- Our last day of processing for FY25/26 will be Friday 26 June 2026.
- After the mid-June pension run, you may only have a few days to update your pension settings before the July 2026 pension recalculation.
The EOFY Hub
We’re committed to making the end of financial year (EOFY) as smooth as possible for you. Our EOFY Hub is designed to give you all the information you need, including key processing dates, useful tips, and other important information to help you prepare.
Supporting your EOFY
Statements and reporting schedule
Target dates for key statements and reports.
| Statement type | Product | Target date |
|---|---|---|
PAYG payment summaries for pension accounts | Pension | July 2026 |
IDPS annual statements and audit reports | IDPS | By 31 July 2026 |
Personal contribution summaries | Super | End of July 2026 |
Tax reports | IDPS | In tranches from end of July to November 2026 |
Super and Pension annual statements | Super and Pension | In tranches from late September to December 2026 |
ATO Annual Investment Income Report (AIIR) Please refer to the ATO website for more information. | IDPS | 31 October to end of December 2026 |
Finding a financial adviser
We strongly recommend having a financial adviser linked to your Wrap account.
They can help you manage your account and achieve your financial goals. If you already have an adviser, we encourage you to link them to your Wrap account if they aren’t already.
Important notes and dates
Important dates
Pension recalculations
- During the first two weeks of July, we’ll be calculating FY26/27 pension payments. If you have a pension account, you won’t be able to make changes to it or withdraw from it during this time.
- You should check the new pension amount straight after our recalculation to make sure it’s in line with your expectations, so you can make any necessary changes before your next payment.
Avoiding processing delays or issues
- Use digital methods to action requests or payments, wherever possible. This helps avoid any possible delays with postal delivery.
- If you have a pension account, check in June that there’s enough cash available in your pension account to make sure pension payments can be made to meet any minimum pension requirements for FY25/26.
Submit paperwork as early as possible and ensure it’s completed correctly before emailing it to us
- If you can submit paperwork before the provided cut-off dates, there’s a higher chance we can help resolve any queries and/or confirm if any outstanding information is needed before the final cut-off dates.
- Please ensure that all forms and documents are fully completed and signed by the correct signatories to reduce the risk of any processing delays.
- Check your available cash balance before submitting a withdrawal or rollover request.
- Check your direct deposit facility to ensure we can receive and process contributions that are paid by electronic funds transfer (EFT). If you intend to make a contribution via EFT to your super account, it’s important the direct deposit facility is set up with the correct contribution type. You can change the contribution type by calling us on 1800 893 141, 9am to 5pm (Sydney time) Monday to Friday.
- If you have an investment account, ensure it’s ready for tax reporting. Please check you’ve supplied correct cost base information where assets are being transferred in via in-specie transfer. Incorrect or incomplete cost base information can impact the accuracy of reporting. Please check that you have supplied all relevant cost base information for assets transferred into your Wrap account.
Transaction cut-off dates
Our last day of processing for the 2025/26 financial year will be Friday 26 June 2026. Pension recalculations will occur in the first two weeks of July.
Below are the cut-off dates for all EOFY tasks and requests.
The cut-off time on those dates is 5.00pm (Sydney time). We need to receive all necessary documents and information, including consents or approvals, before the cut-off. Any requests that are still incomplete by the cut-off will be processed on a best-efforts basis.
| Date | What we need from you |
|---|---|
| Tuesday 2 June | Amend/create a recurring debit |
| Tuesday 2 June | Submit a re-contribution form |
| Thursday 4 June to Tuesday 16 June | Pension applications |
| Friday 5 June | Contribution amendments |
| Tuesday 9 June | Amend/process/update a pension |
| Friday 12 June | Transfers (in and out) for internal asset transfers, equities and managed funds |
| Friday 12 June | Switches, transfers and closures for separately managed accounts |
| Tuesday 16 June | Close an account |
| Tuesday 16 June | Action a product switch |
| Wednesday 24 June | Ad hoc direct debit requests |
| Wednesday 24 June | Deposits and contributions (EFT and BPAY) |
| Thursday 25 June | Manual withdrawals |
| Thursday 25 June | Contribution splitting |
| Friday 26 June | Deduction notices |
Boost your super with tax deductible contrtibutions
If you have a Wrap superannuation account and are considering making additional personal contributions, you may find this article helpful.