Get the free Choice of super fund form

Choice of super fund form If you would like your super contributions paid to your Australian Ethical Super account, sign and date this form, and give it to your employer. Note for employers: Choice

How to fill out choice of super fund

How to fill out choice of super fund:

1. Begin by gathering all necessary information and documents. This may include your tax file number, employer details, and current super fund details.
2. Access the choice of super fund form either online or in physical format. You can typically find this form on the website of your employer or the Australian Taxation Office (ATO).
3. Fill out your personal details accurately, such as your full name, date of birth, and contact information.
4. Provide your tax file number (TFN), which is crucial for ensuring your super contributions are correctly identified and reported.
5. Enter your current super fund details, including the fund's name, ABN, and USI (Unique Superannuation Identifier). If you are unsure about these details, you can find them on your superannuation statements or by contacting your fund directly.
6. Choose your preferred super fund by listing its name, ABN, and USI. You can select either a retail fund, industry fund, or self-managed super fund (SMSF). It's important to research and compare different funds to find one that suits your investment goals and preferences.
7. If you wish to split your super contributions between multiple funds, indicate the percentage or dollar amount you want to allocate to each fund.
8. Review the form to ensure all the information provided is accurate and complete. Make any necessary corrections or additions before submitting it.
9. Sign and date the form to certify that the information provided is true and correct to the best of your knowledge.
10. Submit the form as per the instructions provided. This may involve sending it to your employer or directly to your super fund.

Who needs choice of super fund?

1. Employees who have not already chosen a specific super fund may need to fill out a choice of super fund form. This typically applies to individuals who start a new job and have the option to select their preferred fund for their employer's super contributions.
2. Individuals who are changing jobs or have multiple jobs may also need to complete this form to ensure their super contributions are directed to their preferred fund.
3. It is important to note that some employees may be part of an enterprise agreement or industrial award that specifies their super fund. In such cases, the choice of super fund form may not be applicable. It is advisable to check with your employer or consult the relevant agreement to determine your options.

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What is choice of super fund?

The choice of super fund is the decision made by an employee to nominate a specific superannuation fund to receive their super contributions.

Who is required to file choice of super fund?

All new employees are required to file choice of super fund with their employer.

How to fill out choice of super fund?

Employees can fill out the choice of super fund form provided by their employer, or through an online portal if available.

What is the purpose of choice of super fund?

The purpose of choice of super fund is to ensure that an employee's super contributions are directed to their preferred superannuation fund.

What information must be reported on choice of super fund?

The choice of super fund form typically requires the employee to provide their personal details, superannuation fund details, and a declaration of their choice.