Can I roll back to accumulation phase to claim a personal deduction?

 Author: Flickie(Newbie)Newbie

21 Aug 2023

• On 4 July 2023 I made a personal contribution to my super.
• Then I met a super condition of release and in mid-August 2023. At this point, I withdrew about 15% of the money in my super as a lump sum.
• Then I moved my super to the retirement phase.
• Unfortunately, I forgot to submit an 'intent to claim a personal deduction notice' (i.e., for the amount contributed as per the first bullet point above) to my super fund before moving my super from the accumulation phase to retirement phase.
• My super fund says that I can no longer submit the notice even though the contribution was made when my super was still in accumulation phase.
• It there any way I can remedy my situation?

Thanks for any help.

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