Super menu
This function shows information specific to your individual client's super funds. This menu is currently only available for tax agents.
Fund details
You can view your individual client's super funds and the balances reported by funds, as at the reported date. Account balances are updated when they are reported to us.
The full list of reported contributions (including those made to defined benefit funds) is available from the hyperlinked fund name. This includes both employer and non-employer contributions from 2018–19 onwards.
Note: that the details of non-complying SMSF accounts won't be viewable.
To view:
- select a client
- select Super then Fund details
- select the drop-down menu next to the fund to display
- the date the fund balance was last reported to us
- the date the account was opened
- the member account number
- if there has been a recent contribution
- whether the account has insurance
- select Show closed funds to view fund accounts closed (and the date closed) within the prior 2 financial years
- at Account name select the super fund name link to display the
- fund transactions in chronological order from the most recent (use the filter to change the order)
- receipt date of the transaction
- period (pay period for employer contribution start and end date), where relevant
- employer name, where relevant
- contribution type
- amount
- sort or Download the fund transactions in either CSV or HTML format and select a Print friendly version to print or save a copy.
Checking for lost or unclaimed super
Your clients may have lost track of super if they changed their personal details, such as name, address or employer.
Lost super is when a fund has reported that they have lost touch with a member or the member’s account is inactive. In this case the super money is still held by the fund.
Unclaimed super money (USM) is when a fund has reported and paid the lost super to us.
All super accounts (including unclaimed super money) that have been successfully reported and matched to our client records are displayed on ATO online services.
View them by using the following steps:
- select a client
- select Super then Fund details.
If your client believes they have lost or unclaimed super and it’s not displaying, see
Check for lost super
If your client’s account has 'Contact fund' next to a super fund name, the fund has reported their account as lost.
If they want to keep their super with the same fund, your client will need to contact the fund directly to update their contact details.
They may also choose to transfer the balance to another fund.
If they do not act soon, it may be paid to the ATO as unclaimed super money.
Check for unclaimed super money
Unclaimed super money will display as ‘ATO held super’. The balance may also include other categories of money we have been unable to pay out directly.
You will be able to select the drop-down arrow at the end of the row next to the ATO-held super amount to see what category it is.
Select the Help function on the right to read ‘How can my client see and manage their lost or unclaimed super?’.
Information
The Information menu includes information relevant to your clients' superannuation:
- Total superannuation balance
- Concessional contributions
- Carry forward concessional contributions
- Non-concessional contributions
- Bring forward arrangement
- Transfer balance cap
- Employer contributions
Total superannuation balance
To view your client's super accounts, select a client then select:
- Super
- Information
- Total superannuation balance
- Current for
- Total superannuation balance details for the current financial year
- Account type – Accumulation phase, Retirement phase, Rollover, Structured settlement, Outstanding limited recourse borrowing arrangement (LRBA) amounts
- the drop-down menu at Type within Current or history to view
- fund name
- USI
- account number
- amount
- Print friendly version to print or save a copy.
When we don't have total superannuation balance information recorded from the client's super funds it will display as 'Balance not available'.
Concessional contributions
You can view your client's concessional contributions and the information used to assess your client against the concessional contributions cap.
To view your client's concessional contributions, select a client then select:
- Super
- Information
- Concessional contributions
- Financial year to view
- annual concessional contributions cap
- concessional contributions reported
- unused carry-forward concessional contributions (applied) from previous year(s)
- remaining concessional contributions cap.
Key messages will be displayed about the treatment of concessional contributions if your client has:
- claimed a personal super contributions deduction
- excess contributions which will be counted as non-concessional contributions if they are not released.
Select Print friendly version to print or save a copy.
Carry forward concessional contributions
To view your client's carry forward concessional contributions, select a client then select:
- Super
- Information
- Carry forward concessional contributions
- Financial year to view
- total carry forward concessional contributions cap
- concessional contributions (counting towards your client's cap)
- unused concessional contributions cap available to carry forward.
The display will include key messages and the previous 5 financial years data for:
- concessional contributions cap
- concessional contributions counting towards your client's cap
- unused concessional contributions cap.
Select Print friendly version to print or save a copy.
Non-concessional contributions
To view your client's non-concessional contributions, and the information used to assess your client against the non-concessional contributions cap, select a client then select:
- Super
- Information
- Non-concessional contributions
- Financial year to view
- non-concessional contributions cap
- non-concessional contributions
- remaining non-concessional contributions cap.
Key messages will be displayed regarding treatment of contributions if your client
- has claimed a personal super contributions deduction
- is in a bring forward arrangement (with or without excess non-concessional contributions).
Select Print friendly version to print or save a copy.
Bring forward arrangement
To view your client's non-concessional bring forward arrangements, select a client then select:
- Super
- Information
- Bring forward arrangement.
One of the following will display:
- Not in a bring forward arrangement – displayed if the individual has never been in a bring forward arrangement period or the latest period ended more than 2 years ago
- Bring forward arrangement has ended – displayed if the latest bring forward arrangement period has ended within the last 2 years. Select the drop-down menu to view additional information
- You are in a bring forward arrangement – displayed if your client is currently in a bring forward arrangement
Select Print friendly version to print or save a copy.
Transfer balance cap
You can view information and transactions relating to superannuation that has been transferred from accumulation phase accounts to retirement phase accounts.
To view this information, select a client then select:
- Super
- Information
- Transfer balance cap to view
- available cap space
- the current personal transfer balance cap
- amount
- transfer balance account – view transactions.
Excess transfer balance amount will display if your client has had an excess transfer balance determination issued and commutation authorities have not been issued to their super fund.
Select Print friendly version to print or save a copy.
Employer contributions
You can view information and transactions relating to employer contributions made from 1 July 2018.
To view this information, select a client then select:
- Super
- Information
- Employer contributions
- Financial year to display
- year to date contributions (current year only)
- fund name.
For each Super fund the following will be displayed:
- employer
- ABN
- last receipt date
- reported amount (annual total).
Select the drop-down menu for the employer to display:
- contribution type
- last receipt date
- year to date total.
Select Print friendly version to print or save a copy.
Select the Transactions button to see full details of each contribution, including:
- receipt date
- period (if applicable)
- employer name (if applicable)
- contribution type (includes employer and non-employer contributions)
- amount.
You can Download the fund transactions in either CSV or HTML format and select a Print friendly version to print or save a copy.
You can return to the top of this Online services for agents user guide for help on other areas.