If you need to request an adjustment to concessional contributions for your SMSF (self-managed super fund), make sure you lodge the form correctly to avoid processing delays.
We've updated our webpage to clarify how to lodge the Request to adjust concessional contributions (NAT 74851).
To help us process your request faster:
- Use Online services for agentsExternal Link or Online services for businessExternal Link to send a PDF copy of your completed form.
- Select the correct mail topic: Superannuation, and the subject Payment and transfer of superannuation holdings reserve.
- Complete all sections of the form and sign the declaration before lodging.
- Include tax file numbers (TFNs) where possible. While TFNs aren't mandatory, not providing them may delay processing.
Lodging online is the fastest and most efficient option. Using the correct online channel helps us process your request sooner and reduces the risk of misdirected forms or unnecessary follow-up. You can still post the form to the address shown, if unable to lodge online.
For more on how to complete the form see Request to adjust concessional contributions.
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