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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
WealthFoundations & traditional products
As we approach the end of the 2023/24 financial year, it is important you’re aware of our key processing cut-off times. For transactions to be reflected in your 2023/24 year-end statements they must be completed and valid before the cut-off times shown below.
All reasonable efforts will be made to process your request before 30 June 2024 providing the request is complete and valid. The cut-off times and dates are a guide only and are subject to change depending on volumes and the turnaround times of third parties (where applicable).
Transaction type | Action required | WealthFoundations & traditional products cut-off (AEST) |
New applications (Super) | All completed and valid documentation received | Monday 17 June by 5:00 pm |
New applications (Pension) | All completed and valid documentation received | Monday 3 June by 5:00 pm to make the 15 June pension payment run. Friday 7 June by 5:00 pm to make the 28 June pension payment run (twice monthly payments only). Monday 10 June by 5:00 pm for July pension payments. |
Pension variations | To amend pension payments that will be included in the Pension Annual Review mail out | Friday 21 June by 5:00 pm |
Withdrawals (excluding pension payments) | All completed and valid documentation received including certified ID | Friday 21 June by 3:00 pm |
Contributions via BPAY, EFT and Swift | Check with issuing bank for details on lead and cut-off times as this may vary depending on the financial institution | Friday 21 June by 3:00 pm The contribution must appear in the ClearView bank account by Friday 28 June before 3:00 pm |
Contributions via cheque deposit | Received at the ClearView offices including all completed and valid documentation received. Please allow sufficient time for post or courier | Friday 21 June by 3:00 pm |
Super contribution splitting | All completed and valid documentation received | Friday 21 June by 3:00 pm |
2023
2022
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.
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.