In conversation with the ATO: SuperStream Rollovers and release authorities

Recently, the SMSF Association’s Technical Manager, Mary Simmons sat down with the ATO’s Belinda Black – Rollover v3 Project Manager, Director Superannuation & Employer Obligations; for an exclusive ‘In conversation with the ATO’ webinar recording.

This webinar discussion with the ATO covers:

How it is compulsory for your SMSF to use SuperStream, come 1 October 2021, to action all rollovers in and out of SMSFs, and what SMSFs need to do to be ready
The need for your SMSF to have a unique bank account, elaborating on an update provided by the SMSF Association
What impact the changes have for SMSFs with an existing electronic service address
Your obligations as an SMSF trustee to use ATO verification services (super fund and member TFNs)
An update on SMSF software providers offering SMSF SuperStream rollover functionality
Changes for release authorities – those that are and aren’t moving to SuperStream
The ATO’s proposed compliance approach for SMSFs not meeting their new SuperStream obligations and more…

For more information on SuperStream Rollover v3, please visit the ATO’s website.

In conversation with the ATO: SuperStream Rollovers and release authorities

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