Before you begin using the wrkr SMSF Hub to process a rollover or receive a release authority, you need to advise the ATO of the wrkr ESA and SMSF Software ID/ SSID to link the two systems together for your SMSF. If clients will be using the wrkr ESA to process contributions, any employers remitting superannuation to your SMSF will also need to be updated. This has been summarised in the following 3 steps:
Step 1 - Update the ATO with your new ESA - wrkrSMSF
Step 2 - Update the ATO with your Software ID/ SSID
Step 3 - Update your the employer / payrolls officer for each of the SMSF members / trustees for their Superannuation Guarantee payment
Steps 1 & 2 can either be done via telephone or online.
Jump to the relevant guide below:
To update the ATO by telephone
The ATO can be called on 1300 852 232 with the following information:
- proof of record ownership (for example personal TFN, date of birth, address, recent ATO-generated notice). This is required for identification/ verification purposes.
- your Australian business number (ABN), or if you are a registered agent, you can use your registered agent number (RAN)
- the name or ABN of your software provider (which is wrkr which has ABN: 50611202414 registered with the ATO)
- our ESA which is the word wrkrSMSF
- our unique Software ID/SSID provided by us - for a guide on finding your Software ID please see: here.
2. Update the ESA and Software ID with the ATO online
Jump to the relevant guide below:
Updating the Software ID/ SSID online
Notify the ATO of the ESA wrkrSMSF:
Please log into the Online Services for Business login page:
https://onlineservices.ato.gov.au/business/
- Select your SMSF business, then select Profile, then select Business details:
Scroll down the page displayed until you see 'Electronic service address alias' details, choose wrkrSMSF from the dropdown menu and Save the changes:
This has updated the ESA with the ATO. Some clients have reported needing to wait 24 hours for the ATO systems to update before being able to use the wrkrSMSF ESA for rollovers.
Notify the ATO of the Software ID/ SSID and hosted software service:
Please log into your account with the ATO Access Manager, logging in with your myGovID: https://am.ato.gov.au/amsupport/pages/welcome.htm
- Select My hosted SBR software services
- Select Notify the ATO of your hosted service
- Search for ‘Wrkr’ as the SBR software service provider in the list, by typing the ABN 50611202414 or name
- Select the ABN link
- Enter the Software ID (SSID) we have provided you
- Read the Notification statement then select Save
- A success message will appear on the next screen to confirm your notification.
For more information on associating your Software ID / SSID with your SMSF, visit the ATO help page here.
Step 3
Update your the employer or payroll officer of all members / trustees with your new SMSF ESA - wrkrSMSF. If this is not done, wrkr will not receive any contribution data on behalf of your SMSF which will not be available within the SMSF Hub portal. This will affect any reports that are downloaded from the SMSF Hub and impact reconciliation and auditing for the SMSF.
Please find attached below a letter you can complete and give to employers notifying them of your new ESA with wrkr.