Cut-off times for end of 2022/2023 Financial Year

Cut-off times for personal contributions for 2022/2023 financial year

  • Electronic Funds Transfer (EFT): Must be received by 5pm (AEST) Tuesday, 27 June 2023:
    • BSB: 083 088
    • Account: 87 714 5636
    • Ref number: Mason Stevens Retail Super - [Member Number]
  • BPAY®: Must be received by us by no later than 5pm (AEST) Tuesday, 27 June 2023.
    • 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) Tuesday, 27 June 2023.

Annual pension review - new nominations for 2023/2024
The temporary reduction of the minimum pension payment factors will cease on 30 June 2023. All members currently receiving the reduced annual minimum pension payments will automatically revert to to pre-Covid minimum levels from 1 July 2023. For example, if a member has been receiving the minimum annual pension payment of 2.0%, from 1 July 2023 the member will start to receive the annual minimum of 4.0%.

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, Friday 23 June.

Notice of Intent to Claim a Tax Deduction
If your client is claiming a tax deduction for the 2022 financial year the Notice of Intent to Claim Form must be completed and received by Tuesday, 27 June 2023.

If you have any further questions or need assistance, please contact Mason Stevens Super Member Services on 1300 988 878 or email admin@mssuper.com.au.

 

 

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Have any questions for us?

If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at wealth@masonstevens.com.au