Notice of Intent

Online form and instructions for personal super contribution notices

Notice of Intent to Claim or Vary a Deduction for Personal Super Contributions

Prepare your Notice of Intent to claim or vary a deduction for personal super contributions online. This website provides a practical form preparation tool to help you complete the notice, print it, sign it, and send it to your super fund.

If you have made personal super contributions and intend to claim a tax deduction, this site gives you a simple way to prepare the form and check the information you may need before lodging it with your fund. It also includes step-by-step guidance, common mistake information, frequently asked questions, and a super fund lookup to help you find key fund details.

This website is designed to make the process clearer for individuals who want to prepare a Notice of Intent correctly before claiming a deduction in their tax return.

What the Notice of Intent form is used for

A Notice of Intent to claim or vary a deduction for personal super contributions is used to tell your super fund that you intend to claim a tax deduction for eligible personal super contributions. It may also be used to vary an earlier valid notice where the amount being claimed needs to be reduced.

This form is an important step in the process of claiming a deduction for personal super contributions. Your deduction is not properly in place just because you made the contribution. The notice must be given to your super fund and acknowledged by the fund before you claim the deduction in your tax return.

Who should use this form

This form may be relevant if you have made personal contributions to your super fund from your own money and want to claim a tax deduction for those contributions.

It is suited to people who want a clearer and more practical way to prepare the notice before sending it to their fund. Whether you are preparing the form for the first time or reducing an amount previously claimed under a valid notice, this tool is intended to help you complete the details in a straightforward format.

When this form may not be appropriate

This form is not appropriate in every situation. It is intended for eligible personal super contributions only, and a valid notice is still subject to the relevant superannuation and tax rules.

There are situations where a notice may not be valid, or where you may no longer be able to give the notice in the way you expected. If you are unsure whether your contribution is deductible, whether the notice can still be lodged, or whether an earlier notice can be varied, you should review the instructions carefully before proceeding.

What to have ready before you start

Before completing the form, it is a good idea to have the following information ready:

Some funds may also require additional identifying details such as a USI. Having the correct information ready can make the process easier and help reduce errors.

Important step after completing the form

Your completed Notice of Intent should be sent to your super fund, not to the ATO.

You should also wait until your super fund acknowledges receipt of the notice before claiming the deduction in your tax return. This is an important step. If the process is not completed correctly, the deduction can be denied or reversed.

Common mistakes to avoid

Common mistakes include sending the notice to the wrong place, entering incorrect member or fund details, claiming the deduction before the fund acknowledges the notice, or trying to vary a notice in a way that is not allowed.

Checking your information carefully before sending the notice can help avoid delays, rejected notices, and problems when lodging your tax return.

Helpful pages

This website is an independent form-preparation and information tool. It is not affiliated with the Australian Taxation Office or any super fund.

Notice of intent to claim or vary a deduction for personal super contributions

COMPLETING THIS STATEMENT

  • Print clearly using a black pen only.
  • Use BLOCK LETTERS and print one character per box.
  • Place X in ALL applicable boxes.
i
The instructions contain important information about completing this notice. Refer to them for more information about how to complete and lodge this notice.
Section A: Your details
1
Tax file number (TFN)

The ATO does not collect this information provided on this form. This form is to assist you in providing details to your super fund. Your super fund is authorised to request your personal details, including your TFN, under the Superannuation Industry (Supervision) Act 1993, the Income Tax Assessment Act 1997 and the Taxation Administration Act 1953. It is not an offence not to provide your TFN. However, if you do not provide your TFN, and your super fund doesn’t already hold your TFN, they will not be permitted to accept the contribution(s) covered by this notice. For more information about your privacy please contact the entity you are providing this form to.

2
Title
Family name
First given name
Other given names
3
Date of birth
day
/
month
/
year
4
Current postal address
Suburb/town/locality
State/Territory
(Australia only)
Postcode
(Australia only)
Country if outside Australia
5
Daytime phone number (Include area code)
Section B: Super funds details
6
Fund name
7
Fund Australian business number (ABN)
8
Member account number
9
Unique Superannuation Identifier (USI) (if known)
Section C: Contribution details
10
Personal contribution details
Is this notice varying an earlier notice?
If you answered ‘No’ complete the Original Notice to Claim a Tax Deduction section below.
If you answered ‘Yes’ complete the Variation of previous valid notice of intent section below.
ORIGINAL NOTICE TO CLAIM A TAX DEDUCTION
11
Financial year ended 30 June 20
12
My personal contributions to this fund in the above financial year
$
,
.
13
The amount of these personal contributions I will be claiming as a tax deduction
$
,
.
Section D: Declaration
This form has a declaration where you say the information in it is correct and complete. Please review the information before you sign the declaration. If you provide false or misleading information, or fail to take reasonable care, you may be liable to administrative penalties imposed by taxation law.
INTENTION TO CLAIM A TAX DEDUCTION
!
Complete this declaration if you have not previously lodged a valid notice with your super fund for these contributions.
I declare that at the time of lodging this notice:
  • I intend to claim the personal contributions stated as a tax deduction
  • I am a current member of the identified super fund
  • the identified super fund currently holds these contributions and has not begun to pay a superannuation income stream based in whole or part on these contributions
  • I have not included any of the contributions in an earlier valid notice.
I declare that I am lodging this notice at the earlier of either:
  • before the end of the day that I lodged my income tax return for the income year in which the personal contributions were made, or
  • before the end of the income year following the year in which the contribution was made.
I declare that the information given on this notice is correct and complete.
Name (Print in BLOCK LETTERS)
Signature
Date
/
/
›
Send your completed notice to your super fund. Do not send it to us. The information on this notice is for you and your super fund. We don’t collect this information; we only provide a format for you to provide the information to your super fund.
VARIATION OF PREVIOUS VALID NOTICE OF INTENT
14
Financial year ended 30 June 20
15
My personal contributions to this fund in the above financial year
$
,
.
16
The amount of these personal contributions claimed in my original notice of intent
$
,
.
17
The amount of these personal contributions I will now be claiming as a tax deduction
$
,
.
Declaration
This form has a declaration where you say the information in it is correct and complete. Please review the information before you sign the declaration. If you provide false or misleading information, or fail to take reasonable care, you may be liable to administrative penalties imposed by taxation law.
!
Complete this declaration if you have already lodged a valid notice with your fund for these contributions and you wish to reduce the amount stated in that notice.
VARIATION OF PREVIOUS VALID NOTICE OF INTENT
I declare that at the time of lodging this notice:
  • I intend to claim the personal contributions stated as a tax deduction
  • I am a current member of the identified super fund
  • the identified super fund currently holds these contributions and has not begun to pay a superannuation income stream based in whole or part on these contributions.
I declare that I wish to vary my previous valid notice for these contributions by reducing the amount I advised in my previous notice and I confirm that either:
  • I have lodged my income tax return for the year in which the contribution was made, prior to the end of the following income year, and this variation notice is being lodged before the end of the day on which the return was lodged, or
  • I have not yet lodged my income tax return for the relevant year and this variation notice is being lodged on or before 30 June in the financial year following the year in which the personal contributions were made, or
  • the ATO has disallowed my claim for a deduction for the relevant year and this notice reduces the amount stated in my previous valid notice by the amount that has been disallowed.
I declare that the information given on this notice is correct and complete.
Name (Print in BLOCK LETTERS)
Signature
Date
/
/
›
Send your completed variation notice to your super fund. Do not send it to us. The information on this notice is for you and your super fund. We don’t collect this information; we only provide a format for you to provide the information to your super fund.