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What reports are available for my account(s)?

There are many reports available with respect to your Netwealth super and/or investment account(s).

To access these reports, log in to your account and navigate using the main menu to Reports & Statements, and then select the appropriate report.

Reports include transaction listings, portfolio and asset performance and Centrelink pension details (for superannuation accounts only).

You can find more detailed instructions for running reports and the types available in our reporting how to guide.

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