Personal contributions

If you’ve made personal contributions to your super account during FY24/25, we’ll get in touch with you to confirm the total amount and any amounts you’ve already submitted a valid deduction notice for (i.e to claim a tax deduction).

What you need to do?

If you want to lodge a deduction notice for contributions you intend to claim as a tax deduction, or you’d like to change the amount you intend to claim as a tax deduction*, you can follow the steps in the relevant guide provided below:

If you don’t want to make any amendments, you don’t need to do anything. However, we encourage you to keep our communication for your tax records.

*Subject to the validity of the deduction notice.

When is your notice due?

You’ll need to submit a deduction notice on or before (whichever occurs first):

  • You lodge your tax return for FY24/25, or
  • The last day of FY25/26.

This information is issued by Oasis Fund Management Limited (Trustee) (ABN 38 106 045 050, AFSL 274331, RSE L0001755), OnePath Custodians Pty Limited (Trustee) (ABN 12 008 508 496, RSE L0000673, AFSL 238346) and IOOF Investment Services Ltd (Operator) (ABN 80 007 350 405, AFSL 230703). The Trustees and Operator are part of the Insignia Financial Group comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). Neither the Trustees, the Operator, nor any other related or associated company guarantee the repayment of capital, the performance of, or any rate of return of the investment. The investment is subject to investment risks and other risks, including delays in the repayment of principal and loss of income or principal invested. Past performance is not an indication of future performance.

The information provided is of a general nature and does not take into account your personal needs, financial circumstances or objectives. Before acting on this information, you must consider the appropriateness of the information, having regard to your needs, financial circumstances and objectives. You must also read the relevant PDS or IDPS Guide, this information and any other current disclosure documents, including the relevant Target Market Determination, which are available by calling Customer Services on 1800 893 141 or emailing Customer Services at service@wrapinvest.com.au before making any investment decision.

The Wrap Cash Account and Wrap Invest Cash Account are issued by Macquarie Bank Limited (ABN 46 008 583 542 AFSL 237 502).

The information on this website is current as at the date of publication and may be subject to change. For further information, please contact your financial adviser or Customer Services on 1800 893 141.