Superannuation - Sandhurst Trustees

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Superannuation Forms

General Forms

ATO Applying for a departing Australia superannuation payment	Use this form if you worked in Australia on a temporary resident visa and would like to be paid your superannuation money once you have left Australia.
ATO Capital Gains tax cap election	Use this form should you wish to make a contribution to your account through the disposal of small business assets.
ATO Contribution for Personal Injury election	Use this form if you have received an eligible personal injury payment and wish to contribute that money to your account.
ATO Notice of Intent to Claim a Tax Deduction	Use this form should you wish to claim a tax deduction on personal contributions made to your account.
ATO Standard Choice form	Use this form to choose Bendigo SmartStart Super or the Bendigo Superannuation Plan to receive your Superannuation Guarantee (SG) contributions.
ATO Superannuation contributions splitting	Use this form should you wish to split superannuation contributions with your spouse. Please see attached form for definition of an eligible spouse.
ATO Searching for lost super	Use this form if you want the ATO to search its lost members register and unclaimed super money register for any super you may have lost.

Bendigo SmartStart Super ™

Additional Contribution Form	You, your spouse or employer should use this form to make a one-off additional contribution by cheque into your super. To avoid having to complete forms, you can make an additional contribution using BPAY®.
Additional contributions methods	Use this guide to make additional contributions to your Bendigo SmartStart account by BPAY®, Direct debit, and cheque.
Appointment of Representative (Adviser Authority)	Use this form to authorise your financial adviser to operate your account.
Binding Death Benefit Nomination	Use this form should you wish to nominate beneficiaries to receive your superannuation benefits in the event of your death. This form can also be used to amend or revoke a current binding nomination.
Change of Details	If you have access to our secure website, you can change your contact details online, at a time which best suits you, without having to complete a form.
Direct Debit Request	Use this form should you wish to set up a new direct debit facility for making regular contributions, change or cancel an existing direct debit facility.
Employer Remittance Advice (for employer use only)	Your employer should use this form if they want to make a one-off contribution by cheque into your super.
Insurance Application and Personal Health Statement	Use this form to apply for insurance within your super.
Insurance Transfer Form	Use this form should you wish to transfer an existing death or death and total and permanent disablement and/or income protection cover from another provider.
Letter of Compliance	If you are exercising choice of fund or transferring your balance from another superannuation fund, your employer or your previous superannuation fund respectively may request that you provide the Letter of Compliance for Bendigo SmartStart Super.
Occupations Rating Guide	Use this guide in conjunction with your application for insurance within your super.
Request to Transfer Form	Use this form should you wish to transfer/rollover part or full balance from another superannuation fund to your account.
Switching Instructions	Use this form should you wish to switch your investments and/or change your future cash flow strategy (investment strategy).
Tax File Number (TFN) Notification	Use this form should you wish to notify Sandhurst Trustees Limited (the Trustee) of your TFN.
Withdrawal Form	Use this form should you wish to make a partial or full lump sum (cash) withdrawal or transfer/rollover your super to another superannuation fund.

Bendigo Superannuation Plan

Additional Contribution Advice	You, your spouse or employer should use this form to make a one-off additional contribution by cheque into your super. To avoid having to complete forms, you can make an additional contribution using BPAY®.
Appointment of Representative (Adviser Authority)	Use this form to authorise your financial adviser to operate your account.
Binding Death Benefit Nomination	Use this form should you wish to nominate beneficiaries to receive your superannuation benefits in the event of your death. This form can also be used to amend or revoke a current binding nomination.
Contribution Remittance Advice	Use this form should you or your employer want to make contributions by cheque into your super.
Direct Debit Request	Use this form should you wish to set up a new direct debit facility for making regular contributions, change or cancel an existing direct debit facility.
Employer Payment Authority	Use this form should you wish to notify the Trustee that an employee has left the business or authorise the transfer of their benefits to another superannuation fund.
Illiquid Investment Options	This document outlines those underlying funds within the Bendigo Superannuation Plan that are closed and have limited redemptions.
Insurance Application and Personal Health Statement	Use this form to apply for insurance within your super.
Investment Authority	Use this form to instruct the Trustee how you wish to have your superannuation invested.
Investment Options - Cash & Managed Funds	List of investment options which are available for investments.
Investment Options - Direct Investments	List of direct investment options from the S&P/ASX 200 that are available for investments.
Letter of Compliance	Sandhurst Trustees Limited compliance letter to members of the Plan.
Occupations Rating Guide	The rating guide for the Insurance application within the Bendigo Super Plan
Membership Variation Advice	Use this form should you wish to switch your investments and/or change your future cash flow strategy (investment strategy),vary existing arrangements or update your membership details. If you have access to our secure website, you can change your contact details online, at a time which best suits you, without having to complete a form
Payment Instructions	Use this form should you wish to transfer your superannuation balance to another fund or make a lump sum(cash) withdrawal.
Switching Instructions	Use this form should you wish to switch your investments and/or change your future cash flow strategy (investment strategy).
Tax File Number Declaration (for Pensioners only)	This is the Tax File Declaration form for pension members.
Whole Balance Transfer Authority	Use this form should you wish to transfer/rollover the full balance from another superannuation fund into your account.