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Ongoing reporting

The trustee provides you with ongoing reporting on your account and the Fund.

Statements: We will prepare a detailed statement on the value of your account, and any transactions that have taken place, twice per year:

  • as at 30 June (your annual statement), sent to you and available on ClientView, and
  • as at 31 December (your half yearly statement), available for you to view on ClientView.

We will also send you information at least annually to help you complete your income tax return if you have made personal contributions or have received assessable income 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 online at macquarie.com.au/superannualreports or as a hard copy, available from us free of charge. If you do not elect to receive a hard copy annual report we will assume that you wish to view the annual report online and we will not send you a copy.