Fillable standard choice form Superannuation (super) (Australian Taxation Office)

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standard choice form Superannuation (super) (Australian Taxation Office)

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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.
© AUSTRALIAN TAXATION OFFICE FOR THE
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
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.
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)
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Completed 21 September 2020

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