We use cookies to improve your experience on our website. By continuing you acknowledge cookies are being used.

Privacy policy

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

  • Full withdrawal / benefit payments
  • Partial withdrawal / benefit payments which exceed 70% of the account balance

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.
Pension payments due 1 to 3 July will be paid to members on 3 July 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.

® Registered to BPAY Pty Ltd | ABN 69 079 137 518.

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.

Helpful tools

Contact us

Call us

Australian call centre. Free to call from landline and most mobile phones.

Available weekdays from 8am — 6pm AEST.

Get online

Important information: This document has been prepared on behalf of IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFS Licence No. 230524. IIML is the Registrable Superannuation Entity (RSE) Licensee, RSE Licence No. L0000406 for the IOOF Portfolio Service Superannuation Fund (Fund) ABN 70 815 369 818. IIML is part of the group of companies comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). The information in this document is general in nature and doesn’t take into account your objectives, financial situation or individual needs. Before making any decision based on this information, you should assess your own circumstances and consider seeking advice from a financial adviser or a registered tax agent. Please obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any decision about whether to acquire a financial product. The information in this document is current at the date of issue and may change.