Your EOFY super guide
Welcome to your end-of-financial-year super guide, designed to help your Super Savings clients be ready for 30 June with Australian Retirement Trust. Below you’ll find our processing cut-off dates and times for submitting forms and other transactions.
If you need any support to implement your clients' EOFY plans, our team are here to help. For information about how we can help if your clients have QSuper products, visit qsuper.qld.gov.au/advisers or call 1300 360 750.
Australian Retirement Trust accepts the following signatures:
Adviser Online express service
We understand that things need to happen quickly at this time of year, so we’re pleased to let you know that financial transactions and applications submitted via Adviser Online are given priority.
The key date to remember for EOFY is 28 June – all your clients’ financial transactions should be submitted to Adviser Online by this date. If the submission is correct, we’ll be able to process it so that it’s effective on your client’s account as at EOFY.
Tip #1: Don’t leave submitting forms to the last minute. To ensure there are no issues, we have provided a more detailed list of key dates below. Adhering to these will allow time to remedy issues outside of either of our control.
Tip #2: Submit forms correctly, with attachments. For smooth processing, make sure forms are fully completed and come with all required attachments.
Tip #3: Submit forms one at a time. Where your client requires multiple transactions to be processed in a specific order, please submit forms individually (e.g. direct debit followed by claiming a tax deduction). And don’t forget the key dates below.
Tip #4: Submit next FY requests in July. If you don’t want us to process the request this financial year, best to wait until 1 July to submit.
How to open an Income account
Simply log in to Adviser Online to generate an Income account request form for your client to sign, then upload to Adviser Online.
Want an Adviser Online refresher?
Book in a 1:1 with your BDM for a quick AOL refresher. We’ll show you how to get the most out of our service, including where to access research reports, how to view client account details and submit transactions such as advice fee requests, and more!
Your clients may be eligible for a Retirement Bonus
By opening a Retirement income account, your clients may be eligible for a Retirement Bonus of up to $5,100*. The Retirement Bonus is generally paid to eligible accounts on 30 June of the financial year that the Retirement income account is established.
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*Subject to eligibility criteria, including a 12-month minimum membership period. Find out more here. Note other conditions apply.