Our last day of processing for each financial year will be the last business day prior to or including 30 June.
You can view all the processing cut-off dates in our EOFY Hub.
Please make sure you familiarise yourself with these key dates. We’ll process anything we receive after the cut-off on a best effort basis only.
Always meet the key cut-off dates
These are provided to ensure enough time is available for our team to process your clients’ requests.
Keep an eye on the calendar
Keep an eye on our EOFY Hub as a quick reference for all upcoming deadlines.
Submit account documents as early as possible
If you can submit documents required before the provided cut-off dates, there’ll be a greater chance that we can work with you to resolve any unexpected issues before the final cut-off dates.
Check all required documents before sending to us
Ensure that all forms and documents are fully completed and signed by the correct signatories to reduce the risk of any delays in processing.
Contact us if in doubt
A large percentage of follow-ups are caused by incomplete forms. If you’re unsure of the requirements for a document, we recommend searching for it on Adviser Help Centre.
Keep an eye on available cash
Check your client's available cash account balances before submitting withdrawal or rollover requests to avoid any processing delays.
Check the TFN status
Ensure your client’s account has a tax file number submitted to ensure the correct tax is applied. If there’s no TFN loaded, you can email this to us or call to pass it on. You can also upload it through Adviser Online.
Supply all relevant cost base information
Provide cost base information for assets transferred into Wrap accounts to ensure the account is ready for tax reporting. Incorrect or incomplete cost base information can impact the accuracy of reporting.
Check your client’s residency status
It’s important to know that your client's residency status could affect the accuracy of their tax reporting. If your client was a non-resident at any time during the financial year that the tax report applies to, we must receive updated residency information usually by the first week of August following the end of the financial year to ensure it's reflected in the tax report. You can access the Change of residency form through Adviser Tools.
Check the super contribution type for direct deposits
If your client intends to contribute via EFT to their super account, please check the direct deposit facility is set up with the correct contribution type. See more in Direct credit and direct debit contributions.
Make contributions in the right financial year
It’s important that contributions are counted towards the right financial year. If your client wants a contribution to count towards the current financial year, please make sure it's made by the cut-off date. If they intend to contribute for the next financial year, please make sure the contribution is sent on or after 1 July.
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.
