The EOFY is just around the corner and we’re here to help make this period as easy as possible for you and your clients.
Our EOFY Hub has all the information you need about:
- pension minimums
- pension recalculations
- personal contributions
- tax reports and elections
- term allocated pensions
You’ll also find all relevant processing cut-off dates and downloadable calendar reminders.
We recommend saving the EOFY Hub link to your favourites or bookmarks for easy access.
Additional personal contributions
If you have clients with a wrap superannuation account who are considering making additional personal contributions, they may find our article ‘Boost your super with tax deductible contributions’ helpful.
Keep track of your requests online with Request Centre
Please use Request Centre in Adviser Online to submit and manage your requests quickly and securely. This includes your clients’ direct debit requests. We’ll give you a reference number so you can track all your requests. Submissions via email, by you or your client, can delay processing times.