2026 Statements

We make available Tax Guides that may assist Australian resident individual investors, to assist in preparing their income tax return. The documents are a guide only and are not to be relied on as taxation advice. 

The link to the Tax Guide, appropriate to your investment type, is available below:

• Tax Guide for your AMMA Statement
• Tax Guide for your Annual Tax Statement 
• Tax Guide for your Investment Bond

Our expected mailing dates for the financial year end statements across all our bond products is the end of October. These dates may be subject to change and we recommend that you check this page regularly for the latest information.

You should allow up to seven working days from the date listed to receive your statements by post. If electronic statements are available to you, you will receive an email when your statement is available for download via the Investor Portal. You will need to have opted in to receive electronic statements.

Our estimated mailing dates for the financial year end statements are listed below. These dates may be subject to change and we recommend that you check this page regularly for the latest information.

You should allow up to seven working days from the date listed to receive your statements by post. If you have opted in to receive electronic statements you will receive an email when it is available for download via the Investor Portal. 

With our Investor Portals you may be able to opt into electronic financial year statements.

The Investor Portals allow you to access your account details anytime, anywhere - providing you with easy access to information that will help you understand and manage your investments.

Step one - Login or register^ for Investor Portal access: 

• Investment bonds - If you have a valid email address on file with us, you can self-register online here or call 1300 1300 38 for assistance.
• Select Income Fund - To register, email our team at selectincomefund@australianunity.com.au or call 1300 412 356 to get started.
• Property & Managed Funds - To register, email our team at australianunitywealth@unitregistry.com.au or call 1300 997 774 to get started.
• Platinum Investment Bond - To register, email or call our team at platinuminvestmentbond@australianunity.com.au or call 1800 670 638 to get started.

Not sure if your product is available for Investor Portal access? Click here to check.  

Step two - Select ‘yes’ to electronic statements

Once you’ve logged into the Investor Portal you’ll be able to select your preference for electronic statements and communications.

Step three - Keep your details up to date

It's important to keep your email address up to date so we can notify you when your electronic statements are available to view in the Investor Portal. Simply update your contact details in the Investor Portal or by contacting our Investor Services team.

Contact us if you need any assistance or further information.

^ For select products only.