What are you looking for?
ClientFirst: 1800 517 124
Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.
What are you looking for?
ClientFirst: 1800 517 124
The table provides an estimate of when your clients’ statements will be produced.
| Statement type | When will statements be produced? | |
|---|---|---|
| Pension packs | 12 July 2024 | |
| Investment tax statements |
|
|
| Investment annual statements | Late August 2024 | |
| Superannuation and pension annual statements | Mid to late September 2024 | |
| Financial reports | Late September 2024 | |
| Trustee reports | Late December 2024 |
We’ve created a Statements and reports webpage to share this information and frequently asked questions.
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.
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.
