Superannuation - Sandhurst Trustees
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Forms

Getting started

Bendigo SmartStart Bendigo SmartOptions

Application booklet

Super

Pension

Super

Pension

Increase Default Cover (new members)
Use this form to increase your standard default insurance cover when joining Bendigo SmartStart Super.

Super

N/A

Insurance Application and Personal Health Statement Form
Use this form to apply for insurance within your superannuation account.

Super

Super

Fund Nomination Form
Use this form to choose Bendigo SmartStart Super or Bendigo SmartOptions Super to receive your Superannuation Guarantee (SG) Contributions.

Super

Super

Request to Transfer Form
Use this form to transfer some or all of your balance from another superannuation fund to your superannuation account.

All members

All members

Compliance Statement
If you are exercising choice of fund or transferring your balance from another superannuation fund your employer or your previous superannuation fund may request that you provide a Compliance Statement.

All members

All members

Consolidate my super

Bendigo SmartStart Bendigo SmartOptions

Request to Transfer Form
Use this form to transfer some or all of your balance from another superannuation fund into your superannuation account

All members

All members

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.

Super

Super

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 may request that you provide a Letter of Compliance

All members

All members

I would like to contribute

Bendigo SmartStart Bendigo SmartOptions

Additional Contribution Form
Use this form if you or your spouse wish to make a one-off additional contribution by cheque into your superannuation account. To avoid having to complete forms you can make an additional contribution using BPAY®

Super

Super

Direct Debit Request
Use this form to set up a new direct debit facility for making regular contributions, or to change or cancel an existing direct debit facility.

Super

Super

Direct Debit Request (via Bendigo Superannuation Contribution Service)
Use this form if you are an employer registered with the Bendigo Superannuation Contribution Service and would like to make superannuation contributions for your employees by direct debit
Super N/A

Notice of intent to claim or vary a deduction for personal super contributions
Use this form to claim a tax deduction on personal contributions made to your account.

Super

Super

Capital Gains Tax Cap Election
Use this form to make a contribution to your account through the disposal of small business assets.

Super

Super

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

Super

Super

Contribution Remittance Advice (for employer use only)
Employers who participate in the Bendigo SmartStart Super employer-sponsored division should use this form to provide us with the details of any contributions being made into Bendigo SmartStart Super on behalf of their employees, or to advise us of new or departing employees.

Super

N/A

Insurance forms

Bendigo SmartStart Bendigo SmartOptions

Insurance Application and Personal Health Statement
Use this form to apply for insurance within your superannuation account

Super

Super

Insurance Variation or Cancellation Form
Use this form to decrease or cancel your insurance

Super

Super

Insurance Transfer Form
Use this form to transfer an existing death or death and total and permanent disablement and/or income protection cover from another provider

Super

Super

Occupational Duties Questionnaire and Smoker Declaration
Use this form to provide us with details of your current occupation and smoker status.

Super

Super

Occupational Ratings Guide
Use this guide in conjunction with your application for insurance within your super.

Super

Super

Income Protection Stamp Duty Rates
Use this guide in conjunction with your application for insurance within your super.

Super

Super

Life Events Form
Use this form to apply to increase your existing insurance cover in the event of certain circumstances.

Super

Super

Update my current details

Bendigo SmartStart Bendigo SmartOptions

Change of Details
Use this form if you wish to advise Sandhurst of any changes to your account (including applying a one-off Member Advice Fee or changing your ongoing Member Advice Fee(s) as negotiated with your financial adviser.

All members

All members

Binding Death Benefit Nomination
Use this form 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.

All members

All members

Switching Instructions
Use this form to switch some or all of your investments and/or change your ongoing investment strategy.

All members

All members

Tax File Number (TFN) Notification
Use this form to notify Sandhurst of your TFN.

All members

All members

Appointment of Representative (Financial Adviser Authority)
Use this form to nominate a financial adviser to operate your superannuation account.

All members All members

Family Fee Aggregation Form
Use this form to apply to link multiple Bendigo SmartOptions accounts. (including those of family members).

N/A

All members

Withdrawal

Bendigo SmartStart Bendigo SmartOptions

Withdrawal Form
Use this form to make a partial or full lump sum (cash) withdrawal or transfer/roll over some or all of your superannuation benefit to another superannuation fund.

All members All members

Superannuation contributions splitting
Use this form to split superannuation contributions with your spouse. Please see attached form of definition of an eligible spouse.

Super

Super

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.

Super

Super

Illiquid Managed Funds Guide
Use this guide to keep updated on the status of any illiquid managed funds on our investment menu, together with information about any available withdrawal windows.

N/A

All members

Application to Transfer to a Kiwisaver Scheme
Use this form if you have permanently emigrated to New Zealand and opened a KiwiSaver account.

All members

All members

Other

Bendigo SmartStart Bendigo SmartOptions

People authorised to certify documents
List of people who are authorised to certify copies of original documents.

All members All members

Proof of identity form
Use this form to provide certified proof of identity documents to Sandhurst

All members

All members

 

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