PLEASE NOTE: Due to a data transfer issue some smartMonday PRIME TESF, PRIME Enterprise and PENSION members may see an old balance on their personal homepage. To see your latest balance go to the self-service portal by clicking the orange ‘Details’ button on your personal homepage. We expect this issue to be corrected within the next day or so. If you have any questions about your smartMonday account, please contact us.
Please note that transaction processing will be put on hold from Wednesday 30 June 2021 to Tuesday 6 July 2021 (inclusive). The hold is to allow us to check and audit final unit prices which is an essential step in determining members’ account balances for 30th June 2021 benefit statements. The hold applies to all transaction requests including contributions, rollovers, investment switches, account balance and benefit quotations1, benefit/lump sum commutation payments, and online services.
To help us ensure that your account is up to date for the 30th June 2021 benefit statement purposes, we encourage you to get all requests2 regarding your account to us, together with the required documents, by Wednesday 23 June 2021. If you make a BPAY or EFT contribution, please check the clearance time with your bank to ensure your payment reaches our bank account by the 23 June 2021. Depending on the volume of requests received after 23 June, we cannot guarantee all will be processed prior to the start of the hold but we will make every attempt to do so.
While all contributions received up to and including Wednesday, 30 June 2021 will be reported to the Australian Taxation Office as 2020/21 financial year amounts for annual contribution cap, Government co-contribution, spouse contribution and other super rebate purposes, those not processed by the hold date will not appear on your 30 June 2021 benefit statement.
Once processing resumes on Wednesday 7 July, transaction requests not processed prior to the hold will be processed as quickly as possible in order of date / time received using the price applicable on the date of processing.
For more information about the annual transaction freeze or product specific processing hold, please contact us on the following numbers:
1 We will be able to provide a quotation approximated as at 30 June 2021 (please contact us to request a quotation on the phone or email address for your product as listed above).
2 Requests include but may not be limited to: contributions, rollovers, benefit/lump sum commutation payments, and investment switches.