5pm Friday 23 June

Contribution splits

• Completed applications for contribution splits must be received by us before 5pm on Friday 23 June 2017 for processing before the end of this financial year.

Notice of intent to claim or vary a tax deduction 2015/16

• Completed forms for claiming a tax deduction for the 2015/16 financial year must be received by us before 5pm on Friday 23 June 2017 to be processed before the expiry date of Friday 30 June 2017. Please note: the date of processing the notice may impact your eligibility to claim a tax deduction.

11.59pm Tuesday 27 June

BPAY® contributions

• BPAY® contributions must be completed by 11.59pm on Tuesday 27 June 2017. After this date, you can still pay by cheque or money order but your payment must be received by us by 5pm on Friday 30 June 2017.

11.59pm Wednesday 28 June

Roll in super from other funds online

• If you request to roll in super from other funds in Member Online after 11.59pm on Wednesday 28 June 2017, this may not be processed until end of financial year processing is complete.

5pm Wednesday 28 June

Update your investment plan for 2016/17 by form

• You need to complete an investment choice form and ensure we receive it by 5pm on Wednesday 28 June 2017 to be effective in the 2016/17 financial year. If your form is received after this date, it will be processed in the 2017/18 financial year, after end of financial year processing is complete.
• If you already have an investment plan switch 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 plan changes you request won’t be actioned until after 30 June 2017.

11.59pm Thursday 29 June

Update your investment plan for 2016/17 online

• If you make a change to your investment plan in Member Online after 11.59pm on Thursday 29 June 2017, this will not be processed until end of financial year processing is complete.

5pm Friday 30 June

Cheques and money orders

• All cheques and money orders to be processed this financial year must be received by us by 5pm on Friday 30 June 2017.
• All payments must be made out to ‘GESB’ and be sent with a super contributions form completed and signed by the account holder.

Refund of additional ‘no TFN tax’ deducted from the 2013/14 financial year

• If you haven’t provided us with your tax file number (TFN), additional tax of 32% may apply to your concessional (before-tax) contributions and some rollovers from untaxed funds (if applicable). This additional tax can be refunded in the financial year that you provide us with your TFN. However, there’s a time restriction for the refund. Any additional tax you paid in a financial year can only be refunded for the three financial years that immediately precede the year in which you provide your TFN to us. For example, in order to receive a refund of additional ‘no TFN tax’ deducted in the 2013/14 financial year, we must receive your TFN by 5pm on Friday 30 June 2017.

8.05am Saturday 1 July

Your account details in Member Online

• Your account details, including your balance, will show as at close of business Friday on 30 June 2017, until after end of financial year processing is complete.

9am Wednesday 5 July

Expected completion of end of financial year processing

• We expect to complete all processing and your account to reflect its current status by 9am on Wednesday 5 July 2017.