Reports

Performance, portfolio and tax reports prepared for you.

H1 2026 Performance Report
Period
Jan–Jun 2026
Type
Performance
Published
15 Jul 2026
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FY 2025–26 Tax Statement
Period
Apr 2025 – Mar 2026
Type
Taxation
Published
20 May 2026
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Annual Plan Review 2025–26
Period
Apr 2025 – Mar 2026
Type
Plan
Published
30 Apr 2026
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Q1 2026 Portfolio Statement
Period
Jan–Mar 2026
Type
Portfolio
Published
10 Apr 2026
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