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Annual Superannuation Statement For the period 1 JULY 2011 to 30 JUNE 2012 Annual Superannuation Statement An Industry Superfund For the period 1 JULY 2011 to 30 JUNE 2012 An Industry Superfund An

How to fill out annual superannuation statement

How to fill out annual superannuation statement:

1. Gather all necessary information: Start by collecting all the relevant documentation and information needed to complete the annual superannuation statement. This may include details about your superannuation fund, your contributions, any additional contributions made throughout the year, and any changes to your personal details.
2. Review the instructions: Carefully read and understand the instructions provided with the annual superannuation statement. This will help you understand the specific requirements and ensure you provide accurate information.
3. Complete personal details: Fill in your personal details accurately, including your full name, date of birth, address, and any other required information. Double-check for any errors or missing information.
4. Fill in contributions: Provide details about the contributions made to your superannuation fund throughout the year. This may include employer contributions, salary sacrifice contributions, and personal contributions. Make sure to accurately report the amounts and dates of these contributions.
5. Include additional contributions: If you've made any additional contributions to your superannuation account outside of the regular contributions, such as after-tax contributions or voluntary contributions, make sure to report them separately. Provide the necessary details regarding the amounts, dates, and types of these additional contributions.
6. Check for changes in personal details: If there have been any changes to your personal details, such as a change in address or marital status, ensure that you update this information on the annual superannuation statement.
7. Review and verify data: Once you have completed all the required sections, carefully review the information provided and cross-check it against your records. Ensure that all numbers, dates, and personal details are correct and accurately reflected in the statement.
8. Submit the statement: Once you are confident that the information provided is accurate, sign and submit the annual superannuation statement to your superannuation fund. Follow any specific submission instructions specified by your fund.

Who needs annual superannuation statement?

1. Employees: Any individual who is an employee and has a superannuation fund is required to submit an annual superannuation statement. This includes both full-time and part-time employees.
2. Self-employed individuals: Self-employed individuals who have a superannuation fund are also obligated to complete and submit an annual superannuation statement.
3. Retirees: Even after retirement, individuals who receive income from their superannuation fund or have an active superannuation account are still required to file an annual superannuation statement.
4. Individuals with inactive accounts: If you have an inactive superannuation account, you may still receive an annual superannuation statement. It is advisable to review the statement and update any necessary information or close the account if required.
5. Fund members: Anyone who is a member of a superannuation fund needs to receive and review an annual superannuation statement. It is important to understand the financial status and performance of your superannuation account.

Remember, it's always a good idea to seek professional advice or consult with your superannuation fund if you have any specific questions or concerns regarding filling out the annual superannuation statement.

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What is annual superannuation statement?

The annual superannuation statement is a document that provides information on a person's superannuation contributions and balances over the past year.

Who is required to file annual superannuation statement?

Individuals who have a superannuation account are required to file an annual superannuation statement.

How to fill out annual superannuation statement?

The annual superannuation statement can be filled out online through the individual's superannuation account or by using the paper form provided by the superannuation fund.

What is the purpose of annual superannuation statement?

The purpose of the annual superannuation statement is to provide individuals with information on the status of their superannuation account and to assist in retirement planning.

What information must be reported on annual superannuation statement?

The annual superannuation statement must include details on contributions, balance, investment options, fees, and insurance coverage.