Ongoing reporting
The trustee provides you with ongoing reporting on your account and the Fund.
Statements: We will send you a detailed statement on the value of your account, and any transactions that have taken place, twice per year: as at 30 June (annual statement) and 31 December (half yearly statement).
We will also send you information as part of your annual statement, to help you complete your income tax return if you have made personal deductible contributions or have received pension payments during that year.
Annual report: We prepare an annual report about the management, financial performance and position of the Fund for the period to 30 June each year. This annual report is available free of charge from us, on ClientView or as a hard copy. If you do not elect to receive a hard copy annual report we will assume that you wish to view the annual report on ClientView and we will not send you a copy.
Part A of the Avenue Retirement Service PDS