Personal contribution summaries

If your client has made personal contributions to their super account during the FY22/23, we’ll get in touch with them to remind them to return a deduction notice to us (if applicable).

What your client needs to do

If your client doesn't want to make any amendments, they don’t need to do anything. However, if we send your client an email with their personal contribution information for the FY22/23, we recommend they keep it for their taxation records.

Your client can follow the relevant guide by searching 'Deduction Notice for Personal Super Contributions Form and Guide' here if they’d like to:

 

  • Lodge a deduction notice for personal contributions made during the FY22/23
  • Claim a tax deduction
  • Change the amount they intend to claim in their tax deduction.*

*Subject to the validity of the deduction notice. 

When is my client required to submit their deduction notice by?

Your client will need to submit a deduction notice on or before (whichever occurs first):

  • They lodge their tax return for FY22/23, or
  • The last day of FY23/24

How can I see if my client has submitted a deduction notice?

From late May 2023, you’ll able to download acknowledgement letters in Adviser Online for your clients who have notified us of their intent to claim a tax deduction for their personal super contributions.

As well as acknowledgement letters, you can also download exit statements, PAYG annual statements and partial rollover confirmations for your clients all from Adviser Online. Simply visit the new ‘Client Correspondence’ tab on the ‘Statements’ page. You’ll be able to view a Help Centre article on this soon.