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
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
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
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
General Reporting
- Activity Statement Preparation Report
- Activity Statement Report - Detailed
- Adding Individual Signatories for Reports
- Adjusting Report Pack Margins
- Audit Reports
- Audit reports for Digitally Signed documents