Annual Statements and Reports

Annual reports

The following table provides the most recent version of each report. If you would like to access previous versions please contact us on 132 977 or clearview.enquiries@clearview.com.au (or on 1800 023 549 or service@clearviewwealthsolutions.com.au for WealthSolutions) and we can provide these to you free of charge.

Trustee Annual Report

Annual Report for ClearView Life Nominees Pty Ltd for the financial year ending 30 June 2018.

Annual Report - ClearView Managed Investments

Concise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2018.

Annual Report - ClearView sub-plan

Annual report for ClearView sub-plan within the ClearView Retirement Plan (ClearView WealthFoundations Super and Pension, LifeSolutions Super and LifeSolutions Super Rollover) for the financial year ending 30 June 2018.

Annual Report - ClearView traditional sub-plan

Annual report for ClearView traditional sub-plan within the ClearView Retirement Plan (ClearView Superannuation and Roll-overs and ClearView Pension Plan) for the financial year ending 30 June 2018.

Annual Report - ClearView WealthSolutions sub-plan

Annual report for ClearView WealthSolutions sub-plan within the ClearView Retirement Plan (WealthSolutions Superannuation and Retirement Income) for the financial year ending 30 June 2018.

WealthSolutions Investments Tax Guide

ClearView WealthSolutions Investments Tax Guide for the financial year ending 30 June 2018.

Managed Investments Tax Guide

ClearView Managed Investments Tax Guide for the financial year ending 30 June 2018.

Fund Payment Notice - CFML Funds

Fund payment notice for the ClearView CFML Funds for the financial year ending 30 June 2018.

Fund Payment Notice - ClearView Managed Investments

Fund payment notice for ClearView Managed Investments for the financial year ending 30 June 2018

Statements, letters and reports for FY ending 30 June 2019

Over 65 - 'Work test' letters

Completed
  • WealthFoundations Super
  • ClearView Superannuation and Roll-overs
  • LifeSolutions Super and Super Rollovers
Expected: From 17 June 2019
  • WealthSolutions Superannuation 

Pension packs (including new pension payment details, Centrelink and PAYG information)

Expected: Week beginning 8 July 2019
  • WealthFoundations Pension
  • WealthSolutions Retirement Income
  • ClearView Pension Plan


Income Protection – premiums received to June 30 2019

Expected: Week beginning 15 July 2019
  • LifeSolutions


Super S290-170 tax deduction notices

Expected: Week beginning 15 July 2019
  • WealthSolutions Superannuation
  • LifeSolutions Super and Super Rollovers
  • WealthFoundations Super
  • ClearView Superannuation and Roll-overs


Non-Super Annual and tax statements

Target date: Week beginning 22 July 2019 (TBC)
  • ClearView Managed Funds (CFML Funds)
  • WealthSolutions Investments
Target date: 5 August 2019 (TBC)
  • ClearView Managed Investments


Annual statements

Target date: Week beginning 22 July 2019 (TBC)
  • WealthFoundations Super and Pension 
  • WealthSolutions Superannuation and Retirement Income
Target date: Week beginning 29 July 2019 (TBC)
  • LifeSolutions Super and Super Rollover
Target date: Week beginning 5 August 2019 (TBC)
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
  • ClearView Roll-over Bond
  • ClearView Savings Bond


Non-Super annual report

Expected: TBC
  • ClearView Managed Investments


Super annual reports
(Sub plan annual reports for the ClearView Retirement Plan)

Expected: 31 October 2019
  • WealthFoundations Super and Pension
  • WealthSolutions Superannuation and Retirement Income
  • LifeSolutions Super and Super Rollover
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
Last Updated: 17 June 2019