End of Financial Year

Key Processing Dates

June 2014

For AMPFP and Hillross planners



AMP Limited
ABN 49 079 354 519


AMP offers a wide range of payment methods to make it easy for you and your clients to take advantage of
contribution opportunities leading up to 30 June 2014.
To ensure we can process your contributions in time, you should forward your contribution at least one week
before the end of financial year deadline.

The below table outlines the final dates and times we can accept your payments for each payment method.


Payment Method Final Due Date Cut-off time
BPAY (electronic payments)* -
You should initiate the BPAY payment no later than the 25
th
June to ensure
AMP receives it by the 30
th
June

Monday, 30 June 2014 5pm
Direct Debit (electronic payments)
You should initiate the Direct Debit payment no later than the 27th June to
ensure AMP receives it by the 30th June

Monday, 30 June 2014 5pm
Electronic Funds Transfer (EFT)
You should initiate the EFT payment no later than the 25th June to ensure
AMP receives it by the 30th June

Monday, 30 June 2014 3pm
Contributions made at an Australia Post Office (if applicable) Monday, 30 June 2014 5pm
Cheques - Please ensure you consider the time it will take for postage and
handling, or use express post to ensure we receive your cheques by 30/6.
Monday, 30 June 2014 3pm
Cheques - via AMPFP and Hillross planners with an accompanying
EOFY Cheque acknowledgement form (note information on the bottom of
page 3)

Notes:
These cheques must be received at the Planner office on or before 30
June 2014, then forwarded to AMP (Drop Box locations on page 3).
This means cheques must be with AMP and not Converga our
mailroom operator.
Wednesday, 2 July 2014 5pm
*Notes:
One-off direct debits for Super Directions for Business, Super Directions Personal Super, Simple Super,
Tailored Super , Retirement Bond, Retirement Security Plan, AMP Elevate, AMP Insurance, ACL Insurance,
Provider, Goldline, Flexipol, Accelerator can be set up by the customer over the phone on (137 292) up until 4pm
30 June 2014.

Refer to the appendix at the back of this document for more information about electronic payment
options

AMP Limited
ABN 49 079 354 519


eSuper Payments
eSuper (employers only) Final Due Date Cut-off time
Default payments:
eSuper via EFT
eSuper via BPAY
Thursday, 26 June 2014 3pm
Default payments:
eSuper via Direct Debit

Tuesday, 24 June 2014 3pm
* Please note the effective date used is the date AMP receives the contribution via eSuper or other electronic means
and the complete and accurate information required to allocate the contribution from you.
Choice Payments:
eSuper via EFT
eSuper via BPAY
eSuper via Direct Debit
Monday,16 June 2014 3pm
Note: the effective date used will be the date external funds receive the accurate information from AMP eSuper and the
required matching contribution.

Where do I send my cheque payments?
For cheques sent by mail:
Product Send cheques to
SuperLeader Locked Bag 5095
Parramatta NSW 2124
SignatureSuper & CustomSuper Locked Bag 5043
Parramatta NSW 2124
AMP Flexible Super
Flexible Lifetime Super
All other products
AMP Life Limited
Cashiers Locked Bag 5400
Parramatta NSW 1741

For cheques sent by courier:
Product Deliver cheques to
All Products
AMP Life Ltd

Attention: Rima Hamze

AMP Mailroom
Jessie Street Centre
Level 3, 2-12 Macquarie St,
Parramatta NSW 2150




AMP Limited
ABN 49 079 354 519

For cheques delivered in person:
Product State/Suburb Cut-off time Drop box locations
All Products
NSW, Sydney
2 July 2014
5pm

Ground Floor Reception,
AMP Building,
33 Alfred St,
Circular Quay, Sydney

NSW, Parramatta
2 July 2014
5pm

AMP Bank Reception
Jessie Street Centre
Level 4, North Wing
2-12 Macquarie St,
Parramatta NSW

VIC, Melbourne
2 July 2014
5pm

Ground Floor Reception
AMP Building
750 Collins St
Docklands, Melbourne

QLD, South Brisbane

30 June 2014
3pm

Michael Dixon
Level 4, 104 Melbourne St
South Brisbane QLD 4101
(ph) 07 3295 4329

SA, Dulwich

30 June 2014
3pm

Bronwyn Gale
Level 1, 185 Fullarton Road
Dulwich SA 5065
(ph) 08 8333 8259

WA, West Perth

30 June 2014
3pm

Susan Green
Level, 16 Altona Street
West Perth WA 6005
(ph) 08 9483 4737


Cheques received in planner practices between 20 June and 30 June 2014
Cheques received by planner practices between 20 June and 30 June 2014 must be sent immediately
to AMP.

Cheques you do not expect AMP to receive until after 3pm 30 June and before 5pm 2 July 2014,
must be accompanied by an EOFY Cheque acknowledgement form. This form will be made
available in June.

Cheques with an EOFY Cheque acknowledgement form attached, will be processed as an EOFY
payment (effective 30 June 2014) if received at AMP before 5pm Wednesday 2 July 2014.
Note: Couriering should be considered if there is any doubt about the timeliness of the mail service.

Cheques received after 5pm Wednesday 2 July will be processed with an effective date of the date
received.

By law, AMP is unable to backdate a payment. AMP applies contributions to a plan using the date the
contribution and all relevant documentation is received, not the date the payment was sent, nor the
date the cheque was mailed or received at a planner's office (except with the EOFY Cheque
Acknowledgement form).

AMP Limited
ABN 49 079 354 519


Vetting Services end of financial year close off dates
In order to accommodate increased volumes at year-end, the cut-off dates for the lodgement of new business
before end of financial year, your vetting request will need to be submitted to Vetting Services
(vetting@amp.com.au) by close of business on Wednesday 11
th
June 2014.
If your request is received by this date, your vetting submission will be returned to you by close of business
on Wednesday 18
th
June.

We will endeavour to return your vetting schedule to you within the standard service levels of 3 business days.
SoAs received after 11
th
June will still be vetted as normal and subject to potential backlog.
Tips for receiving a prompt outcome
Carefully review your advice document against current advice policy prior to submission
Ensure you have met all accreditation requirements through Planner Capability Central or Adviser
Education Exchange prior to submission.
Ensure your Vetting submission form is completed and included within your submission.
For AMPFP - this form is located on Portal under Services > Licensee Offer > Services Available >
Compliance, Supervision and Vetting
For all other licensees this form is located on Portal under Standards > Monitoring and Supervision
> Vetting > Vetting Submission Form
Allow additional time for complex SMSF and SMSF Borrowing cases, as often consultation with
TAPIN may be required.
If a resubmission is required, this will be subject to the same 3 business day turnaround once the
email is received by vetting. Please factor this when scheduling the client appointment as we
cannot guarantee priority to resubmitted cases.
Email your documents to vetting@amp.com.au limiting the attachment size to 4Mb and total email
size to 10Mb
When vetting has received your submission, the sender will receive an automatic confirmation reply.
If you do not receive a confirmation, you can contact us using the below details to confirm receipt.
Contacting Vetting Services
Telephone: 136 267 (Option 2, 2, 1)
Email: askvetting@amp.com.au (questions relating to post vetting, submissions requirements/status,
escalations, or vetting specific enquiries)
Document submission only: vetting@amp.com.au





AMP Limited
ABN 49 079 354 519

AMP Paraplanning End of Financial Year Close Off dates (for return of completed SoAs)
To provide certainty for planners with their advice requirements in the lead up to the end of the financial year,
AMP Paraplanning has set a close off date for the receipt of plan submissions to ensure timely completion of
SOAs prior to 30 June.
Plan requests received by AMP Paraplanning by close of business on Friday, 6 June 2014 are guaranteed to
be completed by close of business on Friday, 20 June 2014 providing you with a minimum of 6 business days
to present the advice to your client in this financial year.
As usual we will endeavour to complete all SoA requests received after the close off dates, in a timely manner.
Appendix
Electronic payment information
Payment method
BPAY

BPAY is a fast and convenient way to make EOFY payments.
Some financial institutions have standard limits on Bpay amounts and service standards
may vary.
Clients should be advised to make a payment early.
For further instructions including BPAY biller codes refer to My Portfolio or the AMP
Product & Process Centre. BPAY details are also included on the bar coded payment
reminder notices sent directly to employers and clients.
Direct Debit

Direct debit is another fast and convenient way to make EOFY payments.
All direct debit requests that are processed by 5pm Wednesday 25 June 2014 will have
an effective date within the current financial year.
This includes one-off direct debits for your clients when they call 131 267.
Direct Debit
Super Directions for Business, Super Directions Personal Super, Simple Super, Tailored
Super , Retirement Bond, Retirement Security Plan, AMP Elevate, AMP Insurance, ACL
Insurance, Provider, Goldline, Flexipol, Accelerator can be set up by the customer over
the phone on 137 292
Direct Deposit/
EFT facility
EFT payments are available where prior arrangements to set this up are in place. Direct
Deposit is not available to employers and members for contributions.
Direct Debit for
eSuper employers
only
This includes one off direct debits for CustomSuper, SignatureSuper and SuperLeader
members when they call 1800 802 266. Employers will need to request this in writing for
audit purposes.
Notes:
Electronic payments (EFT, BPAY and direct debit) generally take between 2-3 working days to arrive at AMPs
bank account. AMP will only honour payments arriving at AMPs bank account by 3pm, on the 30 June 2014 as
being part of the 2013/2014 financial year.

Under Superannuation legislation, AMP is unable to backdate electronic payments. There will be no guarantee
that payments initiated by the customer after 5pm on 25 June will arrive at AMPs bank account by 30 June.

AMP Limited
ABN 49 079 354 519

AMP Emergency Banking Account
For multiple contributions to:

Super Directions for Business, Super Directions Personal Super, Simple Super,
Tailored Super, Retirement Bond, Retirement Security Plan, AMP Elevate, AMP
Insurance, ACL Insurance, Provider, Goldline, Flexipol, Accelerator only.

For more information call 137 292

Note: If contributions for products other than those stated above are
received into this account, we cannot guarantee they will be allocated in
time.




Only to be used on
Monday, 30 June 2014