• Rollover benefits statement and instructions for transactions on or after 1 July 2013

    About this form

    This is instructions for the Rollover benefit statement (RBS) form for trustees of superannuation funds or retirement savings account (RSA) providers to rollover benefits for transactions occurring on or after 1 July 2013 (NAT 70944 and NAT 70945).

    Complete this form (NAT 70944-03.2013 – or a similar form you create that collects the same information) if you are a trustee of a superannuation fund or provider of a RSA and any of the following apply.

    • You are paying a rollover superannuation benefit to another fund or RSA, and you are not already providing all of this information electronically under the rollover data standards.
    • You have paid a rollover superannuation benefit to another fund or RSA and are providing a statement about the rollover to your member.
    • You are the trustee of a non-complying fund and are paying member benefits to another superannuation fund or RSA.

    Note:

    • If a member asks you to roll over parts of their entitlement to more than one fund, you must complete separate statements for each rollover payment.
    • For payments occurring between 1 July 2007 and 30 June 2013 (inclusive) refer to the previous version of the Rollover benefits statement (NAT 70944-05.2007) and the previous version of the instructions How to complete a rollover benefits statement (NAT 70945-05.2007). From 1 July 2013 you must only use the previous version of the RBS form to correct any errors in relation to payments made before 1 July 2013.

    Next steps:

    • Check that the rollover data standards do not apply before using the RBS.

    How to obtain this form

    You can download this form in Portable Document Format (PDF) – download Rollover benefits statement (NAT 70944-03.2013, PDF, 175KB). Only use this version of the form for transactions occurring on or after 1 July 2013.

    Instructions

    You can download these instructions as a PDF – download How to complete a rollover benefits statement (NAT 70945-03.2013, PDF, 222KB).

    Who should use these instructions?

    Use these instructions if you are a superannuation provider or administrator, or other agent authorised by a provider, to help you complete the Rollover benefits statement (NAT 70944).

    A super provider is the trustee of a super fund or approved deposit fund, or the retirement savings account (RSA) provider. When we say 'super fund' we are referring to all super providers.

    You should also use these instructions if you choose not to use our form to provide a rollover benefits statement and are developing your own form to give the same information.

    Note:

    Last modified: 16 Jan 2017QC 28175