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Superannuation form 2026

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  1. Click ‘Get Form’ to open the superannuation form in the editor.
  2. In Section A, as an employee, provide your personal details including your name, employee identification number, and tax file number (TFN). Choose your preferred super fund by marking the appropriate box.
  3. If you are nominating an APRA fund or RSA, complete Item 3 with the fund's details such as ABN, name, address, and unique superannuation identifier (USI). Attach a letter from the fund confirming it will accept contributions.
  4. For a self-managed super fund (SMSF), fill out Item 4 with your SMSF’s ABN, bank account details, and electronic service address (ESA). Ensure to attach necessary documentation confirming compliance.
  5. Sign and date the form in Item 5. Return the completed form to your employer promptly.
  6. Employers should complete Sections B and C after receiving the form from employees. This includes providing their nominated super fund details and recording acceptance of the employee's choice.

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how to fill out a superannuation form

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