We note that from 1 October 2021, SuperStream is mandatory for Rollovers In and Rollovers Out of SMSF's. There are very limited circumstances in which manual rollovers can be performed. These include:

• Non-Cash In Specie transfer of assets between Superannuation Funds
• Transfer of funds from one member to another due to a Family Law Superannuation Split Agreement
• The transfer of superannuation from an overseas superannuation fund
• The transfer of funds from one member in Fund A to their spouse in Fund B due to an application for contribution splitting

If the Rollover In is not excluded per the above, please follow the instructions in this Help Guide article: Initiate Rollover In (via Superstream)

How to process a Manual Rollover In

This page will guide you through processing a member's rollover received from an external super fund.

Navigate to Fund Level > Transactions > Member Income > Rollover In

1. Select the relevant Member using the drop-down
2. Enter Rollover Date, in the following date format DD/MM/YYYY
3. Enter Service Period Start Date (also known as the ESP date), in the following date format DD/MM/YYYY
4. Enter Description, or use the Class default "Rollover In"
5. Enter Gross Amount, being the dollar amount received
6. Enter Name, this is the name of the transferring super account 
7. Enter ABN of the transferring super account
8. Enter Preservation Components, as per the rollover statement from the transferring super provider
9. Enter Tax Components, as per the rollover statement from the transferring super provider
10. Click Submit

What's Next?

Learn how to Initiate a Rollover In (via SuperStream)

Ensure your funds are SuperStream ready with our FAQ's and Checklist