InvestSMART

When and how will I receive my tax statement?

Question

How do I get my 19/20 tax statement?

Answer

Tax statement information for PMA, SMA, INIF, INES and Small Companies Fund

Please see below the dates for tax statements regarding the 2019/20 financial year to be released to investors. We will be issuing all statements via email so please ensure that your details are current to avoid delays.


Professionally Managed Accounts (PMA) - Released as of October 2020

Investors have been emailed these documents directly, but they are also available in the My Account section under the heading Tax Statements.


Separately Managed Accounts (SMA) - Due 15th October 2020

Investors will be emailed these documents directly once available.


Intelligent Investor Income Fund (ASX:INIF) - Released as of August 2020

Investors have been emailed these documents directly by Registry Direct, but they are also available from the Registry Direct website under the Communications Tab.

Intelligent Investor Ethical Share Fund (ASX:INES) - Released as of 2020

Investors have been emailed these documents directly by Registry Direct, but they are also available from the Registry Direct website under the Communications Tab.

Intelligent Investor Australian Small Companies Fund - Released as of 2020

Investors have been emailed these documents directly by Registry Direct, but they are also available from the Registry Direct website under the Communications Tab.

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Tom Wilson
Tom Wilson
Product Specialist