Authority to Operate an Eligible Rollover Fund - Australian Government

Description

You must apply for this authority to operate as an eligible rollover fund (ERF). You can only apply for this authority if you are a licensed trustee that holds a public offer class or extended public offer class licence.

ERF's are super funds or approved deposit funds that are eligible to receive benefits automatically rolled over from other funds.

Please consult the Contact Officer for more information.

Service type

Licence

A licence defines the need to obtain recognition / certification and registration to undertake a certain business activity.

Eligibility requirements

To be eligible for this authorisation you must:

  • be a RSE licensee of a prescribed class
  • submit an approved form with the required information
  • state the RSE licensee's and the fund's ABN.

Please consult the Contact Officer for more information regarding eligibility requirements.

Fees

Fees Details for this service in table format.

Task Type Business Structure Description
Apply Application All

No fees are required.

Forms

Task Business Structure Resources
Apply All ERF Authorisation Application Form (Opens in new window)

Act(s) name

Superannuation Industry (Supervision) Act 1993 AG

Regulation(s) name

Superannuation Industry (Supervision) Regulations 1994 AG

Administering agency

Australian Prudential Regulation Authority

Contact details

Contact Email, Phone and Address Details for this service in simple two column table format, header then data.

Enquiries

Australian Prudential Regulation Authority

Phone: 1300 558 849
Email: info@apra.gov.au
Website: Australian Prudential Regulation Authority (Opens in new window)