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SUPER
Change of Details Form
Please complete this form if any of your personal particulars have changed, i.e. name,
address, telephone number or nomination of preferred beneficiary(ies). You may also use this form
to provide us with your tax file number (TFN).
Tax File Number Notification Form
Please complete this form if you wish to notify us your tax file
number (TFN).
From 1 July 2007 if your super fund does not hold a record of your TFN then your pre tax
contributions to super (employer or voluntary before-tax) may be taxed at 46.5%. Your super
fund will also be unable to accept post tax contributions (personal after tax contributions) into
your account. To avoid paying the extra tax we need you to ensure you have advised us of your
TFN. If you are unsure if we hold your TFN you can either:
- Check your most recent Member Benefit Statement
- Contact the Customer Service Number 1300 133 177
- Check your details online through the Members On-line login section of our
website.
Transfer Authority Form
Please complete this form if you wish to rollover any benefits you have from other
superannuation funds into NGS Super. You will need to complete a separate form for each super fund
from which you wish to rollover benefits.
Investment Portfolio Switching Form
IMPORTANT: Before completing this form you
must read the Investment Section
(pages 13-22) of the Fund's Product Disclosure Statement (PDS) Part I, which provides
detailed investment information. Please complete this form if you wish to nominate or change your
superannuation investment choice portfolio(s).
Lump Sum Contribution Form
Please complete this form if you wish to "top-up" your superannuation account by way of a
'lump sum' after-tax payment which can be made by cheque or Australian Money Order.
Payroll Deductions
Please complete this form (and return to your Employer) if you wish to make regular
voluntary before-tax (salary sacrifice) or after-tax contributions to your superannuation account
with NGS Super through your payroll facility. You may also use this form to amend your current
voluntary contributions.
Spouse Contribution Form
IMPORTANT: Before completing this form on behalf of your spouse you
must read the Fund's Product Disclosure Statement (PDS) Part 1, which summarises
important information relating to the Fund, including benefits and conditions of spouse
membership.
Please complete this form if you are a current member of NGS Super and you
wish to make a contribution(s) on their behalf.
Contribution Splitting Form
IMPORTANT: Before completing this form you
must read the Fund's Product Disclosure Statement (PDS) Part 1, which summarises
important information relating to the Fund, including benefits and conditions of membership.
Family Law & Superannuation - Fact Sheet
This fact sheet explains how the law deals with superannuation when couples divide their
property after a marriage breakdown. Forms are available in the information kit below.
Family Law & Superannuation - Information Kit including required
forms
This information pack contains the forms required to obtain information from the Trustee of
an eligible superannuation plan. Please note that as this is a large file, it may take some
time to download. Before completing these forms, please read the fact sheet available above.
PENSIONS
Pension Change of Details Form
Please complete this form if any of your personal particulars have changed, i.e. name,
address, telephone number or nomination of preferred beneficiary(ies).
Pension Transfer Authority Form
Please complete this form if you wish to rollover any benefits you have from other
superannuation funds into NGS Super
before you commence an Account Based Pension OR Transition to Retirement Pension.
You will need to complete a separate form for each super fund from which you wish to rollover
benefits.
Pension Investment Switching Form
IMPORTANT: Before completing this form you
must read the Investment Section provided in the
Product Disclosure Statement for NGS Super Pensions (pages 16-25) which contains detailed
investment information. Please complete this form if you wish to change your current investment
choice portfolio(s) in your Pension.
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