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Your 2021 annual statement is coming soon
Annual statements and reports for 30 June 2021 will be mailed and available online soon.
Please refer to the dates below for an estimate of when you will receive your statement.
The quickest way to get your annual statement is online. You can download a PDF copy of your statement from your online account.
Don’t have an online account yet?Registering is easy
Click 'Login' on our homepage and follow the prompts
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 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.
You can change your communication preferences through your online account. Login or register for an 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 communication preferences.
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.
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. If your account was internally transferred within IOOF during the financial year, you will be issued with two tax statements.
In August 2020, 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 it 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.
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.
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 2021 to make SG contributions for the quarter-ended 30 June 2021.
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