view each individual PDF.

    Next steps:

    The ATO will be working with superfunds and administrators to ensure there are no issues with the deployment. We encourage superfunds and administrators to check the update has occurred correctly on or after 24 September 2021.

    If superfunds or administrators identify any issues with the deployment or CRS approval notifications, lodge a request using the Super Enquiry Service.

    See also:

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      Last modified: 15 Sep 2021QC 66675