Tax guides
Investors with investments in funds that have had distributions should receive:
- a Tax Statement Summary, and
- a comprehensive guide to help complete their tax return.
To assist investors who are completing their tax returns electronically, we have created an e-tax guide for the following BT products:
- Managed Fund tax guides
- Superannuation tax guides
- Retirement Plan tax guides
- Withholding and foreign tax guides
To submit your tax return online using e-tax, you will need to download the e-tax software, available from the Australian Tax Office's website www.ato.gov.au.
If you have redeemed, switched or transferred any part of your investment during the last financial year, you may also receive a Capital Gains Tax Statement and comprehensive guide to assist with completing your tax return.
Managed funds
For investors in BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, BT Balanced Deeming Fund, BT Global Share Fund, BT Wholesale Multi-manager and Partner Funds:
- A guide to your 2010-2011 BT Tax Statement (PDF 120KB)
- A guide to your 2010-2011 BT e-tax Tax Statement (PDF 150KB)
For investors in the BT Cash Management Trust, BT Premium Cash Fund and Westpac Cash Management Trust:
- A guide to your 2010-2011 BT Cash Tax Statement (PDF 95KB)
- A guide to your 2010-2011 BT e-tax Tax Statement (PDF 150KB)
If you withdrew, switched or transferred any part of your investment during the year:
Superannuation
For investors in BT Lifetime Super - Employer Plan and BT Business Super:
Retirement plans
- For investors in the BT Lifetime – Flexible Pension, BT Classic Lifetime – Flexible Pension and BT Complying Income Plan:
A guide to completing your 2008-2009 tax return (PDF 65KB)
Other guides
Managed Investment Trust (MIT) Withholding Tax for non-residents
There have been changes made to MIT Withholding Tax. BT provides an overview of the impact of these changes on investors.
Foreign Tax Guide
An overview of quarantined foreign losses and foreign tax credits for BT investors.
