I am trying to roll over my super balance from Australian super to my SMSF. I submitted rollover form with them. They came back with below info. Where can I maintain this information within access manager?
Will it be within "The trustee for --- Superfund" account or within corporate trustee account?
Within https://onlineservices.ato.gov.au/Business/BusinessDetails#ClientAccounts
Profile Tab -> Financial institution accounts ->
Which account do I need to select
- Income tax 002
- Activity statement 004
- Superannuation 003
1) The information provided on your application did not match the details with Australian Tax Office holds. Due to the mismatch of information, please contact the ATO to verify and update the following details:
·SMSF Fund Name
·SMSF ABN
·SMSF ESA Alias (Certified for Rollover v3.0) and is connected to your SMSF
·SMSF Bank Account Name
·SMSF BSB
·SMSF Bank Account Number
·Member Tax File Number
·Member Date of Birth
·Member Given Name
·Member Family Name
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