Frequently Asked Questions
This page answers common questions about the Notice of Intent to claim or vary a deduction for personal super contributions. Use the links below to jump to a question.
1. What is a Notice of Intent to claim or vary a deduction for personal super contributions?
It is the approved notice used to tell your super fund that you intend to claim a tax deduction for eligible personal super contributions, or that you want to reduce an amount stated in an earlier valid notice.
2. Who should use this form?
This form is generally used by people who have made personal contributions to their super fund and want to claim a tax deduction for those contributions in their individual tax return.
3. When do I need to lodge a Notice of Intent?
In general, the notice must be given to your super fund on or before the day you lodge your tax return for that year, or by the end of the following income year, whichever happens first.
4. Do I send the form to the ATO or to my super fund?
You send the completed notice to your super fund. It should not be sent to the ATO.
5. Do I need to receive acknowledgment from my fund?
Yes. Your super fund needs to acknowledge receipt of a valid notice before you can claim the deduction in your tax return.
6. What details do I need to complete the form?
You will generally need your TFN, name, date of birth, postal address, phone number, fund name, fund ABN, member account number, and the contribution details for the relevant financial year.
7. Where do I find my fund ABN, USI, and member number?
These details can often be found in your member statement, product disclosure statement, or through ATO Online. In many cases, fund ABN details can also be found through Super Fund Lookup.
8. What is the difference between an original notice and a variation notice?
An original notice is used when you are first advising your fund that you intend to claim a deduction. A variation notice is used when you have already lodged a valid notice and want to reduce the amount you previously said you would claim.
9. Can I increase the amount I want to claim?
Yes, in some cases an additional notice may be used to increase the total amount you intend to claim as a deduction, provided the relevant requirements and time limits are met. The total amount claimed must not exceed the personal contributions made for that financial year.
10. Can I reduce the amount I want to claim?
Yes, if you have already lodged a valid notice, you may be able to lodge a variation notice to reduce the amount you intend to claim, subject to the applicable rules and timing requirements.
11. Do I need to sign the form?
Yes. The declaration section should be completed, and the form should be signed and dated before it is sent to the fund.
12. Can I complete the form online and then print it?
Yes. This website is designed to help you complete the form on screen and then print it for signing and sending to your super fund.
General information only
This website is an independent form-preparation and information tool. It is not affiliated with the ATO or any super fund, and the information provided is general in nature only.