Help your client with any documents or forms they may need

• I need a form or product disclosure statement
• I want my client’s tax statement
• I want to download a report with all my client’s personal and policy information
• I want to generate a certificate of currency for my client
• I want to see my client’s policy schedule or annual review notice

I need a form or product disclosure statement

Visit Documents and Forms for all forms and product disclosure statements.

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I want my client’s tax statement

There are several statements we provide that can be used for tax purposes.

For most policies, you can access your client’s latest tax statements online.

• Select Clients and then Client list in the navigation menu.
• Search and select a client.
• Select the Documents tab.
• Select Download next to the statement.

If you require an annual statement for an SMSF owned policy, please send a request to enquiries.retail@mlcinsurance.com.au or call us on 13 65 22 between 8.30am to 6pm (AEST/AEDT), Monday to Friday.

For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST/AEDT), Monday to Friday.

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I want to download a report with all my client’s personal and policy information

For most policies, you can generate a client report from the reporting tab online.

For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST/AEDT), Monday to Friday.

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I want to generate a certificate of currency for my client

For most policies, you can generate a certificate of currency in the document tab online.

• Select Clients and then Client list in the navigation menu.
• Search and select a client.
• Select Download Certificate of currency.

For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST/AEDT), Monday to Friday.

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I want to see my client’s policy schedule or annual review notice

For most policies, you can access your client’s latest annual review online.

• Select Clients and then Client list in the navigation menu.
• Search and select a client.
• Select the Documents tab.
• Select Download next to the statement.

For all other policies: Please give us a call on 13 65 22 between 8.30am to 6pm (AEST/AEDT), Monday to Friday.

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We’re here to help

If you need help with any of the following, we may have options available:

• Your client wants to decrease, increase, or alter their insurance cover.
• Your client's circumstances have changed, and so you need to support them to make a change to their policy.

For more information, please call us on 13 65 22. We’re available to help you between 8:30am and 6pm (AEST/AEDT).

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