It has a link to the online application system, which you can use to locate your super (either with your fund or with us) and then apply to have it released. There was around $13. To help you save for your first home, you can apply to release voluntary concessional (before-tax) and voluntary non-concessional (after-tax) contributions you have made to your super fund since 1 July 2017. Regarding applying next financial year (2020-21), you are correct. position. This includes amounts paid on your behalf by: employers. You may be able to choose the super fund your SG contributions are paid into. For ATO-held super, use the Application for payment of ATO-held superannuation money (NAT 74880) and send it directly to us. you can't buy assets from, or lend money to, fund members or. 8 million lost and ATO-held accounts. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will download a file . The only mentions of the $6,000 figure for ATO held super are in these scenarios: Your super provider must report and pay your super to us if you are a lost member and your balance is less than $6,000. 8:00 am to 6:00 pm. If your super fund has transferred your super to us as unclaimed super, you may be able to submit a direct claim for your ATO-held super if you meet one of the criteria. It includes unclaimed superannuation money (USM) and money held in the Superannuation Holding Account (SHA). ATO-held super includes unclaimed super money (USM) and super holding account (SHA). Growing and keeping track of your super transfer ATO-held super or request a direct payment (if eligible) release money from your super to pay for liabilities such as Division 293 and excess contributions tax; apply for the first home super saver (FHSS) scheme and see information about your account and application. Provide answers to 2 questions to verify your tax record. There are different types of ATO-held super (e. Use this checklist to review the health of your super in 5 easy steps. What is super If you're new to Australia's superannuation system for retirement saving, find out how it works and how to benefit. There is also information about using a paper application for DASP if you need to. You can leave your super in your fund until a later date (or even until you die) if you want. Author: YianaATO (Moderator) 17 Nov 2020. You will need to provide certified copies of legal documents that are detailed on the third party applicant page and then complete a paper form application in order to apply for the ATO-held super. Thanks for you question. If you have ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super. The Superannuation Star Ratings in this table were awarded in March, 2023. retirement savings accounts (RSA) the government. OP can either leave it at the ATO or move it to a new fund. Your employer must pay SG contributions into your super account at least every three months. A list of your funds including ATO held super with their last reported. 3. New Zealand financial. If you have ATO-held super you can have it transferred to you. Temporary residents. For example, according to ASIC’s Moneysmart calculator, a 30-year-old with a super balance of $50,000 on a wage of $60,000 will likely retire at 65 on $411,548, but if they withdraw $10,000 at. 7 star. The person you authorise will be able to act on. I understand that this search may also identify ATO-held money. The ATO app is a simple and easy way you can access and manage your tax and super on the go. Find, recover and consolidate lost super. Your employer must pay SG contributions into your super account at least every three months. If you're still in Australia you may need to look at early access to super on compassionate grounds. Log in or create a myGov account. Because you're 65, you've met this condition. Yes, you should be able to view in your myGov if you have any ATO-held super. Check your type of super fund If you are a former temporary resident who accumulated superannuation (super) while working in Australia, you can claim your super from your super fund if you meet all of the following requirements: you entered Australia on a temporary visa listed under the Migration Act 1958 (excluding subclasses 405 and 410) your visa is no longer in effect You can request a transfer online. sig. I authorise the transfer of any ATO held super monies into my account. Prior year tax return forms and schedules. part-time employees. Superannuation funds generally report and pay unclaimed super money to the. If your super fund allows it, you may be able to withdraw some or all of your super in one or more 'lump sum' payments. Each spouse can contribute up to $300,000. If you are eligible to apply for ATO-held super but can't apply via our online services, complete the paper application and return it to us. The cheque is a little over $200, however what I am puzzled by is that when I logged into MyGov I can see that they are still holding another $1250 of. a completed and signed deceased member's superannuation payout form. select Update, Add or Delete to the right of your account details. This includes amounts paid on your behalf by: employers. Open the Australian Taxation Office page under Your Linked Services (If you haven’t linked your ATO account then you’ll need to do this first). retirement phase are tax-free – subject to a lifetime limit on the amount you can transfer into retirement phase (your transfer balance cap)When you transfer your super, your entitlements under that super fund may cease. On this. If your application is for ATO-held superannuation, payment will be made direct to an Australian financial institution account where the ATO holds valid financial institution account details for you. Before you complete and send this form to your fund, check: if they are still holding your super or have transferred it elsewhere – and if so, where they have transferred it toYes, but it’s important to understand that early super payments made under the severe financial hardship provision can only be used to pay your reasonable living expenses. While lost uncontactable and lost inactive accounts are still held by superannuation funds managers, unclaimed super money (USM) and superannuation holding accounts (SHA. gov. If you can't use our online services you can. Can I withdraw ATO held super? Once we have your application and supporting documents, we’ll determine which ATO-held super amounts we can pay you. You can use this application to transfer your ATO-held unclaimed super money (USM) to either your: KiwiSaver scheme provider, or. The following information sets out how superannuation affects various insolvency administrations. To apply for your Departing Australia Super Payment (DASP) use the DASP online application system. Hopefully the good news as mentioned above outweighs this though, and we wish you the best with your future travels back here :) Liked by fredrik93. How to pay super, the amount to pay and due dates for payment. ATO held monies include: superannuation guarantee (SG) contributions; superannuation holding accounts (SHA) special account; superannuation co-contributions; low income superannuation tax offset and unclaimed superannuation monies. The 2 tables below show the total number of accounts and value of lost. To access ATO-held super you have a few different options depending on your circumstances. How much you can contribute. Super withdrawal options; Retirement withdrawal -. Download the ATO app. This form may take some time for us to process. Next steps:Eligibility criteria. Fabioe93 (Enthusiast) 10 Nov 2022. Tax rates. You can submit an application for payment of ATO-held superannuation money if you meet the applicable eligibility criteria. When completing the ABN application, you should: ask for a tax file number (TFN). There are a lot of differences between SMSFs and other super funds, but the one thing they have in common is to provide retirement benefits to their members. Your ato held super would generally only go to a fund. You may be able to claim any ATO-held super as a third party applicant. For further information, visit our website at ato. Division 293 tax. You can apply for a DASP via either: the DASP online application system. Mia later receives an excess concessional contributions determination for 2019–20 as the total amount of her employer contributions ($42,000) was more than her concessional contributions cap ($34,000). I asked for my ATO held super to transfer to AMP on July 30. Individuals and agents can complete a super search by phoning our automated super search line on 13 28 65. After it has been processed, you would then be able to see the credit via our online service. ” Super becomes ‘lost super’ when it is still held by the fund but the member is uncontactable or the account is inactive. Government super contribution labels in your tax returnAllan Vito Flores Caidic (born June 15, 1963) is a Filipino former professional basketball player in the Philippine Basketball Association. “The direct payment of ATO-held amount of less than $200 has no tax withheld and is not subject to tax, therefore you do not need to include this amount in your tax return,” the ATO’s site. in accumulation phase. 17K reviews. Determine the right super funds to pay super guarantee contributions to. If you're unable to check online for lost super, you can: phone the ATO’s automated super search line on 13 28 65, or. Combine multiple super accounts by transferring your super, including ATO-held super, into your preferred super account – if this is a fund-to-fund transfer it will generally be actioned within three working days; Withdraw your ATO-held super and put it into your bank account, if you meet certain conditions. These are mainly account based pensions. you have found a 'lost super' account with a balance less than $200. There are also several helpful features and tools you can use. accepts government rollovers. The extent of the penalty will depend on the seriousness of the breach. 4 billion in lost super. The SuperMatch service enables super fund trustees (excluding self-managed super funds) to obtain details of active super fund accounts including lost accounts or any ATO-held super for an individual. In the following circumstances, we will initiate the transfer of certain types of ATO-held super to an eligible (active) super account on your behalf: the amount of ATO-held super is $200 or more; you are aged less than 65 years; you have not made a request to transfer ATO-held super to your preferred super. Super is an investment in your future. Add the extra child rate for each child you have to the couple combined rate in the table. Unfortunately we do not have access to client accounts via this forum so you will need to call. If you are a non resident, it may have offered a cheque option. Use this checklist to review the health of your super in 5 easy steps. $20,900 concessional remaining ($27,500 cap) Superannuation Rate. You can only access your super early in…well, super limited circumstances. 1194 (Design date 03/21) - Page 2 COMMONWEALTH OF AUSTRALIA, 0321. 1 Check that you’re eligible You can use this form to request a full withdrawal from your super in certain situations. Lost super (fund-held) Check the total number of super accounts and value of lost super for the last 4 financial years. Link it to the ATO. Hope this helps. There are some exceptions. The ATO-held super page on our website provides guidance on how to do this. 8 billion in Australians’ hard earned wages is waiting to be claimed, in the form of lost and unclaimed superannuation. You may be required to provide documentation to. . How to apply the unclaimed superannuation protocol and what to do in more complex situations. For more information about the application for payment of ATO-held superannuation money, have. The only way after reading links to other posters, with same situation is telling them to go to a page called "ato held super" is to use Mygov. For ATO-held contributions, funds should lodge an enquiry through the Super Enquiry Service to advise of the limited-service period so that we can supress ATO held contributions. Select Search applications and you will see the new search screen. ATO-held super is just a cash account. Where to pay super. We may ask you to provide recent evidence to support your claim of serious hardship. Around $13. Disability super benefits. As of June 30 this. Illegal early release and scams Illegal early release ATO-held super for temporary residents. 21. Whilst your balance is less than $6k, the fees in all funds are capped at 3% per yearcombine multiple super accounts by transferring your super, including ATO-held super, into your preferred eligible super account if this is a fund-to-fund transfer it will generally be actioned within three working days. – for both super fund and ATO-held super. Hi @krmiller,. O. It won't be taken from you either!the super income stream is a death benefit income stream; the deceased died after they turned 60 years old. If you're not eligible to claim the immediate deduction for the asset, you may choose to allocate the depreciating asset to a low-value pool where its cost is less than $1000. NAT 8678a. +61 3 9268 8332. complete the PDF form Searching for lost and unclaimed. Australian Taxation Office. If your application is for ATO-held superannuation, payment will be made direct to an Australian financial institution account where the ATO holds valid financial institution account details for you. ABN entitlement. Check when to use this workbook and why we need the information, and how to get it in a portable document format (PDF). To claim ATO-held super: go to DASP online application system External Link or; go to ATO-held super; Before you complete this form. For the transitional 2016 year we adjust your pre-fill interest data to exclude the GIC processed on 1 July as this was included in the 2015 pre-fill interest totals. To lodge a late payment offset election, use the SGC statement (NAT 9599). Inactive low-balance super accounts. If you are on a low income (earning under $37,000), you pay no personal income tax on the first $18,200 you earn and then 19% tax on any income over $18,201 to $45,000 (in 2022–23). You can check where your super is using ATO online services through. You can find out more about the eligibility and documentation requirements as well as how to apply on our website. All New Zealand citizens and permanent residents living in Australia, who meet the Australian Government’s eligibility criteria, will now be able to access up to A$20,000 of their Australian super. start a transition to retirement income stream while continuing to work. Super withdrawal options; Retirement withdrawal -. Your employer must pay SG contributions into your super account at least every three months. Employers who don't pay SG contributions in full by the due date (28days after the end of the quarter) or into the right fund must pay the super guarantee charge to us. If you have held a Working Holiday visa subclass 417 or 462, your super may be taxed at the 65% rate. This consent will allow the payment of identified amounts through the search process to be made to. Under How to claim your super you can find the Application for payment of ATO-held superannuation money. 2 million. You may face prosecution or criminal charges if you apply for an ABN, register for GST and claim GST refunds when. Our system has likely just. By clicking the ‘Find my super’ button, I consent to the use of my Tax File Number (TFN) for the purposes of performing an ATO SuperMatch search to locate other super accounts. 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. retirement phase are tax-free – subject to a lifetime limit on the amount you can transfer into retirement phase (your transfer balance cap) When you transfer your super, your entitlements under that super fund may cease. Since 31 December 2007, the super guarantee charge (SGC) has been required to be paid before payments to ordinary unsecured creditors. – for both super fund and ATO-held super. If you ask for information, your super provider must give it to you. You can also check if the deceased had ATO-held super. I consent to the automatic transfer of any ATO-held monies to my smartMonday super account. 8:00 am to 6:00 pm. The Superannuation (Unclaimed Money and Lost Members) Act 1999 (SUMLMA) states that where the Commissioner is 'satisfied' that an amount paid by a reporting fund exceeded the amount payable (if any) under the relevant subsection with respect to an individual, the Commissioner must refund the excess to the reporting fund. apply for your ATO-held super. You may be able to choose the super fund your SG contributions are paid into. For ATO-held super, use the Application for payment of ATO-held superannuation money (NAT 74880) and send it directly to us. ATO held monies include: superannuation guarantee (SG) contributions; superannuation holding accounts (SHA) special account; superannuation co-contributions; low income superannuation tax offset and unclaimed superannuation monies. DW565475 (Newbie) 17 May 2023 @WendyATO Hi, I just received the mail from ATO and it shows that the money had been hold by ATO has been transferred to. ATO-held super includes amounts paid by. 2 - once your new fund is established, have that fund send through a 'Member Account Form' to the ATO. either their tax file number (TFN) or residential address. There is an additional CGT discount of up to 10% for individuals who are Australian residents for tax purposes who provide affordable rental housing to people earning low to moderate income. When and how you can transfer or roll over your super to another fund, and how to consolidate multiple super accounts. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will. Our ATO-held super page goes into your options further. How super is taxed. Enjoy this Hit song from the Queen of Ghazal Farida Khannum. The authorised LPR, or their nominated representative, can get a data package of the tax and super records we have for the deceased person. 5 steps to find your super. As an individual or sole trader, you can quickly access your personal tax and super information in one place. The ATO has identified over 37,000 SMSF members who have ATO-held super, according to a statement released last week. Pay electronically to complying super funds and retirement savings accounts. Completing the paper application. When will we transfer ATO-held super. This means all members are involved in managing the SMSF. ATO-held super refers to the money in super that (the ATO) holds for you. The person you authorise will be able to act on. Members can request the transfer of ATO-held super to a nominated super fund or the full rollover of an existing super account to their chosen fund. This form may take some time for us to process. view your super fund accounts and balances, and amounts held by us; find lost and ATO-held super and consolidate your accounts; see the amounts your employer has contributed to your super; view your total super balance; use the YourSuper comparison tool to compare MySuper products and choose a super fund that meets your needs Departing Australia superannuation payment (DASP)（离澳退休公积金支取. ATO-held super must be transferred to your super fund before you can apply for it. New Zealand financial institution (if you're 65 years or older or the amount is less than $200). ATO-held super: USM and SHA Understand. Tax on trust distributions to non-resident beneficiaries, including trustee beneficiaries in a chain of trusts. There are requirements and documents that you'll need to provide to us when claiming ATO held super on behalf of the account holder, you can read more about this from the link that's been provided. For each extra dependent child, add. select Lodge SGC statement as the subject. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will. This is a compilation of the Superannuation Act 1976 that shows the text of the law as amended and in force on 1 January 2020 (the compilation date). If your super fund allows it, you may be able to withdraw some or all of your super in one or more 'lump sum' payments. this includes having the necessary. Under the superannuation guarantee, employers have to pay superannuation contributions of 11% of an employee's ordinary time earnings when an employee is: over 18 years, or. 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. In early 2022, however, the ATO announced it would begin taking more forceful action in relation to unpaid SG obligations and start debt collection actions with employers. /About-ATO/Research-and-statistics/In-detail/Super-statistics/Super-accounts-data/Multiple-super-accounts-dataYou can view, add, update and delete the FID for your client's Income tax and Activity statement accounts in Online services for agents. Transfer of ATO-held USM to a New Zealand financial institution. You will not be able to rollover your ATO-held super to any Eligible Rollover Fund (ERF). 00. 9 billion. I am trying to transfer the clients money from the ATO to their only super fund. Make payments, view transactions and download statements and reports. For most people, super begins when you start. You can find out more about online services super for. The DASP online application system also allows you, or your authorised intermediary, to: view your super accounts reported to us if you provide your TFN. Phone us on 13 10 20 for an alternate fund if your online request gives you the same stapled super fund details. Super contributions to defined benefit and constitutionally protected funds; Keeping track of your super. complying super fund; public sector super scheme that is either. au What is super If you're new to Australia's superannuation system for retirement saving, find out how it works and how to benefit. This form may take some time for us to process. Finding lost super and super held by the ATO According to the Australian Taxation Office (ATO), Australians had just under $16 billion of lost or unclaimed superannuation as at 30 June 2022. This increases the CGT discount to up to 60% for owners of these residential rental properties. for super held by a super fund, use Application for a departing Australia superannuation payment form (NAT 7204) – send this form directly to the super fund. Hi, My bank recently transferred my low balance super to ATO by the due date of 31st October 2019 and have already sent me the transfer statement. If your application is for ATO-held superannuation, payment will be made direct to an Australian financial institution account where the ATO holds valid financial institution account details for you. MODULE 2 82 | PRINCIPLES OF ASSESSABLE INCOME Derivation Why is derivation important? Common law has established that income is a ‘flow derived from a source’. a paper form. The ATO is required to pay interest on ATO-held super at the point they process the claim. If you need more information about direct debit or the Direct debit request service agreement you can: phone us on 1800 802 308 (8:00 am to 6:00 pm, Monday to Friday) write to us at. How to apply for ATO held super; You also have the option to use a paper form instead if you cannot use the online system. Top Liked Authors. If an alternate fund cannot be determined, we will. You can authorise someone else to apply for your DASP. 00pm, Monday–Friday) to help you establish your tax identity. Individual tax return instructions 2023. The only mentions of the $6,000 figure for ATO held super are in these scenarios: Your super provider must report and pay your super to us if you are a lost member and your balance is less than. The 5 steps you must take as an employer to set up your business so you can pay your employees' super. In most cases, no. macfanboy (Taxicorn) 1333 likes. find any ATO-held super — this is held on your behalf when your super fund, your employer or the government can't find an account to deposit your super into; consolidate your super into a single fund; If you've recently opened a new super account, it may take up to six months to appear on myGov. By accessing ATO online services through myGov, you can easily find your lost or unclaimed super. Author: AnitaATO (Community Support) 14 Apr 2023. Most helpful reply. Employers can utilise this service to determine whether employer contributions qualify as superannuation guarantee payments. Complaints – contact us to express dissatisfaction with an ATO product, action, process or service, or the handling of a complaint, where you require an individual. 3 - Request a transfer of ATO held super to your new super fund, either by having your fund request it themselves (by you telling them you have ATO held super you want to transfer), or. O. confirm you have a sufficient super balance to cover the expense and withholding tax; check if your super fund allows early release of super; collect all the documents and evidence required to support your application. ATO held super is money held by the ATO including Super Guarantee amounts paid to them by a previous employer, Government Co-contributions paid by the government or unclaimed super amounts transferred from super funds. completing the paper form. It is also possible to add money into your Super savings and this can change your income tax. To claim the offset, see T2 Australian superannuation income stream tax offset. Details of a newly opened super account should be available soon after it opens. You can request a transfer online. For all of your associates, you'll need to provide: for individuals. That's it. ATO-held super is super money we hold for you. Tax return for individuals 2023. When you change super funds, you usually keep the existing insurance until the replacement policy is issued and your new cover is confirmed. If you have ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super. Ensure you answer all questions so it can be processed correctly. Staff are available M-F 8am -10pm and on the weekend 10am-4pm in your local state. Use ATO online services to keep track of your super, including accounts you may have forgotten or lost touch with. 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. Any account with a balance will appear here, so you may find some super you had forgotten about. If you wish to access super money we currently hold for you, you will need to transfer it to your super fund before you can apply for COVID-19 early release of super. We have some information about this on the Departing Australia superannuation payment (DASP) page on our website. ” Super becomes ‘lost super’ when it is still held by the fund but the member is uncontactable or the account is inactive. This form may take some time for us to process. If you have made a direct claim but have not yet received your super co-contribution and are suffering hardship as a result of the delay, phone us on 13 10 20 to discuss your circumstances. A rollover is when you, as a member, transfer some or all of your existing super between super funds, including SMSFs. withdraw your ATO-held super and put it into your bank account if you meet certain conditions. Tax may be payable in Australia. You cannot claim a deduction for any losses from your creative work if it is a hobby. the most recent 30 June balances reported by your super funds. a regulated super fund; an exempt public sector super scheme complying approved deposit fund; retirement savings account. Some funds can check if you meet the requirements online, but you must agree. These must be preserved in the fund until the time the law and your fund’s trust deed allows them to be paid. Certain employer termination payments (ETPs) received by the fund before 1 July 2004 may also be included in this category of benefits. You do not need to declare the amounts you make from your hobby to the Australian Taxation Office (ATO). gov. manage and check your super. We pay it and any interest owing from ATO-held super without tax as it has been reported as unclaimed tax-free. The 'Application for payment of ATO-held superannuation money' form can be found towards the bottom of the webpage. Most of the super held in your fund will be in the form of preserved benefits. You can also find lost super using a paper form. Finding lost super and super held by the ATO According to the Australian Taxation Office (ATO), Australians had just under $16 billion of lost or unclaimed superannuation as at 30 June 2022. On 1 December 2015, you lodge an AAF return for the 2014–15 income tax year. Your guide to the structures, organisations and key people in the Australian GovernmentSong Name: Aaj Jaane Ki Zid Na Karo Singer: Farida Khannum. There are some super funds that can check this online if you agree to it. Couple combined, one child. agplant (Newbie) 19 Oct 2020. Trustee of the ADF Superannuation plan (ADF Super) ABN: 90 302 247 344 RSE: R1077063. This is because the cost of the. He played college hoops at the University of the East before joining the PBA in 1987, where. Access to ATO-held super. Giving us a call will get you a quicker answer. Be prepared to provide the following information upon request: your personal details. However. Use worksheets 1 to 5 to help you complete worksheet 6. You will need to declare your income to the ATO in your annual return. With the information displayed online, your members can consolidate their super accounts using the 'transfer super' functionality. Accessing the search function. The notification is the following one: You have 1 notifations: Your superannuation account details: You need to add bank account details for your superannuation account. This includes amounts paid by employers, super funds, retirement savings accounts (RSA) providers or the government on your behalf. There are different tax rules for members of defined benefit super funds. The correct forms can be found under the 'how to claim' link I posted above. 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. Only phone these numbers if we contact you by phone, SMS or letter. These fees are applied. gov. Set up your myGovID and establish your authorisations using Relationship Authorisation Manager (RAM) . Only some super funds can transfer directly to your overseas bank account. More details are available on the Australian Tax Office website. Lost super search line. Can somebody please tell me the process of trasfering the ATO super to active super account. Thanks for the additional info here! The ATO will only transfer your money to your active super fund if it will take your total balance to $6,000 or more. If you have a self-managed super fund (SMSF), you must still apply to us and get our approval before releasing any. Employers can utilise this service to determine whether employer contributions qualify as superannuation guarantee payments. Thanks, ChrisR. Hi @Seleus. Interest we pay. I authorise the transfer of any ATO held super monies into my account. The law. ATO-held super is money we hold for you, pay for usage in your welfare, that needs to go into your amazing. You may have super accounts you’ve forgotten about or don’t know about. A self-managed super fund (SMSF) must pay a minimum amount each year to a member who is receiving a pension that commenced on or after 20 September 2007. More serious breaches can result in trustee fines or even imprisonment. CasATO (Community Support) 18 Nov 2020. 4,036 views. Early access to super. For ATO-held super, you can only choose EFT to an Australian bank account in your name or a cheque. If your client has departed Australia but their temporary resident visa is still current, they may be able to request an early cancellation of their visa. a Corporations Act company. We will try to transfer ATO-held super to an eligible active account. Your super is for retirement, but you may be able to access it earlier on compassionate and other hardship grounds. Monday to Friday. There is a message in ATO on line directing me to an FAQ but the link is broken. Choosing a super fund When choosing a super fund make sure you understand your options and set up an account that suits your situation. moved overseas. Vivianvee100 (Initiate) 21 June 2020. Your super fund considers many factors when deciding if you can access your super early. posted 2016-Apr-17, 10:08 pm AEST. 3 - Request a transfer of ATO held super to your new super fund, either by having your fund request it themselves (by you telling them you have ATO held super you want to transfer), or. We apologise for any inconvenience and thank you for your patience. Click on the Super tab, select Manage and then select Transfer super. Find out about accessing super early on compassionate grounds, what you need to do, how to apply. ATO-held super is super money we hold for you. Temporary residents can use our Departing Australia Superannuation Payment (DASP)External Link online application system to claim ATO-held super after leaving Australia. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will. Tax may be payable in Australia. To do this you'll need a myGov account linked to the ATO. . Phone us on 13 10 20 if: you make another request for an alternate stapled super fund and the same, or no, stapled super fund details are returned. However while the balance is less than $6k it will get caught up in the inactive low balance sweeps to the ATO if no contributions are being received by the fund. contribution. It is a legal requirement for rollovers to be processed electronically, using 2 components: a data message.