Statements and Reports
Trustee Annual Reports
The Trustee Annual Report provides members with fund information as at 30 June each year. The information includes:
- Legislative changes for the previous financial year that affect superannuation
- Any Trust Deed changes that have been made in the previous financial year
- Product changes that have occurred in the previous financial year
- Abridged financial statements as at 30 June for the Fund
The Trustee Annual Reports will be updated by 31 December each year.
Annual statements
For an explanation on
direct fees and indirect costs as shown in your Summit/Generations annual statement.
Tax reports
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