Superannuation form

Superannuation form
SUPERANNUATION STANDARD CHOICE FORM

For use by employers when offering employees a choice of fund and by employees to advise their employer of their chosen fund.
Section A: Employee to complete
The APRA fund or retirement savings account (RSA) I nominate (Complete items 2,3 and 5)The self-managed super fund (SMSF) I nominate (Complete items 2,4 and 5)The super fund nominated by my employer (Complete items 2 and 5)
2. Your details
Name

First NameLast Name
Employee identification number (if applicable)
Tax file number (TFN)
! You do not have to quote your TFN but if you do not provide it, your contributions may be taxed at a higher rate.

Your TFN also helps you to keep track of your super and allows you to make personal contributions to your fund.
3. Nominating your APRA fund or RSA

You will need your current details from your APRA regulated fund or RSA to complete this item.
Fund ABN
Fund name
Fund address
Fund phone
Please enter a valid phone number.
USI unique superannuation identifier
Your account name
(If applicable)
Member number
Required documentation

You need to attach a letter from your fund stating that they are a complying fund and that they will accept contributions from your employer. Correct information about your super fund is needed for your employer to pay super contributions.
4. Nominating your self-managed super fund (SMSF)

You will need current details from your SMSF trustee to complete this item.
Fund ABN
Fund name
Fund address
Fund phone
Please enter a valid phone number.
Fund electronic service address
Fund bank account BSB code
(Please include all six numbers)
Fund bank account number
Required documentation
You need to attach adocument confirming the SMSF is an ATO regulated super fund. You can locate and print a copy of the compliance status for your SMSF by searching using the ABN or fund name in the Super Fund Lookup service at

http://superfundlookup.gov.au/

If you are the trustee, or a director of the corporate trustee you can confirm that your SMSF will accept contributions from your employer by making the following declaration (place an X in the box below):
I am the trustee, or a director of the corporate trustee of the SMSF and I declare that the SMSF will accept contributions from my employer.
If you are not the trustee, or a director of the corporate trustee of the SMSF, then you must attach a letter from the trustee confirming that the fund will accept contributions from your employer.
5. Signature and date

If you have nominated your own fund in item 3 or 4, check that you have attached the required documentation and then place an X in the box below.
I have attached the relevant documentation.
Signature
Date

DayMonthYear
Date
Should be Empty:

Superannuation form

SUPERANNUATION STANDARD CHOICE FORM

Section A: Employee to complete

2. Your details

! You do not have to quote your TFN but if you do not provide it, your contributions may be taxed at a higher rate.

3. Nominating your APRA fund or RSA

Required documentation

4. Nominating your self-managed super fund (SMSF)

Required documentation

5. Signature and date