swimECswimEC StandardsStandards Description

Standards Description

Standard: Electronic Superannuation Contribution Payments
This Standard is designed to enable employers and their agents to forward superannuation contributions, and information about those contributions, to superannuation fund administrators using the established EFT (via BECS Direct Credit) and BPay payment streams.

Version: 1.0
Issued: March 2005

A swimEC Contributions Payment Validator is available as a separate download.

Standard: Superannuation - Registration & Contributions
The Superannuation - Registration & Contributions Standard covers the following transactions between employers / payroll providers and superannuation funds / superannuation fund administrators:

Employer registration
Employee/member registration
Contributions

Version: 5.0
Issued: September 2003

Standard: Superannuation - Rollovers
The Superannuation - Rollovers Standard covers the rollover of superannuation monies between superannuation funds.
This is the revised standard.

Version: 7.0
Issued: May 2006

A swimEC Rollover Validator is available as a separate download.

Standards: Unit Trust Distributions
This contains electronic message standards for the publication of announcements and entitlements of unit trust distributions in both the retail and wholesale managed fund markets.
This is a revised standard.

Version 2.1
Issued: September 2004

Standards: Unit Price Data
Contains a set of electronic message standards to enable the publication and maintenance of unit prices for retail and wholesale managed fund products.

Version 2.0
Issued: February 2003

Standards: Account Opening Request and Account Modification Instruction
Contains a set of electronic message standards to request the opening of a retail managed fund account and to modify the account details of these accounts.
This is a revised standard (version 4.0), dated December 2004

Standards: Account Balance Modification (Financial Transactions)
Contains electronic message standards to allow an investor to request financial transactions that affect his/her account balance, and to be notified of the status of those financial transactions.
This is a revised standard.

Version 4.0
Issued: December 2004

Guidelines: Payment Convention
These are guidelines to instruct how an organisation/individual can issue payments for managed fund financial transactions (e.g. deposits, distributions), and how the payments and financial transactions can be easily reconciled by the receiver.

Version 3.0
Issued: February 2003

Support document: Product Framework
This defines the structure of managed fund products and the identifiers used for products.

Version 1.0
Issued: January 2003

Support document: Industry Context
This provides an overview of the major flows, roles and responsibilities in the Australian managed fund industry.

Version 3.0
Issued: February 2003

Validator: swimEC Contributions Payment Validator
Before using this validator, please read the "Before you Start v2.0" Guide

Validator: swimEC Rollover Validator
Before using this validator, please read the "Before you Start - Rollover" Guide

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Page Last Modified: 3 March 2008

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