Annual statements and reports
Your 2023 annual statement is coming soon
Annual statements and reports for 30 June 2023 available soon
When will you receive your statement?
The table below provides an estimate of when you will receive your statement. If you’ve chosen to receive electronic communications, you’ll receive an email notification from us once your statement is ready. You can log into IOOF Online or our app to access your statements.
|Statement Type||Available by
|Pension packs||7 July 2023
|Unit Trusts tax and annual statements||Late July 2023
|Investment tax statements||Between 9 August and 29 September 2023. We rely on the timing of multiple fund managers to provide us with financial year end information to produce these statements.
|Investment annual statements||Late August 2023
|Superannuation and pension annual statements||Mid to late September 2023
||Late September 2023
|Bond statements||Late September 2023
Late November 2023
You can keep an eye on your account from anywhere, at any time
How to receive and access your statement online
The quickest way to access your statement is through the online portal. You can download a PDF copy of your statement from your online account. Your statement will be located under the communications section of the 'Account details' tab.
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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.|
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.
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 may utilise your Investment tax statement to complete your tax return.
Pension Summary – Your pension summary outlines the amount you received during the 2022/23 financial year and your recalculated pension details for the 2023/24 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 Term Allocated Pensions) – 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.
From 1 July 2023 it is compulsory for employers to pay at least 11% 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 2023 to make SG contributions for the quarter-ended 30 June 2023.