Superannuation Acknowledgement and Entitlements Forms 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin with Section A by entering your full name and employee number if known. This section is crucial as it identifies you as the employee making the superannuation choice.
  3. In Section B, provide details of your existing super fund. Fill in the super fund name, ABN, USI, and your member account number. Ensure that these details match what is on your super account.
  4. If opting for your employer's default fund, proceed to Section C. Confirm that your employer has filled in their business name and super fund details before signing and dating this section.
  5. For those choosing a self-managed super fund (SMSF), complete Section D with the SMSF name, ABN, ESA, and bank account details. Attach any required documentation confirming compliance.
  6. Review all sections for accuracy before submitting the completed form back to your employer promptly.

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The request for superannuation information must be made in the approved Superannuation Information Request form online using the Commonwealth Courts Portal. You must be part of a current property settlement proceeding to make a request.
How to set up a self-managed super fund (SMSF) correctly to comply with tax and superannuation laws. Choose your SMSF trustee structure. Appoint your SMSF trustees. Check your SMSF is an Australian super fund. Create the SMSF trust deed. Holding SMSF assets. Register your SMSF. Set up your SMSF bank account.
Employees can access and complete the form, by: Logging into ATO online services via myGov. Downloading the Superannuation standard choice form (NAT 13080 PDF 422KB) Their employers employee commencement-enabled payroll software, if available.
Whats a letter of compliance? Also known as a General Compliance Certificate, I learnt this document verifies that your super fund complies with industry regulations and standards. It provides your employer with important information about the fund, including: Fund name. Australian Business Number (ABN)
Sign in to myGov and select Australian Taxation Office. Select Super. Select from the Information and manage options.

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People also ask

A superannuation compliance letter is a document that details whether a superannuation fund is legally compliant.
Your fund must send you a written acknowledgment, telling you they have received a valid notice from you. You must receive the acknowledgment from your fund before you claim the deduction on your tax return.

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