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) v0.85 (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)
Rollovers V3 Change Log v0.8 (PDF, 47KB)
Rollovers V3 Change Log v0.9 (PDF, 71KB)
Rollovers V3 User Guide V3.02 (PDF, 509KB)
Rollover V3 Conformance Testing Guide v3.06 (PDF, 438KB)
Rollover Schematron v3.0 20200611 (ZIP, 233KB)
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.
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.
Comments and feedback can be sent to SuperStreamStandards@ato.gov.au.
Related SMSF Resources: