Support Query

I'm processing a rollover, however, I receive an error message that the Transmission is unsuccessful. How do I fix this?

Potential error messages that display: Transmission Unsuccessful; Total number of transactions in the transmission is {number}; Number of transactions passed authorisation check is {number}; Number of transactions failed authorisation check is {number}; Number of unexpected errors is {number}; Intermediary identifier information is missing from the lodgement.

Solution

This error message is due to the setup process between ATO Access Manager and BGL.

The transferring fund is required to enter the BGL Software ID into Access Manager in order to access the ATO's verification services prior to processing a rollout.

To ensure your fund is linked to these services, please ensure you have:

Entered the BGL Software ID into Access Manager
Added a Lodging Party with ABN attached (as an individual or company contact)

1. Entered the BGL Software ID into Access Manager

Ensure your BGL Software ID is entered into ATO Access Manager, for the transferring fund to access the ATO’s verification services.

If you are already using SF360 for Annual Return lodgement, this would have been set up already. We would still recommend you to confirm the setup, prior to making the rollover out of the SMSF.

To confirm, please log in to your Access Manager. Alternatively, follow the steps below to enter the BGL Software ID into Access Manager.

Locate your firm's Software ID:

Each Simple Fund 360 Subscription will have a unique Software ID, and can be found via the Firm profile page, lodgement declaration and lodgement screen.

From the Main Toolbar, go to Settings.
Select Lodging party from the list.

The SBR Software ID can be found in the right-hand corner.

Notify ATO of your hosted service:

a) Select My hosted SBR software services from the left-hand menu.

b) Select Notify the ATO of your hosted service.
c) Search for your provider (BGL) in the list of online software providers, or search by entering the full name of the software provider (BGL Corporate Solutions Pty Ltd) and select the ABN (60606354079) link to accept the software provider.

d) Enter the SBR software ID from Simple Fund 360 and select Next.
e) Confirm the details and to agree with the Notification, select Save.
f) The message Your changes have been saved successfully will appear on the next screen to confirm the nomination.

You may experience delays as the ATO system updates the nomination. If delays persist, please contact the ATO.

2. Adding a Lodging Party:

Ensure a Lodging Party has been added to the Lodging Party screen with an ABN attached to the contact to proceed with the rollover.

From the Main Toolbar, go to Settings.
Select Lodging party from the list.

a) From the Lodging Party screen, select Add New Lodging Party.

b) You will be taken to the New Lodging Party screen.

c) Start typing the first few letters of the contact in the search bar. If the contact does not exist, select Add Contact. The Contacts screen will appear in a sub-screen. Complete the details of the contact and Save.

Ensure the individual contact or representative has an ABN attached to proceed with the rollover.

If the lodging party is a 'Trustee', ensure and ABN has been attached via Fund Details.

If the selected Contact has representatives attached, the following screen will display.

Select an individual from the list and select Save.

d) Select Trustee or Tax Agent or Business Intermediary to the question Are You Lodging As.
If you selected Tax Agent, input the Tax Agent No.

e) Select the entities you want to be attached to this Lodging Party.

f) Select Save.