The EOFY HUB

 

We’re committed to making the end of financial year (EOFY) as smooth as possible for you and your clients. Our EOFY Hub provides the essential information you need to help you prepare, including key processing dates, useful tips, and other important information.

EOFY calendar

Our EOFY calendar shows all the key tasks and processing cut-offs in one central location.

Our last day of processing for the 2024/25 financial year will be Friday 27 June 2025.

EOFY tasks

View all key tasks for June.

Statements and Reporting Schedule

Target dates for key statements and reports.

Statement typeProductTarget date

PAYG payment summaries for pension accounts

Pension

July 2025

IDPS annual statements

IDPS

By 31 July 2025

Personal contribution summaries

Super

End of July 2025

Tax reports

IDPS

In tranches from end of July to November 2025

Super and Pension annual statements

Super and Pension

In tranches from mid to late September to December 2025

ATO Annual Investment Income Report (AIIR)

Please refer to the ATO website for more information.

IDPS

31 October to end of December 2025

IDPS quarterly statements

IDPS

31 October 2025

31 January 2025

30 April 2025

IDPS and MDA annual audit reports

IDPS & MDA

By 30 September 2025

 

For more information, please visit Account statements for clients.

Important notes

Add a reminder

You can add a calendar reminder to help you keep track of the cut-off dates for EOFY related tasks. 

Download a PDF copy of the calendar

Click here to download and print a PDF copy of EOFY cut off and processing dates.

Wherever possible, use Request Centre

  • Request Centre allows you to submit and manage requests faster and more securely.
  • Alternatively, please use email to avoid any possible delays with postal delivery.

Submit paperwork as early as possible and ensure it’s completed correctly before uploading it to Request Centre or emailing it to us.

  • If you can submit paperwork before the provided cut-off dates, there’ll be a higher chance that we can work with you to resolve any queries and/or confirm if any outstanding information is required 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.

Wrap tasks

MonthTasks where action may be requiredWho it affects
May to July

Wrap tax elections
Tax elections open on 8 May 2025. You have until 4 July 2025 to make the elections online.

IDPS clients
June

Wrap pension indexation
After the mid-June pension run, you have until Monday 30 June to update pension settings online before the July 2025 pension recalculation.

Pension clients
July

Wrap pension recalculations

Also known as ‘the pension freeze’, between 1 and 8 July 2025 we recalculate pensions for the new financial year. Your clients won't be able to make changes to their pensions or withdraw from their pension accounts during this time.

If you’re getting a pension payment mid-July, you only have 9 and 10 July 2025 to review the amount and make changes if required.

Pension clients

Use the EOFY report template in Report Builder

Create consolidated packs of multiple reports for a single account in one centralised location which can be saved in the future. Each account will also have two preloaded report pack templates for EOFY and quarterly reporting purposes, to simplify the way your business provides reports.

Manage payments for your super and pension clients

Adviser Online allows you to initiate a payment for your super and pension clients and track the status of the request in Request Centre.

Additional contributions

If you have clients with a Wrap superannuation account who are considering making additional personal contributions, you may find this article helpful.