We're making it easier for you to complete your tax return this end of financial year. On this page you'll find details on when you can expect to receive your end of financial year statement, and other information to help you stay on top of your tax time to-do list.

When you’ll get your statement

Statements will be mailed on the dates set out in the 2021 statement mailing calendar. If there are any changes to the mailing dates, they will be updated on the mailing calendar. Please allow 5-7 working days for statements to be delivered within Australia, and 14-21 days for international deliveries.

If you haven’t received your Annual Letter (Income Protection and Business Expense) by 31st October 2021, please call us on 13 65 25, 8.30am to 6pm (AEDT) Monday to Friday to request a copy.

Viewing statements online

Insurance statements are available to download from the portal from the mailing date. See the mailing calendar to see if your statement will be available online.

To access the portal:

Customer

Adviser

2021 statement mailing calendar

To help you manage your end-of-financial year obligations, here’s when you can expect statements to be sent out.

  • Insurance
    Product Statement type Available online Mailing period
    MLC Insurance
    Annual Letter (Income Protection and Business Expenses)
    Yes Updated: From 30 August to 15 October 2021
    MLC Insurance (Super)
    PAYG Payment Summary
    No From 9 July to 14 July 2021
    MLC Insurance (Super)
    Tax Questionnaire
    Yes Updated: From 13 September to 15 October 2021

    MLC Insurance (Super)

    Annual Statement
    Yes Updated: From 27 September to 30 November 2021
    MLC Insurance (Super)
    Super Work Test Letter
    Yes From 1 August to 31 August 2021
    MLC Life Cover Super
    PAYG Payment Summary
    No From 9 July to 14 July 2021
    MLC Life Cover Super
    Tax Questionnaire
    Yes Updated: From 13 September to 15 October 2021
    MLC Life Cover Super
    Super Work Test Letter
    Yes From 1 August to 31 August 2021
    MLC Life Cover Super
    Annual Statement
    Yes Updated: From 27 September to 30 November 2021
    MLC Personal Protection Portfolio
    Annual Benefit Payment Letter
    No Updated: From 23 August to 15 October 2021
    MLC Personal Protection Portfolio
    Annual Letter (Income Protection and Business Expenses)
    Yes Updated: From 30 August to 15 October 2021
    Protectionfirst
    Annual Letter (Income Protection and Business Expenses)
    Yes Updated: From 30 August to 15 October 2021
    Protectionfirst (Super)
    PAYG Payment Summary No From 9 July to 14 July 2021
    Protectionfirst (Super)
    Annual Statement Yes Updated: From 27 September to 30 November 2021
    Protectionfirst (Super)
    Tax Questionnaire
    Yes Updated: From 13 September to 15 October 2021
    Protectionfirst (Super)
    Super Work Test Letter
    Yes From 1 August to 31 August 2021
    Blueprint Insurance
    Annual Letter (Income Protection and Business Expenses)
    No Updated: From 30 August to 15 October 2021
    Blueprint Insurance (Super)
    Annual Statement

    No

    Updated: From 27 September to 30 November 2021
    Blueprint Insurance (Super)
    Super Work Test Letter
    No From 1 August to 31 August 2021
    Blueprint Insurance (Super)
    Tax Questionnaire
    No Updated: From 13 September to 30 September 2021
    MLC Business Expenses
    PAYG Payment Summary
    No From 9 July to 14 July 2021
    MLC Capital Guaranteed Personal Super
    Super Work Test Letter
    No From 1 August to 31 August 2021
    MLC Convertible Protection
    PAYG Payment Summary
    No From 9 July to 14 July 2021
    MLC Convertible Protection
    Annual Benefit Payment Letter
    No Updated: From 23 August to 15 October 2021
    MLC Convertible Protection
    Annual Letter (Income Protection and Business Expenses)
    No Updated: From 30 August to 15 October 2021
    MLC Disablement Income Insurance
    PAYG Payment Summary
    No From 9 July to 14 July 2021
    MLC Disablement Income Insurance
    Annual Benefit Payment Letter
    No Updated: From 23 August to 15 October 2021
    MLC Disablement Income Insurance
    Annual Letter (Income Protection and Business Expenses)
    No Updated: From 30 August to 15 October 2021
    MLC EasyCover
    Annual Benefit Payment Letter
    No Updated: From 23 August to 15 October 2021
    MLC EasyCover
    Annual Letter (Disablement and Involuntary Unemployment)
    No Updated: From 30 August to 15 October 2021
    Group Insurance
    PAYG Payment Summary
    No Update: From 9 July to 21 July 2021

  • Investment
    Product Statement type Mailing period
    Blueprint Insurance (Super)
    Tax Questionnaire
    Updated: From 13 September to 15 October 2021
    Blueprint
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Breakthrough
    Annual Statement
    From February 2022
    MLC Capital Guaranteed Personal Super
    Tax Questionnaire
    Updated: From 1 December 2021 to 15 December 2021
    MLC Capital Guaranteed Personal Super
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Capital Guaranteed Savings Plan
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Capital Guaranteed Rollover Annuity
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Capital Guaranteed Collection Investment Bond
    Annual Statement
    Updated: From1 December 2021 to 15 December 2021
    Capital Guaranteed Collection Deferred Annuity
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Capital Guaranteed Collection Superannuation Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Combination Plan
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Dimension
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Dimension Accumulation
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Executive Dimension
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Financial Security Plan
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Investment Portfolio
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Investment Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Investment Linked Savings Plan
    Annual Statement
    From February 2022
    MLC Life 1
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Life II
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Link
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Maturity Growth Superannuation Plan
    Annual Statement
    Updated: From 11 October - 30 November 2021
    MLC Maturity Growth Plan
    Annual Statement
    Updated: From 11 October - 30 November 2021
    MasterKey Investment Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC MasterKey Rollover (Gold Star and Five Star)
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC MasterKey Superannuation Gold Star
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Rollover Parking Fund
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Rollover Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Rollover Parking Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Professional Access
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Portfolio Collection Investment Bond
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Portfolio Collection Superannuation Bond - External Trustee
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Portfolio Collection Rollover (Deferred Annuity)
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Portfolio Rollover (Deferred Annuity)
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Portfolio Superannuation Bond - External Trustee
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Rainbow Protection and Savings Annual Statement
    From February 2022
    MLC Savings Plan
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Universal Life
    Annual Statement
    From February 2022
    Wholesale - Ordinary Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    Wholesale - External Trustee
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
  • Retirement Income
    Product Statement type Mailing period
    MLC Fixed Term Pension
    PAYG Payment Summary
    From 9 July to 14 July 2021
    MLC Fixed Term Pension
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Guaranteed Income Plan
    PAYG Payment Summary
    Updated: From 9 July to 21 July 2021
    MLC Guaranteed Income Plan
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Immediate Annuity
    PAYG Payment Summary
    Updated: From 9 July to 21 July 2021
    MLC Immediate Annuity
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC MasterKey Annuity
    PAYG Payment Summary
    Updated: From 9 July to 21 July 2021
    MLC MasterKey Annuity
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Super Pension
    PAYG Payment Summary
    Updated: From 9 July to 21 July 2021
    MLC Super Pension Plan (former National)
    PAYG Payment Summary
    From 9 July to 14 July 2021
    MLC Super Pension
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
    MLC Super Pension Plan (former National)
    Annual Statement
    Updated: From 1 December 2021 to 15 December 2021
  • Whole of Life and Endowment
    Product Statement type Mailing period
    Endowment Tax Questionnaire Updated: From 13 September to 15 October 2021
    Endowment Super Work Test Letter From 1 August to 31 August 2021
    Endowment Annual Statement Updated: From 1 December 2021
    Endowment Annual Statement (External Trustee) Updated: From 1 December 2021 to 15 December 2021
    MLC Endowment Annual Statement Updated: From 11 October 2021
    MLC Endowment Annual Statement (External Trustee) Updated: From 11 October to 4 November 2021
    MLC Endowment Superannuation Tax Questionnaire Updated: From 13 September to 15 October 2021
    MLC Endowment Superannuation Super Work Test Letter From 1 August to 31 August 2021
    MLC Endowment Superannuation Annual Statement Updated: From 1 December 2021
    MLC Pure Endowment Annual Statement Updated: From 1 December 2021
    MLC Pure Endowment Annual Statement (External Trustee) Updated: From 1 December 2021 to 15 December 2021
    MLC Pure Endowment Superannuation Annual Statement Updated: From 1 December 2021
    MLC Pure Endowment Superannuation Tax Questionnaire Updated: From 13 September to 15 October 2021
    MLC Pure Endowment Superannuation Super Work Test Letter From 1 August to 31 August 2021
    Whole of Life Tax Questionnaire Updated: From 13 September to 15 October 2021
    Whole of Life Super Work Test Letter From 1 August to 31 August 2021
    Whole of Life Annual Statement From 1 February to 28 February 2022
    Whole of Life Annual Statement (External Trustee) From 1 February to 28 February 2022
    MLC Whole of Life Annual Statement Updated: From 1 December 2021
    MLC Whole of Life Annual Statement (External Trustee) Updated: From 1 December 2021 to 15 December 2021
    MLC Whole of Life Superannuation Super Work Test Letter From 1 August to 31 August 2021
    MLC Whole of Life Superannuation Tax Questionnaire Updated: From 13 September to 15 October 2021
    MLC Whole of Life Superannuation Annual Statement Updated: From 1 December 2021
    Longlife Annual Statement From 1 February to 28 February 2022

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