"Reporting" is a term used to describe the reports you will receive through the mail, via email and via the internet.

Reports/Communications you will receive in the mail 

*Reports/Communications you will receive from 50Plus on a quarterly basis

• Valuation Report - this report will provide you with an updated value of your investments
• Performance Report - this report will provide you with updated investment performance of your investments.
• Transaction Report
• Asset Allocation Report
• 50Plus Newsletter

*clients may customise their reporting to suit their needs by selecting the individual reports they would like to receive.

As well as the above reports, our 50Plus Managed clients will also receive various reports/newsletters from the fund manager(s) who are investing their funds. 

Reports you can access via our web site

Clients can access almost all online reports through the 50Plus web site however, the actual link you need to take you to the correct area will depend on whether you are a 50Plus Managed client or a 50Plus Direct client. In both instances, you will need to have your password and PIN numbers ready.

If you are a 50Plus client, you can access your account(s) here.

As part of the 50Plus service program, most clients will be able to access the following type of accounts through our web site;

• professionally managed investments (50Plus Investment clients)
• professionally managed superannuation accounts (50Plus Super clients)
• professionally managed pension clients (50Plus Pension clients)
• all self managed super fund (SMSF) clients
• all 50Plus Direct clients holding directly held assets

For most accounts, you will be able to access the following information;

• investment values
• where your funds are invested, ie how much is invested in shares, property, fixed interest, cash, etc
• portfolio transactions
• tax information
• investment manager details