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Our tax guides have been designed to help you complete the part of your tax return that relates to your Colonial First State investments. You will also need your Colonial First State tax statement.

2019/20 Tax Information for Managed Investments

To help you understand your end-of-financial year information, we have prepared the following tax guides. The guides should be used in conjunction with the Individual tax return instructions 2020 and the Individual tax return instructions supplement 2020 provided by the ATO when you complete your tax return.

Tax guides

Tax Return Information Statement guide

Use this guide if you have received any investment distributions during the financial year.

Allocated Pension income guide

Use this guide if you have received income from your Colonial First State Allocated Pension.

Capital Gains Tax Guide

Use this guide if you have switched money from one investment option to another or if you have made a withdrawal.

Term Allocated Pension income guide

Use this guide if you have received income from your Colonial First State Term Allocated Pension.