Tax File Number (TFN) Notification eForm

  • Tax File Number notification

    Energy Super is authorised to collect your Tax File Number (TFN) by tax laws, the Superannuation Industry (Supervision) Act 1993, the Privacy Act 1988 and subsequent amendments. By completing this form and providing it to Energy Super, you will allow the Energy Super Trustee to use your TFN for:

    • Calculating tax on any benefit to which you may be entitled
    • Provision to the ATO for taxation and contribution limit purposes
    • Provision to the ATO so they can determine whether you are eligible for a co-contribution payment
    • Finding and amalgamating your superannuation benefits
    • Provision to the ATO when you receive a benefit or have unclaimed superannuation money after reaching the aged pension age
    • Provision to another superannuation provider receiving benefits you may transfer (We won’t pass your TFN to any other superannuation provider if you tell us in writing that you don’t want us to pass it on).

    Supplying your TFN is voluntary and it is not an offence if you choose not to provide it. However, if you choose not to provide your TFN to Energy Super:

    • We will not be able to accept any after-tax contributions (including spouse contributions) on your behalf
    • Your taxable contributions received by us may be subject to additional tax of 30% plus Medicare (this is in addition to the 15% tax currently applicable to superannuation contributions)
    • You may pay more tax on your superannuation benefit than is necessary (you may be eligible to get this back at the end of the financial year in your income tax assessment)
    • It may be more difficult to find your superannuation benefit if you change address without notifying Energy Super or to amalgamate any multiple superannuation accounts you may have
    • You cannot receive the Government Co-contribution.

    The lawful purposes for which your TFN can be used and the consequences of not quoting your TFN may change in the future as a result of legislative change.

    More information on Tax File Numbers for superannuation purposes can be obtained from the Australian Prudential Regulation Authority on 1300 131 060 or the Australian Taxation Office on 13 10 20.

  • Your privacy is important to us

    This Privacy Statement provides you with details about the personal information we have collected from you, how we will manage that information and how to contact us if you have any privacy concerns, including if you want to make a complaint.

    Why we collect personal information?

    Energy Super* collects your personal information in order to:

    • identify and verify your identify and conduct appropriate checks;
    • answer your queries;
    • communicate with you about your account and keep you informed about membership opportunities, including products, services, promotions and an online news subscriptions;
    • understand your requirements and provide you with a product or service;
    • manage and respond to complaints, investigations and disputes and report to dispute resolution bodies and regulatory bodies;
    • process your application for membership; and
    • manage our ongoing relationship with you as further described in this statement.
    How we manage your personal information

    We may disclose your personal information to our authorised personnel, third parties (e.g. employers) and our service providers, including our fund administration services provider (Link Group), insurers, MLC Life Insurance and Beazley, and ESI Financial Services Pty Ltd (a wholly-owned entity of Energy Super).

    If we collect your personal information, we will only use and disclose your personal information for the purposes we collected it for or where you would reasonably expect us to.

    We may use and disclose your personal information in order to:

    • administer your account, provide insurance cover and provide services complementary to your account, such as seminars, newsletters, educational materials and access to financial advice;
    • communicate with other superannuation fund trustees and administrators if you transfer your super to another fund;
    • communicate with Government, Statutory or Regulatory bodies and Enforcement bodies;
    • obtain legal and professional opinions;
    • utilise a service from web hosting companies, software provider or web application;
    • deal and communicate with any other organisation or person, where you have asked them to provide your personal information to us, asked us to obtain personal information from them, or where you have asked us to provide your personal information to them. For example, a family member or your spouse, a personal authorised under a third party authority, a third party claimant or witnesses in a claim;
    • conduct market research and analysis, develop and improve our products and services, and inform you about additional products and services that may be of interest to you; and
    • meet legislative and regulatory obligations.
    What happens if you do not give us your personal information?

    If we ask for your personal information and you don't give it to us, we may not be able to provide you with any, some, or all of the features of our products or services available to you.

    How we collect your personal information

    We generally collect your personal information directly from you, but may also collect it from other organisations such as your employer, your representatives, organisations who provide products or services to you jointly with us, and from publicly available sources. We may also be required to collect your personal information under anti-money laundering, corporations, family, insurance, superannuation and taxation legislation, or under court/tribunal orders.

    We are likely to disclose your personal information to organisations and persons located overseas.  These countries include New Zealand, the United Kingdom, Ireland, France and the United States of America, depending on the details of the transaction or other act you ask us to or we are required carry out.

    Our fund administrator, Link Group, may use service providers located in overseas countries for aspects of fund administration (a current list of countries can be found in their privacy policy located at Link Group Privacy Policy)

    Energy Super and the ESI Group* have a Privacy Policy which is available for download - or by contacting us on 1300 436 374 or info@energysuper.com.au. The Privacy Policy also contains information on how you may access and seek correction of your personal information held by Energy Super, and also how to complain about a breach of your privacy and how we will deal with that complaint.

    Energy Super is a reference to Electricity Supply Industry Superannuation (Qld) Ltd (ABN 30 069 634 439) (AFSL 336567) (the Trustee), as Trustee for Energy Super (ABN 33 761 363 685) (the Fund). Energy Super is a member of the ESI Group.

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