Get the free Choice of super fund request

Choice of super fund request Complete the enclosed form and hand it to your employer to have your super paid into VESTA. VESTA is the super fund for people in health and community services 3 Supports

How to fill out choice of super fund

Point by point guide on how to fill out a choice of super fund:

1. Start by gathering the necessary information: Before you begin filling out the choice of super fund form, make sure you have all the required details handy. This includes your current super fund information, your member or account number, and the name and details of the super fund you wish to switch to.
2. Understand your options: Take the time to research different super funds and understand your options. Consider factors such as fees, investment options, performance, and any additional features or benefits offered by each fund. This will help you make an informed decision when selecting your new super fund.
3. Obtain the choice of super fund form: Contact your employer or the Australian Taxation Office (ATO) to request the choice of super fund form. You can also find this form on the ATO website or from your employer's Human Resources department.
4. Complete the personal details section: Provide your full name, date of birth, tax file number (TFN), and contact details in the personal details section of the form. It is crucial to ensure accuracy when filling out this information.
5. Fill in your current super fund details: Provide the name, address, and contact details of your current superannuation fund in the appropriate sections of the form. Include your member or account number and any other requested information to help identify your existing fund accurately.
6. Choose your new super fund: In the designated section, enter the name, address, and contact details of the super fund you wish to switch to. Ensure you include the fund's unique superannuation identifier (USI), if applicable. If you are unsure about which fund to choose, seek independent financial advice.
7. Declare your choice of super fund: Read and understand the declarations section of the form, then sign and date it to confirm that you are making this choice voluntarily and understand the implications of your decision.
8. Submit the form to your employer or the ATO: Follow the instructions provided on the form to submit it to your employer or the ATO, depending on your circumstances. Ensure you keep a copy for your records.

Who needs choice of super fund?

The choice of super fund is relevant for individuals who are employed and have the flexibility to choose their own superannuation fund. It is particularly important for individuals who want more control over their retirement savings and wish to switch from their employer's default fund to another fund that better suits their needs. Additionally, anyone who is starting a new job and hasn't chosen a super fund before will also need to fill out a choice of super fund form.

For pdfFiller’s FAQs

What is choice of super fund?

The choice of super fund refers to the option for individuals to choose the specific superannuation fund where their employer contributions will be deposited.

Who is required to file choice of super fund?

All employees who are eligible to choose their own super fund are required to file choice of super fund.

How to fill out choice of super fund?

Employees can fill out the choice of super fund form provided by their employer, or they can submit their choice electronically through the employer's online system.

What is the purpose of choice of super fund?

The purpose of choice of super fund is to allow employees to select a superannuation fund that best suits their financial goals and circumstances.

What information must be reported on choice of super fund?

Employees must provide their chosen superannuation fund details, including the fund name, address, and account number.

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