Extended service hours
With the end of the financial year fast approaching, we understand you and your clients may need additional support over the coming weeks. To ensure you can access support when and how you need it, our Client Services team will be extending their business hours.
Saturday, 20 June 2026
9:00 am to 1:00 pm (AEST)
Saturday, 27 June 2026
9:00 am to 1:00 pm (AEST)
Advisers: 1300 854 994
Investors: 1300 508 797
As we approach 30 June, it’s important you’re aware of our key transaction cut-off times.
All reasonable efforts will be made to process your request before 30 June, provided the request is complete and valid. The cut-off times and dates are a guide only and are subject to change depending on processing volumes and the turnaround times of third-parties (where applicable).
| TRANSACTION TYPE | ACTION REQUIRED | CUT-OFF TIME AND DATE (AEST) |
|---|---|---|
| Managed Funds – in specie transfers1 | All complete and valid Documentation received. Note: excludes illiquid or suspended funds. | 5:00 pm, Friday 22 May 2026 |
| New SMSF Access Application Forms | All complete and valid documentation received. | 5:00 pm, Friday 29 May 2026 |
| Multi-step transitions: • In specie re-contributions2 • Pension refresh2,3 • Super to pension transfers 2,3 • Cash re-contributions • All other internal transfers | All complete and valid documentation received. | 5:00 pm, Monday 1 June 2026 |
| Group Insurance Application Forms (including Transfers) | All complete and valid documentation received. | 5:00 pm, Friday 12 June 2026 |
| Australian and International Listed Securities – in specie transfers1 | All complete and valid documentation received. | 5:00 pm, Friday 12 June 2026 |
| Single-step transitions: • In specie re-contributions • Pension refresh • Super to pension transfers • All other internal transfers | All complete and valid documentation received. | 5:00 pm, Friday 12 June 2026 |
| Manual Cash Account depositsusing ‘Additional Contribution and Regular Savings Plan form’ or ‘Super and Pension Contribution form’ | All completed and valid documentation received. Requests received within applications may be delayed. These will be processed by 30 June on a best-efforts basis. | 12:00 pm (midday), Thursday 18 June 2026 |
| Cash account deposits via BPAY® | Payment submitted from client’s bank account. Check with issuing bank for details on lead and cut-off times as this may vary depending on the financial institution. | 5:00 pm, Friday 19 June 2026 Subject to the issuing bank’s processing time. |
| Single-step transitions: • Cash re-contributions | All complete and valid documentation received and cash cleared. | 5:00 pm, Monday 22 June 2026 |
| Contribution splits (FY25) | Contribution splits for the 2024/2025 tax year. All complete and valid documentation received along with sufficient available cash. | 5:00 pm, Wednesday 24 June 2026 |
| Managed Portfolio Trades | Trades submitted through AdviserHUB. | 11:00 am, Thursday 25 June 2026 |
| Managed Fund Trades | Trades submitted through AdviserHUB. | 3:00 pm, Thursday 25 June 2026 |
| New IDPS, Super (including pension) and Private Invest Application Forms | All complete and valid documentation received. | 5:00 pm, Thursday 25 June 2026 |
| Cash Account deposits via Electronic Funds Transfer (EFT) | Payment submitted via EFT into the Cash Account. Check with issuing bank for details on lead and cut-off times as this may vary depending on which financial institution. | 5:00 pm, Thursday 25 June 2026 Subject to the issuing bank’s processing time. |
| Term Deposit Trades | Trades submitted through AdviserHUB. | 10:00 am, Friday 26 June 2026 |
| Cheque deposits | Received into the HUB24 offices. Note: please allow sufficient time for Australia Post or courier delivery times | 12:00 pm (midday), Monday 29 June 2026 |
| Automatic Cash Account deposits using pre-nominated bank account through AdviserHUB | Cash deposits submitted through AdviserHUB from a client’s pre-nominated bank account. | 3:00 pm, Monday 29 June 2026 |
| Listed Security Trades | Trades submitted and confirmed on the market through AdviserHUB. | For Aggregated Trading: • Domestic Listed Equities and International for Asia by 11:00 am, Monday 29 June 2026. • International for EU and US by 5:00 pm, Monday 29 June 2026. For Direct Market Trading: • Normal market trading. |
| Notice of Intent to claim a tax deduction | Notice of Intent to claim a deduction online requests for the 2024/2025 tax year. | 5:00 pm, Tuesday 30 June 2026 |
| Contributions and rollovers – documentation and amendments | For contributions received before 30 June 2026, all relevant information, forms and Rollover Benefit Statements must be received before 2 July 2026, otherwise there may be a delay reflecting these on the account. After the EOFY calculations are completed, we will only amend contributions until 15 July 2026, after which we close the financial year. | All documentation must be received before 5:00 pm, Thursday 2 July 2026 to avoid delay. Contribution amendments before 5:00 pm, Friday 11 July 2026. |
| Pension Amendments (for changes to be made for 10 July payments)4 | Changes submitted via AdviserHUB or via email | Pension Amendment Freeze in place from Sunday 28 June 2026 to 5:00 pm, Friday 3 July 2026. Online amendments to new pension payment details can be made from Saturday 4 July 2026 through to Wednesday 8 July 2026. |
| Pension Amendments (for changes to be made for all other July payments)5 | Changes submitted via AdviserHUB or via email | Pension Amendment Freeze in place from Sunday 28 June 2026 to 5:00 pm, Friday 3 July 2026. Online amendments to new pension payment details should be made 2 days prior to the payment date. |
® Registered to BPAY Pty Ltd ABN 69 079 137 518.
1 For all in specie transfer requests, we must receive a complete and valid transfer instruction and a valid application by the relevant in specie transfer cut-off time and date. All in specie transfers are subject to turnaround times of third parties and cannot be guaranteed.
2 Not applicable to SMSF Access accounts.
3 The applicable account must not have outstanding trades or corporate actions.
4 If your client wishes to commence a pension prior to 30 June, we must receive all amounts and rollover benefit statements
required to commence the account by 30 June. Please note:
– If we have received a portion of all required funds, the pension will commence from 1 July.
– If we haven’t received all necessary rollover benefit statements, the relevant funds may be returned.
5 Pension payments that fall between 1 and 6 July 2026 will be paid on 6 July 2026 and cannot be amended online.
| PRODUCT | STATEMENT / REPORT | ESTIMATED DATE |
|---|---|---|
| Super and SMSF Access | Pension PAYG Statements | Tuesday 14 July 2026 |
| IDPS, SMSF Access and Private Invest | Annual Tax Statement# Note: IDPS Tax Statement Estimator Report available by end of July 2026 | From Friday 7 August 2026 |
| IDPS and SMSF Access | Annual Investor Statement | From Friday 7 August 2026 |
| IDPS, SMSF Access and Private Invest | Account Data file | From Friday 7 August 2026 |
| Super | Pension Income Stream Statement Note: Electronically reported to Centrelink | From Friday 28 August 2026 |
| SMSF Access | Pension Centrelink Schedules | Available on request from Monday 27 July 2026 |
| SMSF Access | Notice of Intent to Claim (NOITC) Note: The SMSF Access team will issue a document pack containing the ATO NOITC, Acceptance letter and associated minutes relevant to the claim. | Progressively from Monday 20 July 2026, or upon request for clients who want to complete their ITR earlier. |
| Super | Annual Super Statement | Progressively from Monday 14 September 2026 |
| IDPS | Audit Reports | By Monday 28 September 2026 |
| Super | Annual Report | By Thursday 31 December 2026 |
| SMSF Access | SMSF Annual Return (SAR) lodgement | Due by 28 February 2027* (for first year funds) Due by 15 May 2027* (for existing SMSFs) |
# The dates shown for the Annual Tax Statements presume that complete and correct tax information is received from the fund managers and share registries before our processing cut-off dates. Our IDPS Tax Statement Estimator Report will be available by the end of July and will be regularly updated as tax information is received.
* Lodgement dates are 28 February and 15 May unless they fall on a weekend, then it’s generally the next business day as stipulated by the ATO.
Useful features
HUB24 is empowering you with a range of platform features and capabilities designed to simplify key processes, helping you work more efficiently and stay focused on delivering value to your clients.
Super contributions tracker
Access a consolidated view of super contributions across HUB24 super, pension and closed accounts.
Internal transitions
Implement complex, multi-step client strategies in one streamlined workflow.
External transfers
Seamlessly move client assets across platforms with a simple, streamlined transfer process.
Pay Anyone and BPAY out
Securely and quickly pay client funds to third parties or billers in just a few clicks.
Pension payments
Choose the payment date that suits your client, for greater flexibility and control over pension income.
NOI dashboard
Track the status, progress, and completion across clients of all Notice of Intent to Claim a Tax Deduction requests in one place.
Annual tax statement tracking report
Track the progress of client tax statements in one place.
Helpful resources
Webinar: Supporting you through EOFY on Australia’s Best Platform^
Training and Relationship Managers Sean Lockwood and Megan Parker walks you through the key EOFY considerations on the HUB24 platform, with practical guidance to help you prepare for 30 June 2026, including making super contributions, claiming tax deductions, making pension payments, internal transitions (pension refreshes and re-contributions) and reporting post‑30 June 2026 statements.
Download FY26 EOFY cut-off times
Get an offline PDF version to keep on hand.
Download FY26 statements timetable
Get an offline PDF version to keep on hand.
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ HUB24 won Best Platform Overall, Best Platform Managed Accounts Functionality, Best Product Offering, Best Decision Support Tools, Best Online Business Management and Best Reporting in the 2025 Investment Trends Platform Competitive Analysis and Benchmarking Report.
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