Change of details for superannuation entities

Change of details for superannuation entities

Overview

You may need to change the following details for a superannuation entity:

  • entity name/other name
  • address
  • contact person
  • associates (trustees, members, directors of corporate trustees, legal personal representatives)
  • entity type
  • Australian Prudential Regulation Authority (APRA) fund type
  • entity structure
  • Australian superannuation fund status
  • financial account details

You can also elect to be regulated under the Superannuation Industry (Supervision) Act 1993.

 

Attention icon

You need to update the details of a super entity within 28 days of any change.

Direction icon

Make sure you are authorised to make these changes. To determine whether you are authorised, refer to Primary contacts and authorised contacts.

How to update details for super entities

Online

You can change some details online via:

  • the Australian Business Register (ABR) (if you already have an ABN) at www.abr.gov.au (you will need an Administrator AUSkey or an ATO primary digital certificate)
  • the Business Portal (or Tax Agent Portal if you are a registered agent).
  • Information that can be updated via the portals includes postal, email and business addresses, contacts and financial institution details. You can also apply for a goods and services tax or pay as you go withholding role if required.

Attention icon

You can register for an AUSkey - a single key to access government online services - at www.abr.gov.au/AUSkey

By phone

Phone us on 13 28 66 between 8.00am and 6.00pm, Monday to Friday. Not all details can be changed over the phone. You must be recorded by us as an authorised contact for the entity.

Through a registered agent

Talk to your registered agent (tax agent or BAS agent) about updating the details for your super entity.

A registered agent (tax or BAS agent) for your super entity will need to ensure their registration number is recorded against your super entity's record before they can update your super entity's details.

On paper

Complete the form Change of details for superannuation entities (NAT 3036). You can:

  • download a PDF version of the instructions and form
  • order a paper copy of this form
    • from online ordering
    • by phoning our automated publications distribution service on 1300 720 092 at any time.

Danger icon

When updating your super entity's details in the ABR or with the ATO it is important that the information you provide is true and correct.

Making a false or misleading statement to the ABR or ATO may result in a penalty. However, if you made a mistake and we consider that you took reasonable care, a penalty will not apply.

The penalty may also be reduced to nil if you make a voluntary disclosure about the statement before you are contacted by the ABR or ATO.

For more information on the penalty and voluntary disclosure, refer to Penalties for false or misleading statements made to the Australian Business Register.

More information

Last Modified: Monday, 19 November 2012

Our commitment to you

We are committed to providing you with accurate, consistent and clear information to help you understand your rights and entitlements and meet your obligations.

If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the information on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our information does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

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You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products)