Online Personal Tax Deduction Notifications
From October 2018, you can notify us online that your client intends to claim or vary a tax deduction for personal super contributions. You don’t need to send us any paperwork and we will receive your request immediately.
The online form can be found in our new Electronic Forms menu under the client account.
Online Super to Pension Transfer Form
From October 2018 we’re introducing an online form to help your existing SuperWrap clients move from super to pension . The super to pension transfer screens will guide you through the process using details from the client’s existing account to save you from re-entering information. It will then produce a populated application for your client to sign.
The online form is available for superannuation clients and can be found in our new Electronic Forms menu under the client account.
Pension withdrawal enhancements - SuperWrap Withdrawal Form
Our SuperWrap withdrawal form now checks that each withdrawal from an Allocated Pension Plan account is nominated as either an income payment or a lump-sum payment. This ensures we receive all the necessary information up-front so that we can process your request without delay.
More information about managed fund redemption times
From October 2018, we’re providing you with information on average managed fund redemption times, based on our past experience with the fund managers we deal with. You can use this to better estimate when your clients should expect to receive their money. This information can be found on Adviser Desktop in the Investment Orders and Order Status pages.
CEO and fund manager interviews
Watch interviews with CEOs, fund managers and industry experts on the Adviser Desktop. Our feed is frequently updated and includes transcripts of the interviews. The feed is available via our Investment News page.
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