Prospectus and Application Form

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TAX FILE NUMBER (TFN) EXEMPTIONSInvestors claiming exemption from quoting a TFN must state either the name of the pension received (i.e. AgePension, Invalid Pension, Service Pension, etc). Organisations not required to lodge tax returns should give thereason why (i.e. non-profit organisation).Once you have lodged your TFN, SAFA will apply that number to any future investments you make. However,you will need to relodge your TFN with SAFA if you choose to have a different account title or different interestpayment instructions for your new investment.Collection of TFN information is authorised and its use and disclosure is strictly regulated by the tax laws and theGovernment of South Australia’s Information Privacy Principles. For more information about the use of TFN andexemptions please read the booklet, ‘Tax Rules For Savings Accounts and Investments,’ available from anyAustralian Taxation Office (ATO).AUSTRALIAN BUSINESS NUMBERSUnder the New Tax System, entities carrying on an enterprise in Australia, or who in the course of theirenterprise make supplies connected with Australia, are entitled to an Australian Business Number (ABN).If an Investor has an ABN, and is investing in SAFA Bonds in the course or furtherance of an enterprise it carrieson, the Investor may quote its ABN as an alternative to quoting its TFN.INTEREST WITHHOLDING TAXIf you are not an Australian Resident, we are required to deduct withholding tax from the interest that you earn onyour SAFA Bonds.CHANGE OF DETAILSYou must advise the Registry in writing of a change of address or account details for payments. The Registry mustreceive this advice at least 14 days prior to the next interest payment. This is important in order to ensure youreceive your payments, as we pay interest and principal to the account last nominated to the Registry.TRANSFER OF BONDSYou may transfer all or part of your SAFA Bonds, at no charge, by completing a Transfer and Acceptance form.These forms are available from the Registry or from our website.Once ownership is transferred, a certificate will be sent to the new bondholder, if requested. Any stamp dutyincurred on a transfer of SAFA Bonds will be for the account of the bondholder who should seek independentadvice regarding stamp duty and other taxes imposed on the transfer of SAFA Bonds.CHANGES TO TERMS AND CONDITIONSSAFA may, without your consent, change the terms and conditions of this Prospectus (including the ApplicationForm and Terms and Conditions) at any time at its sole and unfettered discretion. Changes will be notified throughSAFA’s Authorised Sources and will only apply in relation to SAFA Bonds issued on or after the effective date ofthe changes.3
HOW DO I INVEST?STEP 1 – Application FormSimply fill in the application form contained in this Prospectus• Full name• Residential address (must be a street address)• Date of birth• Telephone number• Email address• Tax File Number or exemption (if applicant is a resident of Australia)• Complete the maturity date, rate, frequency of interest payment and the amount that you are investing.(Minimum amount is $500.00)• Complete your banking details for principal and interest payments to be made. (If you do not have anaccount as yet, please indicate that an account is being opened. Once you have details of your bankaccount you should notify our Registry by completing a ‘change of details form’ found on our website.)Signing Of ApplicationsEach applicant must sign applications personally.4
Page 1 and 2: Guaranteed by the Government of Sou
Page 3: SUBSCRIPTION TERMSDetails as to the
Page 7 and 8: Who can certify identity documents
Page 9 and 10: Authorisation - In relation to the
Page 11 and 12: Step 3 - Payment Methods• Persona
Page 13 and 14: ENQUIRIESGeneral EnquiriesPostal ad
Page 15 and 16: TERMS AND CONDITIONS1. PERIOD OF IS

Prospectus and Application Form

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