2024 Statements

These guides may assist Australian resident individual investors in preparing their income tax return for the financial year ended 30 June 2024. 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:

• Download the 2024 Tax Guide for your AMMA Statement 
• Download the 2024 Tax Guide for your Annual Tax Statement
• Download the 2024 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 you have opted in to receive electronic statements you will receive an email when it is available for download via the Investor Portal.

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. 

Please allow up to seven days to receive your statement.

With our Investor Portals you can opt into electronic 2024 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 investments@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.