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  • Online services and using information

    Online services for your members

    System changes – including integration of our online services into myGov – are fully implemented.

    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

    Your members will be able to see all of their super accounts after we have received the latest MCS lodgments and new member account details delivered by the SuperTICK service.

    As we receive MCS and new member account lodgments from you, we will be progressively displaying the information for your members to see on our online services. Generally, the only accounts not displayed will be closed accounts.

    Your member will also be able to see 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). So your entity name, such as Trustee of XYZ Super Fund.

    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 on the LMS. 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.

    More than half of all super accounts are inactive – this is expected to decline because members will be able to see these accounts on our online services and can consolidate these accounts online.

    Screen shot 1

    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).

    An example of how the online service 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 on the MCS.

    • Screen shot 2

    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.

    An example of how fund details will appear for each account.

    Using information

    Members can consolidate their 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.

    Screen shot 3

    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.

    Screen shot 4

    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 the latest MCS is received, the super accounts displayed on our online service are updated with the most recent member information and the pending indicator will disappear.

    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

    Currently, we send you the EPF through the file transfer function in the Business Portal. From 31 August 2015, the EPF will be sent to you via SBR2 messaging. In recognition of the authentication process we have already conducted, you are not required to use SuperTICK to verify members' details provided on the EPF.

    Last modified: 12 May 2017QC 52060