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Aware Super Future Saver Employer Sponsored and PersonalProduct Disclosure Statement 3 March 2024This Product Disclosure Statement (PDS) has been prepared by Aware Super Pty Ltd (referred to in this

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How to fill out understand your annual statement

01

Obtain a copy of your annual statement from your financial institution.

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Check the details of each investment in your portfolio to see how they have performed individually.

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What is understand your annual statement?

Understand your annual statement is a document that provides a summary of your financial activities for the year.

Who is required to file understand your annual statement?

All individuals and businesses that have financial transactions throughout the year are required to file an annual statement.

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To fill out your annual statement, you need to gather all your financial documents, such as income statements, expense reports, and receipts. Then, you can input this information into the designated sections of the form.

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The purpose of the annual statement is to provide a comprehensive overview of your financial status and help you track your income, expenses, and investments.

What information must be reported on understand your annual statement?

The annual statement should include details such as total income, expenses, assets, liabilities, and investments.

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