Client Support
Reporting Services
We will provide your clients with regular information throughout the year to help keep them up to date with their investments.
Investors with managed funds up to $500,000
| The following information will be mailed to your client and is also available on Vanguard Online® | |
|---|---|
| Transaction confirmations | After each transaction |
| Transaction statements | Quarterly |
| Income distribution statements (Statements for High Yield Australian Shares, Diversified Bond and Cash Plus Funds are available quarterly) |
Half yearly |
Tax statements and guide 
Read PDF guide | Read FAQs |
After 30 June |
| Capital gains tax statement and guide
Read the PDF guide | Read FAQs |
After 30 June |
| Annual report | September |
| Helm newsletter | Quarterly |
| The following information is available on this website | |
| Fund performance and fact sheets | Monthly |
| After-tax reporting | Monthly |
| Unit prices | Daily |
| Income distributions | Monthly, quarterly or half-yearly depending on the fund |
Learn more about Vanguard Online® - our web service for Vanguard members. Advisers can use Vanguard Online to access up to date information on their clients' accounts.
Need help ?
Contact our Adviser Services team on 1300 655 205 between 8.00am and 6.00pm Monday to Friday, Melbourne time, or email us at adviserservices@vanguard.com.au
