Standard Choice Form

Section A: Employee to complete

1. CHOICE OF SUPERANNUATION FUND I REQUEST THAT ALL MY FUTURE SUPERANNUATION CONTRIBUTIONS BE PAID TO: (PLACE AN X IN ONE OF THE BOXES BELOW)

MY EMPLOYER’S SUPERANNUATION FUND NAMED IN ‘SECTION B – QUESTION 6’

MY OWN CHOICE OF SUPERANNUATION FUND

2. YOUR DETAIL

3. DETAILS OF MY CHOSEN SUPERANNUATION FUND:

4.APPROPRIATE DOCUMENTATION (PLACE AN X IN THE BOX IF YOU HAVE ATTACHED THE REQUIRED INFORMATION)

I HAVE ATTACHED: A).LETTER FROM THE TRUSTEE STATING THAT THIS IS A COMPLYING FUND OR RETIREMENT SAVINGS ACCOUNT (RSA) OR, FOR A SELF MANAGED SUPERANNUATION FUND, A COPY OF DOCUMENTATION FROM THE ATO CONFIRMING THE FUND IS REGULATED B).WRITTEN EVIDENCE FROM THE FUND STATING THAT THEY WILL ACCEPT CONTRIBUTIONS FROM MY EMPLOYER, AND C).DETAILS ABOUT HOW MY EMPLOYER CAN MAKE CONTRIBUTIONS TO THIS FUND. YOUR EMPLOYER IS NOT REQUIRED TO ACCEPT YOUR CHOICE OF FUND IF YOU HAVE NOT PROVIDED THE APPROPRIATE DOCUMENTS.

Section B: Employer to complete

6) YOUR EMPLOYER NOMINATED SUPERANNUATION FUND IF THE EMPLOYEE DOES NOT CHOOSE A DIFFERENT SUPERANNUATION

IF THE EMPLOYEE DOES NOT CHOOSE A DIFFERENT SUPERANNUATION FUND, SUPERANNUATION CONTRIBUTIONS WILL BE PAID TO THE FOLLOWING SUPERANNUATION FUND ON BEHALF OF THIS EMPLOYEE (UNLESS THE EMPLOYEE HAS PREVIOUSLY CHOSEN A DIFFERENT FUND):

FOR YOUR RECORDS

THIS SECTION MUST BE COMPLETED WHEN THE EMPLOYEE RETURNS THE FORM TO YOU WITH A COMPLETED ‘SECTION A’.

DATE YOU ACT ON YOUR EMPLOYEE’S VALID CHOICE.