I want on line statements to follow each financial year for our SMSF .
I want on line statements to follow each financial year. The current offer is in 6 month lots of transactions with a silly little calendar box which is fiddly to use. Or you have to request a statement (again in a 6 month block) which takes 3 business days.
Our accountant requires year end statements plus months 1 and 2 of the next financial year and getting this on UBank is a pain.
Moving money between NAB accounts is easy though.
Hi there! Thanks a lot for your feedback. I have raised it with our team for reviews. For the time being, when you request statements, you can request for yearly ones on your internet banking. To make it easier for your accountant, you may look into submitting an audit request if you like. The form is easily accessible on our website under Support -> FAQs -> All Forms. ^Catherine