Unclaimed superannuation money (USM) statement specification v5.0

Original Published Date
Tax Category
Resource Type

This specification is to be used in the development of software for the lodgment of electronic unclaimed superannuation money, former temporary resident and small and/or insoluble account information to the Tax Office. From 26 November 2012 only version 5.0.0 will be accepted.

This version of the specification includes the creation of the Member transfer-out data record, to capture details of the successor fund when a temporary resident is reported as transferred in response to a temporary resident notification under section 20C of the SUMLMA1999.

Any enquiries/comments regarding this manual should be directed to the Software Industry Liaison Unit at SILU@ato.gov.au.

Reason for Amendment

16.12.2011 - Minor errors in the previous documents published, the word draft has been removed from the title page..