What correspondence is available

Some correspondence sent to your clients is now available in Adviser Online for super and pension accounts.

Client correspondence

  • Additional pension payment
  • Cash for asset swap authority letter
  • Contributions splitting notice
  • Exit statement
  • Exit statement - commutation authority
  • Exit statement - release
  • Initial application
  • Insurance benefit cancellation
  • On demand statement - Centrelink Schedule
  • On demand statement - Pension
  • On demand statement - Super
  • Partial cash withdrawal
  • Partial rollover
  • Partial withdrawal
  • Partial withdrawal - commutation authority
  • Partial withdrawal - release authority
  • Pension additional contribution
  • Pension amendment
  • Pension initial contribution
  • Pension update confirmation
  • Product switch to pension
  • Product switch to super
  • Product switch to super - commutation authority
  • Tax deduction notice acknowledgement letter
  • Welcome letter for reversionary beneficiary.

Periodic statements

  • Annual statement
  • Half yearly statement
  • PAYG annual statement.

View and download correspondence

To view and download correspondence in Adviser Online: 

  1. Log in to Adviser Online
  2. From the search bar, select Accounts from the drop-down
  3. Search for the super or pension account name or number
  4. Click on the account name from the drop-down list
  5. Click Statements and correspondence
  6. Click the Client correspondence tab
  7. Select the Download icon to download the correspondence in PDF format.

Important information:

  • Only correspondence sent after 16 October 2020 will be available in Adviser Online.
  • Your clients will continue to receive their correspondence via the post. The digital versions will only be available in Adviser Online. 
  • The Contact Centre will no longer email Advisers or their support staff copies of the correspondence. You can access these through Adviser Online.
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