Cutover for Rollover MIG v2.0 Industry consultation 19 January 2016 1 Session Outline 1. Purpose 2. Rollover MIG v2.0 – update • • • December 2015 MIG changes Supporting Documentation Rollover Guide, Schematron & Schedules 3. Readiness Reporting and B2B Testing 4. Cutover Scenarios 5. Related Changes • SuperTICK-Open/Closed account & FVS 6. Other business 7. Next Steps Rollover MIG v2.0 Cutover- Industry consultation 2 Rollover MIG v2.0 update Re-Published 18 December 2015 - ATO position • Removed requirement to reject IRR where ABN USI combination is incorrect • Schedules 2,3 & 6 also published in draft. Final schedules will be provided upon completion of Contributions MIG. Rollover MIG v2.0 Cutover- Industry consultation 3 Rollover MIG v2.0 Implementation Plan/Cutover Other releases Jul FVS (bulk) and FVS Nov 17 Member Information eXchange Service (MiX real time) Annual Member Information eXchange (Annual MiX) USM from Fund to ATO via SBR re-using the Rollover Transaction Request Temporary Resident Notification (s.20c) from ATO to Fund reusing the Initiate Rollover Request Oct SuperTICK SBR2 Follow the Fund Aug EPF via SBR2 Nov SuperMatch2 SBR2 SuperTICK closed account reporting EmployerTICK returned TFN 2015 Jul-Sept 2016 Oct-Dec Jan-Feb 2017 Mar-April May-June July-Aug Sept-Oct Nov Dec Jan-Feb SSRG cutover process approval – Oct/Nov MIG v2.0 published – 2 Oct Taxonomy released - Nov Change Management Paper – Dec Schedules 2, 3, 5, 6 released - Dec Updated Rollover Guide released - Q1 Schematron released (including optimisation) – Q1-2 ATO EVTE available for g/w testing – end Mar G/W 3rd party cert & IRR RTR/RTOR Refunds USM Rollovers/ Refunds B2B G2B Interop (includes EVTE) Design / Build / Internal test Readiness checkpoint – 1/7 3rd party cert Production Cutover B2B testing ( including v 1 and v2) Design / Build / Internal test 3rd party cert 17/10 – 11/11 EVTE Test with ATO B2B Cutover Complete Production* Cutover 15/11 – 16 /12 G2B Cutover Complete Once funds have transitioned to the new channel the ATO will seek to decommission ECI for rollover and contribution transactions. Assumptions - Testing includes Gateway interoperability testing, 3 rd party certification, and P2P (peer 2 peer) Production prior to ramp up. - Send in V2 requires a response in V2 - All trustees sending in B2B by 11/11 - Late adopters manage sending and receiving through partners - Third party certification – functionality will relate to Version 2 only and ATO interaction is not required - Only transactions on day 1 are existing B2B interactions - G2B commence as a new interaction from 15/11 via FVS PROD Readiness for B2B and G2B managed through FVS ATO monitor readiness and report through to SSRG/Nerve Centre Tech Support through ATO *ATO Transactions are dependent upon availability of USM Payment to Trustee 4 Schedule 2, 3, 5 and 6 changes will be re-versioned and released in alignment with the Contributions MIG v2.0 Schematron release date maybe subject to change Industry Readiness/ Monitoring • ATO will assess industry readiness as part of production release for both B2B and G2B • Readiness will be assessed as follows; Group Stage Gateway Awareness/Commitment Administrator Design Trustee Build Internal test Peer to Peer testing Production Release Rollover MIG v2.0 Cutover- Industry consultation 5 Testing • The ATO is recommending that we do not use compliance test for Rollover V2.0 implementation • What testing is required to replace compliance test? • The ATO will provide a test environment to support G2B interactions. This will enable limited scenarios to be sent to a particular ABN/USI combination. Rollover MIG v2.0 Cutover- Industry consultation 6 Cutover Scenarios • If Rollover V2.0 is backward compatible, what impact does this have on our draft cutover scenarios? Rollover MIG v2.0 Cutover- Industry consultation 7 Related Changes • FVS change • The ATO will update existing certification values to allow trustees to notify of production readiness for B2B and G2B transactions. • ROLL2.0-X – Finished induction for Rollover V2.0 (including all error messaging) • GROL2.0-X– Finished induction for Government Rollover V2.0 (including all error messaging) • CONT2.0-X– Finished induction for Contributions V2.0 (including all error messaging and amendments) • GCON2.0-X– Finished induction for Government Contributions V2.0 (including all error messaging and amendments) • SuperTICK changes All trustees must implement SuperTICK V3 by January 2017. This includes a mandatory requirement to provide open and closed account data to the Commissioner. Rollover MIG v2.0 Cutover- Industry consultation 8 Other items • Statement of Account Rollover MIG v2.0 Cutover- Industry consultation 9
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