Contributions Implementation Working Group Induction process update Presented by: Colleen Gibson Data Standards and E-Commerce Program Australian Taxation Office 27 June 2014
Draft induction group timetable § Interim schedule showing first twenty two cohorts § Dates are still flexible § Schedule will be updated and published as we receive confirmations and new cohort details Timetable FORMAT External AUDIENCE xx-xx-xxxx DATE Contributions induction group 1 timetable Cohort number Employer name 1 Hansen Technology 2 Insight FTS Pty Ltd 3 Attache Software Australia Pty Ltd 4 Aspen Medical 5 Boroondara City Council 6 IOOF Service Co 7 Aquatec Maxcon 8 Waterway Constructions Pty Ltd 9 Mac. Arthur Anglican School 10 Mainfreight Distribution Pty Ltd Contributions Partner fund cycle Channel Version 1. 0 current at xx-xx-xxxx 4 -Aug-14 11 -Aug-14 18 -Aug-14 25 -Aug-14 1 -Sep-14 8 -Sep-14 15 -Sep-14 22 -Sep-14 29 -Sep-14 6 -Oct-14 13 -Oct-14 20 -Oct-14 27 -Oct-14 Monthly Vision Superannuation Fund B - A OF 1 st cycle 2 nd cycle Monthly Labour Union Co-Operative Retirement Fund A 1 st cycle 2 nd cycle Monthly No nominated partner fund A 1 st cycle 2 nd cycle Monthly Health Employees Superannuation Trust Australia B - A OF 1 st cycle 2 nd cycle Weekly Vision Superannuation Fund B - A OF 1 st cycle 2 nd cycle Fortnightly IOOF Portfolio Service Superannuation Fund B - A OF 1 st cycle 2 nd cycle Monthly No nominated partner fund A 1 st cycle 2 nd cycle Monthly Construction & Building Unions Superannuation B - A OF 1 st cycle 2 nd cycle Monthly No nominated partner fund A 1 st cycle 2 nd cycle Monthly IOOF Portfolio Service Superannuation Fund B - A OF 1 st cycle 2 nd cycle 2
Cohorts confirmations • • Confirmation that data fields have been passed to employer Estimated volumes, split between the default fund and choice funds Identifying the USI’s of the APRA choice funds products Obtaining ESA’s of SMSF’s so that we can confirm with message service providers that the SMSF will be able to receive • Confirmation that APRA funds/products have updated the FVS • How the payments will be made by the fund – by the employer or clearing house 3
Nerve Centre (Cohort review) • ATO is reviewing process internally • Induction guide will be updated and example reporting templates revised • Each cohort will have unique arrangements with gateway or clearing house – reporting templates need to be tailored on the basis of their employer solution arrangement • Revised guide will be sent to the group that previously reviewed induction guide 4
Nerve Centre (Industry Stakeholder Review) • ATO will convene a weekly industry stakeholder review from 6 August onwards • Membership will drawn from SSRG Curre nt at: Draft - Contributions Induction Process - Nerve Centre Weekly Schedule Slot 5 25 -Jun-14 04 -Aug 05 -Aug 06 -Aug 07 -Aug 08 -Aug Mon Tues Wed Thu Fri 09: 30 AM REPORTS DUE Status Check (Contingency) REPORTS DUE Status Check 11: 30 AM 01: 30 PM 03: 30 PM Cohort 2 - 1 st Cycle Industry Nerve Centre Cohort 1 - 1 st Cycle Cohort 2 - 1 st Cycle 05: 30 PM Cohort 1 - 1 st Cycle Daily comms Daily comms 5
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