Investment Reports
- Investment Unit Prices Report
- Strategic Asset Allocation Report
- Asset Allocation Pie Chart
- Defensive vs Growth Asset Allocation Pie Chart
- Asset Allocation Report
- Property Summary Report
Member Reports
- Priority Payment Minute
- Application to become a Member Form
- Consent to appointment as Trustee Form
- Transfer Balance Account Report Declaration
- Pension Payment Declaration Report
- Work Test Declaration
CGT Reports
- Detailed CGT Relief Schedule
- CGT Register
- CGT Relief Letter and Minute - Non Election
- CGT Relief Schedule
- CGT Relief Letter and Minute
- CGT Register Report
Reconciliation Reports
- Tax Reconciliation Summary Report
- How to reconcile with TCL Annual Tax Statement FY 2020?
- Capital Gains Reconciliation Report
- Exempt Pension Income Reconciliation Report
- Interest Reconciliation Report
- Deferred Tax Reconciliation Report
General Reporting
- Fact Finder 2022 Report
- Trustee ECPI Election minute
- Documents Screen
- Unable to generate a report in Simple Fund 360: Troubleshooting list.
- Fact Finder 2021 Report
- Hide/Unhide Member TFN/D.O.B in Reports