2020/21 Tax Statements
You can access your PMA tax statement when you log into your InvestSMART account.
Go to My Account > Tax Statements.
Here is a shortcut:
https://www.investsmart.com.au/account/investments/tax-statements
What has been released?
InvestSMART PMAs - October 2021
Investors have been emailed these documents, but they are also available in your account section.
Go to My Account > Tax Statements.
Here is a shortcut:
https://www.investsmart.com.au/account/investments/tax-statements
Intelligent Investor Ethical Share Fund (ASX:INES) - August 2021
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 Growth Fund (ASX:IIGF) - August 2021
Investors have been emailed these documents directly by Registry Direct, but they are also available from the Registry Direct website under the Communications Tab.
InvestSMART Australian Growth Fund - August 2021
Investors have been emailed these documents directly by Registry Direct, but they are also available from the Registry Direct website under the Communications Tab.
Previous year release dates:
As a guide for upcoming financial years, please see below the dates for tax statements regarding the 2019/20 financial year and when they were released to investors. We issue all statements via email so please ensure that your details are current to avoid delays.
Professionally Managed Accounts (PMA) - Released 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) - Released October 2020
Investors will be emailed these documents directly once available, but they are also available in the My Account section under the heading Tax Statements.
Intelligent Investor Income Fund (ASX:INIF) - Released 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.