Please consider the following cut-off dates for end of financial year 2025/2026, and when making updates and contributions to your clients super account(s).
Personal contributions
Electronic Funds Transfers (EFT): Must be received by 5PM (AEST) Monday, 29 June 2026.
- 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) Monday, 29 June 2026.
- 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) Monday, 29 June 2026.
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) Monday, 15 June 2026.
Account conversions, pension refresh, recontributions
Please provide any instructions to convert between super and pension accounts (including pension refresh) to us by Monday, 15 June 2026.
Annual pension review - new nominations for 2026/2027
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 23 June 2026.
Please see the below table for additional details:
| Process | Details | Cut-Off Dates |
| New applications (Self Directed and Super Accumulation) | Clients to accept online application form summary | 12pm, Friday 26 June |
| Fees | All adhoc fee requests that require authorisation to be submitted via the platform with no outstanding requirements | 12pm, Monday 29 June |
| New applications - Pension | Including establishing a new pension with the first payment either pre or post 30 June 2023. NB - must receive all information required to establish pension:
| 5pm, Tuesday 23 June |
| Pension amendments | To amend pension payment details before EOFY. | 5pm, Tuesday 23 June |
| Benefit payments and withdrawals/ redemptions (excluding pension payments) | 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 23 June |
| Contributions | EFT - we strongly suggest clients plan in advance and 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. **Div290 to be sent with any personal contributions** or to be kept as non-concessional | 5pm, Monday 29 June |
| Superannuation splitting | Contribution splitting – to apply for contribution splitting to an eligible spouse. | 5pm, Tuesday 23 June |
| Term Deposits | Normal cut-off times will apply for all Term Deposits purchased before 30 June 2026. | 12pm, Tuesday 30 June Please ensure order is created and authorised before the cut off time. |
| Account Conversions & Pension Refresh | All paperwork must be received by the cut off time and no trades should be pending to be settled to process the request. | 5pm, Monday 15 June |
| Recontributions | All paperwork must be received by the cut off time and trades should be settled to process the request. | 5pm, Monday 15 June |
| Account closures | All account closures with FX (cash only) in SDP and/or models. | 12pm, Thursday 25 June |
| Account closures | All closures with AUD cash only, in SDP and/or models. | 12pm, Friday 26 June |
| Account openings | All documentation received and valid. | 5pm, Thursday 25 June |
| Intra-Account transfers | Where the transfer includes a change of Corporate Trustee | 5pm, Thursday 25 June |
| UK Pension Intra-Account Transfers | 5pm, Monday 15 June |
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