Changes to Rollover Benefits Statements

SMSFs will need to use a new Rollover Benefits Statement (RBS) form for all rollovers from 1 July 2013. Also all contributions received in a rollover from 1 July must be reported to the ATO by the receiving fund and in the 2014 SMSF Annual Return (SAR) you only report contributions received directly by the super fund during 2013-14 financial year. Refer to the ATO’s Rollover benefits statement and instructions.

Please feel free to contact us directly with any queries you may have, we are more than happy to help.

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