Unclaimed super money and lost member reporting due
You are required to meet your legislated reporting and payment obligations for unclaimed super money (USM) and lost member accounts.Lost memberYou must assess the lost status of your members at…
Is your self-review return overdue? You must lodge now
If you haven’t lodged your NFP self-review return yet, take action now. The 31 March 2025 due date for the 2023–24 NFP self-review return has now passed.While you don't need…
Tips for avoiding common errors in MAAS and MATS reporting
Members rely on ATO Online to make decisions about their superannuation. It's important your reporting is accurate, so they can make informed decisions. When lodging member account information through the…
Guidance for legacy products and allocations from reserves
On 7 December 2024, changes were made to the law to allow people to exit certain legacy retirement products. Changes were also made to how reserves will be treated for…
Attention all trustees: Top 5 EOFY checklist!
As the 30 June deadline for trust resolutions approaches, it’s crucial for trustees and their advisers to be clear about their obligations. Our end of financial year (EOFY) checklist will…
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