Tax Information

DIF3’s year end for tax 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 October each year.

Please see below the current and historic taxation components. To access your Annual Tax Statement please contact registry.

Withholding tax to be applied to foreign investors

DIF3 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. Information for the purposes of assisting custodians and nominee companies to determine the appropriate level of withholding tax to be applied to foreign investors.

Distribution history for the purposes of Subdivision 12-H

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Taxation Guide

We have produced a taxation guide 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. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.

DIF4 is the fourth in the highly rated industrial fund series which initially launched in 2010

*Yield based on the forecast FY2018 distribution rate of 6.50 cents per unit. Distributions for future quarters may vary.
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