Tax Guides

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Our tax guides have been designed to help you complete the part of your tax return that relates to your Colonial First State investments. You will also need your Colonial First State tax statement.

Tax Guides

Tax return information statement guide

Use this guide if you have received any investment distributions during the financial year.
Capital Gains Tax Guide

Use this guide if you have switched money from one investment option to another or if you have made a withdrawal.
Account-Based pension income guide

Use this guide if you have received income from your Colonial First State Allocated Pension.
Term allocated pension income guide

Use this guide if you have received income from your Colonial First State Term Allocated Pension.

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Tax Guides

Tax return information statement guide

Capital Gains Tax Guide

Account-Based pension income guide

Term allocated pension income guide

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