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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.

2017/18 Tax Information for Managed Investments

Your 2017-18 Tax Return Information Statement now includes additional financial information relating to managed investment trusts.

From 1 July 2017, eligible Colonial First State trusts have joined the Attributed Managed Investment Trust regime (AMIT) and as a result these trusts are required to issue an attribution managed investment trust member annual (AMMA) statement.

 

You will see some updated tax labels and components to comply with the Australian Taxation Office (ATO)’s reporting requirements for managed investment trusts.

 

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 2018 and the Individual tax return instructions supplement 2018 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.