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- Change
member details and options
- provide or change member details
- change investment options
- change income payment details
- nominate or update dependants/legal representative
(non-binding nomination)
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- Commutation or rollover request
- request all or part of your pension to be paid as
a lump sum.
- request all or part of your pension to be rolled over to another complying fund
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- ATO
Withholding declaration – short version for
senior Australians
- claim your entitlement to the senior Australian
tax offset
- claim or stop claiming the tax-free threshold
- advise the fund that you have become (or are no
longer) an Australian resident for tax purposes
- vary withholding tax.
This form should be completed and returned with the
ATO Tax file number declaration.
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- Authority
to advise
- appoint a personal financial adviser
- authorise the payment of adviser service fees
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- Compliance
letter
- provide, to any fund that requests it, evidence
that the Aon Master Trust is a complying fund under
the Superannuation Industry (Supervision)
Act.
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