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Intelligent Investor Funds
Released 25 July 2023
The 2022/23 tax statements for Intelligent Investor Funds (IIGF, INES, INIF) have been emailed. Check your email by searching for 'InvestSMART Funds Management Limited AMMA Statement 2023' or 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. There are no tax statements for IISV for 22/23.
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 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
