Notice of intent to claim a tax deduction

You may be able to claim a tax deduction for your after-tax contributions that you’ve made during the financial year. Before proceeding, please go to the ATO website to check your eligibility to claim.

If you’d like to claim a deduction on your personal contributions, you’ll need to complete and submit the Notice of intent to claim form in MemberAccess.

Click here to learn more about personal super contributions.

How to access the form

Account adjustments

MemberAccess

  1. Log in to MemberAccess
  2. Click the banner on the homepage: ‘Want to claim your super on tax?’
  3. Complete the form in 3 simple steps

Please note: you can't use this request form to vary a previous ‘notice of intent to claim’.

hands holding coins

ATO

To vary a deduction or to download the Notice of intent to claim form:

  1. Complete the Notice of intent to claim or vary a deduction for personal super contributions form from the ATO website
  2. Email the completed form to contact@rest.com.au

When do I need to submit my notice of intent to claim form?

You need to submit the form to your fund by the earlier of:

  • The day you lodge your tax return for the income year in which the personal contribution was made; or
  • The last day of the income year after the income year in which you made the contributions.

For more information about the notice of intent to claim process, please visit the ATO.