Fill - Free fillable standard choice form Superannuation Instructions and form for (Australian Taxation Office) PDF form

NAT 13080-10.2021

Superannuation

standard choice form

Instructions and form for employers and employees

When to use the form

Did you know you can complete this online?

Visit ato.gov.au/superchoiceform

About the form

The Standard choice form has three sections:

■ Section A, which the employee completes by providing

details of their choice of super fund, together with

supportingdocuments.

■ Section B, which the employer completes by providing

detailsof their nominated super fund (before they give

theform to an employee).

■ Section C, which the employer completes to document

thechoice process for an employee.

Employers must retain the returned form as their record of

thechoice process. Completed forms must be retained for

fiveyears.

Choosing a super fund

For more information about things to consider when

choosing a super fund, visit moneysmart.gov.au and

search for ‘choosing a super fund’.

MySuper is a product type you can have with a super

fund. It is the default product your employer will pay

your super into, unless they need to pay to a different

fund under the choice of fund rules. You can view and

compare MySuper products byusingthe YourSuper

comparison tool. Go to ato.gov.au/yoursuper, or log

into ATO Online servicesthrough myGov to compare

MySuper products.

Employers

Use this form to offer eligible employees their choice of super

fund. You must fill in the details of your nominated super

fund, also known as your default fund, before giving the form

toemployees.

Give this form to an employee when:

■ you hire a new employee who is eligible to choose

asuperfund

■ an existing eligible employee asks you for it

■ you can no longer contribute to an employee’s

nominatedsuper fund or it is no longer a complying fund

■ you change your employer-nominated super fund and

needto advise employees affected by this change.

Employees

Use this form to advise an employer of your choice of

superfund.

You must provide the required information so your employer

can make contributions to your nominated super fund.

From 1 November 2021, if you start a new job and

you

do not advise your employer of your choice of

super fund, your employer may need the ATO to

identify if you have a ‘stapled super fund’. A stapled

super fund is an existing super account which is

linked, or ‘stapled’, toyou and follows you when you

change jobs.

If you want to make sure your employer is paying

into a particular fund, it’s important that you

complete this form and return it to your employer.

You can complete anonline version. To do this, log

in to ATO online services through myGov and select

‘new employment’ from the Employment menu.

For more information on stapled super funds and

making a choice visit ato.gov.au/superchoice

Section A:

Employee to complete

If you choose your own super fund you will need to obtain

current information from your fund to complete items 3 or 4.

Item 3

Nominating your APRA fund or RSA

Complete this item if you are nominating an APRA (Australian

Prudential Regulation Authority) regulated fund or a retirement

savings account (RSA).

You must include the unique superannuation identifier (USI)

provided by your fund.

Your employer may choose not to accept this form if you do

not provide all information requested and a letter from the fund

trustee or RSA provider confirming that the fund or RSA:

■ is a complying fund or RSA, and

■ will accept payments from your employer.

This letter may contain other information to help your employer

make super contributions using the SuperStream standard.

Some funds may have a copy of this compliance letter and USI

on their website. For other funds you will need to contact them

to get this information.

Item 4

Nominating your self-managed super fund (SMSF)

Complete this item if you are nominating a self-managed super

fund (SMSF).

You must include your SMSF’s ABN, bank account details

and electronic service address (ESA) (so the fund can receive

electronic messages and payments from your employer

usingSuperStream).

Find out more

■ ato.gov.au/Super/SuperStream – for information

about how SuperStream applies to SMSF’s

If you are using an SMSF message service provider they will

provide you with an electronic service address alias to include

as the ESA on the form.

You must attach copies of the following documents to support

your SMSF choice:

■ a document confirming the fund is regulated – this can be

printed from superfundlookup.gov.au

■ a letter from the trustee of the SMSF confirming that the fund

will accept payments from your employer – if you are the

trustee, or a director of the corporate trustee, you can confirm

acceptance by placing an ‘X’ in the relevant box on the form.

Things you should know

■ Your employer is not liable for the performance of the super

fund you or they nominate.

■ You should not seek financial advice from your employer

unless they are licensed to provide it.

■ From 1 November 2021, if you start a new job where you

are eligible to make a choice and you do not advise your

employer of your choice of super fund, your employer may

need to ask the ATO to identify if you already have a super

account. The ATO will notify you if this happens.

■ You can request a change to the fund your employer

pays your super into at any time by filling out this form and

returning it to your employer. When you return this form to

your employer, they will have two months to action your

request. If you are a new employee from 1 November 2021,

and your employer must contribute before this time, if they

don’t pay to your choice fund, your employer may pay

into your ‘stapled super fund’ or their employer nominated

account if the ATO advises them you do not have a stapled

super fund.

■ Your employer is only required to accept one choice of fund

from you in a 12-month period; however, they may choose

toaccept more.

■ Any money you have in existing funds will remain there

unless you arrange to transfer it (roll it over) to another fund

– before you transfer your super, consider any impacts,

including loss of insurance, fund performance or any fees

or charges you may incur. If unsure, you may want to seek

independent financial advice.

■ If you quote your TFN to your employer for super purposes,

they must provide it to the super fund.

You may have lost super

■ It is important to keep track of your super – if you’ve ever

changed your name, address or job, you may have lost track

of some of your super.

■ Having multiple super accounts could mean you are paying

fees you are unaware of, which could reduce your retirement

savings. Your super is your money, you should check

itregularly.

■ You can manage your super using ATO online services

through myGov. This will enable you to view details of all

your super accounts, including any you may have lost

track of. You can use ATO online services to consolidate

eligible multiple accounts. Before consolidating any

accounts, consider impacts such as insurance, fees,

andfundperformance.

Find out more

■ ato.gov.au/keepingtrack – keeping track of your super

■ moneysmart.gov.au/how-super-works/

consolidating-super-funds – MoneySmart

consolidating super funds

■ ato.gov.au/yoursuper – view and compare MySuper

products by using the YourSuper comparison tool. Log

into ATO Online services through myGov to access the

personalised version.

2 Superannuation standard choice form

Sections B & C:

Employer to complete

If an employee nominates their own super fund, they will

provide information at section A that will assist you to prepare

for, and make contributions to super funds using SuperStream.

SuperStream is a standard for the way employers pay

contributions and send information to super funds. This

form collects information that employers will need when

usingSuperStream.

Find out more

■ ato.gov.au/SuperStreamforEmployers –

for more information on SuperStream.

Section B

Complete section B before giving this form to your employee.

The super fund you nominate must be authorised to offer

a MySuper product. If you need to confirm your MySuper

arrangements contact your default super fund.

Sign and date this section on the day you give the form to

youremployee.

Section C

Complete section C after your employee returns this form to

you. Record the date you accept your employee’s choice of

fund and the date that you act on the choice. Retain the form

with your records. Do not send the form to the ATO or to

superfunds.

Find out more

■ ato.gov.au/employersuper – for more information on

super, offering an employee a choice of fund or paying

super contributions

Help

■ If you do not speak English well and want to talk to

a tax officer, phone the Translating and interpreting

Service on 13 14 50 for help with your call.

■ If you have a hearing or speech impairment and have

access to appropriate TTY or modem equipment,

phone 13 36 77. If you do not have access to TTY or

modem equipment, phone the Speech to Speech relay

Service on 1300 555 727.

Things you should know

The quarterly* due dates for super guarantee contributions are:

■ 28 October

■ 28 January

■ 28 April

■ 28 July

New employees from 1 November 2021

If you haven’t received a completed form from a new employee

and a super contribution is due, to avoid penalties you must

request the employee’s stapled super fund from the ATO and

make the payment to that fund by the due date.

■ If the ATO advises the employee does not have a stapled

super fund, you can make the payment to your nominated

default super fund or another fund that meets the choice of

fund rules.

■ In the two months after you receive a new employee’s

completed form, super contributions should be made to the

employee’s chosen fund or their stapled super fund. You can

only make contributions to your nominated fund if the ATO

advises there is no stapled super fund.

Existing employees

■ For existing employees, that started before 1 November 2021,

in the two months after you receive their completed form you

can pay their super contributions to either their current fund

or the new fund they havenominated.

■ After the two month period you must make super

guarantee contribution payments to the new fund your

employeenominated.

■ You do not have to action an employee’s fund nomination

if they have nominated a fund in the previous 12 months;

however, you may choose to action their request.

Find out more

■ Phone 13 10 20 between 8am and 6pm,

Monday to Friday, to speak to a tax officer

■ Phone our publications ordering service

on 1300 720 092 for copies of our publications

■ Write to us at:

Australian Tax Office

PO Box 3578

Albury NSW 2640

* You can pay contributions more regularly than quarterly. for example,

some employers pay fortnightly or monthly based on employee workplace

agreements or arrangements with super funds.

CommonwealthofAustralia, 2021

You are free to copy, adapt, modify, transmit and distribute this material as

youwish (but not in any way that suggests the ATO or the Commonwealth

endorses you or any of your services or products).

Published by

Australian Taxation Office

Canberra

October 2021

DE-39621

Our commitment to you

We are committed to providing you with accurate, consistent and clear

information to help you understand your rights and entitlements and meet

yourobligations. If you feel that this publication does not fully cover your

circumstances, or you are unsure how it applies to you, you can seek further

assistance from us.

We regularly revise our publications to take account of any changes to the law,

somake sure that you have the latest information. If you are unsure, you can

check for more recent information on our website at ato.gov.au or contact us.

This publication was current at October 2021.

Superannuation standard choice form 3

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

Print form

Reset form

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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