The upgrade to the Rollovers standard (v3) brings self-managed super funds (SMSF) and certain release authorities into the SuperStream standard for rollovers.
This change takes effect from 31 March 2021, however the ATO recently announced the extension of the transition period for SuperStream to SMSF rollovers from 31 March 2021 to 30 September 2021.
Consequently funds have until 30 September 2021 to transition to SuperStream Rollover V3 and all rollovers to or from an SMSF, requested on or after 1 October 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) v0.86 (PDF, 613KB)
Schedule 6 Error Code Management v2.1-0.4 (PDF, 311KB)
Schedule 5 Message Orchestration and Profiles v2.1 (PDF, 154KB)
Schedule 2 Terms and Definitions v2.1 (PDF, 187KB)
Schedule 3 Payment Methods v2.0 (PDF, 95KB)
Rollovers V3 Change Log v0.9 (PDF, 71KB)
Rollovers V3 User Guide V4.0 (PDF, 723KB)
Rollover V3 Conformance Testing Guide v3.07 (PDF, 911KB)
Rollover Schematron v3.0 20200611 (ZIP, 233KB)
Implementation and onboarding resources for Rollovers v3 can be located on our SuperStream Rollover v3 webpage on ato.gov.au.
Published updated Schedule 4b and Rollover V3 User Guide. An unchanged Schedule 3 also included to page for reference.
6 November 2020
In collaboration with industry, updates to the Rollover v3 User Guide and the technical artefacts Schedule 4b and Schedule 6 are now published. Change detail to the schedules is provided in Rollover v3 Change Log v0.9
Version 0.6 of the Rollover v3 Conformance Testing Guide is also published.
1 October 2020
On 6 August 2020 the ATO distributed a letter to all large super fund trustees advising them of a deferral of dates for implementation of Rollovers v3. The content of this letter has now been made available. Trustee letter SuperStream rollovers v3.0 (PDF, 50.8KB).
26 June 2020
The ATO Schematron files for Rollovers v3.0 are now available.
Comments and feedback can be sent to SuperStreamStandards@ato.gov.au.
Related SMSF Resources: