The upgrade to the Rollovers standard (v3) brings self-managed super funds (SMSF) into the SuperStream standard for rollovers.
The Government recently announced the extension of SuperStream to SMSF rollovers will be deferred from 30 November 2019 to 31 March 2021.
Consequently, all rollovers to or from an SMSF, requested on or after 31 March 2021, must be via the SuperStream standard.
The following services are being introduced to support the processes related to Rollover v3:
- SMSF verification service (SVS)
Technical artefacts, checklists and guides
Schedule 4b Rollover Message Implementation Guide v3.0 (MIG) v0.84 (PDF, 480KB)
Schedule 6 Error Code Management v2.1 (PDF, 290KB)
Schedule 5 Message Orchestration and Profiles v2.1 (PDF, 154KB)
Schedule 2 Terms and Definitions v2.1 (PDF, 187KB)
Rollovers V3 Change Log v0.8 (PDF, 47KB)
Rollovers V3 User Guide V3.0 (PDF, 550KB)
Rollover Schematron v3.0 20200611 (ZIP, 233KB)
26 June 2020
The ATO Schematron files for Rollovers v3.0 are now available.
20 December 2019
An updated Draft Rollover MIG v3.0 Implementation and testing timeline (PPTX, 109KB) for the Rollovers v3.0 deployment in December 2020 is now available. It allows for a transition period up to 31 March 2021.
2 December 2019
Version 0.3 of the SMSFmemberTICK Business Implementation Guide (PDF, 362KB) and SVS Business Implementation Guide (PDF, 404KB) are now available and will be published on the sbr.gov.au shortly.
28 November 2019
Rollovers V3 User Guide V3.0 is now published.
15 November 2019
Final versions of the technical artefacts for Rollovers v3.0 are now published.
10 October 2019
Draft versions of the technical artefacts for Rollovers v3.0 (inclusive of electronic Release Authorities) are now available. Feedback on these draft versions can be provided to SuperStreamStandards@ato.gov.au and is due by 24 October 2019.
27 September 2019
Version 0.2 of the SMSFmemberTICK and SVS Business Implementation guides have been removed and the latest versions will be made available in November 2019.
8 March 2019
Version 0.2 of the SMSFmemberTICK Business Implementation Guide is available on sbr.gov.au (removed August 2019).
Version 0.2 of the SVS Business Implementation Guide is available on sbr.gov.au (removed August 2019).
24 January 2019
Version 0.1 of the SMSFmemberTICK (SMSFMBRVRFY) package for SMSFmemberTICK is available on sbr.gov.au (superseded by v0.2 on 8 March 2019).
Version 0.1 of the SMSFmemberTICK Business Implementation Guide (BIG) is available on sbr.gov.au (superseded by v0.2 on 8 March 2019).
10 January 2019
Version 0.1 of the Self Managed Super Funds Verify (SMSFVRFY) package for SVS is available on sbr.gov.au.
19 December 2018
Design documentation published and alert issued for the Rollover Message Implementation Guide v3, SMSFmemberTICK BIG and SVS BIG. Feedback due by 31 January 2019.
Comments and feedback can be sent to SuperStreamStandards@ato.gov.au.