Issue 

This article will explain steps to take when there is an invalid status for the Rollover and Release Authority.

Cause

Mostly there is a mismatch in the Member's details (e.g. Name, Date of Birth, TFN) entered in Class vs details recorded for the individual at the ATO Portal

Resolution

• Rollover In - Invalid Status

• Release Authority - Invalid Status

For above please follow below steps

1. Review SMSF SuperStream Readiness Checklist
2. Review Member Details at ATO portal if you are authorised tax agent for individual member and compare with Member Details entered in Class and update if necessary.
3. Also, check if Member's TFN is not duplicated in Class with another Member of the SMSF.
4. Revalidate the Rollover In or Release Authority after updating the Member's Details.
5. If the Revalidate still result in Invalid status please escalate to support@class.com.au 
6. You may also have an option to Reject the Rollover In or Release Authority if required by selecting one of the appropriate reasons for the rejection.

• Rollover out - Invalid status

It is rare for a Rollover out notification to be in invalid status. If the Rollover out has invalid status, please escalate to support@class.com.au for further investigation.