Completing your choice to have your Australian fund pay tax on a foreign super transfer

This form is available in Portable Document Format (PDF). Download a PDF of Completing your choice to have your Australian fund pay tax on a foreign super transfer (NAT11724, PDF, 328KB). These instructions will help you complete the form on how you want tax to be paid on the lump sum you transferred from a foreign super fund to an Australian super fund.

When to use this form

When you transfer a superannuation lump sum from your foreign super fund, directly to an Australian super fund, you can choose to have all or part of the assessable part of the lump sum treated as assessable income by your Australian super fund. If you choose to do this, your Australian super fund will pay tax on the assessable part of the lump sum at a concessional rate of 15%, instead of you paying tax at your marginal rate.