Access taxation information

The trust's year end for taxation purposes is 30 June, at which time the net income and the components of the distribution are determined. The total annual distribution is advised in the Annual Tax Statement, mailed to investors in August. 

To access your Annual Tax Statement please login to InvestorServe or contact registry.

Withholding tax to be applied to foreign investors

The trust is a managed investment trust for the purpose of subdivision 12-H of the Taxation Administration Act 1953 (Cth). These components are provided solely for the purposes of subdivision 12-H and should not be used for any other purpose.

Distribution history for the purposes of subdivision 12-H:

View Current

View Historic

 

Taxation Guide

A taxation guide has been produced to assist investors in completing their income tax return. The guide provides general information only and should not be relied on, and does not constitute taxation advice.

View taxation guide >

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund, including account balance, distribution payment, statements, contact details and InvestorServe. Have your investor number (shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.