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The annual reporting period is an important time of the year for you and your clients. So to help you manage your clients' expectations, here's when we expect to start issuing our 2021 annual reports:

 

Annual report

Issued from

Pension review 8 July
June IDPS quarterly statements 16 July
Intention to claim a tax deduction 22 July
Annual tax statements 4 August
Annual IDPS statements 17 August
Annual superannuation member benefit statements 14 September

Supporting materials


We're here to help

 

We'll continue to provide you further updates on the annual reporting process over the coming weeks. If you have any questions in the meantime, please contact FirstWrap Service and Support on 1300 769 619, 8am to 7pm, Monday to Friday, Melbourne time.

The content displayed on this page is intended for financial advisers only