How to Apply for Superannuation Refund

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Superannuation is a designated 9% amount taken out of Australian paychecks for retirement purposes, invested throughout Australians’ working careers. If you work in Australia, you get will get this tax taken out of your paycheck whether you are an Australian citizen or not. However, if you have left the country, and can prove citizenship in another country, you are eligible to receive this money back. You will have the option of processing the refund, called the Departing Australia Superannuation Payment (DASP), through the Australian government’s superannuation website, or going through a tax intermediary service.

Skill level:
Easy

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Things you need

  • Passport with entry and exit stamps
  • Australian Visa
  • Government issued identification
  • Bank account
  • Internet access

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Instructions

  1. 1

    If you process the refund yourself, go to www.ato.gov.au/super/.>

  2. 2

    You will have the option of completing and submitting a paper application or going through the online superannuation payment system.

  3. 3

    You will be asked to supply your name, date of birth (remember to reverse the month and day if you are American), e-mail address, passport number and Australian Tax File Number or TFN. You may also be asked for your Australian visa information and the entry and exit days on your passport. It is also good to have the contact information and employment dates from all of your Australian employers.

  4. 4

    You will be asked the name of your superannuation fund, where the 9% of your paycheck was invested. This should be on paystubs you received while working in Australia, in addition to a form your employer had you fill out after you were hired. (Note: tips provide information on how to obtain this)

  5. 5

    After submitting the materials, either online or by post, the Australian Tax Office and Department of Immigration and Citizenship will process the application and let you know if you are eligible for a return and how much it will be.

  6. 6

    If the process is to overwhelming for you to handle by yourself, you can go through a service such as Taxback, www.taxback.com.au. They will ask you to submit your information directly to the service, and then they will facilitate the process through the Australian government. This can be helpful if you do not know or have access to all of your information.

  1. 1

    If the process is to overwhelming for you to handle by yourself, you can go through a service such as Taxback, www.taxback.com.au. They will ask you to submit your information directly to the service, and then they will facilitate the process through the Australian government. This can be helpful if you do not know or have access to all of your information.

  2. 2

    An intermediary service will require copies of your passport photos, signatures, entry and exit stamps and a copy of your visa. They will also need copies of your driver’s license, and potentially a copy of credit or debit cards, in addition to signed forms. You will also need to list all of your employers, their contact information and the dates you were employed at each job.

  3. 3

    Many of the documents need to be certified, which means notarised officials, such as bank managers and police officers (a list of possibilities is available), need to sign the documents as official copies of the originals.

  4. 4

    You will submit this information through the post to a specified address. After the service processes the information, they will contact you regarding the next steps, i.e. their communication with the Australian government and how much money you will expect to see.

  5. 5

    When an amount is determined and confirmed, you will be asked for bank account details for a deposit or an address to post a check to.

Tips and warnings

  • The government website provides links to find out the Business Number (ABN) for your specific superannuation fund as well as its Super Fund Number (SFN). If you do not know the name of your superannuation fund, you can attempt to look it up through the “Lost Super” link on the same site.
  • Don't start the process until you have organized your necessary paperwork.

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