The permissions in the table below apply to:
- Australian Prudential Regulation Authority (APRA) funds
- government non-regulated funds
- self-managed super funds (SMSFs)
- retirement savings account (RSA) providers
- exempt public sector superannuation schemes (EPSSS)
- life insurance providers (LIP).
Permissions also apply to businesses linked to, or tax agents representing these services.
|
Activity or form |
Permissions required |
Transaction |
Online services |
Notes |
|---|---|---|---|---|
|
EmployerTICK |
Employer TFN integrity check |
Validate |
SBR |
Available to employers, or a business linked to an employer |
|
Self-Managed Superfund search and verify members |
SMSF – Search and verify members |
Verify |
SBR |
Limited to APRA funds, government non-regulated funds and SMSFs |
|
Self-Managed Superfund verification service |
SMSF – Verification service for rollovers/contributions |
Verify |
SBR |
Limited to APRA funds, government non-regulated funds, employers and SMSFs |
|
Superstream FVS FIA template |
Super products – List |
View |
SBR |
Limited to APRA funds, RSA providers, EPSSS or businesses linked to them |
|
Superstream FVS |
Super products details – View |
View |
SBR |
Limited to APRA funds, RSA providers, EPSSS or businesses linked to them |
|
Superstream FVS |
Super products details – Lodge |
Lodge |
SBR |
Limited to APRA funds, RSA providers, EPSSS or businesses linked to them |
|
Superstream SuperTICK |
Super – TFN integrity check (SuperTICK) |
View Validate |
SBR |
Limited to APRA funds, RSA providers or businesses linked to them |
|
Superstream MATS |
Super – Member information service (View) |
View |
SBR |
Limited to APRA funds, RSA providers or businesses linked to them |
|
Superstream MAAS |
Super – Member account services (View) |
View |
SBR |
|
|
Superstream MAAS |
Super – Member account services (Lodge and update) |
Lodge and Update |
SBR |
|
|
Superstream SMAT access |
SuperMatch 2 Initiate ATO monies Transfer |
View Update |
SBR |
Limited to APRA funds, RSA providers or businesses linked to them |
|
Superstream |
SuperMatch2 Retrieve super details |
View |
SBR |
Limited to APRA funds, RSA providers or businesses linked to them |
|
SMSF Annual Return |
SMSF Annual Return |
Prepare Lodge |
SBR |
SMSF |
|
Super Guarantee Charge Statement |
Super Guarantee Charge Statement |
Prepare Lodge |
OSB OSFA |
n/a |
|
Super Compassionate Release of superannuation |
Super Compassionate Release of superannuation |
View |
OSB OSFA |
n/a |
|
Superannuation Contribution report |
n/a |
n/a |
n/a |
Non BAS agent functionality |
|
Member Contribution Statement |
Member Contribution Statement |
Prepare Lodge |
OSB |
n/a |
|
Audit Completion Advice |
SMSF Auditor reporting |
Prepare Lodge |
OSB |
SMSF Auditors |
|
Auditor Contravention Report |
SMSF Auditor reporting |
Prepare Lodge |
OSB |
SMSF Auditors |
|
Transfer balance Account Report |
Transfer balance Account Report |
Prepare Lodge |
OSB OSFA SBR |
Limited to APRA funds, SMSFs, RSA providers, EPSSS and LIPs Non BAS agent functionality |