Sentences with phrase «rollover superannuation benefits»
You (transferring fund) must provide a statement to the receiving fund and member when you pay a rollover superannuation benefit.
https://www.ato.gov.au/ Not exact matches
Generally, you must use the RBS when you pay a rollover super benefit to another super fund and you are not already providing all of this information electronically under the Superannuation Data and Payment Standards 2012 (the rollover data standard).
You should use the form Rollover initiation request to transfer whole balance of superannuation benefits to your self - managed super fund (NAT 74662) to transfer your super to a self - managed super fund (SMSF).