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 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.

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 2018

Over 65 - 'Work test' letters

Completed
  • WealthFoundations Super
  • WealthSolutions Superannuation
  • ClearView Superannuation and Roll-overs
  • LifeSolutions Super and Super Rollovers


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

Completed
  • WealthFoundations Pension
  • WealthSolutions Retirement Income
  • ClearView Pension Plan


Income Protection – premiums received to June 30 2018

Completed
  • LifeSolutions


Super S290-170 tax deduction notices

Completed
  • WealthSolutions Superannuation
  • LifeSolutions Super and Super Rollovers
  • WealthFoundations Super
  • ClearView Superannuation and Roll-overs


Non-Super Annual and tax statements

Completed
  • ClearView Managed Funds (CFML Funds)
In progress
  • WealthSolutions Investments
From 9th October 2018
  • ClearView Managed Investments


Annual statements

Completed
  • LifeSolutions Super and Super Rollover
  • WealthFoundations Super and Pension - electronic copies are available online and hard copies sent 2 October 2018.
In progress
  • WealthSolutions Superannuation and Retirement Income
  • WealthSolutions Investments
From 18th October 2018
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
  • ClearView Roll-over Bond
  • ClearView Savings Bond


Non-Super annual report

Completed
  • ClearView Managed Investments


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

By 31st October 2018
  • WealthFoundations Super and Pension
  • WealthSolutions Superannuation and Retirement Income
  • LifeSolutions Super and Super Rollover
  • ClearView Superannuation and Roll-overs
  • ClearView Pension Plan
Last Updated: 2 October 2018