Show download pdf controls
  • Superannuation

    This feature shows information specific to your individual client's superannuation funds. This menu is currently only available for tax agents.

    On this page:

    Fund details

    You can view your individual client's super funds and the balances reported by funds, as at the reported date and the fund transactions amounts paid by their employer.

    Note: Account balances are updated when they are reported to us.

    To view:

    • select a client
    • select Super then Fund details to display:  
      • date the fund information was reported to the ATO
      • date the account was opened
      • member account number
      • member client number
      • if there has been a recent contribution
      • insurance details
      • address of the fund.
       
    • select Show closed funds to view fund accounts closed on or after 1 July 2018 and the date closed .
    • at Account name select the superfund name link to display
      • Fund transactions in chronological order from the most recent
      • Receipt date of the transaction
      • Period (pay period for employer contribution start and end date)
      • Employer
      • Contribution type
      • Amount
       
    • sort or Download the fund transactions in either CSV or HTML format and select a Print friendly version to print or save a copy.

    Total superannuation balance

    View your client's active super accounts, including ATO held super

    To view:

    • select a client
    • select Super then Information
    • select Total superannuation balance
    • select the Current tab for
      • Total superannuation balance details for the current financial year
      • Account Type – Accumulation phase, Retirement phase, Rollover, Structured settlement
      • Total superannuation balance
       
    • select the History tab for
      • Total superannuation balance details for the previous financial years
      • Account Type:
      • Accumulation phase
      • Retirement phase
      • Rollover
      • Structured settlement
      • Total superannuation balance as at date and the amount
       
    • select the dropdown at Type within the Current and History tab to view
      • Fund name – Accumulation phase, Retirement phase and Structured settlement
      • Receiving fund – rollover
      • USI
      • Account number
      • Amount
       
    • select Print friendly version to print or save a copy.

    Note: 'Balance not available' will display when we don't have total superannuation balance information recorded from the client's super funds.

    See also:

    Bring forward arrangement

    You can view your client's super account non-concessional bring forward arrangements.

    To view

    • select a client
    • select Super then Information
    • select Bring forward arrangement. One of the following will display  
      • Not in a bring forward arrangement – displayed if the individual has never been in a bring forward arrangement period or the latest period ended more than two years ago.
      • Bring forward arrangement has ended – displayed if the latest bring forward arrangement period has ended within the last two years. Select the dropdown to view additional information.
      • You are in a Bring forward arrangement – displayed if your client is currently in a bring forward arrangement period and has a remaining balance greater than zero.
       
    • select Print friendly version to print or save a copy.

    See also:

    Transfer balance cap

    You can view information and transactions relating to superannuation that has been transferred from concessional tax accumulation phase to tax-free retirement phase accounts.

    To view

    • select a client
    • select Super then Information
    • select Transfer balance cap to view
      • Description
      • Amount
      • Your transfer balance cap amount
      • Your transfer balance
      • Excess transfer balance amount – this will display if your client has had an Excess Transfer Balance Determination issue and commutation authorities have not been issued to their superfund.
       

    Employer contributions

    View information and transactions relating to your client's superannuation from 1 July 2018.

    To view:

    • select a client
    • select Super then Information
    • select Employer contributions to display
      • Year to date contributions
      • Superfund name – for each superfund the following will be displayed
      • Employer
      • ABN
      • Last receipt date
      • Reported amount
      • Transactions:
        • Receipt date
        • Period
        • Employer
        • Contribution type
        • Amount.
         
       

    You can Download the fund transactions in either CSV or HTML format and select a Print friendly version to print or save a copy.

    Select the dropdown for the employer to display:

    • Contribution type
    • Last receipt date
    • Year to date.

    Select a Print friendly version to print or save a copy.

      Last modified: 02 Apr 2019QC 54079