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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 | Status |
---|---|---|
Pension packs | 11 July 2025 | On track |
Unit Trusts tax and annual statements | Late July 2025 | On track |
Investment tax statements | Early October 2025 | On track |
Investment annual statements | Late August 2025 | On track |
Superannuation and pension annual statements | Mid to late September 2025 | On track |
Financial reports | Late September 2025 | On track |
Bond statements | Early October 2025 | On track |
Trustee reports | Late December 2025 | On track |