This article is designed to help you run any commissions reports you require for your EOFY (End of Financial Year) reporting and accounting needs.

The directions below cover all Residential and Commercial mortgage Commission, Insurance policies, and Asset Finance brokerage payments (including QuickAF). Asset brokers who also require reports of their VBI/Aggregator Commission shares will need to request those by raising a commissions enquiry in Mercury Nexus or emailing the [email protected].

Users with access to the Analytics App (typically directors and owners) can use it to produce an EOFY commissions report as follows:

This will give you a breakdown of the total commissions, upfront commissions and trail commissions received in that period.

You can export the data by selecting the 3 dots on the right hand side.

Users with Commissions Access can download their Residential/Commercial and Asset Finance Commission statements in bulk, and these can be used to obtain the data required.

At this time it is not possible to download consolidated commission statements from the Commission App, so users will need to manually consolidate the files.

To bulk download commission statements:

This will bulk download the individual monthly files into a zip file.

Users who do not have access to the Analytics App or Commissions Access will need to request reports from their business owner or another user who does have that access.

Connective is unable to delay or amend the timing of commission payments around the end of the financial year.

Brokers who wish to do this in order to align their payments with their business reporting needs should discuss this with their accountants to determine what can be done 'internally' to achieve the preferred outcome. Connective will process commission normally and make payments in line with our usual payment calendar at all times., including in cases where issues have led to commissions being paid outside of the broker's anticipated schedule.