Key information, tools and guidance to help your clients take action and access what they need.
Supporting your EOFY client conversations
EOFY is a key time to support clients with:
- Reviewing their insurance cover
- Checking their super and investment approach
- Accessing key documents and account information.
Key document access through My Resolution Life
Your clients can manage their account and access documents for EOFY tasks through the My Resolution Life portal.
- Access and manage their account
- View policy details, statements and correspondence
- Download Centrelink schedules
- Request and download via the portal
- May be required for Age Pension assessments
- Review super and investments
- Check how their super is invested
- Review their latest statement
My Resolution Life portal makes it easy to access essential information.
EOFY documents for your clients
Documents are generally issued after 30 June once EOFY processing is complete.
Your clients can access the following from the My Resolution Life customer portal.
You should also be able to access these at the same time.
| Documents | Will be available from | Notes for My Resolution Life portal access |
| Certificate of Currency | July 2026 | This may take up to 3-5 business days, for applicable products this could be instantly available. |
| Request for a Centrelink Schedule | July 2026 | This may take 3-5 business days to appear in portal. |
| Income Protection (IP) statements | end of July 2026 |
If your client cannot locate their EOFY documents, you can request a copy online Online enquiry form - Resolution Life.
Personal contributions and insurance payments can be made within the My Resolution Life portal.
Your clients can access this EOFY page for key information and steps on how to self serve through My Resolution Life portal, including managing their account, reviewing their super, and downloading documents such as Centrelink schedules.
To help you navigate the portal, refer to our helpful guides in the FAQ’s.
If your clients want to access these documents online directly, they can log in to My Resolution Life to retrieve their documents.
Easy navigation to product resources
- understanding Insurance
- Superannuation performance and unit prices
- Retirement product details
- Investments
- Conventional products
- Maturities and Withdrawals
You can access the following EOFY documents in My Resolution Life portal by following these step-by-step instructions:
Income Protection (IP) Tax statements
IP tax statements are automatically generated from late 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.
4. On the client’s dashboard, Documents and Forms → Certificate of currency
5. Download certificate (if instantly available, otherwise submit request)
Please allow 3-5 business days for any submitted request to be processed.
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.
4. On the client’s dashboard, 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
Where the information on this website is factual information only, it does not contain any financial product advice or make any recommendations about a financial product or service being right for you. Any advice is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the product disclosure statement and policy document for the product. Any guarantee offered in the product is only provided by Resolution Life. Any Target Market Determinations for our products can be found at resolutionlife.com.au/target-market-determinations.
Resolution Life does not make any representation or warranty as to the accuracy, reliability or completeness of material on this website nor accepts any liability or responsibility for any acts or decisions based on such information.
Resolution Life can be contacted at resolutionlife.com.au/contact-us or by calling 133 731.
