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The informaon provided in this document is general advice only and has been prepared without taking account of your personal objecves, financial situaon or needs. Before acng on any such general advice, you should consider the appropriateness of the advice, having regard to your own objecves, financial situaon and needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the ADF Super Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super. Commonwealth Superannuaon Corporaon (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Australian Defence Force Superannuaon Scheme (ADF Super) ABN: 90 302 247 344 RSE: R1077063 Important information about this form Please read this first Please complete all the boxes on the attached form. It allows us to identify you, and tells us how we can contact you. How to use this form Please use CAPITAL LETTERS and a black or blue pen. Mark boxes like this with a or then fill out the next question or section. Please sign your name where needed. If you don’t sign the form, it will be returned to you. Submitting your form Please send your completed form to: ADF Super Locked Bag 9400 Wollongong DC NSW 2500 or email to [email protected] ADFS- TFN 05/19 Provision of Tax File Number (TFN) 1. Explanatory notes 2. Form ADFS-TFN 1 of 4

Provision of Tax File Number - CSC

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Page 1: Provision of Tax File Number - CSC

The information provided in this document is general advice only and has been prepared without taking account of your personal objectives, financial situation or needs. Before acting on any such general advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the ADF Super Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super.Commonwealth Superannuation Corporation (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Australian Defence Force Superannuation Scheme (ADF Super) ABN: 90 302 247 344 RSE: R1077063

Important information about this formPlease read this firstPlease complete all the boxes on the attached form. It allows us to identify you, and tells us how we can contact you.

How to use this formPlease use CAPITAL LETTERS and a black or blue pen.Mark boxes like this with a or then fill out the next question or section.Please sign your name where needed. If you don’t sign the form, it will be returned to you.

Submitting your formPlease send your completed form to:ADF SuperLocked Bag 9400Wollongong DC NSW 2500or email to [email protected]

ADFS-TFN

05/19

Provision of Tax File Number (TFN)

•1. Explanatory notes •2. Form

ADFS-TFN 1 of 4

Page 2: Provision of Tax File Number - CSC

1. Explanatory notes startWhy should I provide my TFN?You do not have to provide your TFN and it is not an offence if you choose not to. However, if we do not have your TFN: • Your post-tax personal contributions cannot be accepted by our fund and will need to be returned

to your employer.• Pre-tax salary sacrifice and employer contributions may be accepted but will be taxed at the top

Marginal Tax Rate, plus the Medicare levy.• Benefits paid to you may be subject to a higher rate of tax, unless you provide your TFN at a later

date. You may be able to reclaim this amount through the income tax assessment process.

About reporting your TFNWe can accept your TFN details over the phone by calling us on 1300 203 439 or you can complete this form and return it to us at Locked Bag 9400, Wollongong DC NSW 2500.We are authorised to collect your TFN under the Superannuation Industry (Supervision) Act 1993. We are required by law to properly safeguard your TFN and will only use it for purposes specified under the law. These include: • advising the Australian Taxation Office (ATO) if you are a ‘lost’ member• advising the ATO if we are required to pay amounts as unclaimed money• providing advice to the ATO for taxation purposes• forwarding your TFN to another regulated superannuation fund or Retirement Savings Account

(RSA) provider if your benefit is transferred or rolled over to that fund or RSA provider (unless yourequest otherwise).

This information will also be provided to our administrator, Mercer, for the purpose of administering your superannuation.

Your privacy is important to usWe’re committed to protecting your privacy. We collect your personal information for the purposes of providing superannuation services to you, improve our products and to keep you informed. We will only share your personal information where necessary for providing superannuation services to you. This may include disclosing your personal information to our scheme administrator, service providers or government or regulatory bodies. Your personal information may be accessed overseas by our service providers. Please see our privacy policy for full details. Your personal information will not be otherwise used or disclosed unless required or permitted under law.A full copy of our privacy policy as well as the privacy complaint process is available at csc.gov.au

End of explanatory

notes

ADFS-TFN 2 of 4

Page 3: Provision of Tax File Number - CSC

[email protected]

Phone1300 203 439

Fax1300 204 314

PostADF SuperLocked Bag 9400Wollongong DC NSW 2500

Web csc.gov.au

Overseas Callers+61 2 4209 5401

ADFS-TFN

05/19

Provision of Tax File Number (TFN)

Read the Explanatory notes and this section of the form carefully before filling it in.

A Provide your personal detailsService Navy Army RAAF

ADF Super member number

Title Mr Mrs Ms Miss Other

Surname

Given name(s)

Date of birthD D M M Y Y Y Y

/ /

Contact detailsMOBILE NUMBER

AFTER HOURS

BUSINESS HOURS

EmailWORK

@

HOME

@

Tax File Number

SIGNATURE

Date signedD D M M Y Y Y Y

/ /

Sign

2. Form start

End Form

ADFS-TFN 3 of 3