Section B: Account holder’s details


The account holder is the individual the account balance in the SHA special account relates to.

End of attention

Provide your details as they appear on your account statement or correspondence from us.

For more information about making this application on behalf of the account holder, see section D on page 4 of the instructions.

Question 2

Tax file number (TFN)

Provide your TFN.

You don’t have to provide your TFN to us. However, we may withhold an amount up to the highest marginal tax rate (plus the Medicare levy) from your payment if you don’t quote it.

Question 3

Are you an Australian resident for tax purposes?

Place an ‘X’ in the applicable box.

The tax rates that apply to your taxable income depend on whether or not you are an Australian resident. The standards we use to determine your residency status are not the same as those used by the Department of Immigration and Citizenship or Centrelink.

Generally, we consider you to be an Australian resident for tax purposes if any of the following applies:

  • you have always lived in Australia or you have come to Australia and live here permanently
  • you have been in Australia continuously for six months or more and for most of that time you worked in the one job and lived at the same place
  • you have been in Australia for more than half of the current tax year, unless your usual home is overseas and you do not intend to live in Australia.

Question 4


Provide your title and full name.

Have you changed your name?

If you have changed your name, you need to provide proof, for example, a marriage certificate, deed poll or change of name certificate from the Births, Deaths and Marriages Registration Office.

Question 5

Residential address

Provide your residential address.

Question 6

Postal address

Provide your postal address.

If this is the same as your residential address, write ‘as above’.

Question 7

Daytime phone number

Provide your daytime phone number, including the area code (and the country code if you are outside Australia).

Question 8

Date of birth

Provide your date of birth.

Question 9

SHA special account advice IDs

Provide your SHA special account advice IDs, if possible.

You can find your advice ID on SHA special account documents, such as your:

  • opening account statement
  • annual account statement
  • greater than $1,200 account balance notice.

Your advice ID is in the bottom right‑hand corner, below the date of issue.

Last modified: 04 Dec 2014QC 16320