Where art thou tax report?

Every year following 1 July , the fund managers compile their tax information for unit holders.  Once ready this is passed onto the platforms (Netwealth and Macquarie) which is then collated and applied per investment held in your account. As such tax reports, have historically, been ready between September and October.

Once available we will forward them to you or, should you wish, directly to your accountant/ super administrator.



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