TFN Pre-Upload Redaction Reminder

Overview

Following recent feedback, we have introduced improvements to the Documents Collection experience to ensure clearer consent capture and better visibility around TFN deduction decisions for both customers and brokers.

These updates improve compliance, transparency, and auditability of TFN-related actions within the platform.

I. TFN Deduction Consent Reminder

Case:
Previously, TFN deduction consent was not explicitly captured during document collection, which could lead to uncertainty around whether customers had acknowledged or agreed to TFN deduction requirements.

Enhancement:
A TFN deduction consent reminder pop-up has been added to the Documents Collection step.

• Customers must explicitly select 'Yes' or 'No' before they can proceed.

• Selecting Yes:

  • Displays the button to continue 

  • Allows customers to access and upload the document requested

• Selecting No:

  • Still allows customers to continue

  • Records that the TFN deduction consent was declined

If a customer revisits the Documents section, the consent prompt will appear again, and the latest response will be logged.

II. Enhanced Activity Logging in the Broker Portal

Case:
There was limited visibility for brokers around when and how the TFN deduction consent was provided or declined.

Enhancement:
The broker portal activity log now records TFN consent actions with full detail, including:

• Consent decision (Yes / No)

• Confirmation of TFN deduction status

• Date and time (currently recorded in AEST)

• IP address

This ensures a clear audit trail for compliance and reference purposes. Feedback has been requested on the wording used for declined consent entries to ensure clarity and accuracy.

III. Improved Visibility for Customers

Update:
In addition to internal logging, TFN consent behaviour and messaging are now designed to be visible to customers, ensuring they clearly understand and acknowledge their TFN deduction decision rather than it being handled only behind the scenes.

Benefits to You

• Clear and explicit TFN deduction consent capture

• Improved compliance and auditability through detailed activity logs

• Greater transparency for both brokers and customers

• Reduced ambiguity when handling document submissions involving TFNs

Need Help?

If you have any questions or feedback—especially around consent wording—please reach out to our support team. We’re happy to assist and continuously improve the experience.