Australian super forms. Get started in under 10 minutes by completing this form.

Australian super forms Superannuation forms & fact sheets; Compare AustralianSuper; How to join; View all calculators; Submitting your complaint via our online form is a great way to help ensure you provide all relevant information, and we can address your complaint as soon as possible. Adviser Member; Download the Binding death benefit nomination form or you can complete the form in Member Online. unisuper. Super accounts are currently charged $1 per week plus 0. ‘Business Day’ means a day that is not a Saturday, Site’) is an internet-based superannuation and Sunday, national public holiday in Australia or 2 You must complete a separate form for each account you hold at AustralianSuper. For over the phone personal advice about transition Our Member and Employer Directors are appointed by the Trustee’s shareholders. Do not use this form to claim a deduction for the super contributions that are shown as reportable employer superannuation contributions on your annual payment summary – these are not tax deductible with Australia’s most trusted super fund2. au/super – for information about super or choosing a super fund n moneysmart. 2 AustralianSuper Balanced investment option compared to the SuperRatings Fund See the checklist in PART TWO (page 8) of this form. We’re authorised under super law to collect, use and disclose your Tax File Number (TFN). Fund address: GPO Box 2924, Brisbane QLD 4001 Superannuation standard choice form Use this form to choose the super fund your employer will pay your super into. Use this form to choose or change investment options for your super account. c) Providing a signed Statutory Declaration You need to complete the New Zealand statutory declaration provided in the attached Transfer your AustralianSuper account to your KiwiSaver form, stating you have permanently emigrated to New Zealand. The notice of intent to claim must be a notice in the approved form which can be downloaded from the Australian Taxation Office Download and complete this form to transfer your super balance from another fund to AustralianSuper. Alternatively, download the super withdrawal form. 25% VLC Vanguard MSCI Australian Large Companies Index ETF No Limit 0. Temporary residents can use our departing Australia superannuation payment (DASP) External Link online application system to claim ATO-held super after leaving Australia. If you're new to Australia's superannuation system for retirement saving, find out how it works and how to benefit. An AustralianSuper insurance representative will be able to help you. Member; Media Super acknowledges the Traditional Custodians throughout Australia and their connections to land, sea, and community. It's optional to provide your TFN Your super is for retirement, but you may be able to access it earlier on compassionate and other hardship grounds. We pay our respects to all Elders, past and present, of all Aboriginal and Torres Strait Islander nations. Your choice of super fund is an important decision for your future. New Zealand citizens and permanent residents of Australia are not eligible for this payment. This page explains the key features of insurance for AustralianSuper plan members. au: 2. 238430, wholly owned by Aware Super. SuperStream is an Australian government initiative designed to improve the efficiency of the superannuation system. No super payment required. The co-contribution itself is not taxable either when it goes into your super, or when you withdraw your super. au/superseeker n ato. Super money from overseas. 1 Your personal details Last name Mr Mrs Ms Miss Dr This page contains superannuation forms, product disclosure states and more documents for members previously with Christian Super. This payment is called a Departing Australia super payment (DASP). If you've submitted the form in Member Online, skip this step. X your last member statement from your other super fund X a screenshot or printout of your other super fund account Find super-related forms and documents, useful information including our USI, ABN, and important fund numbers, to help you make the most of your superannuation. For super held by a super fund, you need to complete the Application for departing Australia superannuation payment form (NAT 7204) and send one to each of your super funds. Light. Questions? Call us on 1300 300 VAS Vanguard Australian Shares Index ETF No Limit 0. Issued by AustralianSuper Pty Ltd ABN 94 6 45 9 AFSL 233 Trustee of AustralianSuper ABN 65 14 394 9. If a payee: submits a new TFN declaration (NAT 3092), you must retain a copy of the earlier form for Not all super funds will let you access your super early when you're in financial hardship. Forms and instructions; Tax rates and codes; Calculators and tools; Tools. We became Australia’s largest and most trusted 1 superannuation provider by building an exceptional team of expert professionals and passionate leaders, all working towards the common goal of improving members’ retirement outcomes. We recommend you have a chat to your employer or payroll to make sure you’re able to make before-tax contributions from your pay into your super account. Please complete in pen using CAPITAL letters and print ( ) to mark boxes. Collection Statement on page 4 of this form to see how AustralianSuper uses your personal information. Examples of recommendations or advice include: 2 You must complete a separate form for each account you hold at AustralianSuper. . If they wanted to add more to Jenny’s super, they could split the contributions by adding $300,000 to Jenny’s super and $100,000 to Tom’s super. Trustee of AustralianSuper ABN 65 714 394 898 Superannuation 1 Readers Digest Most Trusted Brands – Superannuation category winner for 12 years running 2013 – 2024, according to research conducted by independent research agency Catalyst Research. If you want to make a withdrawal from your Flexi Pension account, please use the Flexi Pension withdrawal When and how you can transfer or roll over your super to another fund, and how to consolidate multiple super accounts. Australia. Start growing your super today with Australian Retirement Trust. The DASP online application system also allows you, or your authorised intermediary, to: view your super accounts reported to us if you provide your TFN; apply for your ATO Use the online employment forms New employment and Employment details to provide your tax details or super fund choice or both to your employer. AustralianSuper is a complying, resident and regulated super fund and can accept all types of super contributions within the meaning of the Superannuation Industry (Supervision) Act 1993 (SIS Act) and is not subject to a direction under section 63 of that Act. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, Claim your Australian super if you visited on an eligible temporary resident visa and you’ve left Australia permanently. Australian Taxation Summary. Australia callers: 1300 300 273 Overseas callers: +61 3 9067 2108 Australian Business Number (ABN) Unique Superannuation Identifier (USI) Tax file number1 X Spouse’s self-managed super fund (SMSF) details SMSF name Australian Business Number (ABN) Electronic Service Address (ESA) 1 We’re authorised under super law to collect, use and disclose your Tax File Number (TFN). China. Find our most popular forms and instructions listed below or use search and then refine your results using the filters. Find out the eligibility criteria, limits, deadlines and tax implications of claiming a deduction. you can apply online or fill in a paper form. How to claim. Our products. When you withdraw super early for compassionate grounds, unfortunately there is additional tax (see the ATO website for details). Why QSuper? Investment options; Fees; 3 easy steps Step 1 Complete either an Australian Taxation Office Standard choice form or an AustralianSuper Pay my super into AustralianSuper form. Phone: 13 11 84. Dark transfer of super from an Australian fund to the New Zealand super system. Change to personal details [PDF 965 KB] As Australia’s largest super fund 2, we use our size and scale to help keep admin fees low 3. If you own a business or aren't an employee, AUSTRALIAN ETHICAL SUPER SUPER WITHDRAWAL FORM fi fiV2. During daylight saving, the AEDT cut off applies to all transactions. As Australia's largest super fund 2, we use our size and scale to help keep admin fees low so more of your super can be invested to grow 1. Please contact us if you need a paper copy of any forms or documents. 5% super payments. X I confirm there will be no impact on how other benefits are calculated (for example, leave $300,000 each to their super accounts 2. What you need to know AustralianSuper is a complying, resident and regulated super fund and can accept all types of super contributions within the meaning of the Superannuation Industry Complete this form to provide a financial adviser and their staff with access to the details of your AustralianSuper account/s. AustralianSuper is a profit-to-member fund, run only to benefit members. 4 million Australians to look after over $341 billion in assets2. If you transfer your super Easily access and download forms for Australian Food Super - Membership, Insurance, Banking, and Administration. The following paragraphs provide explanations of the conditions of transferring to Australian super funds. The information shown is general information only. TFN information. T. If Jenny and Tom’s house sold for $400,000, they could each contribute $200,000 to their super. If you're consolidating AustralianSuper super account(s), please complete and return the Merge your super accounts How to pay super contributions into AustralianSuper QuickSuper* is our online payment solution that gives you the choice of making one payment for all your employees – regardless of the Learn how to apply for a payment from your super account if you’re struggling financially and meet certain eligibility criteria. We pay our respect to their Elders past and present, and extend that respect to all Aboriginal and AustralianSuper is Australia’s largest industry super fund1, trusted by over 3. Here's why: You come first As a profit-for-member super fund, we act in your best interests and Learn more At AustralianSuper we believe in a fair and simple superannuation system for all Australians. Supreme Court or the High Court of Australia, as a legal practitioner • an Australian consular officer or an Australian diplomatic officer1 • 1a judge of a court • a magistrate • a Chief Executive Officer of a Commonwealth court • a pharmacist, dentist or optometrist. Brazil. Our SMSFs are private super funds regulated by the Australian Tax Office (ATO) and managed by individuals, called trustees, for up to 6 members (since 1 July 2021). If you don’t complete this form, your employer can pay your super This form is also known as a Form 6 Declaration and Superannuation Information Request Form. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, If you have any questions about this form, or are having trouble completing the form, call us on 1300 300 273 and we can help. au Australian Ethical Superannuation Pty Ltd (ABN 43 079 259 733, RSE L0001441, AFSL 526 055), Trustee of the Australian Ethical Retail Superannuation Fund (ABN 49 633 667 743, USI/SPIN AET0100AU) Your insurance Superannuation standard choice form Use this form to choose the super fund your employer will pay your super into. This advice is already included in your An investment in Essential Super is via a superannuation trust and is therefore not an investment in, deposit with or other liability of the Bank or its subsidiaries. HESTA Australian Business Number (ABN): 64 971 749 321. If you have any concern about how the tiebreaker rules will be applied, you can nominate your preferred fund using a Superannuation standard choice form. Opting for a SMSF is another way to take the reins of your retirement savings, from investment decisions to retirement payouts. We pay our Superannuation standard choice form Use this form to choose the super fund your employer will pay your super into. When you call us, you’ll need to have a few dates handy. Getting started. You don’t have to provide your TFN, but if we have it, we’ll be able to accept all types of contributions into your account, you won’t pay more tax than you need to and it’ll be easier to find your super. The easiest way is to log in to your account online or via our app. By Existing AustralianSuper funds cannot be consolidated through this form. If you’re in Australia on a temporary resident visa, you . Declaration forms should be signed in front of a This form is an allowable alternative to the ATO Superannuation standard choice form. Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 Download and complete the Details of income stream product form. Forms and instructions; Tax rates and codes; Calculators and tools; Tax information for . Or download our Selecting Australian Retirement Trust form. If you have more than one fund to roll into AustalianSuper, you must complete a Combine your super into AustralianSuper form for each additional fund you wish to roll over. au GPO Box 1547, Hobart TAS 7001 Use this form to make a withdrawal or transfer to another super fund. How to claim your super If you’re eligible, you can claim your super online or by lodging a paper form. About the form. Join 2. Ensure you're aware of the following information before completing your online your obligations to pay super guarantee and provide a default fund; how they nominate their chosen fund. Click to learn more. 2 Annual before-tax salary earned from your regular job(s), excluding Superannuation Guarantee (SG) contributions. TAC), though the scheme name will vary dependent on your state or territory. 1269. The two main types of fees are for administration and investment. Super Back QSuper was founded in 1913 before merging with Sunsuper on 28 February 2022 to form Australian Retirement Trust. Find out what documents you need, how to certify them and what Superannuation (or 'super') is a compulsory system of placing a minimum percentage of your income into a fund to support your financial needs in retirement. Review If the member had a death insured amount linked to their AustralianSuper account when they passed Get the form. Use this form to rollover some or all of your QSuper Accumulation or Income account to another super fund or SMSF. 3. You may be able to transfer your existing super account When and how you can access your super and whether you need to pay tax on withdrawals. Services Australia acknowledges the Traditional Custodians of the lands we live on. au /forms . The benefits of working with an adviser 1. If you don’t have any insurance cover with us, or don’t receive any paid advice, you won’t pay those fees. Issued by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788 Trustee of AustralianSuper ABN 65 714 394 898. Call us on . Argentina. Transferring Member Direct from super to your Choice Income account. When you join AustralianSuper plan, you’ll get a basic level of Income Protection once you’re eligible without providing any health information to the Insurer. If you want to transfer part of your super account balance, contact the super fund you want Personal Plan is part of AustralianSuper, Australia’s largest industry super fund1, trusted by over 3. The insurance provider is AIA Australia Limited ABN 79 004 837 861, AFSL 230043 (AIA Australia). 2 Your work rating is Blue Collar when you join the AustralianSuper plan, unless you apply to change it. Issued by AustralianSuper Pty Ltd ABN 9 006 7 97 AFSL 2337 Trustee of AustralianSuper ABN 6 71 39 9. 5. Get started in under 10 minutes by completing this form. Do not use this form to claim a deduction for the super contributions that are shown as reportable employer superannuation contributions on your annual payment summary – these are not tax deductible This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. Searching for lost super; Superannuation standard choice form; We acknowledge the Traditional Owners and Custodians of Country throughout Australia and their continuing connection to land, waters and community. Or life insurance you’ve taken out. These online forms are an alternative to the paper forms for the: Tax file number (TFN) declaration; Withholding declaration; Medicare levy variation declaration; Superannuation (super) standard choice. Did you know you can keep your Member Direct investments when you retire and move your super balance with AustralianSuper 1 to a Choice Income account? By requesting a Seamless Transfer to Choice Income, you don’t need to sell-down and re-purchase your investments, avoiding transaction Forms & fact sheets Overview; AustralianSuper acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. Issued by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 The information in this document forms part of the following Product Disclosure Statements dated 28 September 2024: AustralianSuper AustralianSuper Select GHD Superannuation Plan Super Options Personal Plan A Target Market Determination (TMD) is a document that outlines the target market a product has been designed f or. Colombia. We also offer financial advice to help you decide whether using your super is right for your situation. g. You need to provide the information requested so your employer can Use this form to choose the super fund your employer will pay your super into. Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. Around 58% 1 of Australians aged 65 and older receive either a part or full Government Age Pension. Our approach is more developed on some issues than others and may vary depending on the asset. Bear in mind that you’ll need to have provided us with your Tax File Number (TFN). 20% VSO Vanguard MSCI Australian Small Companies Index ETF 50% 0. Simply let your super fund know you intend to claim using the Claiming a tax Don't have online account access to your account? Set up online account access to your account. This form is available online under the 'Retirement' tab at Australian Business Number (ABN) Unique Superannuation Identifier (USI) 6 5 7 1 4 3 9 4 8 9 8 S T A 0 0 0 2 A U. Apply for pension, manage investments, make withdrawals, and update payment details easily. Awards and ratings are only one factor to be taken into account when choosing a super fund. Skip to main content Listen. Uruguay. They need to complete a separate form for each income stream. The online forms that employees can use instead of paper forms are: Tax file number declaration; Superannuation (super) standard choice; Withholding declaration To claim a deduction for your personal super contributions, you must give your super fund a notice in the approved form and get an acknowledgment from the fund. It may take us up to 5 business days to respond during busy periods. To see if you're eligible, and to apply for the DASP online or by downloading the paper application form, visit Temporary residents and super. All you need to provide is your Centrelink Reference Number and two of the following forms of AUSTRALIAN ETHICAL SUPER SUPER MEMBER APPLICATION FORM V2. If you don’t complete this form, your Find all the forms, fact sheets and documents you need for your UniSuper account. And the great news is, you may not have to spend Use this form to ask a question. While you’re still working and between 60 and 64 years of age, a TTR Income account is an AustralianSuper account-based pension that lets you receive regular payments 1 from your super. Because of this, we'll withdraw enough from your super so that your bank account gets the approved amount after tax. What is SuperStream. Australian Taxation Forms & fact sheets Overview; AustralianSuper acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. Super SA allows individuals with super contributions in one or more Australian Super Funds to move them all into one place, Complete this form to consolidate your super. 1 fi fi02/12/2024 1 Withdrawal form For Super members This is the form you should fill out to make a withdrawal from your Australian Ethical Super account. We take care of your super. Fees may apply. This form is an allowable alternative to the ATO Superannuation standard choice form. The ACTU is Australia’s peak union body and the Ai Group is Australia’s peak employer association. Payment If your claim is approved, the Insurer will pay your benefit into your super account. 2 Cancel your current nomination Cancel my current binding nomination and pay benefits at the discretion of the Trustee of AustralianSuper to my dependants The information in this document forms part of the following Product Disclosure Statements dated 28 September 2024: AustralianSuper AustralianSuper Select GHD Superannuation Plan Super Options Personal Plan A Target Market Determination (TMD) is a document that outlines the target market a product has been designed f or. Footer region. For mor e inf orma tion about eligibility t o open a super ac count, or t o add t o super , please do wnload the f act sheet on Add t o your super and retire with more at As at 30 June 2024, over 478,000 businesses contribute super for their employees to AustralianSuper. page 4 of 4 This document was prepared and issued in March 2024 by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 and may contain general financial advice that does not take into account your personal objectives, financial situation or needs. 4. Join AustralianSuper Super and Choice Income accounts Effective on and from 5pm 1 July 2024 (Melbourne time) About these Terms and Conditions The AustralianSuper Member Direct online platform (‘the h. Skip to main content. Based on the Balanced option from 1 July 2004 to 30 June 2024. That’s because super is generally taxed at a lower rate than your Get the form. As we grow larger and more Find super-related forms and documents, useful information including our USI, ABN, and important fund numbers, to help you make the most of your superannuation. Japan. Streamline your financial tasks today. Helping you invest to build a better future To be eligible for a government co-contribution, you need to add to your super after-tax and earn less than $60,4004 for the financial year of 2024/25. <br/>If you're not sure how to do this, please <a href="https 20910 05/24 page 2 of 2 4 Agreement with employer Employer to complete X I confirm the amount of Superannuation Guarantee contributions I am required to pay on behalf of my employee named above will not be reduced because of their additional payroll contributions. Alternatively, you can download and complete a non pre-filled MLC Super Choice form. This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. This letter confirms AustralianSuper is a complying super fund. You'll need to provide your Tax File Number, sign the form and return it to Footnotes . <div><h1>JavaScript required</h1><p>You must enable JavaScript in order to be able to visit this website. From the ATO online services home page, select the heading option Super, then Manage, then Compassionate release of super. CSC acknowledges the traditional owners and custodians of country throughout Australia and their continuing connection to land, waters and community. Formally known as AMIST Super, Australian Food Super, a trusted industry super fund for over 35 years, started in the meat industry but now serves members across various sectors. gov. Here's why: You come first As a profit-for-member super fund, we act in your best interests and not the interests of shareholders. We acknowledge the Traditional Owners and Custodians of Country throughout Australia and their continuing connection to land, waters More than 3. au/DepartAustralia While you’re still in Australia, remember to HESTA Australian Business Number (ABN): 64 971 749 321 | HESTA super and HESTA Personal Super Unique Superannuation Identifier (USI): HST0100AU . AustralianSuper received page 4 of 4 This document was prepared and issued in March 2024 by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 and may contain general financial advice that does not take into account your personal objectives, financial situation or needs. You should read the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB) before completing this form. Otherwise, please return your completed and signed form by email: OR by post to: Australian Retirement Trust Reply Paid 2924 Brisbane QLD 4001 Once we've processed your form, we'll pay your super into the bank account you listed on your form. Super Choice form. 5 11/24 ISS11 page 1 of 3 Add to your super with When you make extra contributions to your super through salary sacrifice, you’re adding to your super before income tax is deducted. At AustralianSuper we're dedicated to helping our members get the most from their super. This is what’s driving our work with government and regulators, like the Australian Prudential Regulation Authority (APRA), and the Australian Tax Office (ATO), as well as industry associations, like the Super Members Council and the Association of Superannuation Funds of With the introduction of SuperStream and the use of clearing houses, understanding these concepts is important for ensuring compliance and efficiency in managing super contributions for your employees. Use our online forms for faster, more secure transactions including contributing, withdrawing and claiming a tax deduction. Use this form to nominate who you would like your benefit to be paid to in Use this form to withdraw all or part of your super from your UniSuper account. 07% Nil 0. 4 million A ustralians t o look aft er over $341 billion in as sets2. The personal super contributions you claim as a deduction will count towards your concessional contributions cap. Scanned forms must be clear and not altered in any way. Fund: Spirit Super ABN 74 55 365 13 USI MTA0100AU Withdrawing your super 1800 005 166 info@spiritsuper. For more information, visit ato. Employers are required to offer new starters who are eligible to choose their super fund an ATO Superannuation standard choice form within 28 days of their commencement <div><h1>JavaScript required</h1><p>You must enable JavaScript in order to be able to visit this website. Use this form to let us know when you have no Super Guarantee (SG) contributions due for a specific period. Transfer to Another Super Fund. The conditions of release that must be satisfied for legal superannuation withdrawals. This form doesn't: • transfer super benefits if you don’t know where your super is • transfer benefits from multiple funds on one form – you must use a separate form for each fund you wish to transfer • change the fund to which your employer pays your contributions • open a Choice Income or TTR Income account, or This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number Transfer to Another Super Fund. If you don’t complete this form, your employer can pay your super AustralianSuper account to your KiwiSaver form. an agreement in place to allow the transfer of super in an Australian fund to the New Zealand superannuation system. Since 1 July 2022, eligible employees who earn less than $450 per month are required to be paid the super guarantee by their employer if they satisfy the other eligibility requirements. 20% Nil 0. HESTA Superannuation Fund Issued b AustralianSuper Pt Ltd A 94 00 457 987 AFSL 2788 Trustee of AustralianSuper A 5 714 94 898 20950 07/24 ISS8 page 1 of 2 1 Work out if you can add extra to your super and claim a tax deduction Confirm you meet one ( ) of the following options, based on your circumstances: If the Australian Taxation Office (ATO) have disallowed your claim for a deduction and you deduction for personal super contributions form (online or pdf form) before you withdraw your super benefit, transfer any part of your account to an account based pension, split any of your super with your spouse or close your account. 07% VHY Vanguard Australian Shares High Yield ETF 50% 0. E. 01% 0. This fact sheet explains the process to apply for your super benefits under the departing Australia superannuation payment 1 Personal Plan members, your cover will start on the date you have enough money in your super account to cover the cost of the first month of insurance. Online. Bangladesh. Member Hotline 1800 808 614 Use this form to upload documents and forms. You cannot provide recommendations or advice about super to your employees, unless you are licensed by the Australian Securities & Investments Commission (ASIC) to provide financial advice. super, there’s no additional cost as it’s included in your membership. Pay my super into AustralianSuper PDF, 126KB. An award-winning and trusted fund - We take pride in being Australia's most-trusted fund 4 for 12 years running and are honoured to be awarded Canstar’s Outstanding Value Award for Superannuation for Download the Pay my super into AustralianSuper form and give the completed form to your new employer. Use the ATO’s tool to check your super eligibility. Super fees explained simply. 4 Cover you get when you join. By completing this form, you will request the transfer of the whole balance of your superannuation (super) benefits between super funds, in accordance with the Superannuation Industry (Supervision) Act 1993. AIA Australia is not part of the Commonwealth Bank Group or CFS. au This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. AustralianSuper received the Canstar Outstanding Value Award – Superannuation in 2011-2024. Super fund name Super fund Australian business number (ABN) Unique superannuation identifier (USI) Setting up salary sacrifice super contributions. At the same time, your super account continues to receive your employer contributions. You can let your employer know your choice of super fund by completing this Superannuation standard choice form. AFSL 229949). Your employee has chosen to have their super contributions paid into AustralianSuper. Download our latest forms, product disclosure statements (PDS), guides and fact sheets here. Fund name: Australian Retirement Trust (Super Savings) ABN: 60 905 115 063. 1 Another way to consolidate your super with us is to download and complete this Combine your super form and email it back to us. When can you access your super? Superannuation is designed to be your retirement savings, so you normally can’t take out your super until: You turn 65 years old, or. At MetLife we put our customers at the centre of everything we do. If you have more than one AustralianSuper account, your adviser will be given access to all. Plan and Super Options, but you can apply for Income Protection anytime. Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 AUSTRALIAN ETHICAL SUPER ADISER THIRD PARTY INFORMATION AND FEE AUTHORITY FORM V2. Further eligibility criteria apply. For more information see the Add to your super This form is an allowable alternative to the ATO Superannuation standard choice form. Approved Form for Notifying Intent to Claim a Tax Deduction. <br/>If you're not sure how to do this, please <a href="https As Australia’s largest super fund 2, we use our size and scale to help keep admin fees low 3. Read the full methodology for super here. . You may salary sacrifice to pay less tax on your super contributions while topping up your pay with tax free TTR Income Use this form to authorise a third party to receive relevant information or documents relating to your AustralianSuper insurance* claim. Once your completed form has been received, it usually takes around five business days to pay withdrawals or three business days to Download forms and documents for your MetLife insurance and financial products. Cover you get when you join. Your super fund will also require certified copies of Please complete all sections of this form and attach any of the following as evidence of your existing cover: Evidence you attach must show your existing cover and must be date stamped and/or issued within the last 90 days. Super Back Superannuation. Apply Online Disclaimer: This content has been prepared on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Login to your secure online portfolio, select your super account and then click on the Super choice, to download a pre-filled MLC Super Choice form that you can email or give to your employer. India . Helping you invest to build a better future When and how you can access your super and whether you need to pay tax on withdrawals. If you're applying on a paper form, your super fund may charge you a fee depending on the value of your super money. A dedicated case manager will contact you to discuss your options with accessing your benefit and account balance. Use this form to rollover some or all of your QSuper Accumulation or Income account to another super fund, including an SMSF. Aware Super financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. com. 235249, Trustee of HESTA. For a super fund to be a stapled super fund all of the following conditions must be met: the fund is a: complying superannuation fund; retirement savings account; complying superannuation scheme Access essential pension forms for Australian Food Super. BENEFIT PAYMENT FORM fi V4. There are other eligibility criteria you must meet. Conditions on transfers to an Australian super fund. Complete the ATO application form: You can complete the form online on the ATO website ato. Send the Benefit Payment Request Form to Australian Ethical . HESTA Superannuation Fund As Australia's largest super fund 1, joining us today could mean more money down the track. Download . GHD Superannuation Plan members automatically receive a White Use this form to withdraw all or part of your super from your UniSuper account. Letter of Compliance (Ask an employer to pay super into your AustralianSuper account) PDF, 161KB. Issued by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 AUSTRALIAN ETHICAL SUPER SUPER WITHDRAWAL FORM fi fiV2. Withdraw all or part of your super via your online account. Documents Your case manager will send you some forms to complete. Remember to e-sign the form before uploading back to us at australiansuper. If you would like to consolidate other super Shares: Shares listed on an approved stock exchange such as the Australian Securities Exchange (ASX) are common assets transferred into an SMSF in specie. You retire and reach the age you can access your super (this is generally age 60). The shareholders are the Australian Council of Trade Unions (ACTU) (through ACTU Super Shareholding Pty Ltd) and the Australian Industry Group (Ai Group). If you aren’t a member of AustralianSuper plan, please refer to the Product Disclosure Statement relevant to you. ABN - 90‍ ‍794‍ ‍605‍ ‍008. Save more. select Australian Taxation Office; select Super, then Manage, then Transfer super; You can only transfer a whole account balance from one super fund to another using ATO online services or the paper form, as this process involves closing the account. Log in . If your Adviser is an AustralianSuper registered financial adviser, they can return this form on your behalf Aware Super financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 00% 0. Choice Income Join. Australian Ethical Super may disclose your tax file number to another superannuation provider, when your benefits are being transferred, unless you request us in writing that your tax file number not be disclosed to any other superannuation provider. America; USA. We pay respect to their Elders past and present and 2 Personal financial product advice is provided under the Australian Financial Services Licence held by a third party and not by AustralianSuper Pty Ltd. Return the form. Super members only (Accumulation 1, Accumulation 2, Personal Account and Defined Benefit Division members). Media centre; We acknowledge the Traditional Owners and Custodians of Country throughout Australia and their continuing connection to land, waters and community. As an AustralianSuper member, you have access to a choice of help and advice options from simple, personal advice over the phone, to more comprehensive, broader advice with a This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. Any advice is of a general nature only, and does not take into If you have made the decision to consolidate your super into your AustralianSuper account, you can do this quickly and easily online. 1 Based on the simple average of total administration and investment fees and costs across all AMP MySuper Lifestages options (Capital Stable, 1950s, 1960s, 1970s, 1980s, Accessing super early can have significant financial impacts and should be a last resort. Superannuation, or super, is money set aside during your working life for when you retire. For forms, we'll only contact you if there is an issue with information you supply. Download a form This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. Help and advice. 1 As at 31 December 2023. can’t use this form to withdraw. AFSL 238096 and Equity Trustees Superannuation Summary. But we care about your financial situation, so we make sure you can access your super if you need to. 2 02/12/2024 1 Send your completed form to: Australian Ethical Super, GPO Box 3117 Brisbane QLD 4001 Or login to the adviser portal at australianethical. Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): The evidence needed to access your super early is different for each of the situations under which you may be eligible. From 1 July 2024, eligible employees are entitled to receive 11. S. au Generally, super you access is at DASP tax withdrawal type to complete the online form. This form cannot be used to transfer part of the balance of your super benefits. 1800 Forms, factsheets and guides to help you manage your super and your retirement pension. References: AustralianSuper insurance is provided by TAL Life Limited (the Insurer) ABN 70 050 109 450, AFSL 237848. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, The benefit shown is the approximate additional super balance at retirement at age 67, as a result of the 10 year additional contributions during the stated age ranges. 2 Personal financial product advice is provided under the Australian Financial Services Licence held by a third party and not by AustralianSuper Pty Ltd. Questions? Call us on 1300 300 273, 8am to 8pm AEST/AEDT weekdays. We pay Want to know more? You can find out more about TPD cover through AustralianSuper by reading the Insurance in your super guide. Asia; Australia. All you need to provide is your Centrelink Reference Number and two of the following forms of 4. This website is provided by H. Superannuation standard choice form Use this form to choose the super fund your employer will pay your super into. 2 Reader’s Digest Most Trusted Brands – Superannuation category winner for 11 years running 2013–2023, according to research conducted by independent research agency Catalyst Research. Choosing a super fund When choosing a super fund make sure you understand your options and set up an account that suits your situation. But in special cases, you may be able to withdraw some of your super early. 30% Nil 0. Turn your super into a regular income in retirement with our account-based pension: Choice Income. <br/>If you're not sure how to do this, please <a href="https select Australian Taxation Office; select Super, then Manage, then Transfer super; You can only transfer a whole account balance from one super fund to another using ATO online services or the paper form, as this process involves closing the account. 10% pa of your account balance (up to $350 pa). Australian Ethical Superannuation Pty Ltd (ABN 43 079 259 733, RSE L0001441, AFSL 526 055) Trustee of the Australian Ethical Retail Superannuation Fund (ABN 49 633 667 743 Keep working towards your retirement by opening a Transition to Retirement (TTR) account. 2 Cancel your current nomination Cancel my current binding nomination and pay benefits at the discretion of the Trustee of AustralianSuper to my dependants Online forms make your new employee processes easier and help your employees. Join now Mark’s story – how a self-employed builder got his super sorted Mark starts thinking about super when he and his partner start thinking about buying a home. Chile. You’ll use some money from your super account to open your TTR Income account and set up regular payments 1 from your TTR Income account directly into The Pay my super into Super SA Select form is for use by eligible Super SA members to advise non-SA Government employers that their choice of fund for future super contributions is Super SA Select. You may store a paper copy of the signed form or electronic files of scanned forms. Nominate your MLC super for employer contributions. USI (replaces SPIN): 60 905 115 063 003. No superannuation admin fees or super insurance premiums have been considered, as these are baseline costs that would be incurred regardless of the additional contributions. If you’re 60 or older, you could use a TTR strategy to potentially grow your super while your take home pay stays the same. x Motor accident compensation payments – (e. Both forms are How to apply Online application process. The Learn how to claim a tax deduction for personal super contributions online or by mail. All details on this form must be completed for your authority request to be processed by AustralianSuper. AustralianSuper acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. Our personalised service helps members understand their superannuation, supporting both financial and community well-being. 0 01/10/2024 5 T 1800 021 227 | W australianethical. For more information on these issues, please see the Responsible Investment section of our Annual Report. What is superannuation? How much super should I have? Superannuation forms and documents. 1 Personal financial product advice is provided under the Australian Financial Services Licence held by a third party and not by AustralianSuper Pty Ltd. 31% Member Direct - investment menu Supreme Court or the High Court of Australia, as a legal practitioner • an Australian consular officer or an Australian diplomatic officer1 • 1a judge of a court • a magistrate • a Chief Executive Officer of a Commonwealth court • a pharmacist, dentist or optometrist. Because super is generally taxed at 15%, depending on how much you earn, making before-tax contributions to your super can provide a tax-effective way to boost your super savings. They’ll work with you to make sure we receive all the information required to process your application. View Product Disclosure Statements, Reference and Investment guides on the Product Disclosure Statements page and other forms on the forms and facts Turn your super into a regular income in retirement with our account-based pension: Choice Income. To use these forms, new employees need to link their myGov account to ATO online services. Join us today. AEST/AEDT refer to Australian Eastern Standard Time and Australian Eastern Daylight Time as observed in Melbourne, Victoria, Australia. Thank you for your feedback Page last updated: Our TTR Income account. 4 million Australians trust us to look after over $341 billion 1 of their retirement savings. AustralianSuper Select is part of AustralianSuper, Australia’s largest industry super fund1, trusted by over 3. You can choose or change where your existing balance is invested, or where your future contributions will go, for Here are all the forms you need to help you manage your super. We pay our respect to their Elders past and present, and extend that respect to all Aboriginal and Always provide your new starter with a Standard Choice form. Deciding if before-tax contributions are right for you Before-tax contributions may be a tax-effective way to add to your super if you’re a middle or high income earner. To contribute to your super via salary sacrifice, you’ll need to set up a deduction from your before-tax pay through your employer. You’ll find important information about your insurance options including cover designs, work ratings, changing or cancelling your cover, limited cover, standard exclusions and information about nominating your beneficiaries. You may already have insurance cover with another super fund. Advice fees may apply. 1 If you live overseas these people can certify your documents. All you need is your employer reference number & ABN. au/adviser and upload the completed forms under the ‘We’re here to help’ section. Ask your KiwiSaver scheme provider to provide these details. Due to past employer arrangements, some members may have a work rating of White Collar or Professional. Before providing your personal details below, we recommend you log into your account and go This website is provided by AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898 Superannuation Fund Number (SFN): 2683 519 45, Superannuation Product Identification Number (SPIN): STA0100AU. 4 million Australians who trust us to take care of theirs. The application of our ESG and Stewardship program varies by asset class and characteristics of our investment, including whether we’re investing directly or through Formally known as AMIST Super, Australian Food Super, a trusted industry super fund for over 35 years, started in the meat industry but now serves members across various sectors. To apply online or download a form, visit the Australian Taxation Office (ATO) website ato. Use our superannuation calculators to help you plan your retirement, calculate insurance needs, compare your super, contributions and income streams. Details of the evidence required for each situation can be found on the Australian Tax Office (ATO) website at ato. Mexico. You need to read the information on our website before using this checklist as it Please complete your details below and provide this form to your employer if you want them to pay your super into your AustralianSuper account. Split Use this form to upload documents and forms for your super account. You use it to request information about a super account following the breakdown of a marriage or de facto relationship or to enter into a super agreement. Blog; About us; Fund details; Contact; 1800 640 886 Join. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, Use this form to ask a question. For Choice Income or TTR Income members Issued by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788 Trustee of AustralianSuper ABN 65 714 394 898. If you want to make a withdrawal from your Flexi Pension account, please use the Flexi Pension withdrawal form available at . Search for lost super and consider Success starts with great people. We have forms you can download, complete and return to us. Learn how to reduce file sizes, troubleshoot common issues and check file formats. Why choose us Strong performance Committed to lower fees Aware Super financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. Only money in super can be used to start a Choice Income account, so any other money you would like to have in your Choice Income account needs to be added t o your super firs t. $100,000 invested for 20 years, with no additional contributions, ending 30 June 2024 would have grown to $453,848. You can access our online application form via your myGov account External Link linked to ATO online services. Download and complete the Details of income stream product form. The Australian super fund will only accept the transferred amount when they have this information. Join our live Q&A and educational webinars with industry experts to learn about all things super - from market volatility in investments, through to retirement planning. au (on the Australian Securities & investment Commission [ASiC] website) – search for ‘choose super fund’ for tips on how to choose a fund <div><h1>JavaScript required</h1><p>You must enable JavaScript in order to be able to visit this website. Use this form to tell your employer which super fund to pay into. To talk about a possible claim, call us on 1300 667 387 from 8. Transfer your Australian super to a KiwiSaver account in New Zealand if you have left Australia permanently. If you want to transfer part of your super account balance, contact the super fund you want super and transfer your super into one account using a simple online form fiNd oUT morE n ato. Download Notice of intent to claim or vary a deduction for personal super contributions (NAT 71121, PDF, 378KB) This link will download a file. If you don’t complete this form, your employer can pay your super When can you access your super? Superannuation is designed to be your retirement savings, so you normally can’t take out your super until: You turn 65 years old, or. This form must be completed by either: your income stream provider; the trustee or administrator of your self-managed superannuation fund; the trustee of your small APRA fund. Your super is invested in a This is a digital form – download and save it to your device before completing. Australia Ltd ABN 66 006 818 695 AFSL No. If you have a superannuation account, please complete a Binding death benefit form for superannuation. Chile Provida. It usually takes two to three full business days for investment switches to show in your online account and in the mobile app. With our history of strong long-term your super. Doing this can both help grow your super balance and reduce your taxable income. com/contact-us/upload-document Withdrawing from your super account may have an impact if you want to keep any insurance cover, the amount of tax you pay and ultimately your lifestyle you desire for your retirement. 30am to 5pm AEST/AEDT weekdays. x Employer super contributions – including if you’re self-employed and make tax deductible contributions. Forms & fact sheets Overview; Product Disclosure Statements AustralianSuper acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land contribution to super. If you're an employer, please go to Employer forms. You’ll be paid: x the amount of cover the Insurer has determined is payable based on the policy, and x your super account balance. x Other Income Protection policy payments – whether from another super fund or personal policy. 25% Nil 0. zmt pps zmgko uvf wuxbkfa ptjzp bqwi kcsrjl bcjrapa xlfun