Where art thou tax report?

It’s August and you haven’t received your tax report yet.


FY21 is the first full financial year in which many may be eligible to claim COVID-19 related expenses, and no doubt may of you are compiling the paperwork to get lodgements in well and truly prior to the 31 October deadline.

Unfortunately your investment tax reports are not ready just yet. Every year following 1 July , the fund managers compile their tax information for unit holders. Once ready this is passed onto the platforms (Netwealth and Macquarie) which is then collated and applied per investment held in your account. As such tax reports, have historically, been ready between mid- September and October.


Once available we will forward them to you or, should you wish, directly to your accountant/ super administrator.


Any questions, please do not hesitate to contact us (02) 82161777 or clientservices@sovereignwp.com



Disclosure Statement: This communication has been approved and issued by Sovereign Wealth Partners Pty Ltd ABN 18 607 071 367 Corporate Authorised Representative (No. 001233909) of Sovereign Capital Pty Ltd ABN 44 164 127 833, AFSL 456235.


General Advice Warning: Any advice included in this article and associated links is general in nature and does not take into account your objectives, financial situation or needs. If a product we recommend has a Product Disclosure Statement (PDS), you should read it before making a decision. Past performance is not a reliable indicator of future performance. We do not endorse any information from research providers that we provide to you, unless we specifically say so.

Subscribe to Sovereign
Subscribe to receive monthly news updates and exclusive articles written and curated by our advisers including financial market highlights, political action and lifestyle pieces.
Featured Posts
Recent Posts