Note: The cut-off time is 5PM Sydney time (AEST) across all tasks on the specified cut-off date to complete requests. This includes all requirements to be received and no outstanding follow-ups (eg submission of the request including client consent or approval, where required). Incomplete requests received prior to the cut-off and requests received after the cut-off will be processed on a best-efforts basis.
Date | Information |
---|---|
Wednesday 1 June | Direct Debit Requests
|
Monday 6 June | Pension Updates
|
Thursday 9 June | Transfers (In and Out)
|
Friday 10 June | Client investor status
|
Thursday 16 June | Transfers (In and Out)
|
Thursday 16 June | Closures
|
Thursday 16 June | Switches
|
Thursday 16 June | Fee changes and Advice Fee Consent
|
Thursday 23 June | Deposits and Contributions
|
Thursday 23 June | Adviser Changes
|
Friday 24 June | Fee changes and Advice Fee Consent
|
Monday 27 June | Direct Debit Requests
|
Monday 27 June | Deduction notices
|
Tuesday 28 June | Withdrawals
|
Tuesday 28 June | Contribution splitting
|
Tuesday 28 June | New Applications
|
Thursday 30 June | Withdrawals
|
Thursday 30 June | Deposits and Contributions
|