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  • Online services and using information

    Online services for your members

    Our online services – which can now be accessed via myGov – allow your members to:

    • see all their super information in one place
    • request the consolidation of their super accounts online – regardless of which fund holds their super.

    We also prompt them to contact you or their other funds to decide how they may want to manage their super.

    Information displayed

    All super accounts

    Via ATO online services, your members are able to see:

    • all of their super accounts as reported by you via the Member Account Attribute Service (generally, the only accounts not displayed will be closed accounts)
    • contributions information you have reported via the Member Account Transaction Service (MATS).
    • any ATO-held super amounts we hold for them. 

    Fund information displayed online

    Your members can still see the name of your fund online. Remember, this may not be your commercially known name your members recognise instantly. It will be the name you have recorded on the Australian Business Register (ABR). Your entity name, such as Trustee of XYZ Super Fund will be displayed.

    Your members can see all of their super accounts reported to us (including pension accounts and inactive accounts).

    Your members can see if:

    • they have received any contributions for each account in the last financial year
    • there is an insurance benefit attached to the account.

    Member information displayed online

    We show your member's address as last reported to us. Your member can see if the address you have for them is not current, and this may prompt them to contact you to provide their correct information.

    If the account is a lost account, our online service for individuals shows your phone number as provided by you. We will display a message online to encourage the member to contact you so you can remove them from the lost members register at the next reporting date.

    The number of inactive super accounts is expected to decline because members will be able to see these accounts on our online services and can consolidate these accounts online.

    Image: Screenshot of member's super account balance

    This shows the member’s super accounts (including whether accounts are held by the ATO) and displays the account balance last reported to us on the MCS. It also provides hyperlinks to ato.gov.au help content for ATO-held content and super holding accounts (SHA) special account (active).

    The image above is an example of how online services displays information for individuals. It also shows member super accounts including if accounts are held by us and displays the account balance last reported to us.

    Image: Screenshot of super fund details

    From the previous Super Accounts screen more information is available when the member clicks on the ‘+’ (expand button). The fund details will appear for each super account; such as account balance last reported, account details and fund information.

    The image above is an example of how fund details will appear for each account.

    Consolidating super

    With the information displayed online, your members can consolidate their super accounts using the 'transfer super' functionality. Members can request the transfer of ATO-held super to a nominated super fund or the full rollover of an existing super account to their chosen fund.

    Image: Screenshot of the Select accounts menu

    An example of how members can consolidate their super using the online service. Once your member has selected the account they want to transfer their super from, they can select the fund they want to transfer their super to.

    In the Select accounts screen, members can select the account they want to transfer super from and to. Your member can only request transfer or rollover of the whole account. Partial transfers or rollovers are not permitted. The member is advised to contact their fund for more information.

    Image: Screenshot of transfer pending indicator

    This screen shows that if a member has previously submitted a request the ‘Transfer pending’ indicator will appear and show that the account will not be available to be transferred again.

    After the super transfer is completed, the ‘Transfer pending’ indicator will appear and this account will not be available for further transfers.

    Once a MAAS report is received by us, the super accounts displayed on online services is updated with the most recent member information.

    What you need to do

    Once your member has submitted the request to rollover super accounts online, an Electronic portability form (EPF) is generated with most of the mandatory information required.

    The EPF is an outbound message we send a super fund, or an intermediary acting on behalf of a fund, to notify the fund of a member's election to roll over their whole super benefit balance to another super fund

    Last modified: 06 Mar 2019QC 52060