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
For an explanation on direct fees and indirect costs as shown in your Summit/Generations annual statement.