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Dec 1, 2021 40 min

Navigating SMSF rollovers under SuperStream

from The SMSF Adviser Show Hosted by Momentum Media

With the SuperStream measures now in place, SMSF professionals play an important role in helping clients manage some of the practical issues with rollovers, such as timing. Following the introduction of the SuperStream measures on 1 October 2021, release authorities and rollovers to and from SMSFs are now required to comply with new data and payment standards. With these changes bringing new challenges to the SMSF sector, hosts Aaron Dunn and Miranda Brownlee ask Matt Crofts, head of the Simple Fund 360 product at BGL, to share some key insights from a software perspective on what practitioners need to be aware of.

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Navigating SMSF rollovers under SuperStream

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