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I’ve bought AU shares, and have never sold any this year or in previous years
Pearler are not tax advisers.
This material has been prepared for informational purposes only, and is not intended to provide you with personal taxation advice. The information contained herein is general in nature and you should consult your own tax advisers before taking any action.
AU Investments made through Pearler are CHESS-sponsored, which means ownership of your shares is directly assigned to you. This direct ownership also means that you have a direct relationship with CHESS, each company/ETF that you are invested in and their responsible share registries.
Tax on Dividends and Distributions
ATO Pre-filling
If you’ve been investing in AU shares or ETFs, your dividends and distributions data should be pre-filled to the ATO if you have provided us with your TFN.
Log in to Pearler to confirm whether you have provided your TFN
Share registry statements
Whether or not your data was pre-filled, the share registries will always release dividend or managed investment distribution statements around the first week of August to help with your tax return.
How do I download my share registry tax statements?W-8 BEN
Depending on your circumstances, if you have any US-domiciled investments (i.e. ASX:VEU & ASX:VTS), you may need to fill out a W-8 BEN form via your share registry to avoid being taxed twice. As tax information can change, you should always refer to the Product Disclosure Statement (PDS) to learn where your investment is domiciled.