InvestSMART

InvestSMART PMA tax statements

Question

Hi, This is the first time I've gone through a tax return with Investsmart as I have 2 portfolios. Do I get a tax statement? What do I need to give to my tax agent? Kind regards, Greg 

Answer

Hi Greg,

We anticipate the tax statements for the InvestSMART PMA accounts will be released (and emailed to all clients) in early September. The reason why we cannot release them earlier is we need to wait for the underlying holdings to report so we know the tax components for their distributions.

Regards,

Mitchell Sneddon

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Mitchell Sneddon
Mitchell Sneddon
Head of Portfolio Services