CFS Edge administration processing cut-off dates

New applications (Super, Pension and IDPS)

Appropriate paperwork and any applicable supporting information such as certified identification and residency confirmation for the request must be received by the cut-off date. 

Establishing a new pension with the first payment either pre or post  30 June. 

*Refer to internal transfers section for account conversions

5pm, Monday 22 June

New application IDPS – Complex structure (SMSF, Unregulated Trusts etc.)

Appropriate paperwork and any applicable supporting information such as certified documentation must be received by the cut-off date.

5pm, Thursday 18 June

Amendments (including pension payment details) 

Amending an account can either be completed via advisers and their staff self-servicing on the platform directly or by contacting our Service Centre.

5pm, Thursday 25 June

Notice of Intents FY25

Notice of Intents can be completed by self-servicing on the platform directly. This option is available to advisers, their staff and clients.

Please note we must receive and process the appropriate paperwork or receive client authorisation online by the cut-off date. 

5pm, Thursday 25 June

Super withdrawals and rollovers

(excluding pension payments)

Appropriate paperwork and any applicable supporting information such as certified identification and residency confirmation for the request must be received by the cut-off date.

There must be sufficient available cash in the client account to allow the withdrawal to be processed.

5pm, Thursday 25 June

IDPS Withdrawals

Account closure requests must have appropriate paperwork submitted by the cut-off date.

Partial withdrawals are STP and don’t require paperwork. Client consent is required if the withdrawal is to an unlinked bank account.

There must be sufficient available cash in the client account to allow the withdrawal to be processed.

5pm, Thursday 25 June

Contributions

Direct credits and BPAY® - we strongly suggest clients plan in advance and instruct their financial institution at least 2-3 days prior to the cut-off date. 

Appropriate paperwork for the contribution and any supporting information must also be supplied. 

Direct debit - we strongly suggest clients plan in advance and instruct their financial institution at least 2-3 days prior to the cut-off date. 

Appropriate paperwork for the contribution and any supporting information must also be supplied. 

Any contribution that bounces will need to be re-processed prior to the cut-off date. 

The contribution must appear in our bank account by 5pm, Wednesday 24 June to allow two days for funds to clear.

Superannuation splitting for FY25 – to apply for contribution splitting to an eligible spouse

Contribution splitting – appropriate paperwork and any applicable supporting information such as certified identification and residency confirmation for the request must be received and processed by the cut-off date.

There must be sufficient available cash in the client account to allow the withdrawal to be processed.

5pm, Thursday 25 June

Term deposits

Normal cut off times will apply for all term deposits purchased before 30 June.

12pm, Thursday 25 June

Managed fund transfers

Transfers must be received in time to allow the relevant registry enough time to complete the transfer. 

Appropriate paperwork that meets external party requirements, including complete CGT history, must be provided before commencement of the transfer.   

There is a dependency on the external fund manager or platform processing requirements for the funds to be received by 30 June 2026. 

For Super transfers a completed and accurate RBS must be provided by 25 June 2026 to ensure the transfer can be finalised. 

If the transfer is not completed by 30 June 2026, the contribution/s will be allocated to the contribution caps for the 2027 financial year. 

5pm, Friday 29 May 

Share transfers

All transfers received after this date will be sent to our broker, and while we anticipate these should be completed by end of financial year, we are unable to guarantee transfer by 30 June 2026. 

Appropriate paperwork that meets external party requirements, including complete CGT history, must be provided before commencement of the transfer.  

There is a dependency on the external party or platform processing requirements for the funds to be received by 30 June 2026.

A completed and accurate RBS must be provided by 29 June 2026 to ensure the transfer can be finalised before 30 June 2026. 

If the transfer is not completed by 30 June 2026, the contribution/s will be allocated to the contribution caps for the 2027 financial year.

5pm, Friday 29 May

Internal account transfers – inter transfers

IDPS to IDPS

IDPS to IDPS transfers are STP once authorised by clients and are completed as a digital journey only.

Please note we must receive the instruction to withdraw and the appropriate client authorisation online by the cut-off date.

5pm, Friday 26 June

Internal account transfers

●   Super to Pension  

●   Pension to Super 

●   Super to Super

●   Re-contribution strategy  

●   Pension refresh

●   IDPS to Super/Pension 

●   Super/Pension to IDPS 

Please note that for all asset transfer requests, we must receive the instruction to withdraw/rollover and the completed appropriate paperwork or client authorisation online by the cut-off date.

5pm, Friday 26 June