Electronic portability form

Original Published Date: 

08/01/2015 - 12:45pm


  • Current

Tax Category: 

  • Superannuation

Resource Type: 

  • Guides and instructions


Guidance note and response to industry feedback

This guidance note sets out the requirements for the electronic portability form (EPF) specifications and message payloads.

The Requirements for electronic portability form (EPF) specifications guidance note (DOCX, 192KB) is for use of the Standard Business Reporting Release 2.0 (SBR2) version of the EPF.

The ATO will implement and begin sending the EPF in this format from 21 August 2015. This is a delay to the previously advised implementation date of 13 April 2015 following an assessment of industry readiness to make this change.

Response to industry feedback (DOC, 266KB) on the draft EPF guidance note and original implementation date is also available.


All Versions

   No previous versions available.