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Superannuation nomination form 2026

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The document is a superannuation fund nomination form that requires individuals to provide personal details, fund information, and a signature. It emphasizes the importance of completing all sections accurately, including the tax file number (TFN), to avoid processing delays. The form remains valid until a new nomination is made or the nominated fund ceases to accept payments. It also includes warnings about penalties for false information and outlines privacy considerations under the Privacy Act 1988.

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Send ato individual tax return form via email, link, or fax. You can also download it, export it or print it out.

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Click ‘Get Form’ to open the superannuation nomination form in the editor.
In Section A, enter your Tax File Number (TFN). While optional, providing it can expedite processing.
Fill in your full name, including title, family name, and given names. Ensure accuracy for identification purposes.
Input your date of birth and daytime phone number to facilitate communication regarding your nomination.
Provide your current postal address and email address for correspondence related to your superannuation fund.
In Section B, enter the ABN of your superannuation fund and its full name. Include the unique superannuation identifier and member account details.
Review all entries for accuracy before proceeding to Section C where you will sign and date the form.
Once completed, save your form and follow instructions to lodge it with the Australian Taxation Office.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (119 Votes)
2013	4.6 Satisfied (32 Votes)

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What is the purpose of the superannuation form?

This form advises employers of the employees choice of fund. Employers can use it to nominate their default super fund.

What is a superannuation nomination?

A nomination is when a super member picks who they want to inherit their superannuation after their death, and informs their fund of their decision. Not all super nominations are equal, however. A non-binding nomination informs the fund of the members wishes, but can be overruled.

What is a superannuation form?

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.

Is superannuation the same as a 401k?

If youve ever come across the term 401(k) while researching retirement plans, you might be wondering what the Australian equivalent is and how it works. In the U.S., a 401(k) is a tax-advantaged retirement savings plan, but Australia has its own system for retirement savings: superannuation (super).

Who can inherit your superannuation?

Who can receive my super? Your spouse. Your children under the age of 18. Any person financially dependent on you. Any person with whom you are in an interdependent relationship.

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How to nominate superannuation?

A superannuation fund nomination can only be made over the phone. If you wish to make a fund nomination you must phone us. A one-off fund nomination can be made by lodging a transfer request in our online services.

What is superannuation and how does it work?

How does superannuation work? Superannuation, or super, is money set aside and invested on your behalf with the goal of providing income in retirement. In most circumstances, your employer pays compulsory contributions, which is a percentage of your salary, into your chosen superannuation account.

What is superannuation called in the USA?

An IRA, is an Individual Retirement Account which is the US equivalent of superannuation. However the tax treatment and structure is very different and furthermore, there are various types that Australian expats have to learn.

Superannuation nomination form 2026

Here's how it works

How to use or fill out superannuation nomination form with our platform

See more superannuation nomination form versions

Complete this form in 5 minutes or less

Got questions?

What is the purpose of the superannuation form?

What is a superannuation nomination?

What is a superannuation form?

Is superannuation the same as a 401k?

Who can inherit your superannuation?

Security and compliance

Complete this form in 5 minutes or less

People also ask

How to nominate superannuation?

What is superannuation and how does it work?

What is superannuation called in the USA?

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