Annual statements
Wealth products
The expected dates that clients will receive their annual statements are listed below. WealthSolutions statement information can be obtained via HUB24.com.au
WealthFoundations Super and Pension
Type: Annual statement
Available online from 4 September 2024
Received via post from 11 September 2024
ClearView Managed Investments
Type: Annual tax statement
Available online from 4 September 2024
Received via post from 11 September 2024
ClearView Savings Bond
Type: Annual statement
Available online from 4 September 2024
Received via post from 11 September 2024
ClearView Roll-over Bond
Type: Annual statement
Available online from 4 September 2024
Received via post from 11 September 2024
To arrange online access to your account, please contact our Service Centre on 132 977.
Payment and end of financial year information
2024
CFML Managed Funds and ClearView Managed Investments
Information about distributions, including Fund Payment Notices, are available here.
2023
2022
Managed Investments Tax Guide
June 2022
Fund Payment Notice - CFML FundsJune 2022
Fund Payment Notice - ClearView Managed InvestmentsJune 2022
Distribution information - CFML and Managed InvestmentsJune 2022
WealthFoundations Pension Tax GuideJune 2022
Fund Payment Notice - CFML FundsMarch 2022
Fund Payment Notice - ClearView Managed InvestmentsMarch 2022
2021
2020
Annual reports
Documents
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 2023.
Annual Report - ClearView Managed InvestmentsConcise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2023.
Annual Report - ClearView sub-planAnnual report for ClearView sub-plan within the ClearView Retirement Plan (ClearView WealthFoundations Super and Pension) for the financial year ending 30 June 2023.
Annual Report - ClearView WealthSolutions sub-planAnnual report for ClearView WealthSolutions sub-plan within the ClearView Retirement Plan (WealthSolutions Superannuation and Retirement Income) for the financial year ending 30 June 2023.