MyMoney Reporting

When it comes to reporting, MyMoney gives you total transparency.

You can access all your refund information in the Members Area of this website. This area is open for you 24 hours a day, 7 days a week. Log in details of how to access your account will be supplied to you on joining.

We are committed to being completely transparent about our service. All information is on display, including the amount of commissions received by us and the amount paid into your nominated bank account.

 

 

Monthly Activity Statements

At the end of each month, you can view your MyMoney activity statement. You are able to view your account both at a summary and detail level, including graphical views of activity by Fund Manager / Insurance Company and by the type of commissions received.

If you have further enquiries about your account, you can call the MyMoney Service Centre on 1300 655 143 between 9.00am and 4.00pm AEST on any business day.

 

Information you will receive

Welcome Information

Upon opening your account we wil email you a registration pack containing all the required forms to start the funds transfer process.

Servicing Adviser Transfer Forms

Contained in your registration pack or supplied when additional investments are added. These forms are necessary to nominate MyMoney as the servicing adviser on your investments.

Monthly Activity Statement

Every month your activity statements shows the refunds that have been transferred to your nominated bank account.

Members Login

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Phone: 1300 655 143Register Now Calculate your Refund

Full Transparency

MyMoney members are able to login through the secure login process to Monitor all commission activity on their financial products and underlying transactions.

Reporting

MyMoney members can obtain access to all activity statements and tax invoices.