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We’ve summarised some key cut off-dates dates for processing end of financial year transactions to help assist you through this period.

Transaction type
Cut-off time and date
Super to pension transfers within FirstChoice (if first payment is prior to 30 June 2022)*

Transfer to TRIS pension accounts within FirstChoice (if first payment is prior to 30 June 2022)*
13 June 2022



12 June 2022
Super to pension transfers within FirstChoice (if first payment is after 30 June 2022)

Transfer to TRIS Pension accounts within FirstChoice (if first payment is after 30 June 2022)
30 June 2022 by 3pm



30 June 2022
1 day transfer to Allocated pension accounts within FirstChoice (pension account setup within FY 2022/23)*

1 day transfer to TRIS pension accounts within FirstChoice (pension account setup within FY 2022/23)*
30 June 2022 by 3pm



30 June 2022 by 3pm
Cash-out Recontribution request if there is no further transaction after, i.e. establishment of Pension or Super 29 June by 3pm
Cash-out Recontribution request if there is a further transaction for establishment of Pension or Super before June 30th  that DO include an existing Pension account (i.e. Pension or Super is eff 30 June) 27 June by 3pm – (this is to account for any existing Internal Pensions accounts that might have an IPP or rebate prior to auto transfer to Pension
Cash-out Recontribution request if there is a further transaction for establishment of Pension or Super before June 30th  that DON’T include an existing Pension account (i.e. Pension or Super is eff 30 June) 28 June by 3pm  
Adviser Service Fee Consent cut off 30 June 2022 by 3pm
Applications  
New pension applications (if first payment is prior to 30 June 2022)* 13 June 2022
New applications, including pensions (if first payment is after 30 June 2022) 30 June 2022 by 3pm
Contributions, withdrawals and term deposit maturity  
Employer super guarantee contribution cut-off 27 June 2022 by 3pm
EFT/BPAY super contribution cut-off 27 June 2022 by 3pm
Super contribution cut-off  27 June 2022 by 3pm
Withdrawals (excluding pension payments) 30 June 2022  by 3pm
Special conditions period for maturing term deposits  1 to 9 July 2022


FirstRate Term Deposits
 

Special conditions for FirstRate Term Deposits from 1 to 9 July 2022

Due to end of financial year processing, special conditions apply to FirstRate Term Deposits from 1 to 9 July each year.

Maturity date

FirstRate Term Deposits that would otherwise mature in this period will mature on the business day following 9 July. Your clients will receive interest up to this date.

Members are to send cheques by post and received by us by 3pm (Sydney time) 30 June 2022 – Cheques will not be accepted in our offices.

If your valid transaction is received after 3pm your transaction will be processed the following NSW business day.
 

*All outstanding requirements must be received before the cut-off date.