Are you an existing client?
In this section, existing ClearView clients can view the latest unit prices, download the latest ViewPoint magazine, or print commonly used forms.
If you would like more information on:
- Fund performance
- Transaction enquiries
- Reviewing your financial situation
- Use BPAY to make additional ClearView Investments
- New identification requirements for transactions
- When will I receive my statements and reports for the financial year ended 30 June 2009?
- ClearView Retirement Plan Annual Report for the year ended 30 June 2009 (PDF,407KB)
- Long-Term Performance figures for ClearView Products
- Superannuation in the context of the global financial crisis article and FAQs
Contact us using this form, or by calling 132 977.
Call service available between 8:30am and 6:00pm, AEST Monday to Friday
Important Information about ClearView Managed Investment
Important Information about ClearView Pension Plan
Important Information about ClearView Superannuation and Rollovers
ViewPoint Magazine
Download the latest ViewPoint Magazine here. (PDF, 963KB).
ClearView Downloadable Forms
| ClearView Superannuation and Roll-overs | ||
|---|---|---|
| ClearView Retirement Plan - Change of Nominated Beneficiary | ClearView Retirement Plan - Change of Nominated Beneficiary.
|
94K |
| ClearView Retirement Plan - Binding Death Nomination | ClearView Retirement Plan - Binding Death Nomination. |
124K |
| ClearView Change of Name and/or Address | ClearView - Change of Name and/or Address. |
58K |
| ClearView Retirement Plan - Transfer Request and Authority | ClearView Retirement Plan – Transfer Request and Authority. |
212K |
| ClearView Retirement Plan - Application to Switch Units | This form is to be used for the ClearView Superannuation and Roll-overs and ClearView Pension Plan. | 195K |
| ClearView Superannuation and Roll-overs - Additional Contributions | Use this form to make an additional contribution to your ClearView Superannuation and Roll-overs account and/or to commence or vary Regular Savings Plan contributions to the Plan. | 140K |
| ClearView Superannuation and Roll-overs - Employer Contribution | ClearView Superannuation and Roll-overs - Employer Contribution. | 74K |
| ClearView TeleAccess Application | Please complete this form to use the TeleAccess facility for your ClearView Superannuation and Roll-Overs or ClearView Pension Plan investment. |
242K |
| ClearView Contribution Splitting | Please complete this form if you would like to split your Superannuation and Roll-overs account with your spouse. | 69K |
| ClearView Family Fee Discount Election | Please complete this form if you and your family would like your investments in one or more of the products detailed on page 2 of this form to be counted for the purposes of the ClearView Family Fee Discount. | 96K |
| Super Choice - Fund Nomination | Please complete this form if you would like to choose the “ClearView Retirement Plan – Superannuation and Roll-overs” as your chosen fund for superannuation guarantee contributions. | 319K |
| ClearView Retirement Plan - Over 65 Declaration | For clients aged over 65, please complete this declaration as confirmation that you satisfy the work test criteria for contributing to the ClearView Retirement Plan. Please note this declaration is only required once per financial year prior to or with your first contribution. | 21K |
| ClearView Request for Individual Consolidated Statement | Please complete this form if you would like to request an Individual Consolidated Statement. | 53K |
| ClearView Superannuation and Roll-Overs/ClearView Rollover Bond/ClearView Pension Plan Withdrawal | Please complete this form if you would like to withdraw funds from your investment. |
156K |
| ClearView Superannuation and Roll-overs Optional Life Insurance Cover | This form can assist you in estimating your Insurance premiums. | 118K |
| ClearView Identification Form - Individuals and Sole Traders | This form can be used by Individuals and Sole Traders when submitting identification documents with your transaction request | 113K |
| ClearView Retirement Solutions - Authority to Enquire | Please complete this form to authorise us to make inquiries and obtain transaction statements in relation to your non-ClearView investments. | 69K |
Update to ClearView Superannuation and Roll-overs and ClearView Pension Plan PDS |
||
| ClearView Pension Plan | ||
|---|---|---|
| ClearView Pension Plan - Pension Variation | ClearView Pension Plan - Pension Variation. | 201K |
| ClearView Retirement Plan - Change of Nominated Beneficiary | ClearView Retirement Plan - Change of Nominated Beneficiary. |
94K |
| ClearView Retirement Plan - Binding Death Nomination | ClearView Retirement Plan - Binding Death Nomination. |
124K |
| ClearView Change of Name and/or Address | ClearView - Change of Name and/or Address. |
58K |
| ClearView Retirement Plan - Transfer Request and Authority | ClearView Retirement Plan – Transfer Request and Authority. |
212K |
| ClearView Retirement Plan - Application to Switch Units | This form is to be used for the ClearView Superannuation and Roll-overs and ClearView Pension Plan. | 195K |
| ClearView TeleAccess Application | Please complete this form to use the TeleAccess facility for your ClearView Superannuation and Roll-Overs or ClearView Pension Plan investment. |
242K |
| ClearView Family Fee Discount Election | Please complete this form if you and your family would like your investments in one or more of the products detailed on page 2 of this form to be counted for the purposes of the ClearView Family Fee Discount. | 96K |
| ClearView Request for Individual Consolidated Statement | Please complete this form if you would like to request an Individual Consolidated Statement. | 53K |
| ClearView Superannuation and Roll-Overs/ClearView Rollover Bond/ClearView Pension Plan Withdrawal | Please complete this form if you would like to withdraw funds from your investment. |
156K |
| ClearView Identification Form - Individuals and Sole Traders | This form can be used by Individuals and Sole Traders when submitting identification documents with your transaction request | 113K |
| ClearView Retirement Solutions - Authority to Enquire | Please complete this form to authorise us to make inquiries and obtain transaction statements in relation to your non-ClearView investments. | 69K |
Update to ClearView Superannuation and Roll-overs and ClearView Pension Plan PDS |
||
| ClearView Managed Investments | ||
|---|---|---|
| ClearView Managed Investments - Change of Investment Details | ClearView Managed Investments – Change of Investment Details. |
208K |
| ClearView Managed Investments - Additional Investments/Switch Request | ClearView Managed Investments – Additional Investments/Switch Request. | 103K |
| ClearView Managed Investments - Application for Withdrawal | Please complete this form if you would like to withdraw funds from your investment. |
65K |
| ClearView Managed Investments - Tax File Number/Exemption details | ClearView Managed Investments - Tax File Number/Exemption details. | 60K |
| ClearView Family Fee Discount Election | Please complete this form if you and your family would like your investments in one or more of the products detailed on page 2 of this form to be counted for the purposes of the ClearView Family Fee Discount. | 96K |
| ClearView Managed Investments - Death Notification | Please complete this form if you would like to notify us of the death of an investor within the ClearView Managed Investments. | 61K |
| ClearView Request for Individual Consolidated Statement | Please complete this form if you would like to request an Individual Consolidated Statement. | 53K |
| ClearView Identification Form - Individuals and Sole Traders | This form can be used by Individuals and Sole Traders when submitting identification documents with your transaction request. | 113K |
| ClearView Identification Form - Partnerships | This form is to be used by a Partnership that is required to provide proof of identification documents when investing or transacting with ClearView. Please contact us if you require assistance in completing the form. | 53K |
| ClearView Identification Form - Companies | This form is to be used by a Company that is required to provide proof of identification documents when investing or transacting with ClearView. Please contact us if you require assistance in completing the form. | 113K |
| ClearView Identification Form - Trusts | This form is to be used by a Trust that is required to provide proof of identification documents when investing or transacting with ClearView. Please contact us if you require assistance in completing the form. | 101K |
| ClearView Change of Name and/or Address | ClearView - Change of Name and/or Address. | 58K |
| ClearView Transfer of Ownership | Please complete this form to transfer all or part of your units to another person or entity. |
80K |
| ClearView Retirement Solutions - Authority to Enquire | Please complete this form to authorise us to make inquiries and obtain transaction statements in relation to your non-ClearView investments. | 69K |
| ClearView Savings Bond | ||
|---|---|---|
| ClearView Savings Bond - Application to Switch Units | ClearView Savings Bond - Application to Switch Units or change Investment Option. | 59K |
| ClearView TeleAccess Application | Please complete this form to use the TeleAccess facility for your ClearView Superannuation and Roll-Overs or ClearView Pension Plan investment. |
242K |
| ClearView Savings Bond - Application for Withdrawal | Please complete this form if you would like to redeem money from your investment.
|
64K |
| ClearView Savings Bond - Death Notification | Please complete this form if you would like to notify us of the death of the Life Insured within a ClearView Savings Bond Policy. | 172K |
| ClearView Identification Form - Individuals and Sole Traders | This form can be used by Individuals and Sole Traders when submitting identification documents with your transaction request. | 113K |
| ClearView Change of Name and/or Address | ClearView - Change of Name and/or Address. |
58K |
| ClearView Retirement Solutions - Authority to Enquire | Please complete this form to authorise us to make inquiries and obtain transaction statements in relation to your non-ClearView investments. | 69K |
| ClearView Roll-over Bond | ||
|---|---|---|
| ClearView TeleAccess Application | Please complete this form to use the TeleAccess facility for your ClearView Superannuation and Roll-Overs or ClearView Pension Plan investment. |
242K |
| ClearView Roll-over Bond - Application to Switch Units | This form is to be used for the ClearView Roll-over Bond. | 172K |
| ClearView Roll-over Bond - Death Notification | Please complete this form if you would like to notify us of the death of an investor within the ClearView Roll-over Bond. | 180K |
| ClearView Superannuation and Roll-Overs/ClearView Rollover Bond/ClearView Pension Plan Withdrawal | Please complete this form if you would like to withdraw funds from your investment. |
156K |
| ClearView Identification Form - Individuals and Sole Traders | This form can be used by Individuals and Sole Traders when submitting identification documents with your transaction request. | 113K |
| ClearView Change of Name and/or Address | ClearView - Change of Name and/or Address. |
58K |
| ClearView Retirement Solutions - Authority to Enquire | Please complete this form to authorise us to make inquiries and obtain transaction statements in relation to your non-ClearView investments. | 69K |
Any advice in this material is general advice only and does not take into account your individual objectives, financial situation or needs. Before acting on it you should consider the appropriateness of it, taking into account your personal circumstances. ClearView Financial Advisers are representatives of ClearView Financial Management Limited.