For use by employers when offering employees a choice of fund and by employees to advise their employer of their chosen fund.
Choice of superannuation (super) fund
I request that all my future super contributions be paid to: (place an X in one of the boxes below
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. Your TFN also helps you keep track of your super and allows you to make personal contributions to your fund
Nominating your APRA fund or RSA
You will need current details from your APRA regulated fund or RSA to complete this item.
Required documentation You need to attach at the end of the form, 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.
Nominating your self-managed super fund (SMSF)
You will need current details from your SMSF trustee to complete this item.
Fund bank account
Required documentation
You need to attach a document 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.
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