Annual statements and reports

Your 2022 annual statement is coming soon

Annual statements and reports for 30 June 2022 will be mailed and will be made available online soon.

When will you receive your statement?

Please refer to the dates below for an estimate of when you will receive your statement. If you’ve chosen to receive electronic communication, you’ll receive an email notification from us once the statements are ready. You’ll need to log into IOOF Online to access your statements. 

Statement Type Mailing Date
Pension packs 14 July
Unit Trusts - tax and annual statements early August
Investment tax statements late August
Investment annual statements early September
Superannuation and pension annual statements late September
Financial reports
late September
Bond statements early October
Trustee reports November

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. You can 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.

You can update your contact details by logging into your online account. You will be able to update your communication preferences by clicking on the ‘Account Details’ tab. Alternatively, you can call ClientFirst on 1800 913 118.

If you elect for electronic communications there may still be occasions where we need to contact you via post.

FAQ's

If you had selected electronic communications as your communication preference and we were unable to successfully send a notification to your email address, you will receive a paper statement. You may have to check whether we have a valid email address recorded for you. You can check or update your contact details by calling us on 1800 913 118 or through your online account. Login here.

You can change your communication preferences through your online account by logging in or registering for online access. You will be able to update your communication preferences by clicking on the ‘Account Details’ tab.

You can update your contact details by logging into your online account. You will be able to update your communication preferences by clicking on the ‘Account Details’ tab. Alternatively, you can call 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 Investment account, you will require your statement to complete your tax return.

Pension Summary – Your pension summary outlines the amount you received during the 2021/22 financial year and your recalculated pension details for the 2022/23 financial year.

Pension Variation Advice – If you would like to change your annual pension payment amount, you will need to complete the pension variation form and return it back to us. If you are satisfied with your annual pension payment amount, you don’t need to do anything with the form.

PAYG Payment Summary (only for members under 60, Complying pensions or TAP’s) – A single copy of the PAYG payment summary has been provided (if applicable) and this should be retained for your records. You will need this summary to complete your income tax return.

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.

Remember, it is compulsory for employers to pay at least 10.5% 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 2022 to make SG contributions for the quarter-ended 30 June 2022.

Contact us

1800 913 118

clientfirst@ioof.com.au
Monday to Friday 8am – 6pm (AEST)