Annual/Tax statements

Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.

ClientFirst: 1800 517 124

When will your clients receive their statements?

The table provides an estimate of when your clients’ statements will be produced.

  • Clients with electronic preference - we'll send clients an email once their statement is ready. They can log into Expand Online or our app to access their statements.
  • Clients with hard copy preferences - we'll post client statements within 3 days from when they’ve been produced.
Statement type When will statements be produced? Status
Pension packs 12 July 2024 Completed
Investment tax statements Expand Extra and Expand Essential (including clients that have migrated from MLC)
  • 29 August 2024
  • 19 September 2024
  • 10 October 2024
  • 31 October 2024
  • 22 November 2024
We rely on financial year end information from the fund managers to produce tax statements. For information about the dates we expect to receive all information required from the fund managers to produce tax statements, please click here

 

  • Completed
  • Completed
  • Completed
  • On track
  • On track
Investment annual statements Late August 2024 Completed
Superannuation and pension annual statements Mid to late September 2024 Completed
Financial reports Late September 2024 Completed
Trustee reports Late December 2024 On track

How can I share this information to my clients?

We’ve created a Statements and reports webpage to share this information and frequently asked questions.

What’s the quickest way clients can access their statements?

The quickest way clients can access their statements is by logging into their account on myexpand.com.au or the Expand app. Their statements will be located under the Communications section of the ‘Account details’ tab.

FAQs

Yes. As your client’s account has been managed by us on different technology platforms, you they will receive two tax statements for the 2023/24 financial year. Both statements will be available on Expand Online. They will need these tax statements for their tax records, so please keep them in a safe place.

If your client’s account was transferred from MLC Wrap, please allow an additional 1-2 weeks of processing time on top of the dates provided above. This delay is due to the additional work that must be undertaken to ensure the accuracy and completeness of the data included in your statements.

We kindly ask for your patience and understanding as we work diligently to finalise the statements.

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