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  • How to report USM

    We expect you to meet your USM reporting and payment obligations to us using the SuperStream data standards by 30 April 2018.

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    Reporting USM using SuperStream

    When a super fund identifies an account as USM for a reporting period they use the SuperStream data standard to report the USM to us and transfer the USM amount.

    Superfunds will report USM to us using a USM rollover message and will transfer using a USM rollover payment message. In response we will send a rollover outcome response message to the superfunds.

    Electronic commerce interface (ECI) and paper channels will continue to be used for Superfunds who have not yet onboarded in the data standards.

    Lodging using ECI

    You must make arrangements to move to meeting your USM lodgment and payment obligations to us using the SuperStream data standards by 30 April 2018.

    Until then, you must lodge electronically if you're reporting for more than four members. If you're reporting for four or fewer members, electronic reporting is optional.

    The approved format for electronic reporting is set out in the electronic reporting specification – Unclaimed superannuation money (USM) statement electronic report specificationExternal Link.

    See also:

    Paper lodgment

    You must make arrangements to move to meeting your USM lodgment and payment obligations to us using the SuperStream data standards by 30 April 2018.

    Until then, if you're reporting for four or fewer members you can report electronically or use the approved paper forms:

    Next steps:

    Next steps:

    Last modified: 19 Jun 2018QC 24737