We’re here to help ensure that every EOFY is as seamless as possible for you and your clients. The EOFY hub has everything you’ll need to prepare for this EOFY, including key processing dates, tips, and other helpful information.

EOFY cut-off dates and tasks

View all of the key tasks for June and their processing cut-offs.

Important notes

Add a reminder

You can add a calendar reminder to help you keep track of the cut off dates for EOFY related tasks. 

Download a PDF Copy of the Calendar

Click here to download and print a PDF copy of EOFY cut off and processing dates.

Wherever possible, use Request Centre

  • Request Centre allows you to submit and manage requests in a faster, easier, and more secure way
  • Alternatively, please use email to avoid any possible delays with postal delivery.

Submit paperwork as early as possible and ensure it’s completed correctly before uploading it to request centre or emailing it to us

  • If you’re able to submit paperwork before the provided cut-off dates, there’ll be a higher chance that we can work with you to resolve any queries and/or confirm if any outstanding information is required 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.

Cut-off dates and tasks

Our last day of processing for the 2022/23 financial year will be on Friday 30 June 2023. Wrap tax elections opened Thursday 11 May 2023 and Wrap clients have until Tuesday 6 July 2023 to make their elections. Pension recalculations will occur in the first two weeks of July.

Please familiarise yourself with our EOFY cut-off dates and the related tasks, which are summarised below.

We encourage you to use online methods where available to avoid missing any cut-offs.

Below you can find 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 consent or approvals, before the cut-off date. Any requests that are still incomplete by the cut-off time and date will be processed on a best-efforts basis.

Date What we need from your client
Friday 2 June

Amend a previous contribution

Monday 5 June

Amend/create a recurring Debit

Monday 5 June

Submit a re-contribution form

Tuesday 6 June to Friday 16 June

Pension applications

Friday 9 June

Pension updates

Friday 9 June

Change a client investor status

Friday 16 June

Action a product switch

Friday 16 June

Transfers (in and out) for internal asset transfers, Equities and Managed Funds

Friday 16 June

Switches, transfers and closures for Separately Managed Accounts

Friday 16 June

Change of service notification

Wednesday 21 June

Action an account closure

Friday 23 June

Deposits and Contributions by Cheque

Friday 23 June

Manual fee changes and Advice Fee Consent forms

Friday 23 June

Change of adviser requests

Tuesday 27 June

Ad Hoc direct debit requests

Tuesday 27 June

Deposits and contributions (EFT and BPAY) 

Wednesday 28 June

Manual withdrawals

Wednesday 28 June

Super and IDPS applications

Wednesday 28 June

Contribution splitting

Thursday 29 June

Payment requests through Adviser Online

Thursday 29 June

Deduction notices

 Friday 30 June

Adviser Initiated Payments

 Friday 30 June

Create and update Advice Fee Consent

Wrap tasks

Month Tasks where action may be required Who it affects
May to July

Wrap tax elections
Tax elections open on 11 May date. You have until 6 July to make the elections online.

IDPS clients

Wrap pension indexation
You have until Friday 30 June to ensure the pension settings are correct online before the July 2023 pension recalculation. You can do this after the mid-June pension run occurs.

Pension clients

Wrap pension recalculations

Also known as ‘the pension freeze’, in the first two weeks of July we recalculate pensions for the new financial year.
You won't be able to make changes to your pensions or withdraw from pension accounts during this time.

Pension clients

Enhance your experience through Adviser Online

Speak with a wealth consultant

Speak directly with a wealth consultant via our live chat feature in Adviser Online. Available between 8:30am and 6:00pm (Sydney time) on Monday to Friday (excluding national public holidays), Live chat enables you to connect with us in real-time and get help when you need it.

Submit and track your EOFY requests via Request Centre

Request Centre will allow you to submit and manage your EOFY requests in a faster, easier, and more secure way. Located in Adviser Online, once you submit a request via Request Centre, you’ll receive a reference number so you can have confidence knowing we’ve received your request and you can track it anytime. 

Manage your advice fee arrangements for Wrap accounts

Visit the Reporting section of Adviser Online to find all the details on your clients’ Advice Fee Consent (AFC) requirements.