- Our last day of processing for FY25/26 will be Friday 26 June 2026.
- After the mid-June pension run, you may only have a few days to review the amount and make changes if required.
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The EOFY Hub
We’re committed to making the end of financial year (EOFY) as smooth as possible for you. Our EOFY Hub is designed to give you all the information you need, including key processing dates, useful tips and other important information to help you prepare.
Supporting your EOFY
Statements and reporting schedule
| Statement type | Product | Target date |
|---|---|---|
PAYG payment summaries for pension accounts | Pension | July 2026 |
| IDPS annual statements and audit reports | IDPS | By 31 July 2026 |
Personal contribution summaries | Super | End of July 2026 |
Tax reports | IDPS | In tranches from end of July to November 2026 |
Super and pension annual statements | Super and Pension | In tranches from mid to late September to December 2026 |
ATO Annual Investment Income Report (AIIR) Please refer to the ATO website for more information. | IDPS | 31 October to end of December 2026 |
For more information please visit Reports and statements.
Finding a financial adviser
We highly recommend having a financial adviser linked to your wrap account.
They can help you manage your account and achieve your financial goals. If you’ve appointed a new adviser and they’re registered to use Macquarie Wrap, you can ask us to link them to your account by completing the ‘Appointment of a new adviser’ section of the Change of account details form, which you can find under ‘Key forms’.
Important notes and dates
Important dates
Pension recalculations
- During the first two weeks of July, we’ll be calculating FY26/27 pension payments. If you have a pension account, you won’t be able to make changes to it or withdraw from it during this time.
- You should check the new pension amount straight after our recalculation to make sure it’s in line with your expectations, and can make any necessary changes before your next payment.
Avoiding processing delays or issues
- Use digital methods to action requests or payments, wherever possible. This helps avoid any possible delays with postal delivery.
- If you have a pension account, check in June that there’s enough cash available in your pension account to make sure pension payments can be made to meet any minimum pension requirements for FY25/26.
- Submit paperwork as early as possible and make sure it’s completed correctly before emailing it to us.
- If you can submit paperwork before the provided cut-off dates, there’s a higher chance we can help resolve any queries and/or confirm if any outstanding information is needed before the final cut-off dates.
- Please ensure that all forms and documents are fully completed and signed by the correct signatories to reduce the risk of any processing delays.
- Check your available cash balance before submitting a withdrawal or rollover request.
- Check your direct deposit facility to ensure we can receive and process contributions that are paid by electronic funds transfer (EFT). If you intend to make a contribution via EFT to your super account, it’s important the direct deposit facility is set up with the correct contribution type. You can change the contribution type by calling us on 1800 025 063, 9am to 5pm (Sydney time) Monday to Friday.
- If you have an investment account, ensure it’s ready for tax reporting. Please check you’ve supplied correct cost base information where assets are being transferred in via in-specie transfer. Incorrect or incomplete cost base information can impact the accuracy of reporting. Please check that you have supplied all relevant cost base information for assets transferred into your Wrap account.
Transaction cut-off dates
Below are the cut-off dates for all EOFY tasks and requests. You can download an Outlook reminder for each one. The cut-off time on those dates is 5.00pm (Sydney time). We need to receive all necessary documents and information, including consents or approvals, before the cut-off. Any requests that are still incomplete by the cut-off will be processed on a best-efforts basis.
CMA and Accelerator: BPAY® deposits, future-dated transactions online, manual withdrawals, applications (online and paper), additional deposits and online withdrawals all have their own cut-off times and dates throughout June.
Term deposits: Please note 31 days’ notice provisions apply to any changes prior to agreed maturity. Applications, additional deposits (on maturity), withdrawals (on maturity) and rollover instructions all have their own cut-off times and dates throughout June.
- 2-6 June
- 9-13 June
- 16-20 June
- 23-27 June
| Date | What we need from you | Need help? |
|---|---|---|
Tuesday 2 June Download a calendar reminder | Amend or create a recurring debit
| You can view these Help Centre articles for more information: |
Tuesday 2 June | Submit a re-contribution form
| |
Thursday 4 June to Tuesday 16 June | Pension applications
| |
Friday 5 June | Contribution amendments | You can view this Help Centre article for more information: |
| Date | What we need from you | Need help? |
|---|---|---|
Tuesday 9 June | Amend, process or update a pension | You can view this Help Centre article for more information: |
Friday 12 June | Transfers (in and out) for internal asset transfers, equities and managed funds | |
Friday 12 June | Switches, transfers and closures for separately managed accounts (SMA)For switches and transfers:
For closures:
| You can view these Help Centre articles for more information: |
| Date | What we need from you | Need help? |
|---|---|---|
Tuesday 16 June | Product switches
Full or partial switch from pension to super, full product switch (super to pension) and consolidator conversion. | You can view these Help Centre articles for more information: |
Tuesday 16 June | Change of service notification
Use this form to convert services where you are moving into a different eligible Macquarie product type. | |
Tuesday 16 June | Account closures
All assets must be sold down and settled into cash. There must not be any outstanding or upcoming distributions, suspended assets or corporate actions. | You can view this Help Centre article for more information: |
| Date | What we need from you | Need help? |
|---|---|---|
Wednesday 24 June | Ad hoc direct debit requests
| View these Help Centre articles for more information: |
Wednesday 24 June | Deposits and contributions (EFT and BPAY)
| View these Help Centre articles for more information: |
Thursday 25 June | Manual withdrawals
| View these Help Centre articles for more information: |
Thursday 25 June | Contribution splitting
| View these Help Centre articles for more information: |
Friday 26 June | Deduction notices
| We recommend visiting the 'personal contribution summaries' section of the EOFY Hub for additional information. |
FAQs
| How do I open a Macquarie Wrap account? | Read the article |
| How do I access my statements? | Read the article |
| How do I make a payment or withdrawal? | Read the article |
| How do I make a contribution or deposit online or through cheque? | Read the article |
| How do I find my cash holdings? | Read the article |
| How do I close my account? | Read the article |
| What are the typical payment cut offs and processing times? | Read the article |
Boost your super with tax deductible contributions
If you have a Wrap superannuation account and are considering making additional personal contributions, you may find this article helpful.
Useful links
Managing your Wrap
Useful information to help you manage your account without an adviser.
Additional information
This information has been prepared by Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. Before making any financial investment decision to acquire or continue to hold a product mentioned on this page, consider the Product Disclosure Statement or relevant offer document and terms and conditions relating to that product and seek independent financial, legal and taxation advice to decide if our products are right for you.
The Macquarie Wrap, Macquarie Vision and Premium Portfolio Service products referred to on this page are issued by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) and Macquarie Wrap Cash Management Accounts are issued by MBL. The applicable offer documents are available on our product information page. Target Market Determinations for Macquarie issued products are available at macquarie.com.au/TMD under ‘Wealth products’.
Funds invested on your behalf by MIML are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.