Annual Statements and Reports

Annual reports

The following table provides the most recent version of each report. If you would like to access previous versions please contact us on 132 977 or clearview.enquiries@clearview.com.au (or on 1800 023 549 or service@clearviewwealthsolutions.com.au for WealthSolutions) and we can provide these to you free of charge.

Trustee Annual Report

Annual Report for ClearView Life Nominees Pty Ltd for the financial year ending 30 June 2016.

Annual Report - ClearView Managed Investments

Concise Financial Statements for ClearView Managed Investments for the financial year ending 30 June 2016.

Annual Report - ClearView sub-plan

Annual report for ClearView sub-plan within the ClearView Retirement Plan (ClearView WealthFoundations Super and Pension, LifeSolutions Super and LifeSolutions Super Rollover) for the financial year ending 30 June 2016.

Annual Report - ClearView traditional sub-plan

Annual report for ClearView traditional sub-plan within the ClearView Retirement Plan (ClearView Superannuation and Roll-overs and ClearView Pension Plan) for the financial year ending 30 June 2016.

Annual Report - ClearView WealthSolutions sub-plan

Annual report for ClearView WealthSolutions sub-plan within the ClearView Retirement Plan (WealthSolutions Superannuation and Retirement Income) for the financial year ending 30 June 2016.

Fund Payment Notice - CFML Funds

Fund payment notice for the ClearView CFML Funds for the financial year ending 30 June 2017.

Fund Payment Notice - ClearView Managed Investments

Fund payment notice for ClearView Managed Investments for the financial year ending 30 June 2017

Statements and reports for FY ending 30 June 2017

Pension packs (including new pension payment details, Centrelink information and tax statements)

  • Expected date:  On or before 14 July 2017
  • Relating to which products:
    • WealthFoundations Pension
    • WealthSolutions Retirement Income
    • ClearView Pension Plan

Super S290-170 tax deduction notices

  • Expected date:  From 14 July 2017  
  • Relating to which products:
    • WealthFoundations Super
    • WealthSolutions Superannuation
    • ClearView Superannuation and Roll-overs

Annual tax statements

  • Expected date:  From 25 July 2017
  • Relating to which products:
    • WealthSolutions Investments

Annual statements

  • Expected from: August 2017
  • Relating to which products:
    • WealthFoundations Super and Pension
    • WealthSolutions Superannuation and Retirement Income
    • WealthSolutions Investments
    • LifeSolutions Super and Super Rollover
    • ClearView Superannuation and Roll-overs
    • ClearView Pension Plan
    • ClearView Managed Investments
    • ClearView Roll-over Bond
    • ClearView Savings Bond

Annual report

  • Expected date:  On or before 31 October 2017
  • Relating to which products:
    • ClearView Managed Investments

Annual reports for ClearView Retirement Plan

  • Expected date: November 2017
  • Relating to which products:
    • WealthFoundations Super and Pension
    • WealthSolutions Superannuation and Retirement Income
    • LifeSolutions Super and Super Rollover
    • ClearView Superannuation and Roll-overs
    • ClearView Pension Plan