Annual statements and reports for 30 June 2020 will become available progressively through September and October.
When will you receive your statement?
Please refer to the dates below for an estimate of when you will receive your statement.
Note: if you have a super or pension account and/or an investment bond, you do not need your annual statement to complete your tax return with the ATO. You can review your balance and other information at any time by logging into your account. See more information below.
Due to the current Coronavirus (COVID-19) crisis there may be delays in finalising your statement. We will update this page if there are any changes.
|Statement type||Estimated mailing date|
|IDPS annual statement||21 – 25 September|
|IDPS tax statement||30 September – 30 October|
|Bond statement||7 – 13 October|
|Super and pension statement||Throughout October|
If you became a member after 30 June 2020, you won’t receive an annual statement for the 2019/20 financial year. However if you would like to view your account balance you can do this within your online account. See below for further information on how to register for online access.
Keep an eye on your account from anywhere, at any time
How to receive and access your statement online
The quickest way to get your annual statement is online. By electing to receive your statement electronically you’ll receive an email from us to let you know when your statement is ready. You can then download a PDF copy of your statement from your online account.
Don’t have an online account yet?
Registering is easy
Online access allows you to log in at any time and view your account balance, detailed transaction information, update your personal details, access reports and more.
Depending on your account type, you’ll see either ‘Account details’ or ‘Your details’ in your online menu. Select the option visible to you to update your communication preferences.
|If you elect for electronic communications there may still be occasions where we need to contact you via post.|
When will I see my 2019/2020 annual statement appear in my online account?
If you have elected to receive your annual statement electronically you will receive an email from us advising that your statement is available and ready to download from your online account.
Why did you send me a paper statement when I asked for email?
If you selected email as your communications preference and we were unable to successfully send you an email notification, we posted you a paper statement. You may want to check we have a valid email address for you. You can check or update your contact details through your online account. Login here.
How do I change my contact preference from email to mail or from mail to email?
How do I update my contact details?
You can update your contact details within your online account. Depending on your account type, you’ll see either ‘Account details’ or ‘Your details’ in your online menu. Select the option visible to you to update your details. Alternatively you can contact ClientFirst on 1800 913 118.
Do I need my statement for my tax return?
If you are a Superannuation or Pension member you do not need your annual statement to complete your tax return with the ATO. If you have an Investor Directed Portfolio Service (IDPS) account, you will require your statement to complete your tax return.
What if I’m claiming my personal contributions?
In August, all members who made a member voluntary contribution(s) in 2019/20 were issued a Notice of intent to claim or vary a deduction for personal contributions (Notice) form. If you did not receive this Notice and believe you should have, please contact ClientFirst on 1800 913 118 or you can obtain from the forms section on our website or the Australian Tax Office (ATO) website.
Note you can only claim a deduction once you have received the acknowledgement of your notice from us.
Why can’t I see the amount of super I have withdrawn during the second round of COVID-19 early release?
The 2019/20 annual statements you receive show transactions for your super account for the financial year from 1 July 2019 to 30 June 2020. If you applied for the second round of COVID-19 early release payments this payment will show in your next annual statement for 2020/21.
What do I do if my employer hasn’t paid my Superannuation Guarantee contributions into my account?
Please check with your employer to clarify what fund and account they are sending your contributions to. In the event that your employer has not been contributing on your behalf, and you cannot resolve your unpaid super query with your employer, you can visit the ATO website or call them on 13 10 20 for assistance on how to recover missed or unpaid super contributions.
If you're an employee, aged 18 or over and earn more than $450 a month (before tax) then you're generally eligible to receive SG super contributions. Remember, it is compulsory for employers to pay at least 9.5% of your salary to an eligible super fund. These payments need to be made by quarterly deadlines set by the ATO. For instance, employers have until 28 July 2020 to make SG contributions for the quarter-ended 30 June 2020.