What is a Direct Credit Facility?

A Direct Credit Facility (DCF) allows you to set up a contribution type for contributions made via EFT on your client’s superannuation account. DCF was formally known as a Direct Deposit Facility. 
 
The contribution types available for Super DCF are:

  • Personal contribution
  • Child contribution
  • Spouse contribution.

To make employer contributions, your client’s employer must use SuperStream. 

For details on how to manage your clients DCF, read the relevant section below.

Create a Direct Credit Facility

  1. Log in to Adviser Online
  2. From the global search bar, search for your client’s account number or name
  3. Click the Account Details tab
  4. Click Setup under the Contribution method heading
  5. Select how you would like to make future contributions
  6. Once reviewed, press Submit
  7. Once you send your request, you’ll be shown a reference number and have the option to save or print the screen by pressing Print receipt.

Amend a Direct Credit Facility

If you have full transact access to your client’s superannuation account, you can create, amend, and cancel a DCF via Adviser Online.

  1. Log in to Adviser Online
  2. From the search bar, search for your client’s account number or name
  3. Click the Account Details tab
  4. Click Manage under the Contribution method heading
  5. Select how you would like to make future contributions
  6. Press Review
  7. Press Submit
  8. Once you send your request, you'll be shown a reference number and have the option to save or print the screen by pressing Print receipt.

You can also change the contribution type by: 

 Your client can do this by:

  • giving us a new Direct Debit Request form at any time. You can find this form at Adviser Tools.

Please note that for changes to contribution types provided in writing, we require 14 days’ notice before making any changes.

Delete a Direct Credit Facility

  1. Log in to Adviser Online
  2. From the search bar, search for your client’s Wrap account number or name
  3. Click the Account Details tab
  4. Click Manage under the Contribution method heading
  5. Select Delete facility
  6. Press Review
  7. Press Submit
  8. Once you send your request, you’ll be shown a reference number and have the option to save or print the screen by pressing Print receipt.

Track your request process

You can follow your request through Request Centre using your reference number. You can find Request Centre on the left-hand-side menu. 

We’ll also send you a notification through Adviser Online once complete. 

You or your client can also change the contribution type by calling us on 1800 893 141, 9am to 5pm (Sydney time) Monday to Friday. 

Your client will receive a notification in the Client Portal once the request is submitted and once it’s complete.

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