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(B) Superannuation Standard Choice Form - Short

This document is a standard choice form for employees to select their superannuation (retirement) fund and provide details to their employer. It allows employees to choose either their own nominated compliant fund, their employer's default fund, or a self-managed super fund. The employee must provide contact and account details for their chosen fund, or documentation if selecting their own fund or a self-managed fund, and sign and date the form.

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359 views2 pages

(B) Superannuation Standard Choice Form - Short

This document is a standard choice form for employees to select their superannuation (retirement) fund and provide details to their employer. It allows employees to choose either their own nominated compliant fund, their employer's default fund, or a self-managed super fund. The employee must provide contact and account details for their chosen fund, or documentation if selecting their own fund or a self-managed fund, and sign and date the form.

Uploaded by

Anonymous FsIAZZ9llx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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


1 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)

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 (in section B) Complete items 2 and 5

2 Your details
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 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 current details from your APRA regulated fund or RSA to complete this item.
Fund ABN
Fund name

Fund address

Suburb/town State/territory Postcode

Fund phone

Unique superannuation identifier (USI)


Your account name (if applicable)

Your member number (if applicable)

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.

NAT 13080‑08.2014 Sensitive (when completed) Page 1


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

Suburb/town State/territory Postcode

Fund phone
Fund electronic service address (ESA)

Fund bank account


BSB code (please include all six numbers) Account number

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.

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
Day Month Year

Return the completed form to your employer as soon as possible.

Print form Reset form

Page 2 Sensitive (when completed)

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