Wanting to claim a tax deduction on your personal contributions?

If you’ve made an after‑tax personal contribution, you may be able to claim a tax deduction by completing a Notice of Intent to Claim a Tax Deduction form.

 

You must submit the notice before you lodge your tax return, or by 30 June of the following financial year (whichever occurs first). 

We must acknowledge your notice before the deduction can be claimed.

 

You should check with your accountant or financial adviser before claiming a deduction, as tax penalties may apply if it’s done incorrectly.

 

For full details, refer to the Defence Bank Super Assured Retirement Savings Account Product Disclosure Statement (PDS) and Australian Taxation Office guidance.