Steps

Access Your Super for Medical Costs – A Simple Process

If you want to access your Super for medical expenses, we’re here to guide you through the process. Follow these easy steps:

Step-by-Step Process

  1. Book an Appointment – Schedule a consultation with us.
  2. Get a GP Referral – Request a referral from your doctor and send it to us.
  3. Attend Your Appointment – Meet with our specialists for an assessment.
  4. Receive & Pay Your Invoice – Once you receive our Invoice via email, proceed with payment. Please check your junk mail folder.
  5. Receive Your Report & CRS Form – We’ll provide the necessary documentation for your application so you can submit it.
  6. Book a GP Follow-up – Schedule an appointment with your GP.
  7. Meet Your GP – Your doctor will complete their section of the CRS form.
  8. Submit Your Application – Submit your completed application to the ATO via MyGov
  9. Claim Your Rebate – If you are entitled to a Medicare rebate, submit your claim via MyGov

Important: We are not financial advisors or registered tax agents. We strongly recommend seeking independent legal, financial, or taxation advice to understand how early Super access may impact your situation.

How to Submit Your Application

Please note that we are not able to do this on your behalf.

1. Go to MyGov and login
2. Log in to ATO online services.
3. Select Super → Manage → Compassionate Release from the menu.
4. Once the new page launches, select Apply.
5. Complete the Application

You will go through five steps titled

  • Eligibility
  • Reason
  • Evidence
  • Release
  • Summary

The type of application is:

How to Claim Your Rebate

1. Go to MyGov and login
2. Log in to Medicare online services.
3. Make your claim

Processing Timeline

Here’s what to expect at each stage of the process:

📅 Booking Your Appointment – Average wait time: 2 to 3 weeks.
⏳ Your Appointment – Sessions typically last 45 to 60 minutes.
📝 Report Preparation – Your report will be ready within 1 to 2 working days.
✅ ATO Review & Approval – The ATO may process your application in as little as 2 working days, but it can take up to 2 weeks.

Questions