Employee Onboarding Documents

Superannuation Standard choice form

For use by employers when offering employees a choice of fund and by employees to advise their employer of their chosen fund.

Section A: Employee to complete

1 Choice of superannuation (super) fund

I request that all my future super contributions be paid to: (place an X in one of the boxes below)

The APRA fund or retirement savings account (RSA) I nominate. Complete items 2, 3 and 5The self-managed super fund (SMSF) I nominate. Complete items 2, 4 and 5The super fund nominated by my employer (in section B). Complete items 2 and 5

2 Your Details

Full Name*

Employee identification number (if applicable)

Tax file number (TFN) You do not have to quote your TFN but if you do not provide it, your contributions may be taxed at a higher rate. Your TFN also helps you keep track of your super and allows you to make personal contributions to your fund.

3 Nominating your APRA fund or RSA

You will need current details from your APRA regulated fund or RSA to complete this item.

Fund ABN

Fund name

Address

Street Address

Street Address Line 2

Suburb/TownState

Post Code

Fund phone

Unique superannuation identifier (USI)

Your account name (if applicable)

Your member number (if applicable)

Required Documentation

You need to provide a letter from your fund stating that they are a complying fund and that they will accept contributions from your employer. Correct information about your super fund is needed for your employer to pay super contributions.

4 Nominating your self-managed super fund (SMSF)

You will need current details from your SMSF trustee to complete this item.

Fund ABN

Fund name

Fund Address

Street Address

Street Address Line 2

Suburb/TownState

Post Code

Fund phone

Fund electronic service address (ESA)

BSB code

Account number

Required Documentation

You need to attach a document confirming the SMSF is an ATO regulated super fund. You can locate and print a copy of the compliance status for your SMSF by searching using the ABN or fund name in the Super Fund /ookup service at http://superfundlookup.gov.au/

If you are the trustee, or a director of the corporate trustee you can confirm that your SMSF will accept contributions from your employer by making the following declaration (place an X in the box below)

I am the trustee, or a director of the corporate trustee of the SMSF and I declare that the SMSF will accept contributions from my employer.

If you are not the trustee, or a director of the corporate trustee of the SMSF, then you must provide a letter from the trustee confirming that the fund will accept contributions from your employer.

If you have nominated your own fund in Item 3 or 4, check that you will forward the required documentation and then place an ‘X’ in the box below.

I have provided the relevant documentation.

5 Signature and date

Signature*

Date

DayMonthYear

If the employee does not choose their own super fund, the employer is required to pay super contributions on their behalf to the employer's default super fund that they nominate.

Employee Details Form

Emergency Contact Information

Residency