The end of the financial year is fast approaching, so we'd like to remind our members and employers of their options for submitting transaction requests at this time.
For a transaction to be processed within the 2009 financial year and be included in your 2009 Annual Statement, we need to receive completed transaction requests in our Brisbane office by 5pm on Tuesday 30 June 2009.
This applies to the processing of contributions (unless another time is shown below), updates to personal details, Tax File Numbers (TFNs), Policy Committee details, withdrawals and transfers to other funds. Please note that switch processing will be the same as always.
WealthSmart
This table sets out the cut-off times for submitting contributions on 30 June 2009.
| Payment method |
What you need to know |
Cut-off time on Tuesday 30 June 2009 |
| Cheques |
Valid cheques must be received in our Brisbane office by the cut-off time. |
5pm (Brisbane time) |
| BPay© Transfers |
Transferred funds must be in our bank account by the cut-off time. |
5pm (Brisbane time) |
| Branch deposit |
Valid cheques must be received in any Suncorp branch by the cut-off time. Copy of branch deposit slip must be faxed immediately to 07 3002 3259. |
4:30 pm (Brisbane time) |
A transaction request received after 5pm on Tuesday 30 June 2009 will be processed with an effective date of 1 July 2009 or later.
Additional information
- Do we have your Tax File Number (TFN)?
If you haven't provided us with your TFN, you'll pay an additional 31.5% tax on all your concessional super contributions - including any future contributions. This means you could pay 46.5% tax on certain contributions. To avoid paying more tax than necessary, provide us with your TFN by no later than 5pm on Tuesday 30 June 2009.
- Annual Statements
We're planning to issue 2009 WealthSmart Annual Statements in late July to August.
Easy Super
This table sets out the cut-off times for submitting contributions on 30 June 2009.
| Payment method |
What you need to know |
Cut-off time on Tuesday 30 June 2009 |
| Cheques – by mail |
Allow sufficient time for Australia Post to deliver your payment to Suncorp by the cut-off time. |
1pm (Brisbane time) |
| Cheques – hand delivered to our Brisbane office. |
Valid cheques must be received in ourBrisbane office by the cut-off time. |
1pm (Brisbane time) |
| Electronic Fund Transfers |
Transferred funds must be correctly referenced and in our bank account by the cut-off time.* |
5pm (Brisbane time) |
| BPay© Transfers |
Transferred funds must be in our bank account by the cut-off time. |
5pm (Brisbane time) |
| Branch deposit |
Valid cheques must be received in any Suncorp branch by the cut-off time. Copy of branch deposit slip must be faxed immediately to 07 3002 3259. |
4:30 pm (Brisbane time) |
| Credit card payments |
Must be received by our Brisbane office by the cut-off time.* |
1pm (Brisbane time) |
*If paying by Electronic Funds Transfer or Bpay, allow 2 to 3 days for your payment to transfer to Suncorp.
A transaction request received after these cut-off times on Tuesday 30 June 2009 will be processed with an effective date of 1 July 2009 or later.
Additional information
- Do we have your Tax File Number (TFN)?
If you haven't provided us with your TFN, you'll pay an additional 31.5% tax on all your concessional super contributions - including any future contributions. This means you could pay 46.5% tax on certain contributions. To avoid paying more tax than necessary, provide us with your TFN by no later than 5pm on Tuesday 30 June 2009.
- Annual Statements
We're planning to issue 2009 Annual Statements in late August to September.
Need more information?
If you have questions about any of the above, please contact your financial adviser or speak to our Customer Service team on 13 11 55 and ask for 'Super', between 8am - 6pm weekdays (Brisbane time).
They'll be happy to help.
