Unallocated Contributions Account-Transfer from UCA-crediting to member July 2024
This UCA resolution may be used to transfer all or part of a contribution which has previously been allocated in June 2024 to the unallocated contributions account to the relevant member. It can be used by both corporate and by individual trustees.
Generally, contributions must be allocated to the relevant member within 28 days of the end of the month in which the contribution was received.
This is the mandatory allocation date of the contribution. For example, contributions received in June 2024 must be allocated by 28 July 2024 (refer SIS Reg 7.08(2)).
Please note:
- This resolution does not authorise the establishment of an unallocated contributions account the resolution has been prepared on the basis that the account has already been established.
- It authorises the transfer of a contribution (or portion of a contribution) from the unallocated contributions account to the member contribution account of the relevant member.
For superannuation funds governed by non-SUPERCentral or non-Townsends Business & Corporate Lawyers governing rules, please review the applicable trust deed and governing rules to determine if the template is suitable for the Superannuation Fund before ordering.
Documents include:
- Instruction sheet
- Written Resolution
© This document set provides a single use licence. For an additional member please order another document.
For further information or advice please call the SUPERCentral Help Desk on 02 8296 6266, we would be pleased to assist.