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Are you end of financial year ready? A summary of our cut-off dates for forms and transactions to ensure processing by the end of the financial year is outlined below. Any forms and transactions received after the cut-off date will continue to be processed and we’ll make every effort to finalise them by 30 June 2026.
Contributions | Cut-off date | Further information |
|---|---|---|
Direct Debit – paper form | Friday 12 June 2026 – Pension Friday 19 June 2026 – Super | This includes new business applications where the initial deposit is made via direct debit. |
Contributions via SuperStream | Friday 12 June 2026 | SuperStream clearing houses can take up to 10 business days to distribute payments to the respective superannuation funds. This includes contributions made by members who are self-employed. |
EFT | Funds will need to be received in our bank account by Tuesday 30 June 2026 5:00pm AEST We recommend payment being made no later than Thursday 25 June 2026. | EFT details can be obtained online via the ‘Move money’ tab. As we do not control external bank processes, we advise customer to make payments prior to end of financial year as early as possible to ensure timely processing. |
BPAY® contributions | Funds will need to be received in our bank account by Tuesday 30 June 2026 5:00pm AEST. We recommend payment being made no later than Thursday 25 June 2026. | BPAY® details can be obtained online via the ‘Move money’ tab. As we do not control external bank processes, we advise customer to make payments prior to end of financial year as early as possible to ensure timely processing. |
Payments & pension amendments | Cut-off date | Further information |
|---|---|---|
Withdrawals / benefit payments | Monday 15 June 2026
| Benefit payments include account closures, rollover outs, contribution splitting and commutations. Redemption timeframes for managed funds varies depending on the fund and the redemption frequency. A full account closure cannot be processed until all outstanding income from investments is received. |
Pension payment amendments – paper and email | Monday 22 June 2026 | Pension payments due between 23 and 30 June will be paid to members on 23 June 2026. A freeze on pension amendments and commutations will be in effect from 30 June to 3 July 2026. |
Pension payment amendments - online | Monday 29 June 2026 | Any pension amendments made online after 22 June 2026 that require an additional pension payment to be made, will be paid the following business day. A freeze on pension amendments and commutations will be in effect from 30 June to 3 July 2026. |
Other transactions / forms | Cut-off date | Further information |
|---|---|---|
Notice of Intent to Claim or Vary deductions for personal super contributions for 2025/26 financial year | Can be processed online up until Tuesday 30 June 2026. If submitting a paper form, this must be received by us no later than Tuesday 30 June 2026. | NOITC forms for the 2025/26 financial year must be received by us no later than 30 June 2026. Any forms received after this date cannot be processed. |
Pension payment timing
For those clients who have a pension payment scheduled for 23 to 30 June 2026, these payments will be paid on 23 June 2026. Pension payments scheduled from 1 to 3 July 2026 will be paid on 3 July 2026.