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  • Trustee Voluntary Payments - Reporting Period 17 to 28 May 2021

    The reporting period for the interim reporting solution for Trustee Voluntary Payments (TVP) begins on Monday 17 May, concluding on Friday 28 May. The interim period supports the transition period to the enduring reporting solution in SuperStream Rollovers version 3.

    As advised in the March Super News Article, Eligible Rollover Funds and Trustee Voluntary Payments, we remind funds that:

    • Funds are to notify us at least one week prior to, of their anticipated reporting date, and volumes of TVP, by emailing SuperStreamStandards@ato.gov.au with the subject heading of ‘TVP Lodgment – Estimates’.
    • Once reporting and payment have occurred, funds are to provide us with the conversation ID of each TVP SuperStream message, by emailing SuperStreamStandards@ato.gov.au with the subject heading of ‘TVP Lodgment – Conversation IDs’.
    • Funds are not to transfer TVPs in any other period and no other transfers using code ‘Q’ should be performed during the TVP window. This is necessary to ensure the ATO can correctly identify TVPs and correct the classification of these amounts in ATO systems, for the integrity of the USM register.
    • Where a fund is unable to meet these arrangements due to exceptional circumstances, the ATO should be contacted as soon as possible. Funds should ensure they do not proceed to commence reporting TVPs until they have discussed their situation with the ATO.

    If you have any questions or for more information, please contact SuperStreamStandards@ato.gov.au.

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      Last modified: 14 May 2021QC 65679