Available October 2021
Access your InvestSMART PMA tax statement from the online platform.
Above: Screenshot of how to access PMA tax statement
Log in, and go to My Account > Tax Statements.
Here is a shortcut:
Don't have an InvestSMART PMA? See below.
Intelligent Investor Funds
Only investors who hold units on June 30 and have received a distribution during the financial year will receive a tax statement.
All previous tax statements for Intelligent Investor funds have been emailed to you. Please check your email (search for emails from firstname.lastname@example.org ) to find these historical tax statements.
If you still cannot locate a historical tax statement, email email@example.com along with your details, and we will attempt to send it to you.
Currently, the share registry does not hold any historical tax statements.
For the 2021/22 tax statements, these will be sent to you by the share registry and will also be available for download from the share registry's website:
All units for IIGF, INES and INIF are now held through 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 Link, you can log in here.
How to register your holdings on Link Market Services
If you don't have a login with Link, go here to register.
When registering your holding on Link 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
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 firstname.lastname@example.org along with your details, and we will attempt to send it to you.