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Periodic and Exit Statements

Generate, review, and send periodic and exit statements in a click of a button and stay compliant with ASIC Regulatory Guide 97.

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Creating periodic statements
Generating periodic statements

Periodic Statements

Generate and distribute a periodic statement to investors holding a security/unit as at the end of each financial year.

The reports contain the transaction history, performance, and fees of the investment.

Generating exit statements

Exit Statements

Generate and distribute an exit statement to investors disposing all their holdings during a quarter.

The reports contain the transaction history, performance, and fees of the investment since the start of a financial year until the date of the final disposal.

Sending statements

Email and post statements

You can email the statements or send them by post.