If your client has made personal contributions to their super account during FY25/26, we’ll get in touch with you to confirm the total amount and any amounts they’ve already submitted a valid deduction notice for.
What your client needs to do
If your client doesn't want to make any amendments, they don’t need to do anything. However, we recommend they keep our communication for their taxation records.
You can submit a deduction notice in Adviser Online if your client would like to:
- lodge a new deduction notice for personal contributions made during FY25/26, or
- change the amount they intend to claim in their tax deduction*.
*Subject to the validity of the deduction notice.
You can refer to How can I submit a deduction notice for your client’s personal contributions? for more information.
When is your client’s deduction notice due?
You will need to submit a deduction notice for your client on or before (whichever occurs earlier):
they lodge their tax return for FY25/26, or
the last day of FY26/27.
How can you see if you have submitted a deduction notice for your client?
You can download acknowledgement letters in Adviser Online for your clients who have notified us of their intent to claim a tax deduction for their personal super contributions.
As well as acknowledgement letters, you can also download exit statements, PAYG annual statements and partial rollover confirmations for your clients, all from Adviser Online. Simply visit the ‘Client Correspondence’ tab on the ‘Statements’ page. You can find more information about viewing client correspondence in our Help Centre.
