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

    About this form

    Form and instructions 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 & 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 retirement savings account (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.
    Attention

    Check that the rollover data standard does not apply before using the RBS. For more information refer to data standards.

    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.

    End of attention

    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.

    Last modified: 12 Jun 2014QC 28175