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Tax File Number Declaration
Section A
To be completed by the PAYEE
Section B
To be completed by the PAYER
1. What is your tax file number (TFN)?
- Do You Have TFN No? -
Yes
No
- Do You Have TFN No? -
Field is required!
Field is required!
TFN
[{"field":"Do_have_TFN","logic":"equal","value":"Yes","and_method":"","field_and":"","logic_and":"","value_and":""}]
Field is required!
Field is required!
I have made a separate application/enquiry to the ATO for a new or existing TFN.
I am claiming an exemption because I am under 18 years of age and do not earn enough to pay tax.
I am claiming an exemption because I am in receipt of a pension, benefit or allowance.
[{"field":"Do_have_TFN","logic":"equal","value":"No","and_method":"","field_and":"","logic_and":"","value_and":""}]
Field is required!
Field is required!
2. What is your name?
- select your title -
Mr.
Mis.
Miss
Ms
- select your title -
Field is required!
Field is required!
Surname or family name
Field is required!
Field is required!
First given name
Field is required!
Field is required!
Other given names
Field is required!
Field is required!
Your Address
Field is required!
Field is required!
Suburb / town / locality
Field is required!
Field is required!
- State / territory -
ACT
NSW
NT
QLD
TAS
SA
VIC
WA
- State / territory -
Field is required!
Field is required!
Postcode
Field is required!
Field is required!
4. If you have changed your name since you last dealt with the ATO, provide your previous family name.
Previous family name
Field is required!
Field is required!
5. What is your date of birth?
Date of birth
Field is required!
Field is required!
6. On what basis are you paid?
- On what basis are you paid? -
Full‑time employment
Part‑time employment
Labour hire
Superannuation or annuity income stream
Casual employment
- On what basis are you paid? -
Field is required!
Field is required!
7. Are you:
- Are you -
An Australian resident for tax purposes
A foreign resident for tax purposes
A working holiday maker
- Are you -
Field is required!
Field is required!
8. Do you want to claim the tax-free threshold from this payer?
Only claim the tax‑free threshold from one payer at a time, unless your total income from all sources for the financial year will be less than the tax‑free threshold.
Yes
No
, Answer no here if you are a foreign resident or working holiday maker, except if you are a foreign resident in receipt of an Australian Government pension or allowance.
Field is required!
Field is required!
9. (a) Do you have a Higher Education Loan Program (HELP), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt?
Yes
, Your payer will withhold additional amounts to cover any compulsory repayment that may be raised on your notice of assessment.
No
Field is required!
Field is required!
(b) Do you have a Financial Supplement debt?
Yes
, Your payer will withhold additional amounts to cover any compulsory repayment that may be raised on your notice of assessment.
No
Field is required!
Field is required!
10. Contact Information
Phone number
Field is required!
Field is required!
E-mail Address
Field is required!
Field is required!
11. Bank Details
BSB
Field is required!
Field is required!
Account No
Field is required!
Field is required!
Account Name
Field is required!
Field is required!
Bank Name
Field is required!
Field is required!
DECLARATION by payee:
I declare that the information I have given is true and correct
Field is required!
Field is required!
Date
Field is required!
Field is required!
1. What is your Australian business number (ABN) or withholding payer number?
Field is required!
Field is required!
Field is required!
Field is required!
2. If you don’t have an ABN or withholding payer number, have you applied for one?
Field is required!
Field is required!
3. What is your legal name or registered business name (or your individual name if not in business)?
Field is required!
Field is required!
4. What is your business address?
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
5. What is your primary e-mail address?
Field is required!
Field is required!
6. Who is your contact person?
Field is required!
Field is required!
Field is required!
Field is required!
7. If you no longer make payments to this payee, tick this box.
Field is required!
Field is required!
DECLARATION by payer :
I declare that the information I have given is true and correct.
Field is required!
Field is required!
Date
Field is required!
Field is required!
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
Section B
Employer to complete
Section C
Employer to complete
1 Choice of superannuation (super) fund
I request that all my future super contributions be paid to:
- select a option -
The APRA fund or retirement savings account (RSA) I nominate
The self-managed super fund (SMSF) I nominate
The super fund nominated by my employer (in section B)
- select a option -
Field is required!
Field is required!
2. Your details
Employee identification number (if applicable)
Field is required!
Field is required!
Tax file number (TFN)
Field is required!
Field is required!
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
Field is required!
Field is required!
Fund name
Field is required!
Field is required!
Fund phone
Field is required!
Field is required!
Unique superannuation identifier (USI)
Field is required!
Field is required!
Your account name (if applicable)
Field is required!
Field is required!
Your member number (if applicable)
Field is required!
Field is required!
Required documentation
You need to attach 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.
[{"field":"{I_request_that_all_my_future_super_contributions_be_paid_to}","logic":"equal","value":"1","and_method":"","field_and":"","logic_and":"","value_and":""}]
4. Nominating your self-managed super fund (SMSF)
You will need current details from your SMSF trustee to complete this item.
Fund ABN
Field is required!
Field is required!
Fund name
Field is required!
Field is required!
Fund address
Field is required!
Field is required!
Suburb / town
Field is required!
Field is required!
- State / territory -
ACT
NSW
NT
QLD
TAS
SA
VIC
WA
- State / territory -
Field is required!
Field is required!
Postcode
Field is required!
Field is required!
Fund phone
Field is required!
Field is required!
Fund electronic service address (ESA)
Field is required!
Field is required!
BSB code (please include all six numbers)
Field is required!
Field is required!
Account number
Field is required!
Field is required!
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):
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.
Field is required!
Field is required!
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.
[{"field":"{I_request_that_all_my_future_super_contributions_be_paid_to}","logic":"equal","value":"2","and_method":"","field_and":"","logic_and":"","value_and":""}]
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’ in the box below.
Field is required!
Field is required!
Date
Field is required!
Field is required!
Return the completed form to your employer as soon as possible.
You must complete this section before giving the form to an employee who is eligible to choose the super fund into which you pay their super contributions.
Sign and date the form when you give it to your employee.
6. Your details
Field is required!
Field is required!
Field is required!
Field is required!
Date
Field is required!
Field is required!
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:
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Sign and date the form when you give it to your employee.
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
Field is required!
Field is required!
Date you act on your employee’s choice
Field is required!
Field is required!
Employers must keep the completed form for their own record for five years.
Do not send it to the Australian Taxation Office, the employer’s nominated fund or the employee’s nominated fund.
PRIVACY STATEMENT
The ATO does not collect this information; we provide this form as a means for employees to identify and provide necessary information to their employer. An employer is authorised to collect an employee’s TFN under the Superannuation Industry (Supervision) Act 1993. It is not an offence for an employee not to quote their TFN. However, quoting a TFN reduces the risk of administrative errors and if the employee does not quote their TFN their contributions may be taxed at a higher rate. An employee can get more details regarding their privacy rights by contacting their superannuation fund.
Please upload following documents:
Are you Australian citizen ?
Yes
No
Field is required!
Field is required!
Passport or Birth Certificate or Citizenship Certificate
Upload your documents...
[{"field":"Are_you_austraian_citizen","logic":"equal","value":"Yes","and_method":"","field_and":"","logic_and":"","value_and":""}]
Field is required!
Field is required!
Overseas Passport
Upload your documents...
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Field is required!
Current Visa (Latest)
Upload your documents...
Field is required!
Field is required!
[{"field":"Are_you_austraian_citizen","logic":"equal","value":"No","and_method":"","field_and":"","logic_and":"","value_and":""}]
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Your Full Name
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Your E-mail Address
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Your Phonenumber
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