Your clients will be able to view their statements online once issued. The statement cycles vary for each product.
Account statements
IDPS Accounts
Your clients can access their annual and quarterly statements for their Investment accounts online.
Quarterly statements are available online for account holders by the end of the month following the financial quarter. That is the end of January, April, and October each year. Annual statements are available before the end of July.
In some instances, clients may also receive their annual IDPS statements in hard copy by post.
Superannuation and Pension Accounts
Your clients can access their annual statement for their super and pension accounts online.
As an adviser, you can view and download your client’s statements through Adviser Online. However, you won’t be able to change their statement preferences.
Rollover statements
Clients will receive an exit statement when they close their super or pension account. You can view a copy of the exit statement and accompanying rollover benefit statement in Adviser Online by following the steps under View client correspondence.
Tax reports
Tax reports are also only available online, unless the account is closed. Closed accounts will receive a mailed tax statement.
Switch to online statements
Your client can choose to stop receiving a paper copy of their statement by sending an email to wrap@perpetual.com.au with their account number and the instruction, “I/We wish to opt-out of receiving hard copy statements.”
For Investment account holders, if their operating instructions on the account are all of us to sign, they’ll need to include each account holder in the email instruction
Any change to the method or frequency of statement delivery will take place on the first day of the next statement cycle.
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