Charter Hall Long WALE REIT (ASX: CLW)
CLW Simplification – Tax Outcomes Update
The Charter Hall Long WALE REIT (ASX:CLW) (the REIT) Notice of Meeting to Securityholders dated 10 July 2018, stated that the Responsible Entity of the REIT was in the process of obtaining a Class Ruling and Private Ruling form the Australian Taxation Office (ATO) in relation to the simplification of CLW and the move from three stapled-trusts to two stapled-trusts.
Following discussions with the ATO, the Class Ruling and Private Ruling Applications have been withdrawn by the Responsible Entity.
The tax outcomes for investors as a result of the simplification transaction are contained in the Tax Information Sheet which is located here.
The taxation outcomes are consistent with those outlined in the Notice of Meeting, dated 10 July 2018.
These outcomes are only relevant for CLW investors who were unitholders on 22 August 2018. Securityholders who were not on the register on this date can disregard this Tax Information Sheet.
The Tax Information Sheet has been provided to the ATO and the ATO have given a written undertaking to the Responsible Entity that the ATO will not apply further compliance resources to review the taxation outcomes, in instances where Securityholders adopt the treatment in the Tax Information Sheet.
Investors should consult the Tax Information Sheet and seek independent taxation advice if they are unclear on the taxation outcomes.
Some examples have been prepared to assist investors in applying the tax implications outlined in the Tax Information Sheet. These can be accessed here
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Contact Us
For general information or questions about your fund, please contact the Charter Hall Investor relations team:
Charter Hall Investor Relations
GPO Box 2704, Sydney NSW 2001
Email: reits@charterhall.com.au
Phone: 1300 365 585 (local cost)
Phone: +61 2 8651 9000 (outside of Australia)
Fax: +61 2 9221 4651
For general information or questions about your security holding, please contact our unit registrar.
Unit Registry
Link Market Services Limited
Locked Bag A14, Sydney South NSW 1235
Email: charterhall.reits@linkmarketservices.com.au
Phone: 1300 303 063 (local cost)
Phone: +61 1300 303 063 (outside of Australia)
When contacting the registry, you will need to quote your current address details together with your Securityholder Reference Number ("SRN") or Holder Identification Number ("HIN") as shown on your Issuer Sponsored or CHESS statements.
All personal information submitted will be treated in accordance with our privacy policy.
By registering and/or submitting personal data to Charter Hall, you agree that, where it is permitted by law and in accordance with our Privacy Statement or where you have agreed to receive communications from us, Charter Hall may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.
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