Show download pdf controls
  • Superannuation

    [201925] Successor fund transfer reporting protocol: general review

    Registered

    September 2019

    Expected completion

    October 2019

    Status

    Proposed updated Successor fund transfer reporting protocol pages for consultation were published on Let’s Talk Superannuation communityExternal Link on 4 September 2019. The consultation period closes on 2 October 2019.

    Purpose

    To obtain feedback from APRA super funds on the proposed changes to the Successor fund transfer reporting protocol pages prior to them being published onto ato.gov.au

    Description

    We have been undertaking a review of the Successor fund transfer reporting protocol on ato.gov.au. We have revised content, to clarify some of the common enquiries we receive from industry, as shown in the proposed pages. This includes additional information to assist funds meeting their reporting obligations.

    Who we are consulting

    APRA superannuation funds

    Contact

    Aubrey Tse, APRA Fund Engagement, Superannuation & Employer Obligations
    aubrey.tse@ato.gov.au
    Phone (02) 9374 8945

    [201924] Unclaimed Super Money (USM) Protocol review

    Registered

    August 2019

    Expected completion

    September 2019

    Status

    Proposed new USM protocol pages for consultation were published on Let’s Talk Superannuation communityExternal Link on 16 August 2019. The consultation period closes on 13 September 2019.

    Purpose

    To obtain feedback from APRA super funds on the proposed new USM protocol pages prior to them being published onto ato.gov.au

    Description

    We have been undertaking a review of the USM protocol on ato.gov.au. We have developed a new structure to streamline the protocol and make it easier to navigate quickly to the topic of interest.

    Who we are consulting

    APRA superannuation funds

    Contact

    Susan Laverty, Superannuation and Employer Obligations
    susan.laverty@ato.gov.au
    Phone (02) 9354 3803

    [201915] Protecting your super implementation

    Registered

    May 2019

    Expected completion

    October 2019

    Status

    Implementation information, documents and forms continue to be available on Let’s TalkExternal Link for Super Funds to review and provide feedback on. Additional documents may be added for review and feedback over the next month, as required.

    Purpose

    To:

    • build on the work the ATO completed with the Super Measures Group to resolve issues and understand industry readiness for Protecting Your Super (PYS)
    • work closely with stakeholders and provide answers to the issues raised to assist the industry to be ready for the 30 June 2019 commencement date.

     

    Description

    To provide guidance to trustees on the administration of the changes under the PYS package and give trustees an opportunity to provide feedback on the implementation material.

    Who we are consulting

    Superannuation funds

    Contact

    Louie Markovski, Director, Protecting Your Super project team
    pysproject@ato.gov.au
    Phone (03) 9275 5333

      Last modified: 06 Sep 2019QC 54486