|
Title |
Approved form legislative reference |
NAT number |
|---|---|---|
|
Application – excess contributions determinationExternal Link |
Apply to have contributions disregarded or reallocated under section 291-465 and 292-465 of the Income Tax Assessment Act 1997. |
71333 |
|
Application for payment of ATO-held superannuation moneyExternal Link |
Sections 17, 20H, 20QF, 21E, 22B and 24G of the Superannuation (Unclaimed Money and Lost Members) Act 1999, Sections 65, 66, 67, and 68 of the Small Superannuation Account Act 1995, and Section 65A of the Superannuation Guarantee (Administration) Act 1992. |
74880 |
|
Section 11B of the Superannuation Industry (Supervision) Act 1993. Section 129 of the Superannuation Industry (Supervision) Act 1993. |
11239 |
|
|
Form to be given to the superannuation provider by a member of a superannuation fund, or of a retirement savings account (RSA) provider under subsection 292-100(9) of the Income Tax Assessment Act 1997 (ITAA 1997), who wishes to apply section 292-100 of the ITAA 1997 to all or part of a contribution to that provider as a contribution relating to one or more capital gains tax small business concessions. |
71161 |
|
|
Under paragraph 14(2)(b) of A New Tax System (Australian Business number) Act 1999, Under subsection 19(4) of the Superannuation Industry (Supervision) Act 1993 , and Regulation 11.07AA of the Superannuation Industry (Supervision) Regulations 1994. |
3036 |
|
|
Choice to include excess concessional contributions in assessable income (see note 9) |
This form must be lodged with or given to us in paper form by an individual or entity who accepts an offer under subsection 292-467(3) of the Income Tax Assessment Act 1997. Under paragraph 292-467(3)(a), this must be within 28 days after we issue the notice, or (b) within such a longer period as we allow. |
No NAT number |
|
Employers who are required to offer a choice of super fund under section 32N of the Superannuation Guarantee Administration Act 1992 (SGAA) must give a standard choice form to their eligible employees. This form meets the requirements of section 32P of the SGAA and Regulation 17 of the Superannuation Guarantee (Administration) Regulations 2018. |
13080 |
|
|
Under section 32R of the Superannuation Guarantee Administration Act 1992. |
No NAT number |
|
|
Commissioner's compulsory authority to release excess contributions tax and statementExternal Link |
Under section 390-65 of Schedule 1 to the Taxation Administration Act 1953, this form must be given to us (and a copy to the individual to whom the release authority relates) in paper form, by a super provider within 30 days of the release amount being paid out of a super plan, after a release authority has been received and acted upon by the super provider. We can, under section 388-55 of Schedule 1 to the Taxation Administration Act 1953, defer the time for a super provider to give the statements in the approved form to us or to the individual to whom the release authority relates. |
71451 |
|
Compulsory release authority for excess contributions tax and statementExternal Link |
Under section 390-65 of schedule 1 to the Tax Administration Act 1953, this form must be given to us (and a copy to the individual to whom the release authority relates) in paper form by a super provider within 30 days of releasing the amount out of a super plan, after a release authority has been received and acted upon by the super provider. We can, under section 388-55 of schedule 1 to the Taxation Administration Act 1953, defer the time for a super provider to give the statements in the approved form to us or to the individual to whom the release authority relates. |
71429 |
|
Under section 292-95 of the Income Tax Assessment Act 1997, this form can be used by members or account holders wishing to exclude super contributions arising from eligible personal injury payments from their non-concessional contributions cap. |
71162 |
|
|
Division 293 Tax – refund or debt release application for former temporary residentsExternal Link |
Under section 293-230 of the Income Tax Assessment Act 1997. |
74727 |
|
Division 293 Tax – Deferred debt account election formExternal Link |
Paragraph 131-5(3)(b) of Schedule 1 to the Taxation Administration Act 1953. |
74989 |
|
Division 293 Tax – Due and payable election formExternal Link |
Paragraph 131-5(3)(b) of Schedule 1 to the Taxation Administration Act 1953. |
74988 |
|
Paragraph 131-5(3)(b) of Schedule 1 to the Taxation Administration Act 1953. |
74825 |
|
|
Excess non-concessional contributions election formExternal Link |
Paragraph 131-5(3)(b) of Schedule 1 to the Taxation Administration Act 1953. |
74824 |
|
Release authority statementExternal Link (for FHS ECC, ENCC & Div 293)External Link |
Section 131-50(3) of Schedule 1 to the Taxation Administration Act 1953. |
71886 |
|
Section 388-50 of Schedule 1 to the Taxation Administration Act 1953. Section 292-102 of the Income Tax Assessment Act 1997. |
75073 |
|
|
Election to be non-deductible (or revoke election)External Link – SMSF |
Regulations 290-155.01 and 290-155.05 of the Income Tax Assessment Regulations 1997. |
No NAT number |
|
Notification to purchase or construct – section 313-40 of the Income Tax Assessment Act 1997. Notification of recontribution – section 313-50 of the Income Tax Assessment Act 1997. |
No NAT number |
|
|
First home super saver (FHSS) scheme – release requestExternal Link |
Section 131-5 of Schedule 1 to the Taxation Administration Act 1953. Subsection 8AAZLH(2)External Link of the Taxation Administration Act 1953. |
74980 |
|
First home super saver (FHSS) scheme – determination requestExternal Link |
Section 138-10 of Schedule 1 to the Taxation Administration Act 1953. |
No NAT number |
|
First home super saver (FHSS) scheme – amend, withdraw or revoke a determinationExternal Link |
Section 138-12 of Schedule 1 to the Taxation Administration Act 1953. Section 138-13 of Schedule 1 to the Taxation Administration Act 1953. |
No NAT number |
|
First home super saver (FHSS) scheme – withdraw or amend release requestExternal Link |
Section 131-12 of Schedule 1 to the Taxation Administration Act 1953. |
No NAT number |
|
First home super saver (FHSS) scheme – vary or revoke release authorityExternal Link |
Section 131-10 of Schedule 1 to the Taxation Administration Act 1953. |
No NAT number |
|
Table item 2 of subsection 131-80 of Schedule 1 to the Taxation Administration Act 1953. Table item 3 of subsection 131-80 of Schedule 1 to the Taxation Administration Act 1953. |
75621 |
|
|
Section 390-12 of Schedule 1 to the Taxation Administration Act 1953. Complying Australian super funds should complete the KiwiSaver scheme payment statement or a similar paper form that collects the same information when they pay a member’s superannuation benefits to a KiwiSaver scheme in New Zealand. |
74638 |
|
|
Section 390-5 of Schedule 1 to the Taxation Administration Act 1953 (TAA), section 390-115 of Schedule 1 to the TAA, section 390-20 of Schedule 1 to the TAA. Technical documents for the MAAS web serviceExternal Link are available on the Standard Business Reporting (SBR) website. Practical guidance for funds on how to administer their fund reporting obligations is available at Fund reporting protocolExternal Link. |
No NAT number |
|
|
Section 390-5 of Schedule 1 to the Taxation Administration Act 1953 (TAA), section 390-115 of Schedule 1 to the TAA, section 390-20 of Schedule 1 to the TAA. Technical documents for the MAAS web serviceExternal Link are available on the Standard Business Reporting (SBR) website. Practical guidance for funds on how to administer their fund reporting obligations is available at Fund reporting protocolExternal Link. |
No NAT number |
|
|
Notice of intent to claim or vary a deduction for personal super contributionsExternal Link |
This form can be used when a person intends to claim a tax deduction for their personal super contributions or when they wish to vary a previous notice under section 290-150, 290-170 and 290-180 of the Income Tax Assessment Act 1997. |
71121 |
|
Recontribution of COVID-19 early release amountsExternal Link |
Paragraph 292-103(2)(a) of the Income Tax Assessment Act 1997. |
75394 |
|
Request for rollover of whole balance of super benefits between fundExternal Link |
Sub regulation 6.33(2)(b) to the Superannuation Industry (Supervision) Regulations 1994. |
75359 |
|
Rollover benefits statementExternal Link (before 1 July 2013) |
Under subsection 390-10(4) of Schedule 1 to the Taxation Administration Act 1953, this information is required to be given to the receiving super provider, either in paper form or electronically by the first super provider reporting the payment of a rollover super benefit for a member to another super provider. |
70944 |
|
Rollover benefits statementExternal Link (from 1 July 2013 to 30 June 2017) |
Under subsection 390-10(4) of Schedule 1 to the Taxation Administration Act 1953, this information is required to be given to the receiving super provider, either in paper form or electronically by the first super provider reporting the payment of a rollover super benefit for a member to another super provider. |
70944 |
|
Rollover benefits statementExternal Link (from 1 July 2017) |
Under subsection 390-10(3) of Schedule 1 to the TAA. |
70944 |
|
Death benefit rollover statementExternal Link (from 1 July 2017) |
Under subsection 390-10(3) of Schedule 1 to the Tax Administration Act 1953 (TAA), this form can be used by a superannuation provider to give a statement to:
|
74924 |
|
Self-managed superannuation fund annual return 2024External Link |
Section 11A of the Superannuation Industry (Supervision) Act 1993. This form is to be given to the Commissioner of Taxation as required under section 161 of the Income Tax Assessment Act 1936 or other relevant provisions. |
71226 |
|
Self-managed superannuation fund independent auditor's reportExternal Link |
Section 11A of the Superannuation Industry (Supervision) Act 1993. Under subsection 35C(6) of the Superannuation Industry (Supervision) Act 1993, this report is required to be given to each trustee of the self-managed superannuation fund by an approved auditor specified in subregulation 1.04(2) of the Superannuation Industry (Supervision) Regulations 1994. |
11466 |
|
Section 33 of the Superannuation Guarantee (Administration) Act 1992 (SGAA). |
9599 |
|
|
Superannuation guarantee late payment offset electionExternal Link |
Under paragraph 23A(1)(b)External Link and subsection 23A(2)(b)External Link of the Superannuation Guarantee (Administration) Act 1992 (SGAA) to be lodged with us for an employer to make an election under subsection 23A(3)External Link to offset a contribution made to a complying superannuation fund or a retirement savings account against the employers liability to pay superannuation guarantee charge. |
14899 |
|
Superannuation guarantee opt out for high income earners with multiple employersExternal Link |
Section 19AB of the Superannuation Guarantee (Administration) Act 1992. |
75067 |
|
8451 |
|
|
Superannuation fund/ retirement savings account provider claim for paymentExternal Link |
Subsection 61(3) of the Small Superannuation Accounts Act 1995 (SAA). Under subsection 61(1) of the SAA, a trustee of a superannuation fund or retirements savings account provider is required to lodge this paper form to claim an individual’s account balance held in the Superannuation Holdings Account special account. |
73960 |
|
Super member contributions statementExternal Link (2012–13 onwards) |
This form can be used to meet the requirements under section 390-5 and 390-115 of Schedule 1 to the Taxation Administration Act 1953. Electronic reporting specification – Member contribution statementExternal Link, which is published at softwaredevelopers.ato.gov.au. |
74656 |
|
Super member contributions statementExternal Link (2007–08 to 2011–12) |
This form can be used to meet the requirements under section 390-5 and 390-115 of Schedule 1 to the Taxation Administration Act 1953. |
71334 |
|
Super member contributions statementExternal Link (2006–07 and earlier years) |
This form can be used to meet the requirements under section 390-5 of schedule 1 to the Taxation Administration Act 1953. |
2710 |
|
This form can be used to meet the requirements under, either:
|
74923 |
|
|
This form can be used to meet the requirements under, either:
|
74919 |
|
|
This form can be used to meet the requirements under subsection 136-20(4) of Schedule 1 to the Taxation Administration Act 1953. |
74920 |
|
|
Under subsection 136-25(2) of Schedule 1 to the Taxation Administration Act 1953. |
No NAT Number |
|
|
Commutation authority – provider to notify memberExternal Link |
This form can be used to meet the requirements under section 136-90 of Schedule 1 to the Taxation Administration Act 1953. |
No NAT Number |
|
Trustee declarationExternal Link – self-managed super funds |
Section 11A of the Superannuation Industry (Supervision) Act 1993. From 1 July 2007, under section104A of the Superannuation Industry (Supervision) Act 1993, this declaration is required to be completed (in paper form) by a new trustee or director of a corporate trustee of a self-managed superannuation fund within 21 days becoming such a trustee or director of the corporate trustee on or after 1 July 2007. |
71089 |
|
Unclaimed superannuation money non-lodgment adviceExternal Link |
Under subsections 16(1A) and 24C(2) of the Superannuation (Unclaimed Money and Lost Members) Act 1999, this form is required to be given to the Commissioner of Taxation by the relevant scheduled statement day for a superannuation provider – who, at the end of the unclaimed money day, does not hold unclaimed superannuation money or only holds accounts for members with a nil or negative unclaimed superannuation money balance. |
73231 |
|
This form meets the requirements under section 16, 16A, 20E, 20QB, 20QC, 21A, 21B, 22, 22A, 24C and 24D of the Superannuation (Unclaimed Money and Lost Members) Act 1999. Electronic reporting specification – Unclaimed super money statementExternal Link, which is published at softwaredevelopers.ato.gov.au. |
71864 |
|
|
Unclaimed superannuation money statement – additional members |
This form meets the requirements under section 16, 16A, 20E, 20QB, 20QC, 21A, 21B, 22, 22A, 24C and 24D of the Superannuation (Unclaimed Money and Lost Members) Act 1999. Electronic reporting specification: Unclaimed super money statementExternal Link, which is published at softwaredevelopers.ato.gov.au. |
71864A |
|
Voluntary release authority and statement for excess contributions taxExternal Link |
Under section 390-65 of schedule 1 to the Taxation Administration Act 1953, this form must be given to us (and a copy to the individual to whom the release authority relates) in paper form by a super provider within 30 days of the release amount being paid out of a super plan – after a release authority has been received and acted upon by the super provider. |
71777 |
|
Superannuation Electronic Portability Form (see note 9) |
Sub-regulation 6A.02(2) Superannuation Industry (Supervision) Regulations 1994, and Sub-regulation 4AA.02(2) of the Retirement Savings Accounts Regulations 1997. |
No NAT number |
|
Regulations 290-155.01 and 290-155.05 of the Income Tax Assessment Regulations 1997. |
No NAT number |
Note 9: These forms are not available on ato.gov.au or PODS.
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