When will I receive my annual statement?

FAQ

Annual statements - 2017/2018

Your annual statement is an important document regarding the product you hold with us.

It includes performance and transaction details, as well as useful information to help you understand how you're tracking towards your financial goals.

Remember, you can also access information and manage any accounts you have with us by logging in to My AMP

When will I receive my statement?

The delivery date for annual statements is often around the end of the financial year but can vary depending on your product anniversary date.

Look up when your statement is scheduled to be delivered and please allow up to four days for it to arrive in the mail. Dates included are intended as a guide only.

 

Get your annual statement earlier

The quickest and most secure way to get your annual statement is online.

To do this, simply update your communication preferences in My AMP and we'll email you when your statement is ready. Please allow at least one business day for your communication preferences to be updated.

If you're not registered for My AMP it's easy to get started—just have your account number handy.

Find your account information on My AMP

Find your statements

  1. In the left-hand side menu, select Statements & correspondence
  2. Choose the account
  3. Select the View button
  4. Choose the document you want, then select Download to open your statement.

View your contributions

  1. Choose your super account
  2. Under the Accounts section, select View details
  3. On the Account summary page, select View contributions
  4. Choose your date range by selecting Filter transactions and downloads
  5. Select Update.

View your rate of return

  1. Select your super account
  2. Under the Accounts section, select View details
  3. On the Account Summary page, select View rate of return based on a date range
  4. Choose your date range and select Update.

Find your product name and account number

  1. Select your super account
  2. Under the Accounts section, select View details
  3. Your product name and account number will appear along the top left hand side.

Annual statement mailing dates 

Annual tax statements

Product

Electronic delivery dates

Estimated mailing dates

AMP Flexible Super - Retirement From 4 Jul  6 -9 Jul
Flexible Lifetime® - Allocated Pension From 4 Jul  6 -9 Jul
Flexible Lifetime® - Term Pension From 4 Jul  6 -9 Jul
SignatureSuper® Allocated Pension From 4 Jul  6 -9 Jul
Generations - Personal Pension From  7 Jul 12-Jul
Summit - Personal Pension From  7 Jul 12-Jul
iAccess - Personal Pension From  7 Jul 12-Jul
North - Personal Pension From  7 Jul 12-Jul
MyNorth - Personal Pension From 7 Jul 12-Jul
Retirement Income Stream N/A 11-Jul
Bank Withholding Tax (WHT) N/A 7-Jul
Flexible Lifetime® - Investments, (Series 2) From 23 Jul 27-Jul
Flexible Lifetime® - Investments, (Series 1) From 23 Jul 27-Jul
Generations - Investment Portfolio From 4 August From 9 August
Summit -Money Master From 4 August From 9 August
iAccess - Personal Investment Account From 4 August From 9 August
North - Personal Investment Account From 4 August From 9 August
MyNorth - Investment Account From 4 August From 9 August

From 5 July - TBC

10 July

10 July

7 July

28 - 31 July

Annual member and employer statements

Product

Electronic delivery dates

Estimated mailing dates

AMP Flexible Super - Super From 17 Aug  23-Aug - 3 Sep
AMP Flexible Super (Employer) N/A 9 -12 Oct
AMP Flexible Super - Super & Retirement (combined) From 3 Aug  9-Aug
AMP Flexible Super - Retirement From 24 Jul  27 - 31 Jul
AMP Retirement Savings Account From 10 Sep 17 - 28 Sep
AMP Retirement Savings Account Employer N/A 16-17 Oct
AMP Eligible Rollover Fund From 24 Sep 28 Sep - 16 Oct
CustomSuper® Annually on Plan anniversary Annually on Plan anniversary
Flexible Lifetime® - Allocated Pension From 24 Jul  27 - 31 Jul
Flexible Lifetime® - Super From 17 Aug  23-Aug - 3 Sep
Flexible Lifetime® - Super (Employer) N/A 9 -12 Oct
Flexible Lifetime® - Term Pension From 24 Jul  27 - 31 Jul
Investment Linked Allocated Pensions N/A 28-Aug
Investment Linked Deferred Annuities From 17 Sep 21-Sep
SignatureSuper® Annually on Plan anniversary Annually on Plan anniversary
SignatureSuper® - Allocated Pension From 24 Jul  27 - 31 Jul
SuperLeader® From 3 Sep  10 - 17 Sep
Bank statements - Flexible Loan Account N/A 4-Jul
Bank statements - (all other) N/A 5-Jul
Generations Personal Pension Annually on Plan anniversary Annually on Plan anniversary
Summit Personal Pension Annually on Plan anniversary Annually on Plan anniversary
iAccess Personal Pension Annually on Plan anniversary Annually on Plan anniversary
North Personal Pension Annually on Plan anniversary Annually on Plan anniversary
MyNorth Personal Pension Annually on Plan anniversary Annually on Plan anniversary
Generations - Investment Portfolio From 4 August From 9 August
Summit - Money Master From 4 August From 9 August
iAccess - Personal Investment Account From 4 August From 9 August
North Personal Investment Account From 4 August From 9 August
MyNorth Investment From 4 August From 9 August
Generations Personal Superannuation Annually on Plan anniversary Annually on Plan anniversary
Summit Personal Superannuation Annually on Plan anniversary Annually on Plan anniversary
iAccess Personal Superannuation Annually on Plan anniversary Annually on Plan anniversary
North Personal Superannuation Annually on Plan anniversary Annualy on Plan anniversary
MyNorth - Superannuation Annually on Plan anniversary Annually on Plan anniversary
From 16 August - TBC

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Important information

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Any advice in this document is general in nature and is provided by AMP Life Limited ABN 84 079 300 379 (AMP Life). The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on this advice, you should consider the appropriateness of this advice having regard to those matters and consider the Product Disclosure Statement before making a decision about the product.

AMP Life is part of the AMP group and can be contacted on 131 267 or amp.com.au/enquiry. If you decide to purchase or vary a financial product, AMP Life and/or other companies within the AMP group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium you pay or the value of your investments. You can ask us for more details.

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