Taxation Statement Guide

The Taxation Statement Guide provides Australian resident individual investors with general information about their tax return.

It is recommended that you read the Taxation Statement Guide before preparing a taxation return. You should seek professional tax advice if you have any questions in relation to the preparation of your income tax return.

Download the AMIT Member Annual Statement Tax Guide

Download the Taxation Statement Guide

Common questions about Taxation

  • This distinction is only relevant to non-residents. A non-resident for Australian tax purposes is only subject to Capital Gains Tax on assets classified as Taxable Australian Real Property.

  • You may be able to, depending on your individual circumstances. Contact the Australian Tax Office (ATO) on 13 28 61 or visit www.ato.gov.au for a copy of the relevant form to claim your imputation credits and check the eligibility criteria.

  • The tax guide has been prepared as general information only and relates to the ‘current year tax return for individuals’. Therefore, the above entities may need to make adjustments to the information provided.

  • All mytax enquiries including tax over the telephone should be made directly to the ATO. The personal Tax Infoline is 13 28 61. Alternatively visit the ATO website www.ato.gov.au. or the E-Tax website www.ato.gov.au/individuals.

  • Capital gains can occur when an asset in a fund is sold. The fund is required to distribute all taxable income, including any net capital gains. You should include these capital gains when completing your tax return.

  • This will represent a foreign-source dividend received from a stock listed on the Australian Stock Exchange, for example, News Corporation which have operations offshore and pay foreign sourced dividends.

    ^The Benchmark Index for the BlackRock Australian Share Fund is the S&P/ASX 200 Accumulation Index.

  • Under the Privacy Act we are unable to disseminate information about you and/or your investments with us to any other party unless we have received written authorisation from you to do so.

  • If you have not received your tax statement, please contact the BlackRock Client Service Centre on 1300 366 100 or email us at clientservices.aus@blackrock.com

  • Under the Privacy Act we are unable to disseminate information about you and/or your investments with us to any other party unless we have received written authorisation from you to do so.

  • Generally, investments which are redeemed within twelve months of acquisition are not entitled to concessional treatment, and the whole amount of any gain may be taxable. You should speak to your financial adviser or taxation consultant as your ultimate capital gains tax position will depend on your overall investment activity for the year.