Our key client documents, plus the forms clients most often need — all in one place. ATO forms open the latest official version on the ATO website. For your super fund or platform forms, just ask and we'll send you the right one — and we're always happy to help you complete any of them.
Who we are, the advice services we provide, how we're paid and how to contact us (current version).
Download → PDFHow we collect, use and protect your personal information.
Download →Tell your super fund you intend to claim a tax deduction for a personal (after-tax) contribution. Must be lodged with your fund before you claim it (NAT 71121).
Open at the ATO → ATO formTell your employer which super fund to pay your contributions into (NAT 13080).
Open at the ATO → PDFTell your employer to pay your super into your BT Panorama account.
Download the form → PDFTell your employer to pay your super into your Macquarie account.
Download the form → ATO formFor those 55 or over contributing up to $300,000 from selling a long-held home into super (NAT 75073).
Open at the ATO →Move your super from one fund to another. We can arrange this for you or send you the right form.
Ask us → Ask usContribute to your spouse's super (and check the spouse contribution tax offset). Ask us for your fund's form.
Ask us →