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 2017.

Annual Report - ClearView Managed Investments

Concise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2017.

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 2017.

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 2017.

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 2017.

Fund Payment Notice - CFML Funds

Fund payment notice for the ClearView CFML Funds for the financial year ending 30 June 2017.

Fund Payment Notice - ClearView Managed Investments

Fund payment notice for ClearView Managed Investments for the financial year ending 30 June 2017

Statements, letters and reports for FY ending 30 June 2018

Over 65 - 'Work test' letters

  • Expected date:  From week commencing 18th June 2018
  • Relating to which products:
    • WealthFoundations Super
    • WealthSolutions Superannuation
    • ClearView Superannuation and Roll-overs
    • LifeSolutions Super and Super Rollovers

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

  • Expected date:  Week commencing 9th July 2018
  • Relating to which products:
    • WealthFoundations Pension
    • WealthSolutions Retirement Income
    • ClearView Pension Plan

Super S290-170 tax deduction notices

  • Expected date:  Week commencing  9th July 2018
  • Relating to which products:
    • WealthFoundations Super
    • WealthSolutions Superannuation
    • ClearView Superannuation and Roll-overs
    • LifeSolutions Super and Super Rollovers

Income Protection – premiums received to June 30 2018

  • Expected date: From week commencing 16th July 2018
  • Relating to which products:
    • LifeSolutions

Annual tax statements

  • Expected date:  From week commencing 23rd July 2018
  • Relating to which products:
    • WealthSolutions Investments
    • ClearView Managed Investments
    • ClearView Managed Funds

Annual statements

  • Expected date: From week commencing 23rd July 2018
  • Relating to which products:
    • WealthFoundations Super and Pension
    • WealthSolutions Superannuation and Retirement Income
    • WealthSolutions Investments
    • LifeSolutions Super and Super Rollover
    • ClearView Superannuation and Roll-overs
    • ClearView Pension Plan
    • ClearView Managed Investments
    • ClearView Managed Funds
    • ClearView Roll-over Bond
    • ClearView Savings Bond

Annual report

  • Expected date:  By 31st October 2018
  • Relating to which products:
    • ClearView Managed Investments

Sub plan annual reports for ClearView Retirement Plan

  • Expected date: By 31st October 2018
  • Relating to which products:
    • WealthFoundations Super and Pension
    • WealthSolutions Superannuation and Retirement Income
    • LifeSolutions Super and Super Rollover
    • ClearView Superannuation and Roll-overs
    • ClearView Pension Plan