FAQ

When will I receive my annual statement?

Annual statements - 2016/2017

Your annual statement is an important document with details about your product's performance and transactions, plus useful information to help understand how you're tracking to your financial goals.

Remember, you can view your account balance, latest performance and any distributions paid, any time online using My AMP


When you'll receive your statement

The delivery date for 30 June annual statements varies by product and please allow up to four days for your statements to arrive in the mail. The dates below are intended as a guide.

 

 

Annual tax statements

Product

Electronic delivery dates

Estimated mailing dates

AMP Flexible Super - Retirement From 5 July 10 July
Flexible Lifetime® - Allocated Pension From 5 July 10 July
Flexible Lifetime® - Term Pension From 5 July 10 July
SignatureSuper® Allocated Pension From 5 July 10 July
Generations - Personal Pension From 7 July 12 July
Summit - Personal Pension From 7 July 12 July
iAccess - Personal Pension From 7 July 12 July
North - Personal Pension From 7 July 12 July
MyNorth - Personal Pension From 7 July 12 July
Retirement Income Stream N/A 11 July
Bank Withholding Tax (WHT) N/A 7 July
Flexible Lifetime® - Investments, (Series 2) From 20 July 26 July
Flexible Lifetime® - Investments, (Series 1) From 24 July 28 - 31 July
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 4 August 11 - 22 August
AMP Flexible Super (Employer) N/A 16 - 18 October
AMP Flexible Super - Super & Retirement (combined) From 31 August 6 September
AMP Flexible Super - Retirement From 21 July 27 - 31 July
AMP Retirement Savings Account From 29 September 6 - 19 October
AMP Retirement Savings Account Employer N/A 27 October
AMP Eligible Rollover Fund From 31 October 6 - 20 November
CustomSuper® Annually on Plan anniversary Annually on Plan anniversary
Flexible Lifetime® - Allocated Pension From 21 July 27 - 31 July
Flexible Lifetime® - Super From 4 August 11 - 22 August
Flexible Lifetime® - Super (Employer) N/A 16 - 18 October
Flexible Lifetime® - Term Pension From 21 July  27 July
Investment Linked Allocated Pensions From 16 August 21 August
Investment Linked Deferred Annuities From 22 September 27 September
SignatureSuper® Annually on Plan anniversary Annually on Plan anniversary
SignatureSuper® - Allocated Pension From 21 July 27 July
SuperLeader® From 14 September 20 - 27 September
Bank statements - Flexible Loan Account N/A 3 July
Bank statements - (all other) N/A 4 - 6 July
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 29 July 2nd August
Summit - Money Master From 29 July 2nd August
iAccess - Personal Investment Account From 29 July 2nd August
North Personal Investment Account From 29 July 2nd August
MyNorth Investment From 29 July 2nd 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

Get your statement earlier with My AMP

The quickest and most secure way to get your statements is online. Simply update your communication preferences in My AMP.  We'll then email you when your statement is ready.

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

My AMP gives you fast, easy and secure online access to your banking, super, insurance and investments. You can keep an eye on your account and review your AMP investments whenever you want, online and using the AMP app. 

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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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