Who is the Hostplus fund administrator? Australian Administration Services Pty Limited (AAS) ABN 62 003 429 114 has been. Australian Taxation office, Claiming deductions for personal super contributions, accessed 12 April 2023 at ato. Step 2: Apply that proportion to calculate the tax-free component of Peter’s lump sum as follows: $50,000 x 25% – $12,500. Problems paying your bills Understand your options. That total represents an increase of $1. If you have your tax file number (TFN) there's a very high likelihood we'll be able to locate your super accounts. Unclaimed superannuation is held by the ATO where monies has been paid to us on behalf of an individual. Last updated 19 January 2023. Within the space of an informative phone conversation, I was well aware of my existing super situation and what my options were. Key points: The departing Australia superannuation payment (DASP) lets eligible temporary residents withdraw the super they saved in Australia. By using ATO online services, you can keep track of your super. calling the ATO lost super search line on 13 28 65 (and have your tax file number handy) Learn how Fiona found $45,000 in lost super Australians have around $16 billion in lost and unclaimed super 2. You may want to seek independent financial advice before requesting a transfer of your super benefits. This tells us the amount you want to claim. You can also complete a paper form. If you choose to use a pen: print clearly in BLOCK LETTERS using a black or dark blue pen only. Superannuation, or 'super', is money put aside by your employer over your working life for you to live on when you retire from work. This will help you identify the deceased person's assets and income streams. select ATO from your linked services; select My profile from the menu; select Communication, then History from the drop-down menu. Have your TFN with you when you call so the operator can ask you some identity questions to access your account. Find out everything you need to know to grow your super now. We’ll start the free search. ASIC is responsible for handling all unclaimed moneys from: authorised deposit taking institutions, under s69 of the Banking Act 1959 (Banking Act) life insurance companies & benefit fund friendly societies, only for annual returns made under s216 of the Life Insurance Act 1995 (Life Insurance Act) companies with unclaimed money/property, under. 2 types of ATO-held super – tax-free superannuation holding account (SHA) special account, and unclaimed superannuation money (USM) 2 accounts held with super fundsMaintaining the increase to the super guarantee. For salary and wage. Trend towards single accounts. Last modified: 05 Jun 2018 QC 55892. This may happen if your other. calling the ATO lost super search line on 13 28 65 (and have your tax file number handy) Learn how Fiona found $45,000 in lost super Australians have around $16 billion in lost and unclaimed super 2 . You can view details of your super accounts including: super accounts you may have lost track of and any ATO-held super. If the deceased person had super, the super fund's trustee will work out who will receive benefits. the most recent 30 June balances reported by your super funds. search for your lost super. As at 30 June 2022, there was $13. Any amounts exceeding $2,000 will rank with unsecured creditors. Save for an emergency fund Be prepared for life’s surprises. small lost member accounts and inactive accounts of unidentifiable members. Find out more about how interest is paid. It's easy to find your lost super with our online portal and add it to your QSuper Accumulation account. /individuals/super/growing-your-super/keeping-track-of-your-super?=redirected_superseekerFind your lost super Australians have billions of dollars in lost super with the Australian Taxation Office (ATO) and some of it could be yours. The ATO's role is to effectively manage and shape the tax, excise and superannuation systems that support and fund services for Australians. 00am. inactive low-balance accounts. ptDo you want to find your lost or unclaimed super? Use the online services of the Australian Taxation Office to search for your super accounts and consolidate them if you wish. Changing jobs Take your QSuper account with you when you change jobs by giving your new employer your QSuper details. Find out about choosing a super fund on the Moneysmart website. If you have ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super. 8 billion of lost or unclaimed superannuation in Australia – and some of it could be yours. Unclaimed Super for a Deceased Estate. crccs. Account – 12178-1. up to $27,500 in. Data released by the Australian Taxation Office (ATO) for the financial year ending June 2020 shows that the Morrison Government’s reforms have had a big impact, reducing unclaimed super by $7 billion compared to 30 June 2019. the most recent 30 June balances reported by your super funds. In this case, your account is classified as “unclaimed super”, but don’t worry, you can always claim your money back from the ATO. ERF accounts are to roll over all accounts with a balance of less than $6,000 to the ATO as unclaimed super money (USM) and; by 31 January 2022, ERFs must transfer remaining accounts to the ATO. Step 2: Send the form to AustralianSuper via our contact us page or post. Individuals and agents can complete a super search by phoning our automated super search line on 13 28 65. Temporary residents. It's easy to find your lost super online through the ATO: Go to my. Tax and super information for business and organisations, including not-for-profits. This button displays the currently selected search type. PAYG payment summaries. If your West State Super account is transferred to the ATO, your account will be closed and you won't be able to open another one, even if you start working in the WA public sector again. ATO-held: Account numbers; Category. The tax on a super death benefit depends on: whether you were a dependant of the deceased under tax law; whether it is paid as a. According to the Australian Taxation Office (ATO), one in four Australians could be missing out on their share of billions of dollars in lost or unclaimed super. Unclaimed superannuation previously held by DTF in South Australia was transferred to the Australian Taxation Office (ATO) in September 2014. Find technical support, systems advice and online security tips. Lost super. Your lost super may be held by your super fund or by the Australian Taxation Office (ATO). Once you’ve reached your preservation age and you retire from the workforce, you can access your super. This dashboard provides information on the AustralianSuper MySuper Balanced investment option. Australian Tax Office via MyGov — Log in to your myGov account and click on ‘Manage my super’. Individuals and agents can complete a super search by phoning our automated super search line on 13 28 65. Could some of this. More than $11 billion sits with the Australian Taxation Office (ATO) in unclaimed super. For any operational enquiries, contact Super CRT using the Super Enquiry Service (Google Chrome or Mozilla Firefox are recommended). An Unclaimed superannuation money non-lodgment advice cannot be used to report former temporary residents in response to a notification from us. Concessional super contributions are taxed at 15% when they are received by your. Ex-Maritime members and employers can find more information here. Explore what help is available to support you through different stages of your life. 3. Committee. Tell us as soon as possible if your TFN is stolen or misused. super-super-search. The SG rate on the date the salary is paid applies. You can search the register for free and submit a complete application form to collect any unclaimed money that is legally yours. You will receive all your lost super, save on fees, and worry less about where all your super is being held moving. Six months after the money has been transferred to the ATO the member contacts the fund claiming financial hardship. Request a transfer or refund. Find out your super balance at retirement. Lost superannuation is held by superannuation funds and includes accounts that are inactive or the member is uncontactable. SuperStream transmits money and information consistently across the super system – between employers, funds, service providers and. A super fund is a company that manages your super for you. It's easy to find your lost super online and get it back. Also a management fee is often deducted. This may be held by: Your super fund; The ATOUnclaimed super could be costing your retirement. Check the eligibility criteria for withdrawing super from ATO-held accounts. How to find lost super. 3. com‘Unclaimed super’ is transferred to the ATO to protect superannuation savings. ATO information on guiding principles, legal terms, rules that apply to members, and efforts to contact members. Instructions. The support centre helps people who have had their. ATO held super can come about for quite a few reasons outlined here, and super funds must report and pay lost super in certain circumstances. There is over $20 billion worth of lost superannuation in Australia [1], as at 30 June 2019. And it should be working as hard as you are towards retiring your way. Find lost super. The ATO can be reached on 13 10 20 or by visiting ato. A super provider determines their USM on the unclaimed money day, and reports and pays by the scheduled statement day. If not, the ATO can hit the employer with fines on top of the super owed. We pay it and any interest owing from ATO-held super without tax as it has been reported as unclaimed tax-free. How to claim your lost money. According to the ATO, as of February 2023, there was $16 billion in lost or unclaimed super logged with the tax office. Back SubmitThe Unclaimed Money Register is published online under the Unclaimed Money Act 2008. 4. Employer super guarantee payments If your employer has not paid the right amount of super for you, they have to pay the gap to us. Source: Australian Taxation Office Media Release - Check your myGov account for your share of $16 billion in lost and unclaimed super ^ Source: Australian Taxation Office (ATO) Super accounts data overview. min-agricultura. small lost member accounts and inactive accounts of unidentifiable members. You should be able to see details of a newly opened account soon after it opens, provided the super fund has reported it to us. ASFA interim CEO Jim Minto said the previous Labor. As at 30 June 2022, total lost (fund-held) and ATO-held superannuation was $16 billion for almost 6. 13 11 42 (lodgment issues) Phone 13 72 86 and select Fast Key Code 1 3 3. How to find lost super and what to do next. If you have lost super, the next step is consolidating it. Super is important for you, because the more you save, the more money you will have for your retirement. If you’ve ever . 1 - 2 ATO – searching for lost super. Operational enquiries. The ATO is the Government’s principal revenue collection agency. they have not been able to contact you 2. You can find out more about your super withdrawal options on the ATO website. No fee for tracking down your super & you can opt out at any time. Step 3: Receive confirmation from AustralianSuper. Calculating your employees super . Unclaimed super; Questions and answers. Start the join form. To help in keeping a member’s details current, Hostplus uses the ATO. Unclaimed super is money sent to the ATO from inactive low-balance accounts for people 65 years or older,. Tax and super professionals. By using ATO online services, you can keep track of your super. Deputy commissioner Emma Rosenzweig has reminded Australians that lost super can be easily found. Alternatively, you can call the ATO on 13 28 65 or complete a paper form on their website to access your lost or unclaimed super. Login to MyGov to view lost super. स्पेनिश - हिंदी में "VENTAS WEB" के संदर्भ में अनुवाद। Semalt 71 detallistas encuestados, el 74 por ciento dijo que sus ventas web 2014 aumentaron un 10 por ciento o más en comparación con 2013, y el 27 por ciento de los encuestados dijo que experimentaron un aumento de más del 25 por ciento en las ventas en línea- search. As at 30 June 2022, total lost (fund-held) and ATO-held superannuation was $16 billion for almost 6. “That’s a lot of money. This is around 76% of the super population. We hold super for people with inactive super accounts, so at this stage your super may be held with us. Tax implications. Australian Super Finder will find and retrieve all your ATO lost super, inactive and active superannuation accounts, free of charge. The lost members register protocol provides guidance for super providers about lost members and the associated reporting obligations. I am helping him to find his lost super. Xero's Autosuper is a useful tool for businesses to ensure they don't miss their super guarantee obligations. gov. Contact your super fund to find out more about death benefit nominations. If there is any, I suspect it is only a small amount. In 2019, ABC Super Fund enters into a settlement with DEF Financial Services, under which DEF Financial Services makes a payment to ABC Super Fund to compensate the fund for the fees paid where no service was provided ($5,000) and an additional amount for lost earnings and interest ($2,500). Read about early access to your super on the Australian Tax Office (ATO) website. Check how you can update your TFN registration details, including your name, date of birth, bank details and gender. 2 There are no paper forms to sign or mail in. au and search for ‘superannuation and unclaimed money’. Click the ‘Combine your super’ tab and follow the prompts to find and combine your super. Days interest payable — the number of days in the financial year for which. The total lost (fund-held) and ATO-held super as of 30 June 2022 was just under $16 billion for 6. This could put thousands of dollars back in their super funds - ready to. 1 min read. Access government services from one place. Check out our successful case studies from satisfied customers below. the most recent 30 June balances reported by your super funds. QC 23212. You can check your super balance, transfer money, search for lost super and manage your super using ATO online services via myGov. Find out when you can access your super. You can also look for unclaimed money in bank accounts and insurance payouts, with the government's Unclaimed Money Search. The rightful owner can claim their money at any time – there is no time limit. Give you the Results. Key points. Your super fund will generally report you as a lost member to the ATO if 2: you’re uncontactable and your account hasn’t received a contribution or rollover in the last 12 months, or; you joined an employer super plan and the fund has not received a contribution or rollover for you in the last five years. apply for a franking credits refund. edu. State and territory governments also hold some unclaimed money from deceased estates, share dividends, salaries and wages, cheques, trust money, over-payments and proceeds of sale, while you can search for unclaimed super money via the Australian Taxation Office (ATO)’s. Generally all you need is your Tax File Number (TFN) and, if you want to transfer your unclaimed super to your preferred super fund, your super fund. g. Log in with your myGovID and RAM credentials to access your information and services. Australian Taxation Office PO Box 3578 ALBURY NSW 2640. SGC claims regarding excluded employees, such as directors and their spouses, will be a priority on the first $2,000 claimed. The Australian Taxation Office says lost or unclaimed super funds have risen by $2. The super held by the ATO has been transferred from the fund providers because it meets a specific unclaimed superannuation money (USM) category. Ben later claims the unclaimed money amount from the ATO. Employees will be notified by the ATO of the super fund details that were provided to the employer. Lost Super. 1 billion since last financial year, taking the total to $16 billion. select Super, then Manage, then Transfer super. This postcode data is made available to the community to encourage individuals to check all their super. If you don't have a myGov account, create one and link it to the ATO. track of some of your super. search for your lost super. Deputy commissioner Emma Rosenzweig has reminded Australians that lost super can be easily found. tax file number (TFN) name. Visit my website. When and how you can transfer or roll over your super to another fund, and how to consolidate multiple super accounts. PAYG withholding. The ATO has revealed which areas have the highest amount of lost super, the Queensland postcode of 4740 covering Mackay and surrounding suburbs topping the list at $49 million. News, Mario Videos, Mario Gear, Super Mario MySpace Layouts & Super Mario RingTones! 2012elfindelmundo. Other types of lost money include: old bank, credit union, building society or friendly society accounts, money from de-registered companies, money from compulsory share acquisitions, and; unclaimed life. If you have ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super. To comply with the SuperStream payment standards you must make payment by electronic transfer to our SuperStream bank account: The details are: Bank – Reserve Bank of Australia. The super withdrawal option you choose may affect how much tax you pay. In line with your obligations under s52 (2) of the Superannuation Industry (Supervision) Act 1993 you should exercise your powers in the best interests of your members. Individuals can consolidate their lost or ATO-held super using ATO online services in myGov External Link. All of his estate has been managed and his assets distributed without the need for probate or Letters of Administration. Your super fund will report you as a lost member if: nthey have not been able to contact you. 9 million accounts. This protocol document provides guidance to superannuation (super) providers in meeting their obligations under the Superannuation. Another option to track down your lost or unclaimed super is to call the ATO’s automated ‘lost super search line’ on 13 28 65. This reporting includes accounts that are open, active, inactive, lost, in pension phase, as well as those closed to contributions or rollovers. Australian Super Finder will find and retrieve all your ATO lost super, inactive and active superannuation accounts, free of charge. BSB – 092-009. Australians have $16 billion worth of lost and unclaimed super, prompting a push from the Australian Tax Office (ATO) for everyone to check their accounts to see if they can claim any lost money. APRA-regulated funds. Yourlost Super Find your Lost Super ATO in Brisbane QLD, Australia. If lost super is found then True Wealth can help review your funds and assist with consolidation. The only time an employer should now initiate a super membership for an. All accounts held in eligible rollover funds (ERF) have now been transferred to the ATO and all ERF were wound up by 31 January 2022. Another option to track down your lost or unclaimed super is to call the ATO’s automated ‘lost super search line’ on 13 28 65. All accounts held in eligible rollover funds (ERF) have now been transferred to the ATO and all ERF were wound up by 31 January 2022. Fee for Service Regime. The ATO is also proactively working to find people who are entitled to. 2019 ('000) 2020 ('000). QC 23212. ATO Community is here to help make tax and super easier. If you haven't received anything from us, you can phone us on 13 10 20 between 8am - 6pm, Monday to Friday to speak with an operator who can conduct a unclaimed super search over the phone. Article from the ATO. Superannuation and relationship breakdown. If you need to apply for other reasons If you need to apply to get your super for other reasons, you can contact your super. You can do this by logging into your MyGov account and using ATO Online Services. Super funds need to transfer unclaimed super to the ATO. Lost and unclaimed super, accessed 25 September 2023. date of birth. You report and make the payment by the scheduled. On 1 July 2023, the super guarantee rate will rise from 10. Search for lost super and consider combining multiple accounts 1. Tax return for individuals 2023. 8:00 am to 6:00 pm. The current SG contribution rate employers need to pay is 10. This is because West State Super is now a closed scheme. as a primary locator to link contributions and rollovers with member accounts and to locate member accounts. Once you have. a completed and signed deceased member's superannuation payout form. 6-12 months after your departure from Australia the amount on your Super account will be transferred to the Australian Taxation Office, if you haven’t claimed it before, of course. This document provides answers to the following common questions which were asked during the August 2019 Unclaimed money, lost member and inactive low-balance account reporting obligations webinar. Calculate the tax-free and taxable proportions of Peter’s super interest ($400,000) just before the benefit is paid: Tax-free component of $100,000 = 25%. This button displays the currently selected search type. You will receive all your lost super, save on fees, and worry less about where all your super is being held moving. Combine in Member Online. It also means that any insurance you may have attached. The ATO holds your money but it will only earn interest at a rate equivalent to the rate of inflation. You are required to assess the lost status of your members at least twice a year: on or after 31 December but before 30 April. 6 billion is held by the ATO. Superannuation calculator. You will be able to check all of your super accounts, find any lost or ATO-held super, and transfer your super into the super account you want. An inactive account refers to a balance lower than $6,000 and no contributions made to the super fund in 16 months - whether by an employer or yourself. Currently, New Zealanders with USM held by the ATO who wish to repatriate those savings to New Zealand must first have them transferred to an Australian. Super is one of the main ways you can save for retirement in Australia. You'll need to enter information relevant to your unpaid super enquiry, including: your personal details – including your tax file number (TFN) the period of your enquiry. You need to consider all relevant information before you decide to transfer your super. Superannuation fund reporting protocol for lost member accounts. You determine your unclaimed super, lost member and inactive low-balance accounts as at the end of the unclaimed money day. You can use the SG eligibility decision tool to find. You can also search online via myGov. Managing your super Check or combine your super accounts and search for lost super with ATO online services through myGov. This can happen for a few reasons including if you’ve: changed jobs, changed your name, or. How super contributions and withdrawals are taxed. Log into your firstonline account to find and combine your accounts online with First Super. You can then find and consolidate your superannuation. You can then find and consolidate your super. If you haven’t already, link your ATO account to your myGov account. Keeping track of your super; ATO-held-super; Online services for Individuals and sole traders; Instructions for nominating a superannuation fund or retirement savings account to receive the super entitlements we hold for you, including unclaimed super. Register now. Give you the Results. Super becomes ‘lost super’ when it is still held by the fund but the member is uncontactable or the account is inactive. au Find Lost Super Ato|Find my Super Ato|Lost Super Funds |Super Seeker Australia - FindSuper wiilovemario. WHO CAN HAVE UNCLAIMED SUPER? Super funds are required to report and pay unclaimed super money to us twice a year. Let us do the hard work. 1 billion since last financial year, according to the Australian Taxation Office (ATO), which is urging people to check their account to see if some of the money is theirs. gov. However, you cannot get the full amount of your superannuation back. 6 billion. It might be helpful to check if the deceased person had any ‘lost super’ (or unclaimed super). Lost members register – protocol. Nothing to report ('nil' BAS)/Individuals/Super/Super-health-checkAre you a parent of a student at Catholic Regional College Caroline Springs? Do you want to access your child's academic progress, attendance, timetable, and other important information? Visit parent. Mick Davies. Find our most popular forms and instructions listed below or use search and then refine your results using the filters. Open the myGov help guide. How your super is affected if your marriage or relationship breaks down. You report and make the payment by the scheduled statement. com; findsuper. If you are a beneficiary of a deceased estate. Superannuation. by phoning our lost super search line. Figures are based on member data reported by funds to ATO for the year ending 30 June 2022. It may also be transferred to us as unclaimed super. Start searching for lost super and ensure your savings aren’t going to waste. small lost member accounts and inactive accounts of unidentifiable members. And to make managing and reporting on payments simpler for businesses. If you did an unclaimed money search and found some money, you should lodge a claim. Our accountants can assist you with complex SMSF compliance issues, annual accounts preparation, including an independent audit and tax return. Individuals and agents can complete a super search by phoning our automated super search line on 13 28 65. West State Super members with lost accounts. ATO Deputy Commissioner, Superannuation and Employer Obligations, Emma Rosenzweig, said despite the ATO working hard to reunite people with their retirement funds, $16 billion was still unclaimed. About $10. Use online services to access tax and super records. Australian Taxation Office canberra July 2013 JS 27623 OUR COMMITMENT TO YOULost members register – protocol. The fund you want to transfer to may not accept transfers from other funds or ATO-held super – check before starting your transfer. 4 billion of the lost super pile. Superannuation calculator. For your unclaimed super, lost member, inactive low-balance accounts and former temporary residents you must report to us twice a year, on 31 October and 30 April. you will need the employer's Australian. If an inactive account falls below $6,000, they’re deemed ‘unclaimed’ and transferred to the ATO until claimed by. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will. You may have $100 or $10,000 in super sitting with the ATO or another super fund – but it all adds. You can also ask your preferred super fund to conduct a search on your behalf. The return, return target and statement of fees and other costs data in this dashboard have been calculated for a member with an. The terms and conditions of Australian Super Finder I authorise the designated registered tax agent to act as my tax agent solely for the purpose of searching for my superannuation records. your account was transferred from another fund as a lost member account and no new address has been. For information about unclaimed super money, visit ato. com Wii Love Mario - Super Mario Bros | Everything Mario - Super Mario Bros. The ATO has since paid out over $120 million in lost and unclaimed super over the last six months to individuals, after recent legislation passed, seeing inactive low-balance super. Find, recover and consolidate lost super. If you think you have lost super, there are ways to search for it through the ATO. LOST SUPER Many Australians have lost super, are you one of them? If so this website can help you locate and rollover any funds owed to you. super-super-search. If you’ve had one or more employers prior to working for the SA public sector, it’s likely you do too. Having multiple super accounts could mean you are paying unnecessary fees and charges. Lost super (fund-held) Lost super is money held by super funds where the member is either: uncontactable – the fund has lost contact with the member and the account hasn’t received a contribution or rollover for 12 months. Super providers are required to report and pay super to the ATO once it reaches certain USM category requirements. The Federal Budget in May 2023 maintained the Super Guarantee’s legislated increase to 12%. Select 'Super'. They report the net unclaimed money amount as a tax-free component, as the appropriate tax has already been withheld and remitted to the ATO for the benefit. If there's been a change in the member’s ‘lost status’ account attribute, report that information by 30 April. Completing the paper application. These are amounts… ⚽️🏀🏈 Which sports teams are we buying with the unclaimed super?It should reduce the amount of lost or unclaimed super owing to employees. and an estimated $13. visa holder status (if applicable) /tax-and-super-professionals/for-superannuation-professionals/apra-regulated-funds/reporting-and-administrative-obligations/unclaimed-super Unclaimed super is different to lost super and refers to super that is eligible to be withdrawn but the fund has been unable to contact you. Adding to this, the recent reforms set out in the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 led to 537,000 inactive low-balance accounts being transferred to the ATO. You may apply to have your ATO-held USM transferred directly to your New Zealand financial institution if: you're 65 years or older, or; the amount is less than $200. ATO-held super includes unclaimed super money (USM) and super holding account (SHA). Looking on a payment summary (provided by your employer) or your super statement. How your super goes missing. News, Mario Videos, Mario Gear, Super Mario MySpace Layouts & Super Mario RingTones! dgv. This was made up of just over 6. Payday Super: The Australian Government has announced that from 1 July 2026, employers will be required to pay their employees' super at the same day as their. And it’s an increase of $2. A super provider determines their USM on the unclaimed money day, and reports and pays by the scheduled statement day. ATO information on guiding principles, legal terms, rules that apply to members, and efforts to contact members. The 2 tables below show the total number and value of ATO-held USM accounts (as reported and paid by funds) and SHA amounts, at the end of the last 4 financial years. This protocol document provides guidance to superannuation (super) providers in meeting their obligations under the Superannuation. 1 billion since last financial year,” Rosenzweig said at the Conference of Major. If you need to apply on compassionate grounds You can apply for early access to your super on compassionate grounds through the ATO website. visa holder status (if applicable) Link it to the ATO. If you think you have lost super, there are ways to search for it through the ATO. By using ATO online services, you can keep track of your super. Phone us on 13 10 20 for an alternate fund if your online request gives you the same stapled super fund details. You can then find and consolidate your super. I am helping him to find his lost super. To keep your account active for another 16 months by completing the ATO Declaration Form. Claim your super. Find, recover and consolidate lost super. If a death benefit is paid to someone who is not a. Information you need to report. com. This form may take some time for us to process. Super funds currently hold $10. 8 stars from 680+ Google reviews. order publications and forms. Instead. Be prepared to provide the following information upon request: your personal details. 6 billion on hand. The Superannuation (Unclaimed Money and Lost Members) Act 1999 requires Australian superannuation schemes to transfer savings from such “lost” superannuation accounts to the ATO. Finding an old. 8 million lost and ATO-held accounts. any accounts considered 'lost', because the super fund is not able to contact you – flagged with advice to consider contacting your super fund; pension accounts; any ATO-held super. The Unclaimed superannuation money (USM) statement paper form is for super providers with reporting and payment obligations under the Superannuation (Unclaimed Money and Lost Members) Act 1999 (SUMLMA) and for funds reporting New Zealand sourced USM amounts. The following are the unclaimed monies that we may hold on your behalf: n unclaimed super money – for a member 65 years old or older By using ATO online services, you can keep track of your super. The Reserve Bank of Australia (RBA) has announced an increase in the interest rate to 3. Feb 27, 2023 – 5. Other types of lost money. Unclaimed superannuation money (USM) statement (NAT 71864, PDF, 353KB) 3. Who. We'll search the ATO and other super funds to find all of your super accounts, including any unclaimed super. Information for tax and super professionals. Tax may be payable in Australia. It's important to provide the correct account details, as we may be unable to recover money paid to an incorrect account. This postcode data is made available to the community to encourage individuals to check all their super.