Reporting and processing cut-off times

Reporting and processing cut-off times

With 30 June fast approaching we would like to remind you of key processing cut-off times and annual reporting dates to ensure the best experience for you and your clients during this busy time, and to ensure all transactions are implemented prior to the end of the financial year.

Administration processing cut off times for end of financial year 2022

Process Details WealthFoundations/Traditional products cut-off
New applications (Super, Pension and WealthSolutions Investments) Including establishing a new pension with the first payment either pre or post 30 June 2022. 5pm, Friday 3 June (to make the 15 June pension payment run)
 
5pm, Monday 20 June (to make the 30 June pension payment run – twice monthly payments only)

5pm, Monday 20 June (all other applications)
Pension variations To amend pension payment details which will be included in a client's Pension Annual Review mail out. 5pm, Friday 24 June
Withdrawals (excluding pension payments) Provided that all the required paperwork is received by the cut-off date (such as certified ID, correct bank account details, etc). 5pm,  Thursday 23 June
 
Please contact us for any late or urgent requests.
Contributions - cheques Accompanied with correctly completed information. Hand delivered to Sydney office
by 3pm, Thursday 30 June.
Contributions - BPay®, direct credits and SWIFTs We strongly suggest clients plan in advance and instruct their financial institution at least 2-3 business days prior to the cut-off date.
 
Appropriate paperwork for the contribution and any supporting information such as the 'work test' declaration must also be supplied.

® Registered to BPAY Pty Ltd ABN 69 079 137 518

Direct debits and BPAY® only

Requests to be received in our office by Thursday 23 June.
 
The contribution must appear in our bank account by Thursday 30 June. Please contact us for any late requests.

Superannuation contribution splitting For contribution splitting to an eligible spouse. 5pm, Friday 24 June




























 

Important information

The above cut off dates and times are based on the assumption that all required information (including rollover monies) has been received, and is complete and accurate.

Please note any requests received post these dates and times will continue to be processed on a best endeavour basis.
 
If you have any questions or would like some further clarification on WealthFoundations & Traditional products please contact 132 977 or client.wealth@clearview.com.au