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 2019.

Annual Report - ClearView Managed Investments

Concise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2019.

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 2019.

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 2019.

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 2019.

WealthSolutions Investments Tax Guide

ClearView WealthSolutions Investments Tax Guide for the financial year ending 30 June 2019.

Managed Investments Tax Guide

ClearView Managed Investments Tax Guide for the financial year ending 30 June 2019.

Fund Payment Notice - CFML Funds

Fund payment notice for the ClearView CFML Funds for the financial year ending 30 June 2019.

Fund Payment Notice - ClearView Managed Investments

Fund payment notice for ClearView Managed Investments for the financial year ending 30 June 2019.

Statements, letters and reports for FY ending 30 June 2020

Over 65 - 'Work test' letters

Expected: Week beginning 8 June 2020
  • WealthFoundations Super
  • ClearView Superannuation and Roll-overs
  • LifeSolutions Super and Super Rollovers
  • WealthSolutions Superannuation 

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

Expected: Week beginning 6 July 2020
  • WealthFoundations Pension 
  • WealthSolutions Retirement Income
  • ClearView Pension Plan 

Income Protection – premiums received to June 30 2020

Expected: Week beginning 16 July 2020
  • LifeSolutions

Super S290-170 tax deduction notices 

Expected: Week beginning 13 July 2020
  • WealthSolutions Superannuation
  • LifeSolutions Super and Super Rollovers
  • WealthFoundations Super
  • ClearView Superannuation and Roll-overs

Non-Super Annual and tax statements 

Expected: Week beginning 3 August 2020
  • ClearView Managed Funds (CFML Funds) 
  • WealthSolutions Investments 
  • ClearView Managed Investments

Annual statements 

Expected: Week beginning 3 August 2020
  • WealthFoundations Super and Pension 
  • LifeSolutions Super and Super Rollover
  • WealthSolutions Superannuation and Retirement Income 
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
  • ClearView Roll-over Bond
  • ClearView Savings Bond

Non-Super Annual Report 

Expected: To be confirmed
  • ClearView Managed Investments

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

Expected: 31 October 2020
  • WealthFoundations Super and Pension
  • WealthSolutions Superannuation and Retirement Income
  • LifeSolutions Super and Super Rollover
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
Last Updated: 26 May 2020