The EOFY HUB


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.

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Supporting your EOFY

Non-resident tax
Pension minimums
Pension recalculations
Personal contributions
Tax reports and elections
Term Allocated Pension

EOFY calendar

Our EOFY calendar shows all the key tasks and processing cut-offs in one central location.

View calendar

Our last day of processing for the 2023/24 financial year will be Friday 28 June 2024.

EOFY cut-off dates and tasks

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

Statements and Reporting schedule

Target dates for key statements and reports.

Statement type Product Target date

PAYG payment summaries for pension accounts

 Pension

July 2024

IDPS annual statements and audit reports

IDPS

By 31 July 2024

Personal contribution summaries

Super

End of July 2024

Tax reports

IDPS

In tranches from end of July to November 2024

Super and Pension annual statements

Super and Pension

In tranches from mid to late September to December 2024

ATO Annual Investment Income Report (AIIR)

Please refer to the ATO website for more information.

IDPS

31 October to end of December 2024

 

For more information please visit Account statements for clients.

Important notes

Add as 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 faster, easier and more securely
  • 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

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

Wrap tax elections

Tax elections open on 9 May 2024. You have until 5 July 2024 to make the elections online.

 IDPS clients
June

Wrap pension indexation

After the mid-June pension run, you have until Friday 28 June to update pension settings online before the July 2024 pension recalculation.

 Pension clients
July

Wrap pension recalculations

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

 Pension clients

Wrap tasks

Month Tasks where action may be required Who it affects
June

BPAY deposits, future dated transactions online, manual withdrawals, applications (online and paper), additional deposits (cheque – to branch) and online/phone link withdrawals have their own cut-off times and dates throughout June.

 CMA and Accelerator clients
June

Term deposits
Please note 31 days’ notice provisions apply to any changes prior to agreed maturity. Applications, additional deposits (on maturity), withdrawals (on maturity) and rollover instructions all have their own cut-off times and dates throughout June.

 Term deposit clients

Make the most of our digital solutions

Use the EOFY report template in Report Builder

Create consolidated packs of multiple reports for a single account in one centralised location which can be saved in the future. Each account will also have two preloaded report pack templates for EOFY and quarterly reporting purposes, to simplify the way your business provides reports.

Learn more

Manage payments for your super and pension clients

Adviser Online allows you to initiate a payment for your super and pension clients and track the status of the request in Request Centre.

Learn more

Transition to digital payments only

Between January 2024 and November 2024, we’ll be phasing out our cash and cheque services across all our products, including pension and super accounts. Read this Help Centre article to find out how you can help your clients prepare.

Learn more

Additional contributions

If you have clients with a Wrap superannuation account who are considering making additional personal contributions, you may find this article helpful.

Learn more

Useful links

Live chat

Live chat

Live chat enables you to connect with a wealth consultant in real time.

Learn more
 
Adviser Tools

Adviser Tools

Forms and product documents at your fingertips

Visit Adviser Tools
 
Request Centre

Request Centre

Allows you to submit and manage your requests faster, easier and more securely.

Learn more
 

This information is issued by Oasis Fund Management Limited (Trustee) (ABN 38 106 045 050, RSE L0001755, AFSL 274331), 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 members of the IOOF group of companies comprising IOOF Holdings Ltd (ABN 49 100 103 722) (IOOF) and its related bodies corporate. IOOF, the Trustees, the Operator, and its related bodies corporate and associated entities do not guarantee the repayment of capital, the performance of, or any rate of return of an investment in the products issued by the Trustees and Operator. Such an investment is subject to investment risk and other risks, including delays in the repayment of capital and loss of income and principal invested. Past performance is not an indication of future performance.

The information provided is for the use of advisers only and is not to be given to potential or existing investors. The information is of a general nature and does not take into account an investor’s personal needs, financial circumstances or objectives. Before acting on this information, an investor must consider the appropriateness of the information, having regard to their needs, financial circumstances and objectives. Full product information including fees, charges, terms and conditions is available in the relevant PDS or IDPS Guide, available by calling Customer Services on 1800 893 141 or visiting wrapinvest.com.au/adviseronline

Account information and reports produced on this site relies on information provided to us from a number of sources and as such the Trustees and Operator make no representations as to the accuracy or completeness of this information and its suitability for your intended use. To the extent permitted by law, the Trustees and Operator do not accept any responsibility or liability arising from your use of this information.

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 Customer Services on 1800 893 141.