HESTA - tax informatios

8/11/2019 HESTA - tax informatios

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Australia

SUPERANNUATION

taxback.com, Suite 3, Level 13, 222 Pitt Street, Sydney, NSW 2000 1

CHECKLIST

1.Witnessed** Power of Attorney Form (page 3)

2.Benet Claim Forms(pages4-7)3.Attach certied* copies of the required passport pages

4.Attach certied* copy of your 2nd Identication document(s)

5.Additional superannuation applications

If you are applying for more than one fund, you must complete every set of documents

separately for each fund.

Before submitting your documents, please ensure you have completed all elements of the checklist below.

*CERTIFICATION/WITNESSING GUIDELINES

How to certify documents?To certify your documents please present them to an approved certier to be certied. The approved certier must write

on the copies, on the same side as the photocopied image:I certify that this is a true and correct copy of the original document which I have sighted

This must be followed by their signature, full name, contact address & phone number, occupation and place of employment,identifying number (if applicable) and date of certication. The document must be stamped by the certier where applicable.The certication must be in English or accompanied by an accredited translation.

How to Witness the Power of Attorney form?The person, who witnesses the Power of Attorney form, conrms that it was signed by you before him. The person shouldsign and stamp the document. The authorized people who can witness the Power of Attorney form are listed below.

Who can certify/witness my documents?Certiers must be employed in one of the following occupations: Member of the Police Force / Justice of the Peace /Notary public officer/ Bank manager/ Judge of a court / Magistrate / Registar or deputy registar of a court / Australianconsular officer or an Australian diplomatic officer.

How much does certifcation cost?Certication services can be free or a charge may apply.

To nd your nearest taxback.com ofce please visit: www.taxback.com/contactus.asp

Attach to your pack the signed andWitnessed** Power of Attorney form on page 3

Then post a documents to your nearest taxback.com ofce.

Pease just sign the Benet Caim Forms (pages 4-7) . A signatures must match your passport signature.

1Attach to your pack acertied*copy of your passport. This copy must show your Australian visa, entry and exit stamps,

your signature and photo page.2Attach another certied*copy of Identification (Eg: Driving icence, Nationa Identification Card or Student card).

OR

Attach a certied*copy of two of the foowing (from different banks): ATM Card, Visa, MasterCard, Diners Cub

or American Express Card. If you have only one bank card, please attach a certied copy of a bank

statement from the same bank.

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INSTRUCTION FORM


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Australia

SUPERANNUATION

taxback.com, Suite 3, Level 13, 222 Pitt Street, Sydney, NSW 2000 2

The person who is authorised to certify documents must sight the original and the copy to make

sure both documents are identical, and then make sure all pages have been certied as shown

above. Each page that contains a copy of your documents must be certied separately. The

approved certier must write on the copies, on the same side as the photocopied image.

SAMPlE OF CERTIFIED IDENTIFICATION

AM

Copy of the Identication card

of the individual.

Certication & signature of

authorised person.

Authorised persons stamp and

registration number (if applicable).

Name of authorised person.

Qualication of the

authorised person.

Contact details of the

authorised person.

Phone number of authorised

person.

Date of authorisation.


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06135

6067

11/09

Change of member details

Completing this section in full will help us identify your account.

Member number: Date of birth:

Title: Ms Mrs Miss Mr Dr

Other

Given name/s:

Family name:

Postal address:

Completing this section in full will help us administer youraccount. Suitable certified proof must be supplied withthis form.

Member number: Date of birth:

Title: Ms Mrs Miss Mr Dr

Other

Given name/s:

Family name:

If your name has changed, provide your previous signature here:

Residential address:

Postal address (if different from residential):

Telephone number (home):

Telephone number (work):

Telephone number (mobile):

Email:

I nominate the below person(s) as my preferred beneficiary(ies)for the payment of my death benefit in HESTA. I understandmy nomination will be used by the Trustee as a guide and theTrustee is not bound by my nomination when exercising itsabsolute discretion to pay my benefit through HESTA.

Given name/s:

Family name:

Relationship of this person to me (e.g. spouse, child, etc.):

% of my super I would like HESTAto consider paying this person: %

Given name/s:

Family name:



Given name/s:

Family name:



Total(must be a whole number and add up to 100%) :%

I declare that I have read all the information supplied and thatthe above details are correct.

I understand that my personal information will be used inaccordance with HESTAs privacy policy.

Members signature:

Date:

1 Your previous member details with HESTA

This form enables existing HESTA members to update their account details. See page overleaf for instructions on how to complete it.

Complete all parts of this form in capital letters, using a black pen, and mail toHESTA, PO BOX 600, Carlton South Vic 3053.

Check that you have signed and dated the declaration and that all certified documentation is attached if applicable.

2 Your new details (see overleaf for more information)

3 Preferred beneficiary(ies) (see over for details)

4 Declaration

Contact HESTA Free call1800 813 327 www.hesta.com.auIssued by H.E.S.T. Australia Limited ABN 66 006 818 695 AFSL No. 235249 Trustee of HESTA Super Fund ABN 64 971 749 321 SPIN HST0100AU

X X X X X

X X X X X

Street no. Street name

Suburb

State Postcode

D D M M Y Y Y Y

D D M M Y Y Y Y


Suburb

State Postcode


Suburb

State Postcode

An IndustrySuperFund

D D M M Y Y Y Y

XX


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5035

05/11

I am aware that as a member I have access tofinancial advice on my existing HESTA account

through HESTA Superannuation Advisers at no extracost

I understand if I transfer the full account balance ofmy HESTA super to another super fund, any HESTAinsurance entitlements will cease

I understand I can apply for additional insurancethrough HESTA that covers me 24 hours a day, sevendays a week

I am aware the HESTA Super Income Stream isavailable for me to access income in retirement ortransition to retirement

I am aware I have access to transition-to-retirementadvice through HESTA Superannuation Advisers ata fixed dollar fee of $495, with no ongoing asset-based or account-based advice fees

I understand this authority will apply until cancelled,in writing, by me

Member signature:

Date:

D D M M Y Y Y Y

Return your completed form to:

HESTA Super FundPO Box 600Carlton South VIC 3053

or

[email protected]

or

Fax: 1300 368 636

3 Declaration

Contact HESTA Free call 1800 813 327 hesta.com.auIssued by H.E.S.T. Australia Limited ABN 66 006 818 695 AFSL No. 235249 Trustee of HESTA Super Fund ABN 64 971 749 321 SPIN HST0100AU

An IndustrySuperFund

Given name/s:

Family name:

Business name(if authorised person is a financial adviser):

Business address:Street no. Street name

Suburb

State/Territory Postcode

Authorised persons phone number:

Authorised persons signature:

Given name/s:

Family name:

Business name(if authorised person is a financial adviser):

Business address:Street no. Street name

Suburb

State/Territory Postcode

Authorised persons phone number:

Authorised persons signature:

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mailto:[email protected]://www.hesta.com.au/http://www.hesta.com.au/http://www.hesta.com.au/mailto:[email protected]://www.hesta.com.au/http://www.hesta.com.au/

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HESTA - tax informatios