Jason G


    Thank you for the answer. In this case, I have obtained a copy of the rollover statement, and the client said they gave their ESA to the transferring fund to action the rollover. But are still unable to provide me with the evidence per ATO’s requirements to confirm superstream compliance. Does this change anything – or is a qualification and contravention report (it meets the financial threshold criteria) still appropriate?


    New to this site? Sign Up

    We have upgraded our website for a better experience.

    Because of this upgrade, all members need to change their password to access their account by clicking the Forgot Password button below.

    Thank you and we look forward to your continued support!