WA Superannuation Choice Form

You must complete this section before giving the form to an employee who is eligible to choose the super fund into which youpay their super contributions.

Your Details

Business Name:     Solidarity Care Pty Ltd
ABN                    :    49673418687

Sign and date the form when you give it to your employee.

Did you know you can complete this online?

Visit ato.gov.au/superchoiceform

Employers 

Use this form to offer eligible employees their choice of superfund. You must fill in the details of your nominated super fund,also known as your default fund, before giving the form toemployees.Give this form to an employee when:

■ you hire a new employee who is eligible to choosea super fund

■ an existing eligible employee asks you for it

■ you can no longer contribute to an employee’snominated super fund or it is no longer a complying fund

■ you change your employer-nominated super fund andneed to advise employees affected by this change. 

The Standard choice form has three sections:

■ Section A, which the employee completes by providing details of their choice of super fund, together with supporting documents.

■ Section B, which the employer completes by providing details of their nominated super fund (before they give the form to an employee).

■ Section C, which the employer completes to document the choice process for an employee.
Employers must retain the returned form as their record of the choice process. Completed forms must be retained for five years.

Choosing a super fund

You can view and compare super fund products by using the Your Super comparison tool. Go to ato.gov.au/yoursuper, or log into ATO Online services through myGov to compare your existing MySuper products.

If you choose your own super fund you will need to obtain current information from your fund to complete items 3 or 4.

Item 3

Nominating your APRA fund or RSA

 Complete this item if you are nominating your own APRA fund (fund regulated by the Australian Prudential Regulation Authority) or a retirement savings account (RSA). You must include the unique superannuation identifier (USI)provided by your fund.You must attach a letter from the fund trustee or RSA provider confirming that the fund or RSA:
■ is a complying fund or RSA, and
■ will accept payments from your employer.

This letter may contain other information to help your employer make super contributions using the Super Stream standard.

Item 4 

Nominating your self-managed super fund (SMSF) 

Complete this item if you are nominating a self‑managed super fund (SMSF).

You must include your SMSF’s ABN, bank account details and electronic service address (ESA) (so the fund can receive electronic messages and payments from your employer using Super Stream). 

Find out more
■ ato.gov.au/Super/SuperStream – for information about how Super Stream applies to SMSF’s 

If you are using an SMSF message service provider they will provide you with an electronic service address alias to include as the ESA on the form. 

You must attach copies of the following documents to support your SMSF choice:
■ a document confirming that the fund is regulated – this can be printed from superfundlookup.gov.au
■ a letter from the trustee of the SMSF confirming that the fund will accept payments from your employer – if you are the trustee, or a director of the corporate trustee, you can confirm acceptance by placing an ‘X’ in the relevant box on the form.

■ Your employer is not liable for the performance of the super fund you or they nominate 

■ You should not seek financial advice from your employer unless they are licensed to provide it 

■ You can change the fund your employer pays your super into at any time by filling out this form and returning it to your employer 

■ Your employer is only required to accept one choice of fund from you in a 12-month period; however, they may accept more■ Your employer has two months after you return this form to them to action your request 

■ Any money you have in existing funds will remain there unless you arrange to transfer it (roll it over) to another fund– before you transfer your super, consider any impacts,including loss of insurance, fund performance or any fees or charges you may incur. If unsure, you may want to seek independent financial advice 

■ if you quote your TFN to your employer for super purposes,they must provide it to the super fund

You may have lost super 

■ It is important to keep track of your super – if you’ve ever changed your name, address or job, you may have lost track of some of your super 

■ Having multiple super accounts could mean you are paying fees you are unaware of, which could reduce your retirement savings. Your super is your money, you should check it regularly 

■ You can manage your super using ATO online services through myGov. This will enable you to view details of all your super accounts, including any you may have lost track of. You can use ATO online services to consolidate eligible multiple accounts. Before consolidating any accounts,consider impacts such as insurance, fees, and fund performance. Find out more

 ■ ato.gov.au/keepingtrack – keeping track of your super 

■ moneysmart.gov.au/how-super-works/consolidating-super-funds – Money Smart consolidating super funds 

■ ato.gov.au/yoursuper – view and compare super fund products by using the Your Super comparison tool. Login to ATO Online services through myGov to access the personalised version.2 

If an employee nominates their own super fund, they will provide information at section A that will assist you to prepare for, and make contributions to super funds using Super Stream. 

Super Stream is a standard for the way employers pay contributions and send information to super funds. This form collects information that employers will need when using Super Stream. 

Find out more 

■ ato.gov.au/super/superstream/employers –for more information on Super Stream. 

Section B

Complete section B before giving this form to your employee.The super fund you nominate must be authorised to offer a mySuper product. If you need to confirm your my Super arrangements contact your default super fund. 

Sign and date this section on the day you give the form to your employee. 

Section C

Complete section C after your employee returns this form to you. Record the date you accept your employee’s choice of fund and the date that you act on the choice. Retain the form with your records. Do not send the form to the ATO or to super funds. 

Find out more 

■ ato.gov.au/employersuper – for more information on super, offering an employee a choice of fund or paying super contributions 

■ apra.gov.au/RSE – to find a super fund authorised to offer a mySuper product

■ The quarterly* due dates for super contributions are: 

– 28 October
– 28 January
– 28 April
– 28 July 

■ If you have not received an employee’s completed form and a super contribution is due, you must make the payment to your nominated fund by the due date
■ In the two months after you receive an employee’s completed form, you can pay their super contributions to either the fund you have nominated or the fund they have nominated
■ After the two‑month period, you must make contribution payments to the fund the employee has nominated
■ You do not have to action an employee’s fund nomination if they have nominated a fund in the previous 12 months;however, you may choose to action their request 

Find out more
■ Phone 13 10 20 between 8am and 6pm,Monday to Friday, to speak to a tax officer
■ Phone our publications ordering service on 1300 720 092 for copies of our publications
■ Write to us at:
Australian Tax Office PO Box 3578Albury NSW 2640 

Help

■ If you do not speak English well and want to talk to a tax officer, phone the Translating and interpreting Service on 13 14 50 for help with your call.
■ If you have a hearing or speech impairment and have access to appropriate TTY or modem equipment,phone 13 36 77. If you do not have access to TTY or modem equipment, phone the Speech to Speech relay Service on 1300 555 727. 

* You can pay contributions more regularly than quarterly. for example,some employers pay fortnightly or monthly based on employee work place agreements or arrangements with super funds.©

                   Australian Government 
            ________________________
                Australian Taxation Office  

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.

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)

YOU MUST CHOOSE ONE OF THE NEXT THREE FIELDS AND COMPLETE THE RELEVANT SECTION 

2. Your details.

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 Lookup 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):.

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

5. Signature and date

If you have nominated your own fund in Item 3 or 4, check that you have attached the required documentation and then place an X or tick in the box below

7. Your nominated super fund

If the employee does not choose their own super fund, you are required to pay super contributions on their behalf to the fund that you have nominated below:

Complete this section when your employee returns the form to you with section A completed.

8     Record of choice acceptance in the two months after you receive the form from your employee you can make super contributions to either the fund you nominated or the fund the employee nominated. After the two-month period you must make payments to the fund chosen by the employee.

If you don’t meet your obligations, including paying your employee superannuation contributions to the correct fund, you may face penalties.

Date employee’s choice is received    

    /        /    

Date you act on your employee’s choice

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