If your client has made personal contributions to their super account during FY24/25, we’ll get in touch with them to confirm the total amount and any amounts they’ve already submitted a valid deduction notice for.
What your client needs to do
If your client doesn't want to make any amendments, they don’t need to do anything. However, we recommend they keep our communication for their taxation records.
Your client can follow this form if they’d like to:
- Lodge a deduction notice for personal contributions made during FY24/25
- Change the amount they intend to claim in their tax deduction.*
*Subject to the validity of the deduction notice.
The form can be submitted via:
- Post (details included on the form)
- Email at wrap@perpetual.com.au
- Upload via Request Centre
1. Account
2. Contributions, Rollovers, Deposits
5. Claim a tax deduction or contribution
When is my client’s deduction notice due?
Your client will need to submit a deduction notice on or before (whichever occurs first):
- They lodge their tax return for FY24/25, or
- The last day of FY25/26
How can I see if my client has submitted a deduction notice?
You can download acknowledgement letters in Adviser Online for your clients who have notified us of their intent to claim a tax deduction for their personal super contributions.
As well as acknowledgement letters, you can also download exit statements, PAYG annual statements and partial rollover confirmations for your clients all from Adviser Online. Simply visit the new ‘Client Correspondence’ tab on the ‘Statements’ page. You can view this Help Centre article for more information.