Forms

Federal budget 2016 update - After-tax contributions

In the May 2016 Budget the Government announced a lifetime limit of $500,000 on the amount of non-concessional (after-tax) contributions that a member can make into super, retrospective to 1 July 2007. This has yet to be legislated.

 

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In some cases you will need to send us certified copies of documents to prove you are the person making the transaction. Please click here to find out more about proof of identity.

Back to top ^Consolidation

Rollover/Transfer authority

To combine your super from other funds into your NGS Super account. Please use one form for each fund outside of NGS Super

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Statement of Fund Compliance

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Back to top ^Choice - Members

Superannuation Choice eForm

To notify your employer that NGS Super is your choice of superannuation fund.

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Back to top ^Contributions

Payroll deductions eForm

For making regular voluntary contributions through your payroll. Please return this form to your employer. 

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Lump sum contribution eForm

To contribute one-off voluntary lump sums into your NGS Super account.

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Contribution splitting eForm

To split your super contributions with your partner (pre-tax contributions). 

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Spouse contribution eForm

To make a super contribution for your partner (after-tax contributions).

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Back to top ^Investments

Investment switching eForm

To change your NGS Super investment options. More information about each of the investment options offered is available in our Investments fact sheet.

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Term deposit cancellation

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Back to top ^Insurance

Insurance transfer form

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Insurance variation (reduction or cancellation) form

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Insurance variation (increase cover) form

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Insurance variation (change fixed cover occupation category) form

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Life events cover option

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Back to top ^Estate Planning

Making a binding death benefit nomination eForm

To make, change or cancel a binding death benefit nomination.

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Nominating your non-binding beneficiaries eForm

This is a non-binding nomination meaning the Trustee is not legally bound by your wishes but will take them into consideration.

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Back to top ^Benefit Payments

Early release of superannuation benefits on grounds of severe financial hardship eForm

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Request for withdrawal eForm

Request a super payment from your NGS Super account.

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Back to top ^Family Law

Family law instructions for payment of entitlement eForm

Splitting superannuation interests under Family Law.

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Tax invoice - Family law information (members) eForm

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Tax invoice - Family law information (non-Members) eForm

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Back to top ^ATO forms

Deduction for personal super contributions form - ATO notice of tax deduction

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Change details advice eForm

To update your personal details and/or advise us of any change to your working status after age 55 (for preserved benefit purposes).

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Providing your tax file number eForm

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Third party authorisation eForm

To give permission to third parties, such as financial planners to access your account information.

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Advice fee deduction authority form

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Trans Tasman Portability

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