Commonly Requested Forms & Info

We have provided you with a collation of the most essential forms and information sheets.

These documents are available for download in either word or pdf format. To view a pdf document you must have Adobe Acrobat Reader. If you do not have this software, you may click here to download it for free.

Please feel free to contact us should you require assistance with any of the forms, or if you have any suggestions for us.

 

Contributions Notice
The ATO's standard form for use by a member to advise the trustee of their intention to claim a tax deduction under section 290-170.
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Contribution Splitting Application
The ATO's standard application form for those members wishing to split their contributions with their spouse.
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Rollover Benefits Statement
The ATO's standard form to document the rollover of benefits out of a self managed superannuation fund into another fund.
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Capital Gains Tax Cap Election
The ATO's standard form for notifying a fund that contributions have been made which are to be excluded from the non-concessional contribution cap and tested against the CGT cap amount instead.
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Contributions for Personal Injury
The ATO's standard form for notifying a fund that contributions have been made which are to be excluded from the non-concessional contribution cap because they are personal injury payments.
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Statutory Declaration
For use by superannuation fund members aged between 55 and 60, to evidence their permanent retirement from gainful employment.
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Trustees Compliance Letter
When rolling over superannuation benefits from one fund to another, often a ‘compliance letter’ is required by the original fund.
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