This transfer may close your account (you will need to check this with your current fund).
This form cannot be used to:
~ transfer benefits if you don’t know where your superannuation is
~ transfer benefits from multiple funds on this one form – a separate form must be completed for each fund you wish to transfer superannuation from
~ change the fund to which your employer pays contributions on your behalf
~ open a superannuation account, or
~ transfer benefits under certain conditions or circumstances, for example if there is a superannuation agreement under the F amily law Act 1975 in place.
~ transfer benefits to a self-managed superannuation fund (SMSF) where you are a member, trustee or director of a corporate trustee of the SMSF.
what happens to my future employer contributions?
using this form to transfer your benefits will not change the fund to which your employer pays your contributions and may close the account you are transferring your benefits from.
If you wish to change the fund into which your contributions are being paid, you will need to speak to your employer about choice of funds.
For the appropriate forms and information about whether you are eligibl e to choose the fund to which your employer contributions are made, visit www.superchoice.gov.au or call the Tax Office on 13 10 20.
things you need to consider when transferring your superannuation
When you transfer your superannuation, your entitlements under that fund may cease. You need to consider all relevant information before you make a decision to transfer your superannuation . If you ask for information, your superannuation provider must give it to you. Some o f the points you may consider are:
~ Fees – your current fund must give you information about any exit or withdrawal fees. If you are not aware of the fees that may apply , you should contact your fund for fur ther information before completing this form. The fees could include administration fees as well as exit or withdrawal fees. Your alternative fund may also charge entr y or deposit fees on transfer. Differences in fees which funds charge can have a significant effect on what you will have to retire on . For example, a 1 per cent increase in fees may significantly reduce your final benefit.
~ Death and disability benefits – your current fund may insure you against death, illness or an accident which leaves you unable to return to work. If you choose to leave your current fund, you may lose any insurance entitlements you have. Other funds may not offer insurance, or may require you to pass a medical examination before they cover you. When considering a new fund, you may wish to check the costs and amount of any cover offered.
If you require additional information about superannuation , you may wish to visit the Australian Securities and Investment Commission website: www.moneysmart.gov.au or the Australian Taxation Office website www.ato.gov.au.
You can send your completed and signed form with your cer tified proof of identity documents to either fund.
completing proof of identity
You will need to provide documentation with this transfer request to prove you are the person to whom the superannuation entitlements belong.
Acceptable documents
The following documents may be used.
(i) Photographic primary ID documents (Provide ONE valid document from this section only)
Current driver’s licence/permit issued by a State or Territory containing a photograph of the person.
Australian passport (a passport that has expired within the preceding two years is acceptable).
Card issued under a State or Territory for the purpose of providing a person’s age containing a photograph of the person (eg proof of age card).
Current foreign driver’s licence, passport or similar travel document containing the photograph and the signature of the person in whose name the document was issued.*
national identity card issued by a foreign government containing a photograph of the person in whose name the card was issued.* If you cannot provide a document listed above, please provide a document from Part ii (a) AND Part ii (b) below.
(ii) (a) Primary non-photographic ID documents (Provide ONE valid document from this section)
Birth certificate or birth extract.*
Citizenship certificate issued by the Commonwealth.
Citizenship certificate issued by a foreign government.* Pension card issued by Centrelink.
Health card issued by Centrelink.
AND
(b) Secondary ID documents (Provide ONE valid document from this section)
A notice issued by the Commonwealth or a State or T erritory within the preceding 12 months that records the provision of financial benefits to the individual and contains the individual’s name and residential address.
A notice issued by the Australian Taxation Office within the preceding 12 months that records a debt payable by the individual to the Commonwealth (or by the Commonwealth to the individual), which contains the individual’s name and residential address.
A notice issued by a local government body or utilities provider within the preceding three months, which records the provision of services to that address or to that person (the document must contain the individual’s name and residential address).
If under the age of 18, a notice that:
was issued to the customer by a school principal
~ within the preceding three months, and
~ contains the customer’s name and residential address, and
~ records the period of time that the customer attended the school.
* Documents that are written in a language that is not english must be accompanied by an english translation prepared by an accredited translator.
have you changed your name or are you signing on behalf of another person?
If you have changed your name or are signing on behalf of the applicant, you will need to provide a linking document. A linking document is a document that proves a relationship exists between two (or more) nam es.
The following table contains information about suitable linking documents.
purpose suitable linking documents
Change of name Marriage certificate, deed poll or change of name certificate from the Births, Deaths and Marriages Registration Office.
Signed on behalf of
the applicant Guardianship papers or Power of Attorney.
certification of personal documents
under the AMl/CTF requirements the following ‘authorised individuals’
are able to certify documents:
a person who, under a law in force in a State or T erritory of Australia, is currently licensed or registered to practise one of the following occupations:
~ Chiropractor
~ Dentist
~ l egal practitioner
~ Medical
~ An officer with, or authorised representative of, a holder of an Australian financial services licence, having 2 or more years of continuous service with one or more licensees
~ An officer with 2 or more continuous years of ser vice with one or more financial institutions is acceptable for cer tification of Customer identification documents only
~ A person who is enrolled on the roll of the Supreme Cour t of a State or
Territory, or the High Cour t of Australia, as a legal practitioner (however described)
~ Agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public
~ Australian Consular Officer or Australian Diplomatic Officer (wit hin the meaning of the Consular Fees Act 1955)
~ Bailiff
~ Bank officer with 2 or more years of continuous ser vice
~ Building society officer with 2 or more years of continuous ser vice
~ Chief executive officer of a Commonwealth cour t
~ Clerk of a court
~ Commissioner for Affidavits
~ Commissioner for Declarations
~ Credit union officer with 2 or more years of continuous ser vice
~ employee of the Australian Trade Commission who is:
a) in a country or place outside Australia; and
b) authorised under paragraph 3 (d) of the Consular F ees Act 1955; and
c) exercising his or her function in that place
~ employee of the Commonwealth who is:
a) in a country or place outside Australia; and
b) authorised under paragraph 3 (c) of the Consular F ees Act
~ Holder of a statutory office not specified in another item in this Part
~ Judge of a court
~ Justice of the Peace
~ Magistrate
~ Marriage celebrant registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961
~ Master of a court
~ Member of Chartered Secretaries Australia
~ Member of engineers Australia, other than at the grade of student
~ Member of the Association of Taxation and Management Accountants
~ Member of the Australian Defence Force who is:
a) an officer; or
b) a non-commissioned officer within the meaning of the Defence Force Discipline Act 1982 with 2 or more years of continuous service; or
c) a warrant officer within the meaning of that Act
~ Member of the Institute of Char tered Accountants in Australia, the Australian Society of Cer tified Practising Accountants (CPA) or the national Institute of Accountants, with two or more years of continuous service
~ Member of:
a) the Parliament of the Commonwealth; or b) the Parliament of a State; or
c) a Territory legislature; or
d) a local government authority of a State or Territory
~ Minister of religion registered under Subdivision A of Division 1 of Part IV of the Marriage Act 1961
~ notary public
~ Permanent employee of the Australian Postal Corporation with 2 or more years of continuous ser vice who is employed in an office supplying postal services to the public
~ Permanent employee of:
a) the Commonwealth or a Commonwealth authority; or b) a State or Territory or a State or Territory authority; or c) a local government authority;
with 2 or more years of continuous ser vice who is not specified in another item in this Part
~ Person before whom a statutor y declaration may be made under the law of the State or Territory in which the declaration is mad e
~ Police officer
~ Registrar, or Deputy Registrar, of a court
~ Senior executive Service employee of:
a) the Commonwealth or a Commonwealth authority; or b) a State or Territory or a State or Territory authority
~ Sheriff
~ Sheriff’s officer
~ Teacher employed on a full-time basis at a school or ter tiary education institution
~ Member of the Australasian Institute of Mining and Metallurgy When certifying documents, the following process must be foll owed:
~ All copied pages of original documents must be cer tified.
~ The authorised individual must ensure that the original and the copy are identical; then write or stamp on the copied document ‘certified true copy’.
This page has been lef t blank intentionally.
fund directory trustee
N.M. Superannuation Proprietary Limited registered office
33 Alfred Street Sydney NSW 2000 distributor
ipac asset management limited
ABN 22 003 257 225 AFS Licence No . 234655 Level 5
AMP Centre 50 Bridge Street Sydney NSW 2000 postal address iAccess GPO Box 2754 Melbourne VIC 3001 enquiries
Telephone 1800 624 542 Facsimile 1800 550 215 email address
[email protected] website
ipac.com.au
Tax File Number Declaration, NAT 3092-7.2011, Australian Taxation Office, © Commonwealth of Australia reproduced by permission.