InvestSMART PMAs

Estimated to be available Mid to Late September 2022

Access your previous and current InvestSMART PMA tax statement(s) from the online platform.

Screenshot of how to access PMA tax statement
Above: Screenshot of how to access PMA tax statement 

Log in, and go to My Account > Tax Statements.

Here is a shortcut:

Tax Statements - InvestSMART

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

Estimated to be available around August 2022

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 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.

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:

  1. Search for the fund and enter ISFM (InvestSMART Funds Management) as the issuer.

  2. Enter your HIN (starts with an X) or SRN (starts with the letter I)

  3. Enter your postcode

Screenshot of example

Need Help?

See Link's FAQ or contact them directly.


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.

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