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The publications can be downloaded in Portable Document Format (PDF):
When we say super fund, we mean:
You should only complete this form if you are a first home saver account holder or provider.
Before you complete this form either as the account holder or provider, you must choose an appropriate super fund:
To check whether the super fund is a complying super fund, visit www.abn.business.gov.au and use 'Super Fund Lookup'.
You should complete Part 1 (PDF) of this form to close your first home saver account and contribute the balance to your super if:
Once you turn 60, you can choose to receive a cash payment directly from your first home saver account - you don't have to complete this form to do so.
Once you turn 65, you must close your first home saver account. You can either:
Once your first home saver account is closed you cannot open another one. Super fund contributions cannot generally be reversed, and the money must remain in the super system until you retire or meet another condition of release.
We recommend you read your account provider's first home saver account product disclosure statement or contact your account provider for information about any fees you may be liable to pay for closing your first home saver account. Your super fund may also charge entry or deposit fees - contact your super fund for more information.
If you have to contribute all or part of your first home saver account balance to your spouse's or former spouse's super fund as a result of a Family Law Act arrangement, do not use this form. For more information, see First home saver account - home.
A contribution from your first home saver account to your super fund is not eligible for the super co-contribution.
If you contribute the balance of your first home saver account to your super fund, we will take this contribution into account when deciding whether you have exceeded the super contribution caps.
For more information about the super contribution caps, refer to the Super contributions - too much super can mean extra tax (NAT 71433).
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