Statements
When will I receive my statements and reports for the financial year ended 30 June 2009?
The table below provides an indication of when you should receive your documents from us relating to the financial year ended 30 June 2009.
The information below is current as at 29 May 2009.
| Expected Delivery Date | Item | Relating To Which Products |
| 14 July 2009 | New pension payment details; Centrelink information and tax statements | ClearView Pension Plan |
| By 30 September 2009 | Annual tax statements | ClearView Managed Investments |
| 24 August 2009 | Annual statements and your Winter edition of ViewPoint | All ClearView products |
| By 31 December 2009 | 2009 Concise financial report | ClearView Managed Investments |
| 30 September 2009 | Annual report | ClearView Pension Plan; ClearView Superannuation and Roll-overs |
Please do not hesitate to contact us on 132 977 if you have any questions in relation to the above information.
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.