Dates to remember

We value your membership, and want you to have all the information you need about your pension. Here are some key dates throughout the year we’d like you to be aware of.

A monthly snapshot

Month    To remember
 January
  • December investment returns for Flexi Pensions appear on transaction listing during the 3rd week of the month (approx.). Read more about how returns are applied.
  • Last chance for indexed pension members aged over 75 to return Annual indexed pension continuation declaration form to prevent pension payments being suspended or ceasing.
 February
  • January investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • 31 December benefit statements issued.
 March
  • February investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • Payments made to Flexi Pension members who have elected quarterly payments.
 April
  • March investment returns for Flexi Pensions appear on transaction listing during the 3rd week of the month (approx.).
 May
  • April investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
 June
  • May investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • Payments made to Flexi Pension members who have elected quarterly or half-yearly payments.
  • Last month for members with a Transition to Retirement (TTR) Pension to take the maximum payment for the year.
 July
  • 1 July – Annual pension payment amount is recalculated.
    • Flexi Pension members: the minimum annual amount you need to take from your pension is recalculated based on your age and account balance at 1 July.
    • Indexed Pension members: Your annual pension is indexed in line with CPI.
  • Early July – Members notified of their new annual pension payment amount. If you’re under 60, we’ll also send you a PAYG payment summary to help you complete your tax return.
  • June investment returns for Flexi Pensions appear on transaction listing during the 3rd week of the month (approx.).
 August
  • July investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • 30 June benefit statements issued.
 September
  • August investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • Payments made to Flexi Pension members who have elected quarterly payments.
 October
  • September investment returns for Flexi Pensions appear on transaction listing during the 3rd week of the month (approx.).
  • Letter sent to indexed pension members aged over 75 asking for confirmation of eligibility to continue receiving pension.
  • Annual Pension member updates held in most capital cities.
 November
  • October investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • Annual Pension member updates held in most capital cities.
 December
  • November investment returns for Flexi Pensions appear on transaction listing on the 1st working day of the month.
  • Payments made to Flexi Pension members who have elected quarterly or half-yearly payments.
  • Indexed pension members aged over 75 to return Annual indexed pension continuation declaration form.

 Note: Investment returns may be positive or negative.

When to contact us

We’re always happy to hear from you. However, there are times when it’s important for you to get in touch with us. These include when:

  • you’ve changed your bank account details
  • you have a new mailing address
  • your contact details (phone, email) change
  • you’d like to make changes to your pension payments (e.g. frequency, bank account, amount)
  • you would like advice on how changes in your personal circumstances may affect your pension
  • Centrelink requests information about your pension.