Forms

 

Forms & Downloads

New fund (Corporate Trustee)

New fund (Individual Trustees)

Premium Portfolio Administration Service

Annual Accounting, Tax & Audit Service

Notice of Compliance for Superannuation Guarantee Contributions

Change of Administration Notification form

Investment Manager Instructions

Authority to Release Information

 

Activity Statement Authority

Tax File Number Notification

Retirement Notification

Pension Commencement

Commutation (lump sum withdrawal)

Request Centre link documentation

Contribution Notification Form

Transaction Notification Form

Trust Deed Upgrade

Change Fund Name

Change Trustee

 

Non Binding Death Beneficiary Nomination Form

Binding Death Nomination Form

Fund Broker Nomination Form

Personal Deductable Contribution Form (section 82 AAT)

ATO Standard Rollover form

ATO Standard Choice of Superannuation Fund Form

ATO Contribution Splitting

Standard Transfer Form for Non-market Transactions

Frequently Asked Questions

Financial Services Guide

 
DIY Super – Its Your Money … But Not Yet!
http://www.ato.gov.au/content/downloads/nat11393.pdf

Running a Self Managed Super Fund - Your Role and Responsibilities as a Trustee
http://www.ato.gov.au/content/downloads/spr46427n11032.pdf

You can download your Fund’s Compliance Notice from the ATO Website once your Fund has received its ABN.
Simply visit the link below, type in the Funds' ABN and click the link that says "Complying Status"
http://www.abr.business.gov.au/(k1rhsv55ygo5nkiybab3fqrn)/main.aspx.
 
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