Superannuation is money set aside during your working life for when you retire. Your employer pays a portion of your wage into a super fund for you. This is paid quarterly. Due to the stapled super fund policy, we cannot create a new super account if you already have one - you will need to supply the details.
We can make super payments to your own choice of superannuation fund or the self-managed super fund (SMSF) you nominate. The information we need will depend on which option you choose.
Super payments to different fund types will mean that we need different information.
| Fund Type | Information We Need |
|---|---|
| Your Own Choice of Super Fund. | |
| You can find this information on your super fund statement or website. | Fund Name |
| Fund ABN | |
| Member Number | |
| Unique Superannuation Identifier (USI) | |
| Your Self-Managed Super Fund (SMSF) | SMSF Bank Account Name |
| SMSF Bank Account Number | |
| SMSF BSB | |
| SMSF Electronic Service Address (ESA) | |
| SMSF Required Documentation | |
| Confirmation that you are the trustee, or a director of the corporate trustee of the SMSF and declare that the SMSF will accept contributions from your employer |
Are you new to tax and super? You can learn more general information from the Australian Taxation Office (ATO) here.