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With the end of the financial year approaching, here’s a summary of how the My Resolution Life portal can assist with your clients' needs:

Download the Certificate of Currency
Note: The Certificate of Currency can only be downloaded once within a 24-hour period. 
 

Request for a Centrelink Schedule
Note: The Centrelink Schedule takes approximately 3-5 business days to appear in portal and can only be requested once within a 24-hour period for your customer.
 

Income Protection (IP) statements will be available by the end of August 2024.

 

The end of financial year hub has been updated to provide your clients with helpful how-to guides to access the above documents and information on how to make their 2023-24 EOFY contributions.   

To help you navigate the portal, refer to our helpful guides in our Help Centre.

 

Easy navigation of the Resolution Life website

Insurance
Helping our customers understand their insurance type with Resolution Life 
 

Superannuation
Once you select your customers’ product, you will be directed to the products performance and latest unit prices.
 

Retirement
Once you select your customer’s product, you will be directed to the products fund information.
 

Investment
Once you select your customer’s product, you will be directed to the products fund information.
 

Conventional products
 

Maturities and Withdrawals
Helpful information to assist your customer’s in either their maturity or withdrawal journey.
 

EOFY

You can access the following End of Financial Year (EOFY) documents in My Resolution Life portal and instructions for each are documented below:

Income Protection (IP) Tax statements

IP tax statements are automatically generated by mid-July for open policies only.

To access these statements:

1.    Log in to My Resolution Life portal.
2.    Statements and correspondence →  View Client statements and correspondence

 

3.    Enter the client’s policy number or contract number

 

4.    Once you select Search, the relevant statements will be available for downloading.

If the policy is closed and you require access to the documents, please Contact us.

Certificate of Currency

1.    Log in to My Resolution Life portal.
2.    Search for the client’s name or policy number
3.    Click on the returned results to go to the client’s dashboard.

On the client’s dashboard, 
4.    Documents and Forms → Certificate of currency

 

5.    Download certificate.  

 

Note that you can only download one certificate every 24 hours.
 

Centrelink schedule

1.    Log in to My Resolution Life portal.
2.    Search for client’s name or policy number
3.    Click on the returned results to go to the client’s dashboard. 

On the client’s dashboard, 
4.    Documents and Forms → Centrelink schedule  

 

5.    Select the check box and Submit

 

Please allow 3-5 business days for your request to be processed
 

Important information

Any advice and information on this website is general in nature and is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), which is part of the Resolution Life Group. Resolution Life can be contacted on 133 731 or via the contact us page. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters as well as the relevant product disclosure statement (PDS) or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision about the product. Consider speaking to a financial adviser if you have any concerns.

If you decide to purchase or vary a financial product, Resolution Life and/or other companies within the Resolution Life Group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.