How do I access tax (and other) statements?

  1. Log in at https://portal.passiveincomefund.com/py/sys.pyc
  2. Select Statements tab
  3. Click ‘View records’ for all records;  or
  4. Click ‘Filter’ for selected records
  5. Click the Download icon to download the statement


Note: The Fund’s tax year is 1 Jan to 31 Dec.

When completing your Aus 30 June tax return you use the data on the previous 31 Dec tax statement
(e.g. 30 June 2023 uses 31 December 2022).

Complete your tax return using information provided on the tax statement, not the redemption statement.

We report to the ATO what is on the tax statement. The distribution statement does not differentiate between capital and income, and the timing of distributions ‘declared’ and ‘paid’ may mean the totals cannot be reconciled.

General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the Product Disclosure Statement (dated 4 July 2018) issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Passive Income (USA Commercial Property) Fund. PropertyInvesting.com Pty Ltd is an authorised representative of Plantation Capital Limited ABN 98 096 059 353, AFSL 339481. Past performance is not a guarantee of future performance.