Annual statements
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.
ClearView Retirement Plan Annual Report
Annual Report for the ClearView Retirement Plan for the financial year ending 30 June 2024.
Annual Report - ClearView Managed InvestmentsConcise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2024.
Fund Report - ClearView Retirement PlanFund report for the ClearView Retirement Plan (ClearView WealthFoundations Super and Pension and ClearView WealthSolutions Super and Retirement Income) for the financial year ending 30 June 2024.