End of financial year cut-off dates

As we approach the end of the financial year, there are some important processing deadlines you and your client should be aware of.

The cut-off dates for contributions, claims and other requests to be effective in the 2025/26 financial year are below. Please note that all listed times are in AWST.

Any requests we receive after the given deadline will be processed in the new financial year, after Monday, 6 July 2026.

Please note: Australia Post can take up to six business days to deliver regular mail. Your client will need to take this into account when submitting forms or contributions to us.

Request type

Deadline

Contribution splits

Download the form and fact sheet

Forms must be received by us before 5pm Tuesday, 23 June.

Claiming a tax deduction for personal contributions made in the 2024/25 financial year

Download the form and fact sheet

Forms must be received by us before 5pm Tuesday, 23 June.

Contributions made by BPAY®

Contributions must be completed by 9.59pm Thursday, 25 June.

Contributions made by cheque or money order

Download the form and fact sheet

Contributions must be received by us before 5pm Tuesday, 30 June.

Roll-in request from other super funds

Download the form and fact sheet

Forms must be received by us before 5pm Thursday, 25 June.

If your client requests to roll in super through Member Online, they’ll need to do this by 9.59pm Friday, 26 June.

Investment switches

Download the form and fact sheet

Forms must be received by us before 5pm Monday, 29 June.

If your client makes an investment switch in Member Online, they’ll need to do this by 9.59pm Monday, 29 June.

If an existing switch request is waiting to be processed, any further switches will be delayed until the previous switch has been processed.

This is likely to mean that any additional investment switches won’t be actioned until after 30 June.

Acceptance of GESB Super account applications

Applications must be received by us before 5pm, Tuesday 30 June.

Refund of additional ‘no TFN tax’ deducted from the 2022/23 financial year

If your client hasn’t provided us with their tax file number (TFN), additional tax of 32% may apply to their concessional (before-tax) contributions and some rollovers from untaxed funds (if applicable).

This additional tax can be refunded in the financial year that your client provides us with their TFN.

However, there’s a time restriction for the refund. Any additional tax your client paid in a financial year can only be refunded for the three financial years that immediately precede the year in which they provide their TFN to us.

Download the form

Forms must be received by us before 5pm, Tuesday 30 June.

Account details in Member Online

Your client’s account details, including their balance, will show as at close of business on Tuesday, 30 June, until after end of financial year processing is complete.

Need help?

If you have any questions, we’re available on 13 43 72 Monday to Friday, 7.30am to 5.30pm, or via Live chat until 5.15pm.

® Registered to BPAY Pty Ltd ABN 69 079 137 518

Page last updated 28 May 2026