/ EOI – Attachment A
Contributions induction group 1

Expression of interest for APRA fund

Please completea separate nomination for each fund. Multiple nominations for funds using the same contribution platform are not required.

Section 1: Fund details

Fund name
/
ABN
Contact person
Contact email
/
Contact phone
Administrator (if relevant)

Section 2: Solution details

Planning to implement a message based solution (Channel A)

Fully compliant SuperStream solution with ultra light profile(i.e. no automated error or outcome messaging) and pass-through of choice contributions / Yes / No
Planning to accept alternate electronic file but with message based choice distribution (Channel B with Channel A onforwarding)
Alternate solution but with message based distribution of choice contributions. During induction onforwarding must be constrained to an agreed limit of employers (or number of transactions). / Yes / No

Section 3: Candidate employers

Up to six (6) employers can be nominated by completing the information below. Where details are not yet known (eg: employer name) put ‘TBC’ as name and add indicative profile information. This information can be updated later.

Candidate 1

Employer name /
ABN
Number of employees
Number of funds contributed to
/ Default / Choice funds
Proposed implementation approach
/ Channel A / Channel B with Channel A onforwarding
Whole / part payroll
/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Candidate 2

Employer name /
ABN
Number of employees
Number of funds contributed to
/ Default / Choice funds
Proposed implementation approach
/ Channel A / Channel B with Channel A onforwarding
Whole / part payroll
/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Candidate 3

Employer name /
ABN
Number of employees
Number of funds contributed to
/ Default / Choice funds

Proposed implementation approach

/ Channel A / Channel B with Channel A onforwarding

Whole / part payroll

/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Candidate 4

Employer name /

ABN

Number of employees

Number of funds contributed to

/ Default / Choice funds

Proposed implementation approach

/ Channel A / Channel B with Channel A onforwarding

Whole / part payroll

/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Candidate 5

Employer name /

ABN

Number of employees

Number of funds contributed to

/ Default / Choice funds

Proposed implementation approach

/ Channel A / Channel B with Channel A onforwarding

Whole / part payroll

/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Candidate 6

Employer name /

ABN

Number of employees

Number of funds contributed to

/ Default / Choice funds

Proposed implementation approach

/ Channel A / Channel B with Channel A onforwarding

Whole / part payroll

/ Full / Partial
When do you anticipate start-up? / Jul 2014 / Aug 2014 / Sept 2014 / Unsure
Comments

Section 4: Additional comments

Additional Comments

Section 5: Authorisation

As an authorised representative of the fund, I confirm our commitment to work towards:
  • Achieving readiness for implementation by the period nominated in this form
  • Meeting the specified entry criteria by at least one week prior to the proposed induction start date
  • Following the induction process steps specified by the ATO and participating in the ATO-sponsored Nerve Centre reporting and review process
  • Sharing lessons learned from the implementation with the ATO and other industry stakeholders
  • The employers nominated in this form have provided their consent to be part of this EOI.

Name / Signed (via email submission)
Title / Date

Enquiries and/or completed forms should be sent to

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