# Accessing Tax & Investment Statements

### Overview

Simplifying SMSF administration is a core part of the CTRLSuper experience. You can generate and download consolidated investment statements at any time. These documents provide a summary of your investment activity, distributions received, and portfolio valuations for tax reporting purposes.

### Steps

1. **Locate Tax Documents**\
   Navigate to the **Manage** tab and select **Tax Documents** from the Preferences list.
2. **Select Reporting Period**\
   Use the tabs at the top of the screen to choose the type of report you need:

   * **Annual:** For end-of-financial-year tax returns.
   * **Quarterly:** For interim reporting.
   * **Monthly:** For regular portfolio tracking.

   <figure><img src="/files/JVgZAKH0CnCBoY1RyfL1" alt=""><figcaption></figcaption></figure>
3. **Download Statement**\
   Find the specific date range you require (e.g., "March 2026") and tap the **Download** button.
4. **View Report**\
   The app will generate a PDF statement. This document includes:
   * **Portfolio Summary:** Opening and closing values.
   * **Investment Transactions:** A detailed ledger of all buy/sell activity and distributions.

### What Happens Next

The PDF will open on your device. You can save it to your files or share it directly with your accountant or SMSF administrator via your device's share menu.

{% hint style="success" %}
These statements are designed to be shared directly with qualified professionals for specific tax advice and SMSF compliance reporting.
{% endhint %}

### Need Help?

If you run into any issues, contact the CTRLSuper support team at <support@ctrlsuper.com.au>.


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