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.

Payment & end of financial year information

2022

June 2022 - Fund Payment Notice - CFML Funds
June 2022 - Fund Payment Notice - ClearView Managed Investments
June 2022 - Distribution information - CFML and Managed Investments
June 2022 - WealthFoundations Pension Tax Guide
March 2022 - Fund Payment Notice - CFML Funds
March 2022 - Fund Payment Notice - ClearView Managed Investments


2021

Fund Payment Notice - CFML Funds
Fund Payment Notice - ClearView Managed Investments
Tax Guide - ClearView Managed Investments
Distribution information - CFML Funds


2020

Fund Payment Notice - CFML Funds
Fund Payment Notice ​- ClearView Managed Investments
Tax Guide - ClearView Managed Investments
Tax Guide - WealthSolutions Investments
Distribution information - CFML Funds
Buy-sell spreads - CFML Funds 


2019 & prior

Distribution information - CFML Funds 
Special distribution - CFML Funds
Changes to CFML MFS International Shares Fund

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.

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This website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. ClearView Life Nominees Pty Limited is not authorised to provide financial product advice and you should seek independent financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a product. Cooling-off periods apply.  For more information please refer to the relevant PDS.  A copy of the relevant PDS can be obtained from 132 979 or on our website www.clearview.com.au. You can find the target market determinations for the products at www.clearview.com.au/tmd. Past performance is not a reliable indicator of future performance. For information relating to tax, please consult an independent tax expert before acting on such information. 

ClearView acknowledges the Traditional Custodians of Country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.