Opening a Super account for your client

The ATO has additional security requirements when opening a super account for your client. When you elect to roll over a client’s benefits through our online application tool, there’s an additional security step to ensure that only authorised parties can:

1. view details of your client’s external super fund, and
2. give us the authority to send the SuperStream message to the external super fund.

We’ll send an email with a unique authentication code to the adviser or support staff looking after the application. You’ll need to use this code in the email to proceed with both submitting the application and the rollover. You’ll need limited or full transact to receive the authentication code. If you, or the person completing the application doesn’t have limited or full transact authority, the authentication code will be sent to the email address linked to the adviser opening the account.

We’ll process the application and open the account provided the account details are correct and your client passes the required AML verification steps.

Once the account is open, we’ll send a welcome email to your client so they can view their account information online.

Your client’s account will be open, visible online and ready to use within 1 business day.

Processing times begin only when we’ve received all necessary requirements for a request. To avoid delays, please ensure you’ve completed all forms and uploaded all supporting documents before submitting.