Fillable Superannuation Standard choice form Section A: Employee to (Australian Taxation Office)

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Superannuation Standard choice form Section A: Employee to (Australian Taxation Office)

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Page 1
OFFICIAL: Sensitive (when completed)
Superannuation Standard choice form
NAT 13080‑10.2021
Section A: Employee to complete
For use by employers when offering employees a choice of fund and by employees to advise their employer of their chosen fund.
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
3 Nominating your APRA fund or RSA
You will need current details from your APRA regulated fund or RSA to complete this item. To do this you can contact your
fund or RSA directly, or you can view your fund or RSA account details by logging into ATO online services via the ATO app
orthrough myGov and selecting Super.
Fund phone
Fund ABN
Fund name
Fund address
Suburb/town State/territory Postcode
Your member number (if applicable)
Your account name (if applicable)
Unique superannuation identifier (USI)
Correct information about your super fund is needed for your employer to pay super contributions. Your employer may choose
not to accept this form if you do not provide:
■ all the information requested on this form
■ a letter from your fund stating they are a complying fund and can accept contributions from your employer (some funds may
have a copy of this compliance letter on their website. For other funds you will need to contact them for this information).
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.
Where your super should be paid is your choice. From 1 November 2021, if you start a new job and you do not
advise your employer of your choice of super fund by completing this form, most employers will need to check
with the ATO if you have an existing super account to pay your super into.
Page 2
OFFICIAL: Sensitive (when completed)
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)
Return the completed form to your employer as soon as possible.
Signature
Day Month Year
Date
5 Signature and date
If you have nominated your own fund in Item 3 or 4, check you have attached the required documentation and then place
anXin the box below.
I have attached the relevant documentation.
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 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 the fund will accept contributions from your employer.
BSB code (please include all six numbers) Account number
Fund bank account
Bank account name
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Page 3
OFFICIAL: Sensitive (when completed)
ABN
Business name
6 Your details
Signature
Day Month Year
Date
Section B: Employer to complete
You must complete this section before giving the form to an employee who is eligible to choose the super fund into which you
pay their super contributions.
7 Your nominated super fund
If an employee does not choose their own super fund, and the ATO has advised the employee does not have a stapled super
fund (for new employees from 1 November 2021), you can meet your SG obligations by paying super guarantee contributions
on their behalf to the fund you have nominated below or another fund that meets the choice requirements:
Sign and date the form when you give it to your employee.
Section C: Employer to complete
8 Record of choice acceptance
In the two months after you receive the form from an existing employee you can continue to make super contributions to their
current fund or you can contribute to the new fund the employee nominated. After the two‑month period you must make
payments to the new fund chosen by the employee.
For new employees commencing employment from 1 November 2021, within the two month period, super contributions
should be made to the employee’s chosen fund or the stapled super fund if the employee has not made a choice . You can
only make contributions to your nominated fund if the ATO advises you the employee does not have a stapled super fund.
Super fund website address
Phone (for the product disclosure statement for this fund)
Super fund name
Unique superannuation identifier (USI)
PRIVACY STATEMENT
The ATO does not collect this information; we provide this form as a means for employees to identify and provide necessary
information to their employer. An employer is authorised to collect an employee’s TFN under the Superannuation Industry
(Supervision) Act 1993. It is not an offence for an employee not to quote their TFN. However, quoting a TFN reduces the risk
ofadministrative errors and if the employee does not quote their TFN their contributions may be taxed at a higher rate.
An employee can get more details regarding their privacy rights by contacting their superannuation fund.
Date you act on your
employee’s choice
Day Month Year
Date employee’s choice
isreceived
Day Month Year
Employers must keep the completed form for their own record for five years. Do not send it to the Australian
Taxation Office, the employer’s nominated fund or the employee’s nominated fund.
If you don’t meet your obligations, including paying your employee superannuation guarantee contributions to the
correct fund, you may face penalties.
Complete this section when your employee returns the form to you with section A completed.
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Superannuation Standard choice form Section A: Employee to (Australian Taxation Office)

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Completed 5 July 2022

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