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What reporting is available?

For clients:
  • Periodic statements (monthly / quarterly)
  • Transaction history
  • FX deal confirmations
  • Program return credits
  • Opening/closing balances by currency, and AUD equivalents.

For advisers:

  • Access to FinClear platforms which include client account‑level extracts (CSV/API) for platform integration including cash movement timestamps, rates applied and reconciliation flags.
  • Tax packs: Annual summary of program returns (income classification guidance),
  • Withholding tax data where relevant (e.g., U.S. source instruments feeding the pool, if applicable to CRP hedging—see Tax note).