To ensure a rollover can be processed through wrkr SMSF Hub, a SMSF will need to be associated with the ESA wrkrSMSF through ATO Online.
Agents (advisers/ accountants):
- Within the Australian Business Register, please log into Online Services for Agents.
- Select the SMSF profile. If the SMSF has an existing ESA, it will be shown. The ESA is an alias used to represent a messaging provider (such as wrkr) - it is not an email address.
- To update the ESA alias shown, select the Alias drop-down menu and select wrkrSMSF. Select Edit or Remove to update.
The wrkrSMSF ESA details can now be provided to any relevant employers to ensure contribution data is sent to the wrkr SMSF Hub.