If you have a PMA opened in the name of a company, you will receive a PMA annual statement but no tax summary.
Tax summaries are not included in statements issued to companies.
Companies can use the following reports included in the package to complete their annual accounts, and therefore their tax returns:
Investment Income Detailed Report
this report provides the breakdown of any dividends received during the year
Distribution Reconciliation Report
this report provides the breakdown of any distributions received during the year
Realised Capital Gains
provides details of any capital gains during the year, and the split between discount and other gains
If you have a Company that is a Not for Profit or registered as a charity, you can email invest@investsmart.com.au and we can provide you with more tax information to meet your requirements.