We’ve completed the annual tax calculations for super and pension accounts.
What does this mean for your clients?
A tax adjustment has been made to your clients’ super and pension accounts, if applicable. This adjustment will appear in their cash account and on relevant reports on 10 February 2020.
For more information, please refer to the Super tax section on our tax website.
If you’d like to know more about the principles and assumptions we’ve used to calculate these adjustments, please refer to:
- your client’s Superannuation Tax Calculation report (available as a client report)
- our Guide to Member Tax Calculation.
No action is required by either you or your client – this is for your information only.
Please contact your training and relationship manager or call us on 1800 025 063.