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What is rollover in superannuation?

Super benefits may, in certain circumstances, be rolled over or transferred within the super system rather than cashed out. Subject to the rules of your provider, benefits may be directly transferred from one complying provider to another complying provider.

What does rollover mean in super?

A rollover is when you, as a member, transfer some or all your existing super between funds. You need to use SuperStream for rollovers (other than in-specie rollovers) to or from your SMSF.

How long does it take to roll over super?

Rollovers from other funds usually takes 37 business days to process. However, please note that processing times to roll over ATO held super varies and is subject to the ATOs timeframes.

How do I rollover super to another fund?

You can do this easily online through the ATO: go to my.gov.au. log in or create an account. link your myGov account to the ATO. select Super and then Manage select Transfer super (this option will only appear if you have more than one super account)

What is the eligible service period start date?

Eligible Service Period For ETPs paid from superannaution funds it is the earliest of, the date that the individual commenced fund membership, or the date that the member commenced employment with a sponsoring employer of the fund.

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Can you rollover a superannuation death benefit?

It can be commuted and rolled over to another fund if the beneficiary is eligible to receive a death benefit income stream. Once the death benefit is rolled over to the new fund, it must immediately be taken as a death benefit income stream or a lump sum and cant be held in accumulation phase.

How do I process a Superstream rollover?

Ensure the ESA of your SMSF provides rollover services, as not all ESAs can be used to process a rollover. When rolling out of your SMSF ensure the payment reference number (PRN) on the message and payment match and send the message and payment to the receiving fund at the same time where possible.

What is a rollover benefits statement?

A rollover benefit statement is an important document throughout the life of your superannuation. It provides a clear audit trail of when and where superannuation balances have been rolled over. Rollover benefit statements are prepared when superannuation balances are moved between super funds.

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