The EOFY HUB


We’re committed to making the end of financial year (EOFY) as smooth as possible for you and your clients. Our EOFY Hub provides the essential information you need to help you prepare, including key processing dates, useful tips, and other important 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 2024/25 financial year will be Friday 27 June 2025.

EOFY tasks

View all the key tasks for June.

Statements and Reporting schedule

Target dates for key statements and reports.

Statement typeProductTarget date

PAYG payment summaries for pension accounts

Pension

July 2025

IDPS annual statements and audit reports

IDPS

By 31 July 2025

Personal contribution summaries

Super

End of July 2025

Tax reports

IDPS

In tranches from end of July to November 2025

Super and Pension annual statements

Super and Pension

In tranches from late September to December 2025

ATO Annual Investment Income Report (AIIR)

Please refer to the ATO website for more information.

IDPS

31 October to end of December 2025

 

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 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 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. 

Wrap tasks

MonthTasks where action may be requiredWho 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.

IDPS/CMA clients
June

Term deposits

Please note 31 days’ notice provisions apply to any changes prior to the 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

Cut-off dates

DateWhat we need from you
Monday 2 June

Amend/create a recurring debit

Monday 2 June

Submit a re-contribution form

Wednesday 4 June to Monday 16 June

Pension applications

Monday 6 June

Contribution Amendment

Monday 9 June

Amend/process/update a pension

Monday 9 June

Change a client investor status, including updating to wholesale 

Thursday 12 June

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

    Thursday 12 June

    Switches, transfers and closures for Separately Managed Accounts

      Monday 16 June

      Product switches

      Monday 16 June

      Account closures

        Monday 23 June

        Manual fee changes and Advice Fee Consent forms 

        Monday 23 June

        Change of adviser requests

        Tuesday 24 June

        Ad hoc direct debit requests

        Tuesday 24 June

        Deposits and contributions (EFT and BPAY)

        Wednesday 25 June

        Super and IDPS applications

        Wednesday 25 June

        Manual withdrawals

        Wednesday 25 June

        Contribution splitting

        Thursday 26 June

        Payment requests through Adviser Online

        Thursday 26 June

        Deduction notices

        Friday 27 June

        Adviser Initiated Payments (AIP) 

        Friday 27 June

        Create and update advice fee consent 

        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
         

        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, all stored in one centralised location for future reference. 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 payments for your super and pension clients and track the status of the request in Request Centre. 

        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

        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 for the use of advisers only and is not to be given to potential or existing investors. The information provided 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, any other current disclosure documents and the relevant Target Market Determination, which are 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.