Exiting a member - FAQs whole of balance transfers (non-death benefit rollovers)

Exiting a member - FAQs whole of balance transfers (non-death benefit rollovers)

Exiting a member - FAQs whole of balance transfers (non-death benefit rollovers).

This informative guide outlines the detailed steps required in exiting a member, such as:

  • ATO notification requirements
  • Must the receiving fund be a regulated super fund or an RSA
  • What is the tax treament of the rolled over benefit; and
  • Contribution split

and more!

If you are exiting a member with a whole of balance transfer (non-Death Benefit Rollovers) then you should read this guide.

For more information or assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry

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