Sample member reports

Our reporting is what sets us apart from the pack, month on month, year on year. Our enthusiasm for reporting excellence is driven by our values – honesty, transparency and accountability. As a result you can see exactly what has happened with your money, while we look after it for you, down to the last cent. Our members can access the history of all their reports and keep their personal details up to date. Below are some samples for you to look through:

Your Investment Position Performance and Investment Commentary
The Investment Commentary shows a summary of the investment direction, investment performance, and a brief commentary on what happened in investment markets the previous month. The investment commentary is updated monthly.
Your Contributions Report Your Contributions
The Contributions Report gives you a view of the contributions that have been made to your account. The contributions report is updated daily.
Your Investment Position Your Investment Position
The Investment Position allows you to see where your money was invested as at the end of last month. This report also shows monthly fees and taxes and is updated monthly. You can also access historical reports.
Your Personal Details Your Personal Details
The Personal Details section shows you the details we have loaded on your account – your contact details, your investment direction and your prescribed investor rate. You can also amend some of these details on-line.