We've updated the SFT and IFT Form (XLSX, 1.8MB)This link will download a file that must be completed when engaging with us on a Successor Fund Transfer (SFT) or an Intra Fund Transfer (IFT).
The key changes include requiring details of:
- the public officer of the corporate trustee of the transferring fund; and
- the tax agent of the fund.
Download the latest version of the template when notifying us of an SFT or IFT.
The SFT and IFT protocol provides information and guidance to super providers and suppliers reporting SFTs and IFTs.
If you need any assistance prior to undertaking an SFT or IFT you should lodge an enquiry using the Super Enquiry Service.
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