[Awan Hammad]

Hi Deb

My view is that a rollover benefit statement must be supplied to the new Fund.

For guidance from the ATO refer:

https://www.ato.gov.au/forms-and-instructions/rollover-benefits-statement-for-transactions-from-1-july-2017

As a result my view is that the  Lump Sum Pre-payment statement cannot be relied upon as a substitute.

 

Thanks

The Auditors Institute