Please enable JavaScript to view this site.

Mclowd User Guide for SMSF Trustees

 

EVENT CODE

 

EFFECTIVE DATE

 

For reports of income streams commenced prior to 1 July 2017

30 June 2017

 

For reports of income streams commenced, or to be commenced in the retirement phase, on or after 1 July 2017

The starting date

IRS

For reports of a reversionary income stream that commenced on of after 1 July 2016 (IRS)

Date of death of the original superannuation fund member if known.

If unknown, the date the income stream commenced

SIS or ICB

For reports of reversionary income stream or reversionary child death benefit income stream commenced prior to 1 July 2016, report a superannuation income stream (SIS) or child death benefit income stream (ICB)

(DO NOT report reversionary income stream)

30 June 2017

LRB

For reports of LRBA payments

the date the loan repayment was made

MCO and CC1

For reports of commutations

the date the commutation occurred

CC2

For reports where a partial commutation has occurred

the date the commutation occurred

CC2

For reports of type 2 commutation authorities where no commutation has occurred

no date is required

CC3 and CC4

For reports of commutation authorities type 3 or 4

no date is required

APV, RPV, or NTC

For reports of accumulation or retirement phase value or notional taxed contributions

30 June in the relevant financial year

 

For reports of a debit that is a structured settlement contribution

the date the contribution was made

 

Copyright Mclowd Pty Ltd 2018