Upon investing you will receive a receipt confirming your investment sum and a holding statement confirming the number of units you have been issued with.
Every time you are issued with more units you will receive an updated holding statement.
A month or so after financial year end you will receive a tax statement that summarises how to handle your distributions for Australian tax purposes.
You should provide this to your accountant to assist in the completion of your annual income tax return.
You will also be provided with an annual investment statement that summarises the movements in your investment account and confirms the balance at year end.
Naturally, if you require any further or specific information about your investment then simply call the office on 03 8592 0270 during business hours and the management team will be pleased to assist.
