Tax guides

In July 2008, investors with investments in funds that have had distributions should receive:

  • a Tax Statement Summary, and
  • a comprehensive guide to help complete their 2007 - 2008 tax return.

To assist investors who are completing their tax returns electronically, we have created an e-tax guide for the 2007-2008 financial year for the following BT products:.

  1. Managed Fund tax guides
  2. Superannuation tax guides
  3. Retirement Plan tax guides

To submit your tax return online using e-tax, you will need to download the 2008 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 2007 - 2008 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:

Investors in the BT Wholesale Multi-manager and Partner funds will also receive the BT Wholesale Multi-manager and Partner Funds Tax statement guide, which explains the components of the distribution as detailed in the BT Tax Statement.

For investors in the BT Cash Management Trust, BT Premium Cash Fund and Westpac Cash Management Trust:

If you withdrew, switched or transferred any part of your investment during the year:

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Superannuation

For investors in the BT Lifetime – Personal Super, BT Classic Lifetime – Personal Super, BT Retirement Selection – Personal Super Plan, BT Superannuation Savings Fund or BT Superannuation Investment Fund:

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Retirement plans

For investors in the BT Lifetime – Flexible Pension, BT Classic Lifetime – Flexible Pension and BT Complying Income Plan:

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