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Click ‘Get Form’ to open the superannuation form in the editor.
In Section A, provide your personal details including your name, employee identification number (if applicable), and tax file number (TFN). Remember, while providing your TFN is optional, it helps avoid higher tax rates on contributions.
Choose your preferred super fund by placing an X in the appropriate box. If you select an APRA fund or RSA, complete items 2, 3, and 5. For a self-managed super fund (SMSF), complete items 2, 4, and 5.
Fill in the required details for your chosen fund. This includes the fund's ABN, name, address, phone number, and any other relevant identifiers like USI or member number.
If nominating an SMSF, ensure you attach documentation confirming its compliance status. Complete the declaration if you are a trustee or director of the SMSF.
Finally, sign and date the form in Section A before returning it to your employer promptly.
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