Fill - Free fillable standard choice form Superannuation (super) (Services Australia) PDF form

NAT 13080-08.2014

Superannuation (super)

standard choice form

Instructions and form for employers and employees

WHEN TO USE THE FORM

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:

n you hire a new employee who is eligible to choose a

superfund

n an existing eligible employee asks you for it

n you can no longer contribute to an employee’s nominated

super fund or it is no longer a complying fund

n 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.

ABOUT THE FORM

The Standard choice form has three sections:

n section A, which the employee completes by providing

details of their choice of super fund, together with supporting

documents.

n section B, which the employer completes by providing details

of their nominated super fund (before they give the form to an

employee).

n 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.

Superannuation reform changes – SuperStream

SuperStream is a new standard for the way employers pay

contributions and send information to super funds. This

form collects information that employers will need when

using SuperStream.

2 SUPERANNUATION (SUPER) STANDARD CHOICE FORM

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 your own APRA fund

(fund regulated by the Australian Prudential Regulation Authority)

or a retirement savings account (RSA).

You must include the unique superannuation identifier (USI)

provided by your fund.

You must attach a letter from the fund trustee or RSA provider

confirming that the fund or RSA:

n is a complying fund or RSA, and

n will accept payments from your employer.

This letter may contain other information to help your employer

make super contributions using the SuperStream standard.

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/SMSFSuperStream – for information about

how SuperStream applies to SMSFs

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:

n a document confirming that the fund is regulated – this can

beprinted from superfundlookup.gov.au

n 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

n Your employer is not liable for the performance of the super

fund you or they nominate

n You should not seek financial advice from your employer

unless they are licensed to provide it

n Your employer is only required to accept one choice of

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

accept more

n Your employer has two months after you return this form to

them to action your request

n Any money you have in existing funds will remain there unless

you arrange to transfer it (roll it over) to another fund – check

the impact of any exit fees you will incur or benefits you may

lose before leaving the fund (your employer cannot do this

foryou)

n If you quote your TFN to your employer for super purposes,

they must provide it to the super fund

You may have lost super

n 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

n Having several super accounts could mean that fees and

charges are reducing your overall super investment

n You can register for our online services and use SuperSeeker

to check all your super accounts, find any lost or ATO-held

super and transfer your super into one account using a simple

online form

FIND OUT MORE

n ato.gov.au/superseeker

n ato.gov.au/super – for information about super or

choosing a super fund

n moneysmart.gov.au (on the Australian Securities &

Investment Commission [ASIC] website) – search for

‘choose super fund’ for tips on how to choose a fund

SUPERANNUATION (SUPER) STANDARD CHOICE FORM 3

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.

FIND OUT MORE

ato.gov.au/simplifyingSuperStream – 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

n ato.gov.au/employersuper – for more information on

super, offering an employee a choice of fund or paying

super contributions

n apra.gov.au/RSE – to find a super fund authorised to

offer a MySuper product

Things you should know

n The quarterly* due dates for super contributions are:

– 28 October

– 28 January

– 28 April

– 28 July

n If you have not received an employee’s completed form and

a super contribution is due, you must make the payment to

your nominated fund by the due date

n In the two months after you receive an employee’s completed

form, you can pay their super contributions to either the fund

you have nominated or the fund they have nominated

n After the two-month period, you must make contribution

payments to the fund the employee has nominated

n 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

n phone 13 10 20 between 8am and 6pm, Monday to

Friday, to speak to a tax officer

n phone our publications ordering service on 1300 720 092

for copies of our publications

n write to us at

Australian Tax Office

PO Box 3578

Albury NSW 2640

HELP

n 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.

n 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.

* 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, 2014

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

August 2014

JS 31287

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 follow our information in this publication and it turns out

tobe incorrect, or it is misleading and you make a mistake as

aresult, we must still apply the law correctly. If that means you

owe us money, we must ask you to pay it but we will not charge

you a penalty. Also, if you acted reasonably and in good faith we

will not charge you interest.

If you make an honest mistake in trying to follow our information

in this publication and you owe us money as a result, we will

notcharge you a penalty. However, we will ask you to pay

themoney, and we may also charge you interest. If correcting

themistake means we owe you money, we will pay it to you.

Wewill also pay you any interest you are entitled to.

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 August 2014.

Page 1

Sensitive (when completed)

Superannuation

Standard choice form

NAT 13080‑08.2014

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.

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.

1 Choice of superannuation (super) fund

I request that all my future super contributions be paid to: (place an

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.

Your member number (if applicable)

Fund phone

Fund ABN

Your account name (if applicable)

Fund name

Fund address

Suburb/town State/territory Postcode

Unique superannuation identifier (USI)

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.

Page 2

Sensitive (when completed)

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 that 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 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.

4 Nominating your self-managed super fund (SMSF)

You will need current details from your SMSF trustee to complete this item.

Fund phone

Fund ABN

Fund name

Fund address

Suburb/town State/territory Postcode

Fund electronic service address (ESA)

BSB code (please include all six numbers) Account number

Fund bank account

Print form

Reset form

Page 3

Sensitive (when completed)

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.

Section C: Employer to complete

Complete this section when your employee returns the form to you with section A completed.

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.

8 Record of choice acceptance

In the two months after you receive the form from your employee you can make super contributions to either the fund you

nominated or the fund the employee nominated. After the two‑month period you must make payments to the fund chosen

bythe employee.

If you don’t meet your obligations, including paying your employee superannuation contributions to the correct fund,

you may face penalties.

Date you act on your

employee’s choice

Day Month Year

Date employee’s choice

isreceived

Day Month Year

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.

Sign and date the form when you give it to your employee.

7 Your nominated super fund

If the employee does not choose their own super fund, you are required to pay super contributions on their behalf to the fund

that you have nominated below:

Super fund website address

Phone (for the product disclosure statement for this fund)

Super fund name

Unique superannuation identifier (USI)

Department of the Environment - Australian Antarctic Division

5 6 4 2 8 6 3 0 6 7 6

Public Sector Superannuation Scheme Accumulation Plan (PSSap)

6 5 1 2 7 9 1 7 7 2 5 0 0 1

1 3 0 0 7 2 5 1 7 1

http://www.pssap.gov.au

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