ATO Forms

Change of details for superannuation entities You can use this form to change various registration details for a superannuation entity.

Choosing a super fund – How to complete your Standard choice form The Standard choice form sets out employee options for choosing a superannuation fund.

Completing the request to transfer whole balance of superannuation benefits between funds The Request to transfer whole balance of superannuation benefits between funds form allows members to transfer their benefits between funds.

Contributions splitting application You should complete this application if you want to boost your spouse’s super savings with some of your own.

Deduction for personal super contributions You should complete this notice if you intend to claim a tax deduction for your personal contributions, or want to vary a previous notice of intent you gave your super fund.

Request for self-managed superannuation fund specific advice You should use this form if you want specific advice about how the super law applies to a particular transaction or arrangement for a self-managed superannuation fund.

Trustee declaration To be completed by new trustees and directors of corporate trustees of self-managed super funds.