The 2021 annual statements for your investment clients are now available online.

What do clients receive? 

  • Cover page summarising opening and closing balances for the period 1 July 2020 to 30 June 2021

  • Investment value as at 30 June 2021, listing all investments that made up the portfolio, their market value and the percentage of the portfolio.

  • Transactions information (both investments and cash) for the period 1 July 2020 to 30 June 2021.

  • Asset allocation as at 30 June 2021.

You can access copies of your clients’ statements online by selecting:

  • Clients and accounts > Client list > 'Statements' from the dropdown list, or
  • Reporting > Client & Adviser > 'Download statements for an account'.

Keep your client’s email and mobile phone contact information up-to-date

We’re using email as the preferred way to notify clients about their periodic statements and annual tax reports being available, as well as other important account-related information. It’s important we have an up-to-date email address and mobile phone number for your clients.

Need help?

If you have any questions, please call us on 1800 095 825.