ClientView: online access to your account
You can keep up-to-date by using ClientView to check your account details via the internet.
The information available on ClientView includes:
- transactions conducted since opening your account
- your account balance and the latest available market value of your investments
- details of income you have received from your investments and your Cash Account
- details of the expenses incurred on your account
- your individual account details, including tax components and preservation details
- details of your nominated beneficiaries
- details of your insurance cover (if applicable)
- your realised (Super Division only) and unrealised gains and losses
- copies of your annual and half yearly statements
- additional information about managed investments and
- ASX market information.
Online reports are generally updated daily with data as at the close of the previous business day.
Unless you advise otherwise, we will automatically issue you with a Macquarie Access Code and password to access ClientView at the time you establish your account.
Part A of the Avenue Retirement Service PDS