Updated May 2024 | 6 minute read
Tip #1: Be aware of the blackout periods for a number of Adviser Online (AOL) features and the Adviser Online platform itself. This will occur as we transition to our new investment option suite which we covered in the May Product updates.
Tip #2: Don’t leave submitting forms to the last minute. To ensure there are no issues, we have provided a list of key cutoff dates below. Adhering to these will allow time to remedy issues.
Tip #3: Submit forms correctly, with attachments. For smooth processing, make sure forms are fully completed and come with all required attachments.
Tip #4: If you experience any technical issues uploading forms in Adviser Online, please email your form to registered_adviser@art.com.au with a brief explanation of the issue. You can also head to our Adviser Online FAQs and Troubleshooting Guide.
Tip #5: Submit next financial year requests in July. If you don’t want us to process the request this financial year, best to wait until 1 July to submit. Please note, due to upcoming changes to our investments there are some forms and transactions which will be discarded if not submitted by their specific cutoff dates and you’ll need to create a new application after 1 July. We’ve detailed these below.
Tip #6: For maximum efficiency, please submit requests to us via electronic channels. In the event you need to send something to us by mail, we recommend posting at least one week prior to the processing dates listed below to ensure timely delivery. (Express Post is highly recommended).
Due to upcoming changes to our investments, there are a number of forms and transactions that will be discarded if not submitted before the below dates and times. You will need to create a new form in the new financial year.
| Membership application | Saturday 22 June 2024 |
| Income account requests and restarts | Saturday 22 June 2024 |
| Investment choice | 3pm AEST 26 June 2024 |
Due to upcoming changes to our investments, you’ll be unable to access Adviser Online after 3pm AEST Friday 28 June 2024, and some of the transactions in Adviser Online won’t be available from the week prior.
Adviser Online and its functions will become available again in the new financial year.
Please refer below for more details regarding when specific transactions will be unavailable in Adviser Online.
| Manage investments | Due to upcoming changes to our investments, we will not be able to process any investment switches from 3pm AEST Wednesday 26 June 2024. This function will become available again from Monday 1 July 2024. |
| Income account requests and restarts | Due to upcoming changes to our investments, you will not be able to access or submit these applications via Adviser Online from Saturday 22 June 2024. Please submit your applications by this date. However, you can email us and we will continue to accept these applications up until 5pm AEST Tuesday 25 June 2024. Adviser Online will become available again from Monday 1 July 2024. |
| Open an Accumulation account | Due to upcoming changes to our investments, you will not be able to access or submit these applications via Adviser Online from Saturday 22 June 2024. Please submit your applications by this date. However, you can email us and we will continue to accept these applications up until 5pm AEST Tuesday 25 June 2024. Adviser Online will become available again from Monday 1 July 2024. |
| Super Savings Consolidate your super | Submit via Adviser Online by 3pm AEST Wednesday 26 June 2024. |
| Direct Debit | Submit via Adviser Online by 3pm AEST Wednesday 26 June 2024. There is always a risk that a direct debit dishonours, and if it does, the contribution might not be able to be applied this financial year. To reduce the likelihood of being impacted by a dishonour, submit via Adviser Online by Sunday 23 June 2024. |
| Notice to claim a tax deduction | Submit via Adviser Online by 3pm AEST Wednesday 26 June 2024. |
| Withdrawals | Need the funds in your client’s bank account before EOFY? To allow for banking timeframes, submit via Adviser Online by Friday 21 June 2024. Need to recontribute this money into your client’s Accumulation account before EOFY? To give enough time to also submit a Direct Debit request, submit via Adviser Online by Friday 14 June 2024. Due to upcoming changes to our investments, you will not be able to generate income account lump sum withdrawals via Adviser Online from Saturday 22 June 2024. |
| Questions about other forms or how to implement other strategies? | Contact your BDM or call our dedicated adviser servicing team on 13 11 84. |
| Income account requests & restarts | Ensure we have received requests by 13 June 2024. |
| Consolidate with QSuper | For requests to consolidate other super held outside of Australian Retirement Trust into a QSuper account, ensure we have received this by 13 June 2024. |
| Contribute to super - Cheque | Ensure we have received this by 28 June 2024. |
| Contribute to super - BPAY® | Have your client complete the payment via their financial institution by 25 June 2024. ®Registered to BPAY Pty Ltd, ABN 69 079 137 518. |
| Notice to claim a tax deduction | Ensure we have received this by 13 June 2024. |
| Withdraw money from an Accumulation account or Income account |
Need the funds in your client’s bank account before EOFY?
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| Questions about other forms or how to implement other strategies? | Contact our dedicated adviser servicing team on 1300 360 750. |
In early May, we let you know about the upcoming changes to Super Savings and QSuper accounts from 1 July 2024. If you missed this update, here’s a summary of the key changes:
For full details, read the Product updates:
If you need assistance with end-of-year cutoffs, please contact your Business Development Manager. If you need further assistance, you can get in touch with us:
