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Permissions for superannuation services

Access Manager permissions that apply to super funds and services and the online service they provide access to.

Last updated 7 September 2023

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 the services above.

Table 7: Permissions for superannuation services

Activity or form

Permissions required

Transaction

Online services

Notes

EmployerTICK

Employer TFN integrity check

Validate

SBR

EmployerTICK

Available to employers, or a business linked to an employer

Self-Managed Superfund search and verify members

SMSF – Search and verify members

Verify

SBR

SVS

Limited to APRA funds, government non-regulated funds and SMSFs

Self-Managed Superfund verification service

SMSF – Verification service for rollovers/contributions

Verify

SBR

SVS

Limited to APRA funds, government non-regulated funds, employers and SMSFs

Superstream

FVS

FIA template

Super products – List

View

SBR

FVS

Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

Superstream

FVS

Super products details – View

View

SBR

FVS

Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

Superstream

FVS

Super products details – Lodge

Lodge

SBR

FVS

Limited to APRA funds, RSA providers, EPSSS or businesses linked to them

Superstream

SuperTick

Super – TFN integrity check (SuperTICK)

View

Validate

SBR

SuperTICK

Limited to APRA funds, RSA providers or businesses linked to them

Superstream

MATS

Super – Member information service (View)

View

SBR

MATS

Limited to APRA funds, RSA providers or businesses linked to them

Superstream

MAAS

Super – Member account services (View)

View

SBR

MAAS

Superstream

MAAS

Super – Member account services (Lodge and update)

Lodge and Update

SBR

MAAS

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

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