This page will guide you through the details and actions you need to take for each of the statuses displayed in the Rollovers and Release Authorities dashboard including:
Navigate to Business Level > Transactions > Rollovers & Release Authorities
Status Guidance
Colour-coded statuses help identify what action you need to take for each type of message.
- Green - The message is complete or has been rejected on the Class side. No action is required
- Orange - The message is in progress, action is required in Class or you need to follow up with the third party
- Red - The message has been rejected by the third party, you may need to restart the process with a new message or contact Class Support for further investigation.
A tooltip has been added next to all statuses which contain the below guidance text in an easily accessible location next to each SuperStream message for you to access.
Rollover In
| Status | Description |
| Request Processing | The Rollover In request is being processed in the background. You need to wait for the processing to be finalised. |
| Request Failed | There was an error processing the Rollover In request. You need to contact Class Support to have the issue investigated. |
| Request Sent |
The Rollover In request has been sent to the Transferring Fund. You need to wait until a response is received from the Transferring Fund. You can follow up with the Transferring Fund using the Conversation ID as a reference number. |
| Request Rejected |
The Rollover In request was rejected by the Transferring Fund. The workflow is complete. You need to verify the rollover details with the member and Fund details using SMSF SuperStream Readiness Checklist as a guide. If the Rollover In is still required, you need to initiate the Rollover In request again. Alternatively, the member can initiate Rollover Out from the Transferring Fund |
| Unmatched |
The Transferring Fund has processed the Rollover In and has transferred the payment to the Receiving Fund's bank account. You need to confirm that the payment is in the Fund's bank account and match it to the Rollover In business event in Class. Once the payment has been received and matched you need to click "Confirm rollover". If the payment has not been received you need to reject the rollover by clicking "Reject rollover" and selecting the appropriate reason. |
| Invalid |
A Rollover In transaction has been received from the Transferring Fund and has been matched to the Fund. However, the member details in Class do not match the member details in the request. You need to review and update the member details in Class before revalidating the rollover in request. Contact Class Support if you require further assistance. |
| Cancelled | The Rollover In request has been rejected by the Class Fund. The workflow is complete. No further action is required. |
| Complete | The Rollover In workflow is complete. No further action is required. |
Rollover Out
| Status | Description |
| Pending user action |
A Rollover Out request has been received for the Fund but we are unable to match the details in the request to a member or we cannot retrieve the details for the Fund's Tax Agent. You need to update the member details in Class to match the member details in the request and review the tax agent setup using SMSF SuperStream Readiness Checklist as a guide before revalidating the Rollover Out request. If the Rollover Out is invalid, you need to cancel the rollover - this will send a response back to the Receiving Fund to indicate that the details in the message could not be matched to a member. Contact Class Support if you require further assistance. |
| Request Error |
The Rollover Out request that was previously in Pending User Action status has been cancelled by the Fund in Class. A rejection response has been sent back to the Receiving Fund. The workflow is complete. If the Rollover Out needs to be reprocessed, you need to initiate the Rollover Out request again. |
| Request Received |
A Rollover Out request has been initiated/received and has been matched to a member of the Fund. If the request is valid you will need to arrange for the Trustees to make the payment to the Receiving Fund based on the details displayed. Once the Trustees have confirmed that the payment has been made, you will need to click "Confirm payment" to send a Rollover Out message to the Receiving Fund. If the request is invalid, you can cancel the Rollover Out by clicking "Cancel the rollover" and selecting the appropriate reason - this will send a response back to the Receiving Fund to indicate that the request was rejected. |
| Request Pending | The Rollover Out has been initiated in Class and is being processed in the background. No further action is required until this processing is complete. |
| Rollover Invalid |
A Rollover Out request received has failed. You need to initiate a new Rollover Out request. Contact Class Support if you require further assistance. |
| Rollover Cancelled | The Rollover Out request was cancelled by the Fund in Class after initiating a Rollover Out request in Class. No message was delivered to the Receiving Fund. The workflow is complete. No further action is required. |
| Waiting Confirmation from Receiving Fund |
The Rollover Out payment has been made to the Receiving Fund but they have not yet confirmed receipt of the Payment. You can follow up with the Receiving Fund using the Conversation ID as a reference number. |
| Request Rejected | The Rollover Out request was cancelled by the Fund in Class. A rejection response has been sent back to the Receiving Fund. The workflow is complete. No further action is required. |
| Complete | The Rollover Out workflow is complete. No further action is required. |
| Payment Error |
The Receiving Fund has advised that there was an error matching the payment, possibly due to an incorrect amount being received. Please contact the Receiving Fund to obtain further details. If the Rollover Out needs to be reprocessed, you need to initiate the Rollover Out request again. |
| Request Failed | There was an error processing the Rollover Out request. You need to contact Class Support to have the issue investigated. |
Release Authority
| Status | Description |
| Initiation Pending |
A Release Authority request has been received from the ATO and is being processed in the background. No further action is required until this processing is completed. |
| Request Error |
The Release Authority request has failed validations as the member details in Class do not match the individual details on ATO or members in the Fund share the same TFN. The workflow is complete. You need to update member details in Class using SMSF SuperStream Readiness Checklist as a guide. If the Release Authority needs to be reprocessed the member will need to complete an election form online via myGov. Alternatively, the member can request their personal tax accountant to complete the election form via online services for Tax Agents. Contact Class Support if you require further assistance. |
| Request Received |
A Release Authority request has been received from the ATO and has been matched to a member of the Fund. If the request is valid you will need to arrange for the Trustees to make the payment to the ATO based on the details displayed. Once the Trustees have confirmed that the payment has been made, you will need to click "Confirm payment" to send a confirmation message back to the ATO. If the request is invalid, you can cancel the Release Authority by clicking "Reject release authority" and selecting the appropriate reason - this will send a response back to the ATO to indicate that the request was rejected. |
| Request Rejected | The Release Authority request was rejected by the Class Fund. The workflow is complete. No further action is required. |
| Complete |
The Release Authority workflow is complete. No further action is required. |
| Request Invalid |
A Release Authority Request has been received but unable to match because the Member details (e.g. Name , D.O.B, TFN, Address) in Class don’t match with the ATO details. Review and update Member details in Class if required and revalidate or reject the Release Authority. Contact Class Support if you require further assistance. |
| Payment Error |
The ATO has advised that there was an error matching the payment, possibly due to an incorrect amount being received. Please contact the ATO to obtain further details. If the Release Authority needs to be reprocessed the member will need to complete an election form online via myGov. Alternatively, the member can request their personal tax accountant to complete the election form via online services for agents. |
| Waiting Confirmation from ATO |
The Release Authority payment has been made to the ATO but they have not yet confirmed receipt of the Payment. You can follow up with the ATO using the Conversation ID as a reference number. |
| Request Failed |
There was an error processing the Release Authority request. You need to contact Class Support to have the issue investigated. |
What's Next?
Learn more about SuperStream Rollovers & Release Authorities emails and ensure your funds are Superstream ready with our FAQs and Checklist