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Win for accountants over planners in new ATO, super feature

Win for accountants over planners in new ATO, super feature

Katarina Taurian
15 June 2018 — 1 minute read

Accountants will have more visibility than planners over their clients’ superannuation portfolios in a new service the ATO is set to make live later this year.

After consulting with industry, the ATO confirmed tax agents are set to have the same view that individuals currently have in accessing ATO Online via their myGov account.

An ATO spokesperson said this service will only be for registered tax agents – it will not be available for financial planners.

At this stage, this will become available towards the end of 2018.

SMSF Adviser understands the new service is view-only, meaning it will not provide tax agents with the ability to enact rollover or consolidation requests on behalf of their clients.

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Win for accountants over planners in new ATO, super feature
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