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Back to Notice of intent to claim a tax deduction

How to submit a Notice of Intent to Claim form

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If you’ve made personal super contributions from your take-home pay and want to claim a tax deduction, we’ve made it simple. You can choose from two easy ways to fill out and submit your Notice of Intent to Claim form.

Find out if you’re eligible to claim
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Using your Rest account is the simplest way to notify us of your intent to claim.

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Sign into your Rest account

  1. Log in to MemberAccess
  2. In the menu, click on ‘Super, then ‘Claim a tax deduction’
  3. Click on ‘make a new claim’ to begin

You can also vary a previous ‘notice of intent to claim’ in MemberAccess. Under ‘Previous notice of intent; click on the submission you want to vary. Enter the varied amount you want to claim as a tax deduction. 

Completing the form 

Once you’ve logged in and downloaded the form, it’s time to fill it out.

Step 1 : Check your personal details

  1. Your personal details, such as your name, address, and Tax File Number, should be pre-filled based on the information that’s been provided to us. Scan your details to make sure they’re correct.
  2. If anything is wrong, you’ll need to update your personal information in MemberAccess. To check or update your information, log in to MemberAccess, and click ‘My profile’, then select ‘Personal details’.
  3. All fields need to be completed before you can continue to the next step. After updating your details, you can return to the homepage banner and restart the form.
  4. Once you update and confirm your details, you’re ready to move to the claim details section. 

Step 2: Enter your claim details

  1. Questions 1 and 2 should be pre-filled with your personal and super fund details.
  2. For question 3, you’ll need to manually enter the dollar amount you want to claim as a tax deduction.
  3. If you know the full amount you contributed to your super for this financial year, and you plan to claim it all, you can enter the full figure.
    • Example:  For the 2024-2025 financial year, John contributed $2,000 to his super from his take-home pay. John wants to claim a tax deduction for all of it – he simply enters $2,000.
  4. You can also choose to claim a tax deduction on only part of your contributions.
    • Example: John contributed $2,000 but only wants to claim a tax deduction on $1,000 – he enters that amount instead.
  5. You can’t make a claim for more than you have contributed. If you enter an amount that’s too high, you’ll see an error message saying ‘The amount you have entered exceeds your personal contributions. Please enter a lower amount.’
  6. If you’re unsure of the right amount, check your super fund statement or log in to your member account and check under ‘personal contributions’. 
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Need some help? 

Save time and book a call with a Rest Super Specialist 

Step 3: Review and submit

Now it’s time for a final check.

  1. Carefully review all the information.
  2. Remember, once you hit submit, the only way to change a claim is by completing a new one using the ATO form. So, it’s worth double checking.

Once you’re confident everything is correct, click submit.

The confirmation screen should appear, and you’ll receive an email from us confirming we’ve received your claim, and expect it to take around 5 business days to process the Notice of Intent to claim.

The ATO form lets you submit a new claim, as well as change an existing one.

Changing an existing claim is called varying a deduction, and we’ll unpack how you can do that here.

Section A: Completing the ATO form

  1. Go to the ATO website and download the Notice of Intent form

Section B: Enter super fund details

This part is about your super fund’s details.

For Rest members, here’s what you need to fill out this section

  • Super Fund name: Retail Employees Superannuation Trust (Rest)
  • Fund Australian Business Number (ABN): 62 653 671 394
  • Unique Superannuation Identifier (USI): RES0103AU
  • You can find your Member Number on a statement, in the Rest App or through MemberAccess

If you’re struggling to find it, here’s some help

If you’re not a Rest Member, you can usually find your Member Number on a statement from your fund or can also search using the Super Fund Lookup for your super fund's details.

Section C: Provide your claim details

Here, you need to mark if you’re submitting a new claim or changing a claim you already submitted.

You can choose between

  • Original Notice to Claim a Tax Deduction (for a new claim), or
  • Variation of previous valid notice of intent (to change an existing claim).

Then you’ll need to enter your claim details:

  1. Enter the financial year you made the contributions,
  2. along with the amount you contributed,
  3. and how much you want to claim as a tax deduction.

If you’re unsure of the right amount, check your super fund statement or log in to your member account and check under ‘personal contributions’. 

Section D: Sign your declaration

In this part, you’ll see there are two declarations. The Intent to claim a tax deduction section, and a variation of a previous valid notice of intent.

You’ll need to print your full name, signature, and date for an original claim.

You can find out more about varying a claim here.

Final step, send your Notice of Intent to Rest

Once you’ve filled out the ATO form, email it to contact@rest.com.au

You’ll get an email confirmation from us confirming we’ve received your request, and expect it to take around 5 business days to process the Notice of Intent to claim.

Varying a previous claim

You can vary a previous valid notice of intent if:

  • You have not yet lodged your tax return and it is on or before 30 June in the financial year following the year you made your contribution.
  • The ATO disallowed your claim for a deduction and you’re applying to reduce the amount claimed as a deduction by the amount they’ve disallowed.

You can increase or decrease a deduction either via MemberAccess, or via the ATO.

MemberAccess

  1. Log in to MemberAccess
  2. In the menu, click on ‘Super, then ‘Claim a tax deduction’
  3. Under ‘Previous notice of intent’ click on the submission you want to vary
  4. Enter the varied amount you want to claim as a tax deduction.

ATO

To increase a deduction:

  1. Fill out a second Notice of Intent to Claim form.
  2. At question 10, ‘Is this varying an earlier notice’ in section C, place a ‘X’ in the ‘No’ box.
  3. Only submit your form with the extra amount you want to claim and submit the form.
  4. For example, if you wanted to claim $18,000 overall, and you requested $15,000 on your first form, you’d only put $3,000 on this one.
  5. To reduce the amount you want to claim you also submit a second Notice of Intent to Claim form:
  6. Fill out a second Notice of Intent to Claim form.
  7. On question 10 of this form, ‘Is this varying an earlier notice’ in section C, place a ‘X’ in the ‘Yes’ box.
  8. Enter the correct amount you wish to claim and submit the form.
  9. Because this form replaces the original notice, you simply place the correct amount you wish to deduct. If it’s $18,000 overall, you put $18,000 on the form. 

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