In June and July, smartMonday will upgrade its administration system and conduct end of financial year processing. Because of this there will be limitations accessing, updating and transacting in your superannuation and pension accounts at various periods as outlined below.

We understand the timing of our upgrade will impact some members. (A contract has ended with an administration service and we’re taking the opportunity to upgrade our operations and consolidate with a new provider.)

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> smartMonday PRIME & smartMonday DIRECT
> smartMonday PRIME TESF & smartMonday PRIME Enterprise
> smartMonday PENSION

• June 16: recommended deadline to make end of financial year contributions

• June 23: deadline for other end of financial year account requests and changes

• June 30-July 6: annual end of financial year transaction blackout period

To ensure your account is up to date for the end of the financial year, we recommend you make any remaining contributions for 2022/23 by June 16, and any other account changes or requests (such as rollovers, benefit/lump sum commutation payments and investment switches) by June 23.

By making your contribution/request by these dates you give us enough time to receive and process it before our transaction processing blackout hold from June 30 to July 6 (inclusive).

(During this blackout period we audit final unit prices to determine your end of financial year account balances, which you'll see on your benefit statement. No transaction requests will be processed in the blackout period including contributions, rollovers, investment switches, account balance and benefit quotations,¹ benefit/lump sum commutation payments and online services.)

While we cannot guarantee requests made after June 23 will be processed this financial year, all contributions received up to and including June 30 will be allocated to the 2022/23 financial year and apply to that year's annual contribution cap, government co-contribution, spouse contribution and other super rebate purposes. (Note: those not processed by the hold date (June 30), will not appear on your 30 June 2023 benefit statement.)

For more information please contact us on 1300 880 588 or email enquiries@contact.smartmonday.com.au

1. We will be able to provide a quotation approximated as at 30 June 2023 (please contact us to request a quotation on the phone or email address for your product as listed above).

• June 9-21: blackout transaction period

• June 9 (until advised): 'view-only' access to super account online

• June 23: recommended deadline for end of financial year contributions to your super

• June 30-July 5: annual end-of-financial-year blackout transaction period

• July 6: transacting and account changes resume through our call centre

smartMonday will upgrade its superannuation administration services and conduct end-of-financial-year processing from June 9 to July 5.

To do this work, transactions and changes in members’ superannuation accounts for that period will be limited. We understand many members want to make extra super contributions before the end of the financial year. Please note we must receive these by June 30 to count toward this financial year. So, we encourage you to make end-of-financial-year contributions using BPAY by June 23 (if you don’t know your BPAY details call us on the number below).

During the blackout period access to your super account online will change as listed in the dates above. You will also not be able to make requests or transactions as follows:

• no rollovers in (June 9 to 20, June 30 to July 5)

• no rollovers out (June 9 to July 5)

• no investment switches (June 9 to July 5)

• no benefit payments (June 9 to July 5)

• no account balance requests (June 15 to 20)

• no contributions (June 30 to July 4)

• no new member set up (June 15 to 19)

• no insurance changes or updates (June 9 to July 5)

• no insurance claims processing (June 9 to 20)

• no insurance claims payments (June 9 to July 5).

These services will resume through our contact centre from the dates indicated above. Throughout the blackout period you may make basic updates, such as changing email or phone number by contacting us:

• smartMonday TESF: phone 1300 614 644 or email assistance@smartMonday.com.au

• smartMonday Enterprise: phone 1800 816 575 or email support@smartMonday.com.au

Please note the following key dates for this period:

• May 31: last day for changes and withdrawals to your account

• June 1 to July 5: ability to change your account and conduct transactions will be limited

• June 1 (until advised): you can log in and view your account (but not make any changes)

• June 7: pension pay date (brought forward from June 15)

• July 6: transaction/account changes resume through our call centre

smartMonday will upgrade its pension administration services over the month of June and complete end-of-financial-year processing into early July.

While there are account restrictions in this period (June 1 to July 5), such as no rollover or payment requests or investment switches, you can make basic updates, such as changing email or phone number by contacting us on the details below.

You’ll be able to make changes to your account from July 6 through our contact centre. We'll advise you when your online account is functional.

Please contact us if you have any questions

• ph. 1300 112 403

• 8.30am – 5.30pm AEST/AEDT weekdays

• email: one@smartmonday.com.au