SYNOD OFFICE PAYROLL BUREAU SERVICE

SYNOD OFFICE PAYROLL BUREAU SERVICE PO Box A2178 Sydney South NSW 1235

P:(02) 9159 9658F: (02) 8267 4225

E: payroll@nswact.uca.org.au W: nswact.uca.org.au

Version 3.4Nov 2020

Minister Personal Details Form

STATE POSTCODE

PERSONAL EMAIL

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This form has 4 parts: Personal Details, Taxation, Superannuation, Declaration.Please complete and check ALL parts.Please SIGN, scan and e-mail this form to payroll@nswact.uca.org.auThe deadline for all new and updated Minister details is by COB for the Friday before the pay week.

ACCOUNT NUMBER

SURNAME

MIDDLE/OTHER NAMES

DATE OF BIRTH (dd/mm/yyyy)

ADDRESS 1

ADDRESS 2

SUBURB

PERSONAL PHONE

EMERGENCY CONTACT NAME

RELATIONSHIP

BANK ACCOUNT DETAILS

BANK & BRANCH

BSB NUMBER

ACCOUNT NAME

AGE

GIVEN/FIRST NAME

PREFERRED NAME

Minister Details Form

PART - 1

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CONTACT NUMBER

PLACEMENT ENTITY PLACEMENT ENTITY NAME

START DATE WITH CURRENT PLACEMENT ENTITY (dd/mm/yyyy)

Each Part of this form can be reset individually.You can reset, save the completed form and/or print the whole form at the end on of the form on page 4. Most information entered on page 1 will pre-populated fields on page 2 when clicking in the TFN field. Please check and complete the rest of the form. Once populated, changes will no longer automatically update.

Please continue on the next page.

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MINISTER PERSONAL DETAILS

TITLE Mr Mrs Miss Ms

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MINISTER EXPENSE FACILITY (MEF) PAY UFS ACCOUNT DETAILS

Rev Rev Doc

This declaration is NOT an application for a tax file number.■■Use a black or blue pen and print clearly in BLOCK LETTERS.■■Print X in the appropriate boxes.■■Read all the instructions including the privacy statement before you complete this declaration.

Tax file number 'TFN' declaration

Once section A is completed and signed, give it to your employer.

Section A: To be completed by the PAYEE7 On what basis are you paid? (select only one)

Full-time employment

Part-time employment

Casual Employment

Labour hire

9 Do you want to claim the tax-free threshold from this payer?

Answer no here if you are a foreign resident or working holiday maker, except if you are a foreign resident in receipt of an Australian Government pension or allowance.

NoYes

Only claim the tax-free threshold from one payer at a time, unless your total income from all sources for the financial year will be less than the tax-free threshold.

There are penalties for deliberately making a false or misleading statement.

10 Do you have a Higher Education Loan Program (HELP), VET

Student Loan (VSL), Financial Supplement (FS), Student Start-upLoan (SSL) or Trade Support Loan (TSL) debt?

Your payer will withhold additional amounts to cover any compulsory repayment that may be raised on your notice of assessment.

Yes

No

OR I have made a separate application/enquiry to the ATO for a new or existing

TFN. For more information, contact the Payroll Office.

OR I am claiming an exemption because I am under 18 years of age and do not

earn enough to pay tax.OR I am claiming an exemption because

I am in receipt of a pension, benefit or allowance.

1 What is your tax file number (TFN)?

2 What is your name? Title: Mr Mrs Miss Ms

Surname or family name

First given name

Other given names

4 If you have changed your name since you last dealt with the ATO, provide your previous family name.

6 What is your date of birth?Month YearDay

3 What is your home address in Australia?

Suburb/town/locality

State/territory Postcode

An Australian resident for tax

purposes

A foreign resident for tax purposes

A working holiday maker

8 Are you: (select only one)

5 What is your primary e-mail address?

OR

Information you provide in this declaration will allow your payer to work out how much tax to withhold from payments made to you.

NOTE: This is a simplified form. If you are unsure about how to complete this form please contact the payroll office which will be able to provide some basic guideance, but cannot advise you on tax issues.

You can contact the ATO on the internet: ato.gov.au Phone: 13 28 61 (Mon-Fri: 8.00am-6.00pm)

Click here for ATO instruction on how to complete this form.

You need to provide all information requested in this form. Providing the wrong information may lead to incorrect amounts of tax being withheld from payments made to you.It is not an offence not to quote your TFN. However, your payer is required to withhold the top rate of tax from all payments made to you if you do not provide your TFN or claim an excemption from quoting your TFN.

Explanatory note from ATO:Answer yes if you want to claim the tax-free threshold, you arean Australian resident for tax purposes, and one of the following applies:■ you are not currently claiming the tax-free threshold from another

payer.■ you are currently claiming the tax-free threshold from another payer and your total income from all sources will be less than the tax-free threshold.Answer yes if you are a foreign resident in receipt of an Australian Government pension or allowance.

Answer no if none of the above applies or you are a working holiday maker.

For more information about the current tax-free threshold, which payer you should claim it from, or how to vary your withholding rate, visit ato.gov.au/taxfreethreshold

Minister Details Form:

PART - 2

Rev Rev Doc

Superannuation Standard choice form

The default super fund nominated by my employer

Section A: 1 Choice of superannuation (super) fundI request that all my future super contributions are to be paid: (place an X in one of the boxes below)

The APRA fund or retirement savings account (RSA) I nominate

The self-managed super fund (SMSF) I nominate

Complete/check items 2

Complete/check items 3 & 5

Complete/check items 4 & 5

3 Nominating your APRA fund or RSA

Your member number (if applicable)

Fund phone

Unique superannuation identifier (USI)

Your account name (if applicable)

You will need current details from your APRA regulated fund or RSA to complete this item.

Fund ABN (11 digits)

Fund name

Fund address

Suburb/town State/territory Postcode

Required documentation You need to attach a letter from your fund stating that they are a complying fund and that they will accept contributions from your employer. Correct information about your super fund is needed for your employer to pay super contributions.

2 Our Default super fundIf the Minister does not choose their own super fund, we are required to pay super contributions on their behalf to the DEFAULT fund that we have nominated. Details of our default fund are below:

Super fund name: NGS SUPER (Non Government Schools Superannuation Fund) Unique superannuation identifier (USI):

Information about our default fund, including the 'Product Disclosure Statement', can be optained from the fund directly. Phone: 1300 133 177 Super fund website address: https://www.ngssuper.com.au/

If you are already a member of NGS Super and would like your super paid into that account, please provide your NGS Membership Number:

Minister Details Form:

PART - 3

4 Nominating your self-managed super fund (SMSF)You will need current details from your SMSF trustee to complete this item.

Fund ABN (11 digits)

Fund name

Fund address

Day Month Year

Date

5 Relevant Documents

If you have nominated your own fund in Item 3 or 4, check that you have attached the required documentation and then place an ‘X’ in the box below.

I have attached the relevant documentation.

You need to attach a document confirming the SMSF is an ATO regulated super fund. You can locate and print a copy of the compliance status for your SMSF by searching using the ABN or fund name in the Super Fund Lookup service at http://superfundlookup.gov.au/

If you are the trustee, or a director of the corporate trustee you can confirm that your SMSF will accept contributions from your employer by making the following declaration (place an ‘X’ in the box below):

I am the trustee, or a director of the corporate trustee of the SMSF and I declare that the SMSF will accept contributions from my employer.

If you are not the trustee, or a director of the corporate trustee of the SMSF, then you must attach a letter from the trustee confirming that the fund will accept contributions from your employer.

Fund phone

Suburb/town State/territory Postcode

Fund electronic service address (ESA)

BSB code (please include all six numbers) Account number

Fund bank account

NOTE: This is a simplified form. If you are unsure about how to complete this form please contact the payroll office which will be able to provide some basic guideance, but can not advise you on financial or tax issues. Contact you financial advisor or refer to the ATO for more information.

fiNd oUT morE

n ato.gov.au/superseeker n ato.gov.au/super – for information about super or

choosing a super fundn moneysmart.gov.au (on the Australian Securities &

investment Commission [ASiC] website) – search for ‘choose super fund’ for tips on how to choose a fund

You may have lost supern it is important to keep track of your super – if you’ve ever

changed your name, address or job, you may have lost track of some of your super

n having several super accounts could mean that fees and charges are reducing your overall super investment

n You can register for our online services and use SuperSeeker to check all your super accounts, find any lost or ATo‑held super and transfer your super into one account using a simple online form

RELEVANT DOCUMENTS

Nominating your APRA fund or RSA• Attach a letter from your fund stating that they are acomplying fund and that they will accept contributions from your employer.

Nominating your SMSF• A document confirming the SMSF is an ATO regulatedsuper fund.• If you are not the trustee, or a director of the SMSFthen you must attach a letter from the trustee confirming that the fund will accept contributions from your employer.

• If you are the trustee, or a director of the SMSF, check thatyou made the relevant declaration in section 4 above.

Required documentation

SUBMISSION CHECKLIST Please ensure that you have completed all parts of this form and attached any relevant documents.

PART 1 PERSONAL DETAILS SUPER CHOICE FORM

PART 3 SIGNED LETTER OF OFFER

Minister Details Form:

PART - 4DECLARATION AND SIGNATURE

DECLARATION: I declare that the information I have given is true and correct.

Signature

PART 2 TAXFILE NUMBER DECLARATION