Where the superannuation entity has a corporate trustee, record the name of the Trustee Corporation.
2.2. Trustee ABN (where applicable)
Where the superannuation entity has a corporate trustee, record this number.
2.3. Trustee License Number (where applicable)
2.4. Names of Trustee Directors
Where the superannuation entity has a corporate trustee, confirm the name and contact phone number of individual directors in the table. Select from the drop-down box next to each name:
“member” where the director is a member representative;
“employer” where the director is an employer representative;
“independent” where the director is an independent trustee (i.e. a trustee who does not represent members or employers, but not a director of a professional trustee company); or
“professional” for directors of a professional trustee company
to indicate whom they are representing.
2.5. Registered Address of the Trustee Corporation
Where the superannuation entity has a corporate trustee, record the registered address of the Trustee Corporation. (This address must be a street address).
2.6. Address for Correspondence of the Trustee Corporation
Where the superannuation entity has a corporate trustee, record the postal address of the Trustee Corporation.
2.7. Street Address of the Trustee Corporation
Where the superannuation entity has a corporate trustee, record the street address of the Trustee Corporation. If this is the same as the registered address reported in item 2.5, write SAME in the Address Line 1 field.
2.8. Names of Individual Trustees
Complete this item only if the superannuation entity has individual trustees, not a corporate trustee. (For corporate trustee directors complete item 2.4).
Confirm the name and contact phone number of individual trustees in the table. Select from the drop-down box next to each name:
“member” where the trustee is a member representative;
“employer” where the trustee is an employer representative; or
“independent” where the trustee is an independent trustee (i.e. a trustee who does not represent members or employers)
to indicate whom they are representing.
2.9. Primary Contact for the Trustee(s)
Important!
This item is to be completed by all superannuation entities (i.e. both superannuation entities with a corporate trustee and superannuation entities with individual trustees).
Contact title & name
Record the name of the person who can assist us with any questions about the Trustee(s).
Contact position
Record the employment position of the contact person.
Contact phone
Record the contact number (including STD code) of the contact person.
Contact facsimile
Record the facsimile number (including STD code) of the contact person.
Contact e-mail (where applicable)
Record the e-mail address of the contact person.
Contact address
Record the postal address of the contact person. If this is the same as the address for correspondence of the superannuation entity reported in item 1.2, write SAME in the Address Line 1 field.
Organisation Lodging This Return
3.1. The name of the organisation lodging the return
Record the name of the organisation actually lodging this return. For example, the organisation may be:
the corporate trustee;
an outsource provider (e.g. external administrator); or
a business unit within the employer sponsor 'for and on behalf of the corporate trustees'.
The superannuation entity should not be recorded as the name of the organisation lodging this return.
3.2. The ABN of the organisation lodging the return
Record the ABN, or, if none, leave blank.
Wind up Details
Important!
Only complete item 4 if the reporting superannuation entity wound up during the reporting year, else leave BLANK.
Important!
If the superannuation entity has wound up during the year, it should have $nil net assets at the end of the current reporting period and, consequently, SRF 210 Statement of Financial Position items 5, 11, 12, 16, 17.1, 17.2 and 17.3 should be either $nil or a negative figure.
Important!
If the superannuation entity has wound up:
Before the end of the reporting date for the current reporting period (i.e. May or June) – then the superannuation entity should only lodge the paper based wound up return which can be downloaded from APRA's website.
After the end of the reporting date for the current reporting period (i.e. July or August) – then the superannuation entity should lodge the SRF 200 series of forms including SRF 250.0 Superannuation Entity Profile item 4.
Date entity wound up
Record in DD/MM/YYYY format.
Important!
The wound up date should not be greater than the current reporting date i.e. if the current reporting date is 30 June 2005, the wound up date should not be after this date. For entities which wind up after this date, a wind up return should be completed for the following financial year.
4.2. Wound up reason
Enter only the corresponding number for the reason for windup:
1 – Transferred to another Superannuation Entity
2 – Never Operated
3 – Employer sponsor ceased operations
4 – Other reasons given
4.3. Maximum number of members during the financial year?
Record the maximum number of members in the superannuation entity during the financial year (or part thereof) for which the superannuation entity is reporting, prior to its windup.
4.4. Is this a successor fund transfer?
Record Y or N (Yes or No). A ‘successor fund’ is a superannuation entity which agrees to, and does, confer on members equivalent rights in respect of benefit entitlements, to those which the member had in the transferor superannuation entity.
If Yes, provide details of the successor fund:
4.4.1 Name of successor fund
Record the full name of the successor fund.
4.4.2 ABN of successor fund (where applicable)
Record the ABN of the successor fund (or if not available, the ABN of the trustee), or if none leave blank.