3
Any financial product advice in this document is general advice only and has been prepared without taking account of your personal objecves, financial situaon or needs. Before acng on any such general advice, you should consider the appropriateness of the advice, having regard to your own objecves, financial situaon or needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the PSSap Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super. Commonwealth Superannuaon Corporaon (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Public Sector Superannuaon accumulaon plan (PSSap) ABN: 65 127 917 725 RSE: R1004601 Industry Fund Services (IFS) ABN: 54 007 016 195 AFSL 232514 Important information about this form Please read this first Please complete all the boxes on the attached form. It allows us to identify you, and tells us how we can contact you. How to use this form Please use CAPITAL LETTERS and a black or blue pen. Mark boxes like this with a or then fill out the next question or section. Please sign your name where needed. If you don’t sign the form, it will be returned to you. Submitting your form Please send your completed form to: PSSap Locked Bag 9300 Wollongong NSW 2500 or email to: [email protected] TFN 05/19 Provision of Tax File Number (TFN) 1. Explanatory notes 2. Form TFN 1 of 3

Provision of Tax file number - Members - CSC

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Any financial product advice in this document is general advice only and has been prepared without taking account of your personal objectives, financial situation or needs. Before acting on any such general advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation or needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the PSSap Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super.Commonwealth Superannuation Corporation (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Public Sector Superannuation accumulation plan (PSSap) ABN: 65 127 917 725 RSE: R1004601 Industry Fund Services (IFS) ABN: 54 007 016 195 AFSL 232514

Important information about this form Please read this first Please complete all the boxes on the attached form. It allows us to identify you, and tells us how we can contact you.

How to use this formPlease use CAPITAL LETTERS and a black or blue pen.Mark boxes like this with a or then fill out the next question or section. Please sign your name where needed. If you don’t sign the form, it will be returned to you.

Submitting your formPlease send your completed form to:PSSap Locked Bag 9300 Wollongong NSW 2500or email to: [email protected]

TFN05/19

Provision of Tax File Number (TFN) •1. Explanatory notes •2. Form

TFN 1 of 3

1. Explanatory notes startWhy should I provide my Tax File Number?You do not have to provide your Tax File Number (TFN) and it is not an offence if you choose not to. However, if we do not have your TFN: • Your post-tax personal contributions cannot be accepted by our fund and will need to be returned

to your employer.• Pre-tax salary sacrifice and employer contributions may be accepted but will be taxed at the top

Marginal Tax Rate, plus the Medicare Levy.• Benefits paid to you may be subject to a higher rate of tax, unless you provide your TFN at a later

date. You may be able to reclaim this amount through the income tax assessment process.

About reporting your Tax File NumberWe can accept your TFN details over the phone by calling us on 1300 725 171 or you can complete this form and return it to us at Locked Bag 9300, Wollongong NSW 2500.We are authorised to collect your TFN under the Superannuation Industry (Supervision) Act 1993. We are required by law to properly safeguard your TFN and will only use it for purposes specified under the law. These include: • advising the Australian Taxation Office (ATO) if you are a ‘lost’ member• advising the ATO if we are required to pay amounts as unclaimed money• providing advice to the ATO for taxation purposes • forwarding your TFN to another regulated superannuation fund or Retirement Savings Account

(RSA) provider if your benefit is transferred or rolled over to that fund or RSA provider (unless you request otherwise).

This information will also be provided to our administrator, Mercer, for the purpose of administering your superannuation.

Your privacy is important to us.We’re committed to protecting your privacy. We collect your personal information for the purposes of providing superannuation services to you, improve our products and to keep you informed. We will only share your personal information where necessary for providing superannuation services to you. This may include disclosing your personal information to our scheme administrator, service providers or government or regulatory bodies. Your personal information may be accessed overseas by our service providers. Please see our privacy policy for full details. Your personal information will not be otherwise used or disclosed unless required or permitted under law. A full copy of our privacy policy as well as the privacy complaint process is available at csc.gov.au

End of explanatory

notes

TFN 2 of 3

[email protected]

Phone1300 725 171

Financial Advice1300 277 777

PostPSSapLocked Bag 9300 Wollongong NSW 2500Web

csc.gov.auOverseas Callers+61 2 4209 5403

Fax1300 364 144

TFN05/19

Provision of Tax File Number (TFN)

Read the Explanatory notes and this section of the form carefully before filling it in.

A Your detailsPSSap membership no.

Title Mr Mrs Ms Miss Other

Surname

Given name(s)

Date of birthD D M M Y Y Y Y

/ /

Phone

Tax File Number

SIGNATURE

Date signedD D M M Y Y Y Y

/ /

Sign

2. Form start

Need assistance? Call us on the phone numbers below

End Form

TFN 3 of 3