Receive notification that your tax statement is available directly to your email
Save time and be notified when information relating to your investment is available.
If you’re not registered with Link Market Services – set up your account and log in. Once logged in, opt in to receive email notifications via the ‘Communication Preferences’ tab by selecting ‘All communications electronically’.
If you’re already registered with Link Market Services – update your communication preferences to ‘All communications electronically’.
Betashares is happy to assist investors who wish to elect to receive electronic communications. Please provide the requested details and we can arrange this for you.
Alternatively, follow the set-up guide.
Annual tax statements
If your Betashares investment has paid a distribution during the last financial year, an annual tax statement will be issued. You may receive your statements separately if you invest in multiple funds.
Statements are now available via Link Market Services’ Investor Centre.
ETF Distributions – FAQs
AMIT Framework
ETFs are structured as a form of a pooled unit trust structure in which investors may purchase units in order to get exposure to the underlying assets held by the unit trust.
In 2016, the Federal Government made changes to the income tax applied to pooled unit trusts. The responsible entity of a trust can choose to apply what are known as the attribution rules in Division 276 of the Income Tax Assessment Act 1997 (ITAA 1997) to become an Attribution Managed Investment Trust (AMIT).
Betashares has an intention to elect all our funds to be governed by the AMIT rules, where eligibility criteria are met. Below are some FAQs that help to explain what the AMIT rules mean for you as an investor in one of our funds.
AMIT - FAQs
TOFA - Taxation of Financial Arrangements
TOFA stands for “Taxation of Financial Arrangements” and came into effect on 1 July 2010. The intention of the TOFA rule is to deal with the gains and losses arising from financial arrangements to better align the tax outcome with the commercial and accounting outcomes. Generally, it is expected that the application of TOFA rules will effectively spread the gains and losses, as appropriate, over the life of a financial arrangement in most cases.