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Super fund member reporting user guide Member Account Attribute Service (MASS) & Member Account Transaction Service (MATS) reporting via the Business Portal CLASSIFICATION EXTERNALV1.0 MAR 2019Contents
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How to fill out super fund member reporting

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How to fill out super fund member reporting

01
To fill out super fund member reporting, follow these steps:
02
Gather all the necessary information such as member details, contribution amounts, and account balances.
03
Ensure you have the correct reporting form or template provided by the regulatory authority.
04
Enter the member details accurately including their name, date of birth, address, and tax file number.
05
Provide the necessary information about contributions made by the member, including the type of contribution, date, and amount.
06
Include details about any investment earnings or losses attributed to the member's account.
07
Enter the account balance at the beginning and end of the reporting period.
08
Double-check all the information entered for accuracy and completeness.
09
Submit the completed super fund member reporting form to the regulatory authority by the specified deadline.

Who needs super fund member reporting?

01
Super fund member reporting is required by all superannuation funds, including self-managed super funds (SMSFs), that have members.
02
Superannuation funds, trustees, administrators, and accountants who manage or handle super fund accounts need to complete member reporting as part of their regulatory obligations.
03
Regulatory authorities use super fund member reporting to monitor compliance with rules and regulations, ensure accurate record-keeping, and protect the interests of super fund members.
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Super fund member reporting is a process where superannuation funds report member information to the Australian Taxation Office (ATO).
Superannuation funds are required to file super fund member reporting.
Super fund member reporting can be filled out online through the ATO's Business Portal using the Member Account Transaction Service (MATS) or by using a third-party software provider.
The purpose of super fund member reporting is to provide the ATO with accurate member information for tax and regulatory purposes.
Information such as member account balances, contributions, rollovers, and pension payments must be reported on super fund member reporting.
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