The annual reporting period is an important time of the year for you and your clients. So to help you manage your clients' expectations, here's when we expect to start issuing our 2021 annual reports:
|Pension review||8 July|
|June IDPS quarterly statements||16 July|
|Intention to claim a tax deduction||22 July|
|Annual tax statements||4 August|
|Annual IDPS statements||17 August|
|Annual superannuation member benefit statements||14 September|
A visual representation of when we expect to receive tax component information for various investment types. It also illustrates our anticipated timeframe for the delivery of statements, and how the type of assets your clients hold impacts when they receive their statement.
We're here to help
We'll continue to provide you further updates on the annual reporting process over the coming weeks. If you have any questions in the meantime, please contact FirstWrap Service and Support on 1300 769 619, 8am to 7pm, Monday to Friday, Melbourne time.
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This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL) based on its understanding of current regulatory requirements and laws as at June 2021. Colonial First State Custom Solutions is the registered business name of AIL. AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of The Avanteos Wrap Account Service which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank). The Bank and its subsidiaries do not guarantee the performance of AIL products or the repayment of capital by AIL.
Taxation considerations are general and based on present taxation laws and may be subject to change. AIL is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.
While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information strictly for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and ACA disclosure documents before making any recommendations. Investors should read the relevant PDS or IDPS Guide and ACA disclosure documents before making an investment decision and consider talking to a financial adviser. Investors can obtain FirstWrap PDSs and IDPS Guides from their adviser or firstwrap.com.au.
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