First Super Contribution Form
Use this form to make a contribution to your First Super account.
Please complete this form using BLOCK LETTERS and a blue or black pen.
While there are no limits on how much you can contribute to your to your account, there are limits on the amount you can
contribute in the most tax-effective manner. See
firstsuper.com.au
for more information on contribution caps.
1:
Personal Details
First Super Membership number (if known)
Title
Date of birth
D
D
M
M
Y
Y
Y
Y
Given names
TFN
Family name
Residential address
Suburb
State
Postcode
Postal address (
tick box if same as above)
State
Postcode
Telephone (home)
Telephone (work)
Mobile
Œ
Œ
First Super is required by law to ask you to provide your Tax File Number for superannuation and taxation purposes. If First
Super does not have your TFN, we will be unable to accept this contribution.
Cheque or BPay
Electronic Funds Transfer (EFT)
Payroll Deduction
Cheque
Make payable to First Super Pty Ltd
and mail to:
First Super
PO Box 666
Carlton South VIC 3053
B Pa y
Call us on
1300 360 988
to obtain
your personal BPay reference
number.
Biller Code:
Client Reference Number:
102194
Amount of your payment
$
,
.
Once paid, email or fax this form
to First Super.
Amount of your payment
$
,
.
Your EFT reference is: your
Member number, your initial and
surname.
First Super Bank Account Details
Account Name:
First Super
Bank Name:
National Australia Bank
BSB No:
083-355
Account No:
67-879-1379
If making an EFT payment you
MUST
email or fax us a copy
of this form to notify us of your
contribution. Failure to do so may
result in misallocation of funds.
Complete this section only if y ou
wish to make contributions by
payroll deductions.
Once complete,
return this form
to your employer.
A)
My payroll deduction is:
Before Tax
or
After Tax
B)
My pay period is:
Weekly
Fortnightly
Monthly
C)
The amount I would like
deducted from my pay is:
$
Please sign here
Date
D
D
M
M
Y
Y
Y
Y
Contribution Form
Important Information Regarding Making Additional Contributions
What are Concessional and Non-concessional contributions?
Contribution type
Concessional
Non-concessional
Description
Contributions from before-tax income,
or for which a tax deduction has been
claimed.
Contributions from after-tax income.
Includes
>
Employer contributions.
>
Salary sacri˜ce contributions.
>
Contributions for which a tax deduction
has been claimed.
>
After-tax contributions.
>
Spouse contributions.
Tax on entering super
15%
0%
The contributions caps for the 2015/2016 financial year
Contribution type
Concessional ΠEmployer Contributions
Non-concessional
Limit
$30,000 per year; or
$35,000 per year if aged 49 or over.
$180,000 per year.
Tax on amounts over
the cap
31.5% (in addition to the standard
15% contributions tax).
46.5%
Exceptions
Concessional contributions in excess
of the cap will be assessed for excess
tax and will count towards the
non-concessional contributions cap.
If you are under age 65 at any time
during the ˜nancial year the contribution
is made, you can bring forward two years
of contributions, effectively allowing you
to contribute three times the cap at once
(ie $540,000 over 3 years).
Non-concessional contributions in
excess of three times the cap will be
assessed for excess tax.
If these caps affect you, or if you would like more information, please contact our
Service Centre
on
1300 360 988
or visit our
website
firstsuper.com.au
for further details
Please return form to:
First Super
PO Box 666
Carlton South VIC 3053
OR
Email
mail
@
˜rstsuper.com.au
Want to know more? We™re here to help.
Call
1300 360 988
Fa x
1300 362 899
mail
@
˜rstsuper.com.au
Website
˜rstsuper.com.au
First Super Pty Ltd ABN 42 053 498 472, AFSL No. L223988 November 2015.
PB
Change of Member Details Form
2
Contribution Form