2020 Statements

These guides may assist Australian resident individual investors in preparing their income tax return for the financial year ended 30 June 2020. Each document is a guide only and should not be relied upon as taxation advice.

Download the Tax Guide which is appropriate for your investment type:

Our expected 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.

In normal circumstances you should allow up to seven working days from the date listed to receive your statements by post, however you may experience further delays with Australia Post due to the impacts of Covid-19. We highly recommend you switch your statement preference to email so we can deliver your statements to you in a timely manner.

If you have opted in to receive electronic statements you will receive an email when it is available for download via the Investor Portal.

Our expected 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.

In normal circumstances you should allow up to seven working days from the date listed to receive your statements by post, however you may experience further delays with Australia Post due to the impacts of Covid-19. We highly recommend you switch your statement preference to email so we can deliver your statements to you in a timely manner.

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 can opt into electronic 2020 financial year statements. If you opt in by 31 August 2020 we’ll email you to notify you when your 2020 financial year statement is available in the portal.

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 investments@australianunity.com.au or call 13 29 39 to get started.
• Property & Managed Funds - To register, email our team at investments@australianunity.com.au or call 13 29 39 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. 

If you have one of the following Investment Bonds, Education Bonds or Funeral Bonds you will be able to access your statement via the Investor Portal: 

Lifeplan Investment Bond
Lifeplan Education Bond (& Australian Unity Education Savings Fund)
FuneralPlan Bond
Capital Guaranteed Deferred Annuity
Commonwealth Bank Education Savings Plan
Community Bond
AU Education Savings Plan
Lifeplan Education Savings Plan
Lifeplan FlexiGrowth Investment
Lifeplan Flexishield Investment Bond
Lifeplan Funeral Bond
Lifeplan TaxSmart Investments
Rollover Deferred Annuity
Tax Minimiser Funeral Bond
Tax Minimiser Investment Bond
Wealth Builder