Important documents & forms
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.
Financial Services Guide
Who we are, the advice services we provide, how we're paid and how to contact us (current version).
Download → PDFPrivacy Policy & Important Information
How we collect, use and protect your personal information.
Download →Notice of intent to claim a tax deduction
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 formSuperannuation standard choice form
Tell your employer which super fund to pay your contributions into (NAT 13080).
Open at the ATO → PDFBT Panorama super choice form
Tell your employer to pay your super into your BT Panorama account.
Download the form → PDFMacquarie super choice form
Tell your employer to pay your super into your Macquarie account.
Download the form → ATO formDownsizer contribution into super
For those 55 or over contributing up to $300,000 from selling a long-held home into super (NAT 75073).
Open at the ATO →