Annual reports & EOFY updates

Annual statements

The expected dates that clients will receive their annual statements are listed below. WealthSolutions statement information can be obtained via HUB24.com.au

Product Item Estimated date
WealthFoundations Super and Pension Annual statement Available online from 21 September 2022
Received via post from 28 September 2022
ClearView Managed Investments Annual tax statement Available online from 17 August 2022
Received via post from 24 August 2022
ClearView Savings Bond Annual statement Available online from 17 August 2022
Received via post from 24 August 2022
ClearView Roll-Over Bond Annual statement Available online from 21 September 2022
Received via post from 28 September 2022












To arrange online access to your account, please contact our Service Centre on 132 977.

Annual reports

Below we provide you with the most recent version of each report. If you would like to access previous versions please contact us on 132 977 or [email protected] (or on 1300 854 994 or a[email protected] 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 2021.

Annual Report - ClearView Managed Investments

Concise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2021.

Annual Report - ClearView sub-plan

Annual report for ClearView sub-plan within the ClearView Retirement Plan (ClearView WealthFoundations Super and Pension) for the financial year ending 30 June 2021.

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 2021.

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 2021.