Fund managers are required to transfer unclaimed superannuation moneys to the Treasurer as per the following timetable:
| - | for the six months ending 30 June, must be transferred by 31 October of that year, and | |
| - | for the six months ending 31 December, must be transferred by 30 April in the following year. |
To transfer funds, fund managers must complete and lodge:
| - | form F-UM-003 Unclaimed superannuation benefits summary sheet; and | |
| - | an ETP Roll-over Statement: Industry Standard for Superannuation payers form for each member setting out their personal particulars, a breakdown of their contributions and the Contributor’s details. |