At MLC we're making it easier for you to find out everything you need to know about your statement.
Watch the video and then learn more about:
To help you manage your end-of-financial year, we've created the statement mailing calendar.
If you've chosen to receive your statements online, you'll receive an email notification from us on the mailing date. Otherwise allow 3-5 working days for statements to be delivered within Australia, and 14-21 working days for international deliveries.
Product | Statement Type | Available online & mailed by | Status |
---|---|---|---|
MLC MasterKey Business Super (Investor) | Annual Statement | 30 September 2024 |
Mailed |
MLC MasterKey Personal Super | Annual Statement | 30 September 2024 | Mailed |
MLC MasterKey Super and Pension Fundamentals | Annual Statement | 30 September 2024 |
Mailed |
MLC Wrap Super Series 2 MLC Navigator Retirement Plan Series 2 |
Half-yearly Super & Pension Statement | 12 February 2024** | Mailed** |
Product | Statement Type | Available online & mailed by | Status |
---|---|---|---|
MLC MasterKey Super and Pension Fundamentals | PAYG Statement | 12 July 2024 |
Mailed |
MLC MasterKey Super and Pension Fundamentals | Annual Statement | 30 September 2024 | Mailed |
MLC MasterKey Term Allocated Pension | PAYG Statement | 12 July 2024 |
Mailed |
MLC MasterKey Term Allocated Pension | Annual Statement | 30 September 2024 | Mailed |
MLC Wrap Super Series 2 MLC Navigator Retirement Plan Series 2 |
Pension Review Statement (PAYG) | 12 July 2024** | Mailed** |
MLC Wrap Super Series 2 MLC Navigator Retirement Plan Series 2 |
Half-yearly Super & Pension Statement | 12 February 2024** | Mailed** |
Product | Statement Type | Available online & mailed by | Status |
---|---|---|---|
MLC MasterKey Investment Service MLC MasterKey Investment Service Fundamentals |
Annual Statement | 24 July 2024 |
Mailed |
MLC MasterKey Investment Service MLC MasterKey Investment Service Fundamentals |
September Quarterly Statement | 31 October 2024 | Mailed |
MLC MasterKey Investment Service MLC MasterKey Investment Service Fundamentals |
December Quarterly Statement | 25 January 2024 | Mailed |
MLC MasterKey Investment Service MLC MasterKey Investment Service Fundamentals |
March Quarterly Statement | 24 April 2024 | Mailed |
MLC MasterKey Investment Service Fundamentals with External Fund Managers | Annual Tax Statement | 30 August - 31 October 2024* |
Mailed |
MLC MasterKey Investment Service Fundamentals with MLC funds only | Annual Tax Statement | 30 August 2024 | Mailed |
MLC MasterKey Investment Service with External Fund Managers | Annual Tax Statement | 30 August - 31 October 2024* |
Mailed |
MLC MasterKey Investment Service with MLC funds only | Annual Tax Statement | 30 August 2024 | Mailed |
MLC MasterKey Unit Trust | Annual Tax Statement | 30 August 2024 |
Mailed |
MLC MasterKey Unit Trust | Annual Statement | 24 July 2024 |
Mailed |
MLC MasterKey Unit Trust | September Quarterly Statement | 31 October 2024 | Mailed |
MLC MasterKey Unit Trust | December Quarterly Statement | 25 January 2024 |
Mailed |
MLC MasterKey Unit Trust | March Quarterly Statement | 24 April 2024 |
Mailed |
MLC MasterKey Unit Trust | Annual Financial Report | 19 August 2024 | Mailed |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 1 | 29 August 2024** |
Mailed** |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 2 | 19 September 2024** |
Mailed** |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 3 | 10 October 2024** | Mailed** |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 4 | 31 October 2024** | Mailed** |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 5 | 22 November 2024** | |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
Annual Tax Statement Run 6 | To be confirmed | |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
December Quarterly Investment Statement (IDPS) | 30 January 2024 | Mailed |
MLC Wrap Investments Series 2 MLC Navigator Investment Plan Series 2 |
March Quarterly Investment Statement (IDPS) | 30 April 2024** | Mailed** |
* We're unable to confirm the exact mailing date of your tax statement. This is because we need to receive income distributions and third party tax information prior to mailing. We will aim to deliver your statement between the noted timeframe.
** We’ve migrated MLC Wrap Series 2, MLC Navigator Series 2 and associated Badge products to Expand Extra and Expand Essential. For more information, refer to myexpand.com.au/faq
For your MLC Life Insurance statement, please refer to the MLC Life Insurance statement calendar
To access your MLC statements online, login to your online portfolio and then after clicking on Statements & letters, select your account from the drop down menu to view your statements.
If you currently receive your statements online, and would prefer to receive them in the post, you'll need to login to your secure online portfolio and change your preference to 'mail'. You can also contact us on 132 652 to change your preferences.