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  • Do not include password protected documents when responding to ATO issued BDN requests

    The ATO is required by law to contact APRA funds who have sent unclaimed super money (USM) to the ATO for a client who is now deceased. This is to determine if there was a binding death nomination (BDN) on the account.

    The ATO is contacting funds about this enquiry by email and have identified an issue where funds are replying to the request and including a password protected document.

    Any emails sent to the ATO containing a password protected document do not make it through as they get blocked by email servers for security reasons.

    We request that when funds respond to the ATO's email, they do not include a password protected document. This will help reduce the number of follow up email's funds receive.

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      Last modified: 22 Sep 2021QC 66845