Statement information
Wrap Annual Statements
The annual reporting period is an important time of the year for you and your clients. To help you manage your expectations, here's when we expect to start issuing our 2022 annual reports.
Wrap Products and Labels
| REPORT PACK | Adviser communications (from) | Customer mailing commences |
|---|---|---|
Annual pension review |
12 Jul 2022
|
13 Jul 2022
|
Quarterly statements - April to June 2022 |
18 Jul 2022
|
20 Jul 2022
|
Notice of Intention to Claim a Tax Deduction (Section 290-170) Confirmation letter issued once s290-170 tax deduction notice has been received and processed |
21 Jul 2022 | 27 Jul 2022 |
Annual tax statements Production of tax statements is dependent on third party income reporting. |
August throughout
|
August throughout
|
Annual IDPS statements |
16 Aug 2022
|
19 Aug 2022
|
Annual superannuation member benefit statements (SMBS) |
12 Sept 2022
|
27 Sept 2022
|
IDPS audit certificate |
Completion of IDPS audit |
Prior to 30 Sept 2022 |