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Upstream: Rollover standard Version 2.0 Trustee Readiness Critical checkpoint 30 April notification From October 2016, Australian Prudential Regulation Authority (APA) regulated super funds must conform
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How to fill out superstream rollover standard version
How to fill out superstream rollover standard version
01
To fill out the SuperStream Rollover Standard Version, follow these steps:
02
Obtain the necessary forms and documents from your superannuation fund or service provider.
03
Gather all relevant information, such as your personal details, member number, and details of your superannuation accounts.
04
Complete the required sections of the form, providing accurate and up-to-date information.
05
Attach any supporting documents that may be required, such as certified identification or proof of address.
06
Double-check all the information provided and ensure that all fields are filled correctly.
07
Sign and date the form, acknowledging the accuracy of the information provided.
08
Submit the completed form to your superannuation fund or service provider as instructed.
09
Keep a copy of the filled form and any attachments for your records.
10
Follow up with your superannuation fund or service provider to ensure that the rollover request has been processed successfully.
Who needs superstream rollover standard version?
01
The SuperStream Rollover Standard Version is required by individuals who wish to consolidate their superannuation accounts or transfer their superannuation funds from one provider to another.
02
It is also necessary for individuals who have changed their employment and want to rollover their superannuation from the previous employer's fund to a new fund.
03
Additionally, anyone who wishes to make a rollover contribution to their superannuation account from a self-managed super fund (SMSF) or another tax-advantaged fund needs to use the SuperStream Rollover Standard Version.
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