g. " Whilst these conditions don't seem to be listed anywhere, the form has listed as a reason "I have had super transferred to the ATO as a small or insoluble lost member. enter the account name, BSB and account number. Complete a quick security check (This is required by the government– you’ll need two types of ID. ATO-held super. Be careful if someone offers to help you access it early. To access ATO-held super you have a few different options depending on your circumstances. Completing the paper application. ATO-held super must be transferred to your super fund before you can apply for it. If you no longer wish to receive electronic communications from ADF Super, you can change your communications preference in ADF Super. This will help you identify the deceased person's assets and income streams. The account with us uses your bank details if we ever need to process a refund to you, for example, if we had ATO-held super for someone and they were eligible for a direct payment of it, we would likely use the bank account details on record. Monday to Friday. However while the balance is less than $6k it will get caught up in the inactive low balance sweeps to the ATO if no contributions are being received by the fund. The ATO app is free to download and use. There are over six million lost and Australian Taxation Office (ATO) held super accounts with a total value of $16 billion 1 – a share of this could be yours. under Linked services select Australian Taxation Office. What. The Department is committed to maintaining the integrity of theHere’s how to do it: Head to the myGov and log in. To lodge files using the DTF you need to obtain a user. You can check the status of our systems and alerts on our website. Generally, USM must be reported and paid to us from super providers once it meets a certain category of USM for any of the following: unclaimed super for members who are 65 years. Super contributions to defined benefit and constitutionally protected funds; Keeping track of your super. Identify the interest transactions processed in the period 1 July 2015 to 30 June 2016. Most helpful reply. There is an additional CGT discount of up to 10% for individuals who are Australian residents for tax purposes who provide affordable rental housing to people earning low to moderate income. Instead we hold onto it as ATO-held super (with no fees) until you claim it, or until we locate another active fund for you. WendyATO (Community Support) 23 June 2023 Hi @mclose01, Sorry to hear about your customer experience regarding your ATO-held super. 21. Check out our Departing Australia superannuation payment (DASP) page. for super held by a super fund, use Application for a departing Australia superannuation payment form (NAT 7204) – send this form directly to the super fund. com. If you have a Total Super Balance of less than $500,000, carry-forward rules allow you to make extra concessional contributions above the general concessional contributions cap, without incurring additional tax. Save. To access your super on compassionate grounds to repay borrowed amounts, all of the below conditions need to be met: Condition 1 - You or your dependant meet all the eligibility conditions to access your super on compassionate grounds, including that the expense is an eligible expense. The ATO then looks for an alternative existing fund link, and if none can be found, holds the balance against the individuals account. Super match - provides a list from the ATO of super fund memberships and any ATO held super monies; Super member - enables real time reporting of member account information. If you have a MyGov account linked with the ATO then you can view / withdraw your ATO held super if you meet certain conditions. If the deceased had a credit balance of ATO-held super, refer to more information on withdrawing your ATO. Where to pay super. Your employer must pay SG contributions into your super account at least every three months. Individuals and agents can complete a super search by phoning our automated super search line on 13 28 65. for super held by a super fund, use Application for a departing Australia superannuation payment form (NAT 7204) – send this form directly to the super fund. retirement phase are tax-free – subject to a lifetime limit on the amount you can transfer into retirement phase (your transfer balance cap)When you transfer your super, your entitlements under that super fund may cease. We can advise where it has been transferred to over the phone. Provide answers to 2 questions to verify your tax record. Whilst your balance is less than $6k, the fees in all funds are capped at 3% per yearcombine multiple super accounts by transferring your super, including ATO-held super, into your preferred eligible super account if this is a fund-to-fund transfer it will generally be actioned within three working days. External Link. You can transfer ATO-held super to an eligible fund in our online services through myGov. Hi @Seleus. Be prepared to provide the. To do this, go to the financial institution account. However, it has been some time now and I still cannot see this balance under ATO held super in MyGov account. How tax applies No tax is payable on the amount rolled over to another complying super fund until you withdraw your super, when tax may apply. NAT 8678a. Calculating ATO interest under the new process – statement 1. As an individual or sole trader, you can quickly access your personal tax and super information in one place. Super is an investment in your future. . You may receive a disability super benefit from your super fund if: you experience physical or mental ill health, and; two legally qualified medical practitioners have certified that it is unlikely you can ever work in a job for which you are reasonably qualified. select My profile, then Financial institution details. for super held by a super fund, use Application for a departing Australia superannuation payment form (NAT 7204) – send this form directly to the super fund. I understand that this search may also identify ATO-held money. If you are eligible to apply for ATO-held super but can't apply via our online services, complete the paper application and return it to us. Under the superannuation guarantee, employers have to pay superannuation contributions of 11% of an employee's ordinary time earnings when an employee is: over 18 years, or. I applied to the ATO for "ATO Held Super funds" in August 2021, ( and will be. a regulated super fund; an exempt public sector super scheme complying approved deposit fund; retirement savings account. This form may take some time for us to process. In the following circumstances, we will initiate the transfer of certain types of ATO-held super to an eligible (active) super account on your behalf: the amount of ATO-held super is $200 or more; you are aged less than 65 years; you have not made a request to transfer ATO-held super to your preferred super. For more information see Unclaimed superannuation money protocol. Hope this helps! Most helpful reply. External Link. visa holder status (if applicable) To find lost or unclaimed super, create a myGov account and link to the ATO. Penalties for non-compliance. I authorise the transfer of any ATO held super monies into my account. You can find out more about online services super for. Previous ATO figures shared with ABC News show that last financial. An active super account is defined as an account that: is held by a person who has not died. Most taxpayers had a choice to elect out of the 12. Hi @rosemarycss. Super payment due dates. retirement phase are tax-free – subject to a lifetime limit on the amount you can transfer into retirement phase (your transfer balance cap) When you transfer your super, your entitlements under that super fund may cease. When and how you can access your super and whether you need to pay tax on withdrawals. Glenn4802 (Devotee) 380 likes. Weird that you could see it but now there no record of it. QC 23234. Everyone. Call us on 1300 203 439 between 8. How to link the Australian Taxation Office to your myGov account. Australian company number (ACN), Australian Registered Body Number (ARBN), Australian business number (ABN) or Australian Registered Fund Number (ARFN)Use this workbook to help you complete question A3 in your tax return 2023. Use of this service is restricted to trustees of super funds and can be used for: beneficiaries (members) of the fund. You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products). g. This increases the CGT discount to up to 60% for owners of these residential rental properties. Check your type of super fund If you are a former temporary resident who accumulated superannuation (super) while working in Australia, you can claim your super from your super fund if you meet all of the following requirements: you entered Australia on a temporary visa listed under the Migration Act 1958 (excluding subclasses 405 and 410) your visa is no longer in effect You can request a transfer online. When we pay interest on early payments you make 14 days or more before the due date and how we calculate the interest. retire or. Unfortunately we do not have access to client accounts via this forum so you will need to call. We can give you a letter to give to your fund. Hi, I had to travel to native country for 2 years and in that period my super is held by ATO but now am back to Australia and opened new super account. 50. 4 billion in lost super. ATO held monies include: superannuation guarantee (SG) contributions; superannuation holding accounts (SHA) special account; superannuation co-contributions; low income superannuation tax offset and unclaimed superannuation monies. We can make the payment directly to you if it's less than $200, or you're aged 65 years or over. part-time employees. If you have a Total Super Balance of less than $500,000, carry-forward rules allow you to make extra concessional contributions above the general concessional contributions cap, without incurring. To claim ATO-held super: go to DASP online application system External Link or; go to ATO-held super; Before you complete this form. The following information sets out how superannuation affects various insolvency administrations. that link says if you can't use mygov phone the ATO. 30 am and 6. Tax on trust distributions to non-resident beneficiaries, including trustee beneficiaries in a chain of trusts. The member then sends a declaration form declaring they are not a member of an inactive low-balance account. driver's licence, passport) proof of your authority to claim the benefit (e. If we are holding some super for you and you are able to claim it, the application for payment of ATO-held superannuation money page explains what you need to do. You can view details of your super accounts including: super accounts you may have lost track of and any ATO-held super. This means all members are involved in managing the SMSF. Do you want to manage your superannuation online? Visit the Australian Taxation Office's online services page and find out how to access your super account, apply for release from tax debt, or check your capital gains tax obligations. Lost super (fund-held) includes both. Our phones are working. If you are a former temporary resident who accumulated superannuation (super) while working in Australia, you can claim your super from your super fund if you meet all of the following requirements: you entered Australia on a temporary visa listed under the Migration Act 1958 (excluding subclasses 405 and 410) your visa is no longer. Author: EthanATO (Community Support) 7 Sept 2022. Use ATO online services to keep track of your super, including accounts you may have forgotten or lost touch with. ATO-held super cannot be accessed directly from the ATO for a COVID-19 early release. If your superannuation benefits have been transferred to another super fund or the ATO, or if your super fund rejects your application, you will. There are some exceptions. There is also information about using a paper application for DASP if you need to. Author: EthanATO (Community Support) 24 Oct 2022. Staff are available M-F 8am -10pm and on the weekend 10am-4pm in your local state. In early 2022, however, the ATO announced it would begin taking more forceful action in relation to unpaid SG obligations and start debt collection actions with employers. Step 4: Report unpaid super. The 12 month rule generally requires that forex realisation gains and losses on the acquisition or disposal of capital assets be folded into the CGT treatment of the underlying assets, if the time between that acquisition or disposal and the due time for payment is not more than 12 months. When completing the ABN application, you should: ask for a tax file number (TFN). Check the eligibility criteria for withdrawing super from ATO-held accounts. manage and check your super. You can submit an application for payment of ATO-held superannuation money if you meet the applicable eligibility criteria. If possible, try to resolve your complaint by discussing it with your employer before reporting them. If you're not eligible to claim the immediate deduction for the asset, you may choose to allocate the depreciating asset to a low-value pool where its cost is less than $1000. Australians have around $16 billion in lost and unclaimed super. You will need to provide certified copies of legal documents that are detailed on the third party applicant page and then complete a paper form application in order to apply for the ATO-held super. linking the. If your super fund allows it, you may be able to withdraw some or all of your super in one or more 'lump sum' payments. A final DASP tax will be withheld from your payment when it is made. When you change super funds, you usually keep the existing insurance until the replacement policy is issued and your new cover is confirmed. This includes employer contributions made to defined benefit funds and non-employer contributions from 2018–19 onwards. What is super If you're new to Australia's superannuation system for retirement saving, find out how it works and how to benefit. Your new super fund will provide us with an updated balance later in the year which you will be able to see when you access our online services (via myGov). Now my question is, through MyGov ATO it states that i have $0. He is considered by many to be the greatest shooter the country has ever produced, thus, earning the moniker, "The Triggerman". find ATO-held super. CasATO (Community Support) 18 Nov 2020. He played college hoops at the University of the East before joining the PBA in 1987, where. The notes at the end of this compilation (the endnotes) include information about amending laws and the amendment history of provisions of the compiled law. When and how you can transfer or roll over your super to another fund, and how to consolidate multiple super accounts. 8:00 am to 6:00 pm. Super funds need to transfer unclaimed super to the ATO. Inactive low-balance super accounts. ATO-held super refers to the money in super that (the ATO) holds for you. If you have ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super. The criteria are as follows: the amount is less than $200; you are aged 65 or more; you are a former temporary resident of AustraliaYou can find their contact details on the Australian Super website. Register your SMSF and apply for an ABN. That’s great your new super fund allows these ATO Held supers to be transferred. Account balances are updated when they are. External Link. 5 steps to find your super. Download this form – Application for payment of ATO-held superannuation money (NAT 74880, PDF 261KB) This link will. If you can't use our online services you can. MODULE 2 82 | PRINCIPLES OF ASSESSABLE INCOME Derivation Why is derivation important? Common law has established that income is a ‘flow derived from a source’. when phoning the ATO the message says use MyGov and hangs up. No tax is payable when accessing super accounts with a balance less than $200. posted 2016-Apr-17, 10:08 pm AEST. Manage your super accounts online with the Australian Taxation Office's secure and easy-to-use system. How to pay super, the amount to pay and due dates for payment. When you change super funds, you usually keep the existing insurance until the replacement policy is issued and your new cover is confirmed. More serious breaches can result in trustee fines or even imprisonment. apply for your ATO-held super. Australian citizens are not eligible for DASP. If you don’t have a myGov account, find out more about creating a myGov account linking ATO online services. Thanks for you question. ATO-held super is super money we hold for you. He works with 3 other guys and they have similar situations, except 1 last received a super contribution in 2013 instead of. ATO-held super is money we hold for you, pay for usage in your welfare, that needs to go into your amazing. Select the 'Check online' button. For more information, see Searching for lost super. Do you have any other active super accounts besides the SMSF? Otherwise, you may want to complete search 'Searching for lost. Generally, USM must be reported and paid to us from super providers once it meets a certain category of USM for any of the following: unclaimed super for members who are 65 years. Completing the paper application. The taxable income of a superannuation fund is taxed at a flat rate of 15%; however, concessional contributions of those members whose taxable income exceeds $300,000 are subject to a rate of 30%. To apply for your Departing Australia Super Payment (DASP) use the DASP online application system. ClareN (Staff) 26 May 2020 Hi @Ayesha If your superannuation is held by the Tax Office you cannot withdraw it under COVID19. If the stapled super fund account provided by us is a self-managed super fund, you should obtain the electronic services address and bank account details from your employee. You are being logged out, please wait. However, you can transfer your account balance to a complying super fund or retirement. Downloads. If you have a self-managed super fund (SMSF), you must still apply to us and get our approval before releasing any. An active super account is defined as an account that: is held by a person who has not died. Our phones are working. You can make a downsizer contribution up to a maximum of $300,000 (each spouse), but the contribution amount can't be greater than the total proceeds from the sale of your home. That page has a section that explains this. I would like to know how long this transfer will take and if I need to do anything. Check the eligibility criteria for withdrawing super from. When will we transfer ATO-held super. You can withdraw your super when you: turn 65 (even if you haven’t retired) reach preservation age and. We will initiate the transfer of certain types of ATO-held super to an eligible, active super account on your behalf. Find our most popular forms and instructions listed below or use search and then refine your results using the filters. A list of your funds including ATO held super with their last reported. We can advise where it has been transferred to over the phone. Check which overpayments we pay interest on and how to calculate the interest amount. 9 billion in lost and ATO held super this year, including unclaimed super money, as at 30 June 2020. I am trying to transfer the clients money from the ATO to their only super fund. ATO-held super belongs money we hold for you, paid to states on your behalf, that needs to take into choose fabulous. Lost super (fund-held) Check the total number of super accounts and value of lost super for the last 4 financial years. This account isn't the same thing as your superfund. For example, if we had ATO-held super for someone and they were eligible for a direct payment of it we would likely use the bank account details on record. You can also find lost super using a paper form. This is a compilation of the Superannuation Act 1976 that shows the text of the law as amended and in force on 1 January 2020 (the compilation date). Where ATO-held super comes fromWhere payment of ATO-held super is sought through a search request, the trustee of the super fund or their administrator or service provider must have received consent from each member whose details are included in the search request. Australian Taxation Office. You may be able to choose the super fund your SG contributions are paid into. You may have super accounts you’ve forgotten about or don’t know about. Around $13. Most helpful reply. This tax is charged if your income plus your concessional super contributions are above $250,000. Check if you have to pay super for your employees, including contractors and workers under 18. retirement savings accounts (RSA) the government. Retirement means you have ceased gainful employment either: when you were 60 years old or over. Speak with the super fund to work out if they are an ERF. Whether you choose a new super fund or one of your existing ones, give your employer the details they need to pay your super into your chosen account. Hi @Lainee. Hi @rossmeach, Yep, you're welcome to leave your super in Australia until you get back. ATO held super can come about for quite a few reasons outlined here, and super funds must report and pay lost super in certain circumstances. We apologise for any inconvenience and thank you for your patience. A self-managed super fund (SMSF) must pay a minimum amount each year to a member who is receiving a pension that commenced on or after 20 September 2007. $1,661. Most helpful reply. The extent of the penalty will depend on the seriousness of the breach. Author: YianaATO (Moderator) 17 Nov 2020. It depends on why we are holding the super for you as to when it will be transferred to your fund. That is, 10% of the total $1,000 insurance premiums, multiplied by the company tax rate of 30%. a paper form. The authorised LPR, or their nominated representative, can get a data package of the tax and super records we have for the deceased person. Click on the Super tab, select Manage and then select Transfer super. It also runs. Yes, you should be able to view in your myGov if you have any ATO-held super. On 1 December 2015, you lodge an AAF return for the 2014–15 income tax year. Due to system maintenance, the Superannuation Clearing House service is temporarily unavailable. Lost super (fund-held) includes both uncontactable and inactive super. Our ATO-held super page goes into your options further. Sections 6-5(2) and 6-5(3) of ITAA97 establish that, for assessable income to be included in a particular year, then that amount of income must be derived by the taxpayer in that. agplant (Newbie) 19 Oct 2020. sa. Super is an investment in your future. 1 Check that you’re eligible You can use this form to request a full withdrawal from your super in certain situations. This works similarly to an income tax account that has bank details on record to process refunds. NAT 8678a. The only mentions of the $6,000 figure for ATO held super are in these scenarios: Your super provider must report and pay your super to us if you are a lost member and your balance is less than. PAYG payment summaries. SM2304 (Devotee) 294 likes. Our ATO-held super page runs through this. Generally, no. cap amounts from previous years. Since 31 December 2007, the super guarantee charge (SGC) has been required to be paid before payments to ordinary unsecured creditors. If the government, your super fund or your employer can't find an account to transfer your super to, we hold it on your behalf; combine multiple super accounts by transferring your super into your preferred super account – if this is a fund-to-fund transfer, it will generally be actioned within three working days. You can use this application to transfer your ATO-held unclaimed super money (USM) to either your: KiwiSaver scheme provider, or. You can withdraw your super when you: turn 65 (even if you haven’t retired) reach preservation age and. gov. The website says "You may be able to withdraw your ATO-held super if you meet the conditions. External Link. a separate payment transfer. The account with us uses your bank details if we ever need to process a refund to you, for example, if we had ATO-held super for someone and they were eligible for a direct payment of it, we would likely use the bank account details on record. Access to ATO-held super. If a super. on the investment earnings in the fund, which in the. completing the paper form. +61 3 9268 8332. It has a link to the online application system, which you can use to locate your super (either with your fund or with us) and then apply to have it released. An extra 15% tax on the super contributions of high income earners. This payment is called a departing Australia superannuation payment (DASP). Your super is for retirement, but you may be able to access it earlier on compassionate and other hardship grounds. Super lump sum. Hello, I've set up a self managed super account and would like to transfer the ATO held super in my name. A rollover is when you, as a member, transfer some or all of your existing super between super funds, including SMSFs. The DASP online application system also allows you, or your authorised intermediary, to: ATO-held super is super money we hold for you. Any account with a balance will appear here, so you may find some super you had forgotten about. How to apply for ATO held super; You also have the option to use a paper form instead if you cannot use the online system. Author: McKenzieATO (Superuser) 6 July 2020. Paying benefits. The total value of lost and ATO held super is $16. ATO-held great is money we hold for you, paid to us set your behalf, that needs to go into own super. If you are eligible to apply for ATO-held super but can't apply via our online services, complete the paper application and return it to us. To update your financial institution details using ATO online services: sign in to your myGov account. You will need to find out from the ATO what type of super they are holding. The super fund (not us) might refuse your transfer if: receiving fund will not accept the rollover or. Welcome to our Community! You can request to have your ATO held super transferred to a super fund of your choice by using our online services to nominate the super fund you would like to transfer the money to. There is additional information further down the page. 4) Act 2023 came into force, making several changes to the financial reporting and audit obligations for registrable superannuation entities. Your super fund considers many factors when deciding if you can access your super early. balance as cash. Low fees means more love for your super. $340. In order to withdraw ATO-held super for a third-party you will need to supply supporting documentation. ABN entitlement. The payment may be: a one-off lump sumManage your clients from your desktop or tablet. 25. Evidence of serious hardship. The payment may be made up of two components, taxable and tax free. It says you are holding an amount for me (even shows me the amount) but then says there are no open accounts found and there are 'no eligible accounts for transfer. This form may take some time for us to process. You have mentioned that you are on a disability pension. ATO holding $19. After it has been processed, you would then be able to see the credit via our online service. either their tax file number (TFN) or residential address. Following the SG Amnesty, the ATO held back from chasing up employers failing to meet their SG obligations due to the impact of the COVID-19 pandemic on businesses. If you wish to access super money we currently hold for you, you will need to transfer it to your super fund before you can apply for COVID-19 early release of super. This was made up of just over 6. Super Fund Lookup is the ATO's external register of Self-Managed Super Funds' (SMSF) current compliance statuses. For example, according to ASIC’s Moneysmart calculator, a 30-year-old with a super balance of $50,000 on a wage of $60,000 will likely retire at 65 on $411,548, but if they withdraw $10,000 at. 8%. For further information, visit our website at ato. You can receive a payment of ATO-held super in two ways: online using your myGov account connected to ATO online services. You can read more on our website on how to claim your super. Restrictions on investments. 20% lower fees than the super industry average with Core Strategy* thanks to the power of 1. You do not need to declare the amounts you make from your hobby to the Australian Taxation Office (ATO). For ATO-held super, use the Application for payment of ATO-held superannuation money (NAT 74880) and send it directly to us. 9 million Rest Members! What’s more, we give profits back to Members, not. We don't use them for direct debits. As you will be sending it from overseas, it will take a while to get a reply from us (up to 28 days plus international postage time). “This doesn’t mean your super is lost forever – far from it. From 1 July 2017, a new tax rate of 65% applies to DASP for working holiday makers if the payment includes superannuation contributions made while a person held either: subclass 417 (Working Holiday) visa. However. On 1 July 2023 the Treasury Laws Amendment (2022 Measures No. I'm trying to apply for a delivery job and so I need an ABN first, I don't know what should I put for the "Position held", I put in Individual/Sole Trader but I'm not completely sure if that's the correct decision. PO Box 3006. There are also several helpful features and tools you can use. Mia later receives an excess concessional contributions determination for 2019–20 as the total amount of her employer contributions ($42,000) was more than her concessional contributions cap ($34,000). You cannot claim a deduction for any losses from your creative work if it is a hobby. Certain employer termination payments (ETPs) received by the fund before 1 July 2004 may also be included in this category of benefits. Your guide to the structures, organisations and key people in the Australian GovernmentSong Name: Aaj Jaane Ki Zid Na Karo Singer: Farida Khannum. I authorise the transfer of any ATO held super monies into my account. If you wish to access super money we currently hold for you, you will need to transfer it to your super fund before you can apply for COVID-19 early release of super. From your myGov, you can request a rollover from ATO-held super to your nominated account. To view and update a client's FID, follow the Online services for agents user guide. 3. Prior year tax return forms and schedules. From. date of birth. You can do this by accessing unused concessional. When a self-managed super fund (SMSF) member dies, the SMSF generally pays a death benefit to a dependant or other beneficiary of the deceased. – for both super fund and ATO-held super. You may apply to have your ATO-held USM transferred directly to your New Zealand financial institution if: you're 65 years or older, or; the amount is less than $200. Super funds currently hold $10. Postcode. Add the extra child rate for each child you have to the couple combined rate in the table. There are different tax rules for members of defined benefit super funds. 1 Replies. In reality, the actual average tax rate can be lower than this, typically around 6. To claim the offset, see T2 Australian superannuation income stream tax offset. You will be able to check all of your super accounts, find any lost or ATO-held super, and transfer your super into the super account you want. O. a regulated super fund; an exempt public sector super scheme complying approved deposit fund; retirement savings account. For ATO-held super, use the Application for payment of ATO-held superannuation money (NAT 74880) and send it directly to us. If the member submits their request using a paper form, you need to verify. Your lost or unclaimed super may be held by your super fund (as a lost member), or by us as ATO-held super. By using ATO online services, you can keep track of your super. If you are a non resident, it may have offered a cheque option. It includes unclaimed superannuation money (USM) and money held in the Superannuation Holding Account (SHA). 2 - once your new fund is established, have that fund send through a 'Member Account Form' to the ATO. If you are eligible to apply for ATO-held super but can't apply via our online services, complete the paper application and return it to us. It's important to provide the correct account details, as we may be unable to recover money paid to an incorrect account. the member has left the fund), they will transfer the amount back to us. This will mean your entire super amount will be. Click on the Super tab, select Manage and then select Transfer super. Interest we pay. When I checked a month ago I was able to view my accounts and I saw that the ATO held the $1600 that was held in my old InTrust account, but now I'm unable to find that $1600. While lost uncontactable and lost inactive accounts are still held by superannuation funds managers, unclaimed super money (USM) and superannuation holding accounts (SHA. Completing the paper application. If you're unable to do this online you can give us a call to request the transfer instead. g. complete the PDF form Searching for lost and unclaimed. info.