Forms

Links to relevant information and useful forms

• List of institutions offering retirement savings accounts
• Standard choice form
• Super fund LookUp (to find both ATO and APRA-regulated super funds)

Other useful links

• Superannuation Complaints Tribunal
• SuperSeeker Finds lost super
• National Information Centre on Retirement Investments
• Family Court superannuation information kit, for splitting super assets in a divorce

Unclaimed money registers

• NSW - The Public Trustee of NSW - Unclaimed money register
• QLD - The Public Trustee of QLD - Unclaimed money register
• VIC - The State Trustees of Victoria - Unclaimed money register
• WA - The Public Trustee of Western Australia - Unclaimed money register
• ACT - The Public Trustee of Australian Capital Territory - Unclaimed money register
• TAS - The Public Trustee of Tasmania - Unclaimed money register
• SA - The Department of Treasury & Finance South Australia ‑ Unclaimed money register
• NT - Northern Territory Treasury ‑ Unclaimed money register
• ASIC - Australian Securities and Investments Commission ASIC - Unclaimed money register

Forms and tables

The following is available to members only, and includes:

√ Application for payment of unclaimed super money (for authorised representatives)
√ Deduction for personal super contributions form
√ Directed termination payment statement
√ Request to transfer balance between funds
√ SMSF trustee declaration
√ Super co-contribution calculator
√ Superannuation guarantee calculator
√ Tax payable of foreign super transfer form
√ Tax table for employment termination payments
√ Tax table for superannuation income streams
√ Tax table for superannuation lump sums
√ Transitional termination payment pre-payment statement