How We Claim For You — DASP Intermediary

Quick summary

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DASP intermediary

✓At ALITAX we lodge as your agent

✓Home Affairs check is built in

✓Your money goes straight to you

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ALITAX · Bilal Jivraj — Registered Tax Agent 25287564. Original guidance from 10+ years of DASP and tax casework.

When you claim your DASP through us, we act as your authorised intermediary — a registered tax agent submitting the claim on your behalf. This is a formal role recognised by the ATO, and it makes the whole process smoother and safer for you.

What a DASP intermediary is

Registered tax practitioners who hold a DASP agreement with the ATO are known as DASP intermediaries. They can use the DASP online intermediary application system to submit claims for their clients. When we do this for you, our name and contact details appear on the claim the fund receives, so the fund knows we are acting for you.

Source: ATO — Role of an intermediary to claim DASP.

Why claiming through an intermediary helps

According to the ATO, when a claim is submitted through the DASP online system:

Your immigration, visa and residency status is already checked online with the Department of Home Affairs — so it does not need to be separately verified
If your benefit is under $5,000, the additional AML/CTF client-identification procedures are not required for that claim
The visa information in the application (including working holiday maker visa details) helps determine the correct DASP tax rate

How funds see your claim

Funds regularly check the DASP online system for claims to action. When we lodge as your intermediary, your claim appears there with our details attached — and we follow it up until it is paid.

Source: ATO — Online claims and DASP intermediaries.

The Limited Letter of Authority you sign

To act as your intermediary, we ask you to sign a Limited Letter of Authority. This is an important protection for you — it defines exactly what we can and cannot do. In plain terms, it authorises us to:

Communicate with your super fund, the ATO and relevant organisations about your account and DASP claim
Request and receive information — membership, balance, contributions, eligibility, identity requirements, outstanding documents, and payment status
Prepare, submit and follow up your DASP application and supporting documents
Provide the identification, immigration and bank details you supply, for the purpose of your claim
Receive correspondence and updates about your account and application

What we are NOT allowed to do — your money protection

The authority is strictly limited. We are not authorised to receive, withdraw, transfer or retain your super or DASP payment. Any approved payment must go directly to the bank account you nominate — never to us. We also cannot change your beneficiaries, investment options or insurance.

The authority lasts only until your DASP matter is complete, and you can revoke it at any time in writing. You remain responsible for reviewing and approving the information in your application — we never lodge without your approval.

This is what safe representation looks like

A proper limited authority means we can do all the hard work with the fund and the ATO on your behalf, while your money still goes straight to you. That combination — full help, zero access to your funds — is exactly how it should be.

✎ Written by Bilal Jivraj

Original work of Bilal Jivraj, Director and Registered Tax Agent (No. 25287564), ALITAX — based on 10+ years of DASP and tax casework. © 2026 ALITAX. All rights reserved. No part of this work may be reproduced, republished or distributed without the written permission of the author. When referenced, please cite ALITAX — Bilal Jivraj as the source.