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InvestSMART PMAs
Tax Statements are usually available early September.
How to view
Click here.
Or check your email or access your previous and current InvestSMART PMA tax statement(s) from the online platform.
Here is a shortcut:
Why mid to late September?
We must wait for the final distribution breakdowns from the underlying investments to ensure that we correctly provide you with the details for income tax, capital gains tax, franking credits and much more that is not available until September.
Don't have an InvestSMART PMA? See below.
Intelligent Investor Funds
Released 29 July 2024
The 2023/24 tax statements for the II Funds (IIGF, INES, INIF and IISV) have been emailed. Please check your email (search for emails from comms@linkmarketservices.com.au).
You can also access the share registry (see How to access the Share registry) below.
Note:
Only investors who hold units on June 30 and have received a distribution during the financial year will receive a tax statement.
Historical Tax Statements
All previous tax statements for Intelligent Investor funds have been emailed to you. Please check your email (search for emails from noreply@registrydirect.com.au ) to find these historical tax statements.
If you still cannot locate a historical tax statement, email invest@investsmart.com.au along with your details, and we will attempt to send it to you.
Currently, the share registry does not hold any historical tax statements.
All units for IIGF, INES, INIF and IISV are now held through MUFG Pension & Market Services (formerly Link Market Services). Therefore, we no longer use Registry Direct as of 23/03/2022.
How to access the share registry
If you already have a login with MUFG Pension & Market Services, you can log in here.
How to register your holdings on MUFG Pension & Market Services
If you don't have a login with MUFG Pension & Market Services, go here to register.
When registering your holding on MUFG Pension & Market Services:
Search for the fund and enter ISFM (InvestSMART Funds Management) as the issuer.
Enter your HIN (starts with an X) or SRN (starts with the letter I)
Enter your postcode
Screenshot of example
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InvestSMART Australian Growth Fund
Available August 2021
Please note: InvestSMART Australian Growth Fund is now the Intelligent Investor Growth Fund (ASX:IIGF)
All previous tax statements for Intelligent Investor funds have been emailed to you in August 2021. Please check your email to find these historical tax statements. If you still cannot locate a historical tax statement, email invest@investsmart.com.au along with your details, and we will attempt to send it to you.