How can we help?

Browse our knowledge centre.

End of financial year timetable for statements

Product Item Target date Copies sent to advisers? Can statement be suppressed from clients using 'Communications Settings'3
Super Income Stream Statements 9 July  Yes No
Super Section 290.170 Tax Deduction Notices 23 July No - Advisers will be sent a list of clients who are eligible Yes
Wrap (IDPS) Wrap Taxation Statements1 Progressive from 19 July Yes Yes
Super Insurance Annual Statements  13 August

No - Notification will be sent to advisers that copies are available on website

No
Wrap (IDPS) Wrap Annual Statements and Audit Report 24 September No - Notification will be sent to advisers that copies are available on website No
Super Annual Statements2 5 November No - Notification will be sent to advisers that copies are available on website No

Notes:

1 Wrap Taxation Statements are produced and sent in weekly batches. A client’s Taxation Statement will be produced once the income for all the assets they held during the period has been reconciled and re-apportioned into the correct tax components (as per the advice received from registries and/or fund managers). Netwealth has rigorous processes in place to follow up on outstanding documentation from registries/fund managers to ensure our statements can be produced as quickly as possible.

2 Due to the breadth of our investment menu, we need to collect information from a large number of registries and fund managers before we are able to finalise our end of year processing and produce Super Annual Statements. Netwealth has rigorous processes in place to follow up on outstanding documentation from registries/fund managers to ensure Statements can be produced as quickly as possible.

3 You can suppress certain types of correspondence from being sent to your clients. To manage your preferences, on the Netwealth website select Business Settings > Communication.

Can't find what you need?

Let us help you with your query. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au

Contact us