Government of WA

Choice of superannuation fund


Keeping the necessary records

You must keep records that:
  • Show you have offered choice of superannuation fund to your eligible employees and provided them with a Standard choice form.
  • Show that you have acted on your employees' choice of superannuation fund.
  • Contain information about your employer fund, such as a copy of the Product Disclosure Statement (PDS).
Your records must be in English and must be kept for at least five years. If your records are not in a printed form (for example, on magnetic tape or computer disk), they must be in a form which is readily accessible and easily converted into written English.