Statements and reports
Keep an eye out for dates and useful information about your Annual Statements and reports.
Annual statements and reports for 30 June 2024 available soon
When will you receive your statement?
The table provides an estimate of when your statements will be produced.
- Clients with electronic preference – we’ll send you an email once your statement is ready. You can log into Shadforth Portfolio Online or our app to access your statements.
- Clients with hard copy preferences – we’ll endeavour to post your statements within 3 days from when they’ve been produced.
Statement type | When will statements be produced? | Status |
|---|---|---|
| Pension packs | 7 July 2024 | Completed |
| Investment tax statements | We’ll be aiming to produce tax statements on the following dates:
|
|
| Investment annual statements | Late August 2024 | Completed |
| Superannuation and pension annual statements | Mid to late September 2024 | Completed |
| Trustee reports | Late December 2024 | On track |
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.
You can also view your statements by logging into our app. If you haven't already downloaded our app, you can do so from Google Play or via the App Store.
Don’t have an online account yet?
Registering is easy
You can register for access here
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 931 792.
FAQ's
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 931 792 or through your online account.
You can change your communication preferences or update your contact details by logging in to your account and clicking on the ‘Account Details’ tab. If you don’t have online access, it’s easy to register for it. Alternatively, you can call ClientFirst on 1800 931 792.
Unfortunately, we are unable to prioritise tax statements or produce them separately for individual investors as we rely on multiple fund managers to provide us with financial year end information.
If you can’t lodge your tax return by 31 October, or by your registered tax agent’s lodgement date, you can ask the ATO for an extension. Please contact the ATO on 13 28 61 to find out if you can lodge at a later date.
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 use your Investment tax statement to complete your tax return.
Pension Summary – Your pension summary outlines the amount you received during the 2023/24 financial year and your recalculated pension details for the 2024/25 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.
These payments need to be made by quarterly deadlines set by the ATO. For instance, employers have until 28 July 2024 to make SG contributions for the quarter-ended 30 June 2024.
Contact us
Have questions or cannot find something? Get in touch with us. We’re here to help.