Please consider the following cut-off dates for end of financial year 2024/2025, and when making updates and contributions to your clients super account(s).
Personal contributions
Electronic Funds Transfers (EFT): Must be received by 5PM (AEST) Friday, 27 June 2025.
- BSB: 083 088
- Account: 87 714 5636
- Ref number: Mason Stevens Retail Super - [Member Number]
BPAY®: Must be received by us no later than 5PM (AEST) Friday, 27 June 2025.
- Biller code: 211 193
- Ref number: Please check the platform for the Member's unique reference number.
Please allow 2 business days when making contributions to ensure that the funds are received by Mason Stevens no later than 5pm (AEST) Friday, 27 June 2025.
If contributions are being made as part of a pension refresh, please ensure contributions are received by Mason Stevens one week in advance, by 5pm (AEST) Friday, 20 June 2025.
Account conversions and pension refresh
Please provide any instructions to convert between super and pension accounts (including pension refresh) to us by Friday, 27 June 2025.
Annual pension review - new nominations for 2025/2026
Unless you have advised us otherwise, the July pension payment amounts will remain unchanged from the June pension payment amounts until the annual pension review is finalised and the new entitlements are calculated for the new financial year.
If you wish to amend your client’s pension payments, please submit your instructions to us by 5pm, Tuesday 24 June 2025.
Notice of intent to claim a tax deduction
If your client is claiming a tax deduction for last financial year the Notice of Intent to Claim Form must be completed and received by Friday 27 June 2025.
Please see the below table for additional details:
Process |
Details |
Cut-off Date |
|---|---|---|
| New Pension applications |
Opening a new pension account with the first payment in July 2025. We must receive all information and funds required to commence the pension and the client must accept terms and conditions online by the cut-off date. |
12pm, Monday 23 June 2025 |
| Pension amendments | To amend pension payment details for the July 2025 pension payment. | 5pm, Tuesday 24 June 2025 |
| Pension payments and commutations | Appropriate paperwork and any applicable supporting information such as certified identification and residency confirmation for the request, must be received by the cut-off date. The client must have sufficient cash account funds available to allow the payment to be processed. | 5pm, Tuesday 24 June 2025 |
| Contributions |
EFT - We strongly suggest clients instruct their financial institution at least 2-3 days prior to the cut-off date. Appropriate paperwork for the contribution and any supporting information must also be supplied. |
12pm, Friday 27 June 2025 |
| Notice of intent to claim |
Notice with respect to any personal contributions made in the last financial year must be received by the cut-off date. |
12pm, Friday 27 June 2025 |
| Superannuation splitting | Contribution splitting – to apply for contribution splitting to an eligible spouse. | 5pm, Tuesday 24 June 2025 |
| Term Deposits | Normal cut-off times will apply for all Term Deposits purchased before 30 June 2025. | 12pm, Monday 30 June 2025. Please ensure order is created and authorised before the cut off time |
Please note that the above dates are based on the assumption that all information received by the cut-off date is complete and accurate.
For additional information please contact wealth@masonstevens.com.au