An enhanced privacy setting has been added to the Badge Settings screen that hides the TFN and D.O.B from various Reports.
How to Access
The toggle can be accessed from the Badge Settings screen. Please take the following steps to access the screen.
| From the Main Toolbar, go to Settings. | |
| Select Badges. |
Under General Report Settings, locate the Hide Member/Beneficiary TFN or Hide Member/Beneficiary DOB toggles. Select Yes/No as appropriate.
Affected Reports
Affected Reports - D.O.B.
Member Statement
Member Summary
Consolidated Member
Pension Summary Report
Contributions Summary Report
Work Test Declaration
Rollover benefits statement
Superannuation lump sum prepayment statement
Downsizer Contribution Form
Contribution splitting form
Deduction Notice Form (s.290-170)
PAYG Payment Summary
PAYG Payment Summary – Pension
Fact Finder / Fact Finder Advisor Extract
D.O.B shown as "Provided"
SMSF Annual Return
Request to adjust concessional contributions
Super transfer balance account report
Affected Reports - TFN
Member Statement
Consolidated Member
Rollover benefits statement
Downsizer Contribution Form (also shows Fund’s ABN / besides member’s TFN/ DOB)
Contribution splitting form
Deduction Notice Form (s.290-170)
PAYG Payment Summary
PAYG Payment Summary – Pension
Request to adjust concessional contributions
Super transfer balance account report
Superannuation Standard choice form
Independent Auditor’s Report
Fund Summary Report
Lodgement Declaration