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  2. Reports

Reports

Investment Reports

  • 45 Day Holding Period Rule
  • Asset Allocation Pie Chart
  • Asset Allocation Report
  • Defensive vs Growth Asset Allocation Pie Chart
  • Detailed Investment Strategy Comparison Report
  • Detailed Purchase and Disposal Report
See all 19 articles

Member Reports

  • $1.6 Million Pension Balance Letter and Resolution
  • Application to become a Member Form
  • Consent to appointment as Trustee Form
  • Consolidated Member Statement
  • Contribution Breakdown Report
  • Contributions Summary Report
See all 16 articles

CGT Reports

  • CGT Register
  • CGT Register Report
  • CGT Relief Letter and Minute
  • CGT Relief Letter and Minute - Non Election
  • CGT Relief Schedule
  • Detailed CGT Relief Schedule
See all 9 articles

Reconciliation Reports

  • Bank Feed Comparison Report
  • Capital Gains Reconciliation Report
  • Deferred Tax Reconciliation Report
  • Distribution Reconciliation Report
  • Dividend Reconciliation Report and Comparison Report
  • Exempt Pension Income Reconciliation Report
See all 13 articles

General Reporting

  • Activity Statement Preparation Report
  • Activity Statement Report - Detailed
  • Adding Individual Signatories for Reports
  • Adjusting Report Pack Margins
  • Audit Reports
  • Audit Workpapers
See all 56 articles
Simple Fund 360 Knowledge Centre