We collect superannuation funds details and personal information about your superannuation accounts. This information may be collected directly from you or your super fund or employer.
There are two types of forms that we use to collect information relating to super:
- those that are directly submitted to us
- those that are submitted to a third party (for example, an employer or a tax professional).
The privacy notices below relate to information provided on forms that are submitted to us. These forms are grouped by the entity that completes the form. You can access the privacy notices related to those forms from the hyperlinks within the groups.
Employers
Capital gains tax (CGT) schedule – Company (NAT 3423)
Completing your superannuation guarantee late payment offset election (NAT 1489)
Division 293 – Commissioner’s release authority and statement (NAT 74586)
How to complete the superannuation guarantee charge statement – quarterly (NAT 9600)
Payment of unclaimed superannuation – third party (NAT 71696)
Superannuation guarantee charge statement – quarterly (NAT 9599)
Super guarantee charge statement privacy notice (NAT 9599)
Withdrawal from your inactive superannuation account (NAT 16338)
Funds
Application for ABN registration for superannuation entities
Capital gains tax (CGT) schedule – Fund (NAT 3423)
Capital gains tax (CGT) schedule – SMSF (NAT 3423)
Change of details for superannuation entities
Completing the superannuation assessment variation advice statement (NAT 2627)
Completing the voluntary release authority and statement (NAT 71777)
Departing Australia superannuation payments (NAT 15478)
Division 293 – Commissioner’s release authority and statement (NAT 74586)
End benefit notice – superannuation provider Division 293 tax (NAT 74728)
Fund income tax return (NAT 71287)
Lost members statement (NAT 71825)
PAYG payment summary – superannuation income stream (NAT 70987)
PAYG payment summary – superannuation lump sum (NAT 70947)
Self-managed superannuation fund annual return (NAT 71226)
Super member contributions statement (NAT 71334)
Super member contributions statement 2012–13 and later financial years (NAT 74656)
Superannuation fund nomination (NAT 8676)
Superannuation fund – retirement savings account provider claim for payment (NAT 73960)
Superannuation Industry (Supervision) Act 1993 – Auditor/Actuary contravention report (NAT 11239)
Superannuation payment variation advice (NAT 8451)
SuperMatch application for superannuation entities and their administrators (NAT 4674)
Surcharge AVA (NAT 2626)
Transfer balance account report (TBAR) (NAT 74923)
Unclaimed superannuation money non-lodgment advice (NAT 73231)
Individuals
Agreement for departing Australia superannuation payments (NAT 27396)
Application for payment of ATO-held superannuation money (NAT 74880)
Application excess contributions determination (NAT 71333)
Choice to include excess concessional contributions in assessable income (NAT 74305)
Completing the voluntary release authority and statement (NAT 71777)
Compassionate release of superannuation (NAT 74926)
Compulsory release authority for excess contributions tax and statement (NAT 71429)
Contributions for personal injury (NAT 71162)
Excess transfer balance election (ETBE) (NAT 7492)
Division 293 – Commissioner’s release authority and statement (NAT 74586)
Fairer taxation of excess concessional contributions election (NAT 71886-36520)
Fairer taxation of excess concessional contributions election release authority (NAT 71885-368556)
PAYG withholding variation application 2014 – senior Australians only (NAT 5425)
Payment of unclaimed superannuation – individual (NAT 71685)
Private ruling application (individuals) (NAT 13742)
Request for the determination of the deductible amount of UPP of an Australian pension or annuity (NAT 16544)
Request for a determination of the deductible amount of UPP of a foreign pension or annuity (NAT 16543)
Searching for lost and unclaimed super (NAT 2476)
Superannuation fund nomination (NAT 8676)
Superannuation fund – retirement savings account provider claim for payment (NAT 73960)
Superannuation lump sum payment (NAT 71743)
Transfer balance event notification (TBEN) (NAT 74919)
Withdrawal from your inactive superannuation account (NAT 16338)
Withdrawal of superannuation guarantee (NAT 8678)
Withdrawal from superannuation holding accounts special account (NAT 2373)
Intermediary
Agreement for departing Australia superannuation payment (DASP) (NAT 15478)
Payment of unclaimed superannuation – third party (NAT 71696)
Superannuation fund nomination (NAT 8676)
Super professionals
Departing Australia superannuation payments (DASP) (NAT 15478)
Electronic storage media information – departing Australia superannuation payment (NAT 8246)
Online services - Auditor contravention report and Audit complete advice
Request for a determination of the deductible amount of UPP of a foreign pension or annuity (NAT 16543)
Request for the determination of the deductible amount of UPP of an Australian pension or annuity (NAT 16544)
Superannuation Industry (Supervision) Act 1993 – Auditor/Actuary contravention report (NAT 11239)
We collect information from you about super either directly from you or through a third party. Either way, your privacy is protected.