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  • Updated Successor fund transfer reporting protocol is available

    The Successor fund transfer (SFT) reporting protocol has been updated to provide more detailed guidance for funds undertaking an SFT. These updates include:

    • adding the definition of a lost member and making it clear that a member’s ‘lost’ status moves from the transferring fund to the receiving fund
    • definitions for all unclaimed superannuation money (USM) categories including legislative references, to assist funds in assessing accounts for USM reporting during an SFT
    • guidance on how to confirm the requirements for tax relief for merging APRA super fundsExternal Link have been met.

    For help with SFT issues, contact SuperCRT@ato.gov.au.

    See also:

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      Last modified: 26 Jun 2020QC 63055