Providing your Tax File Number

By submitting this information, I understand and consent to my information being collected, disclosed and used in the manner set out in our Privacy Policy.

Providing your Tax File Number (TFN)

In line with legislation including the Superannuation Industry (Supervision) Act 1993, the Trustee needs to ask for your TFN. The Trustee will only use your TFN for lawful purposes and also needs to comply with the requirements of the Privacy Act 1998.

By providing your TFN, you're allowing the Trustee to use it to:

• find or identify your super when there's no other way
• work out any tax payable
• pass your TFN to the tax office when you receive your super payout or have unclaimed super money after reaching pension age
• pass your TFN to any other super fund or account to which your super is transferred in the future unless you request in writing that this not be done
• report details of contributions to the tax office for working out whether any tax is applicable if contributions for you exceed certain limits, and
• where required by law, pass your TFN to other Government agencies.

Choosing not to provide your TFN is not an offence. However, if you don't provide your TFN, now or later:

• you may pay more tax on contributions made by your employer and certain other contributions from 1 July 2007. In some circumstances you may be able to claim this back, however time limits and other rules may apply
• the Trustee will only be able to accept contributions made for you by your employer. No personal contributions can be accepted
• you may pay more tax on your super than you would otherwise (although you can claim this back when you lodge your tax return) and;
• it may be more difficult to find your super in the future if you change your address without notifying the Trustee, or if you rollover any other super accounts you have

The use of your TFN, and what happens if you don't provide it to the Trustee, may be different in the future if there are changes to legislation.

If you're not sure what your Tax File Number is, you can contact the ATO on 13 28 61 or check your last PAYG (Group) certificate that your employer gave to you.

Consent to use your TFN to find any additional super accounts you may have

By providing us with consent to use your TFN, you are allowing us to search the Australian Taxation Office (ATO) SuperMatch service for any additional super accounts or ATO-held money you may have. Any eligible ATO-held money will automatically be transferred to your Catholic Super account following the search.  

 

_{Issued by Togethr Trustees Pty Ltd (ABN 64 006 964 049; AFSL 246383), the trustee of Equipsuper Superannuation Fund (ABN 33 813 823 017; SPIN CSF0100AU).}