Statement dates and FAQs

Product	Dates
BT Invest and Panorama Investments	Annual Investment Statement – Early August to Late September 2025 Annual Tax Statement – Early August to Mid November 2025 If you have an adviser, please contact them for further questions.
BT Super Invest and Panorama Super	Annual Super Statement – Mid September to Early November 2025 If you have an adviser, please contact them for further questions.
Retail Investments	BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, BT Premium Cash Fund:  Issued in tranches from mid-July 2025 to late-July 2025 The above dates are indicative only and include both annual transaction and tax statements. Your statement(s) will be mailed to you unless you opt-in to receive electronic communications from us, which you can do online via the BT Online investor portal.  If you are receiving your statement(s) via mail, it may take 1-2 weeks from the issue date to arrive to you (i.e. as late as mid-August 2025)

 

Will I re­ceive a tax state­ment this year?

If your Fund(s) paid you any dis­tri­b­u­tions in this state­men­t’s fi­nan­cial year (ex­clud­ing dis­tri­b­u­tions paid ef­fec­tive 1 July, which are con­sid­ered part of the pre­vi­ous fi­nan­cial year), you will re­ceive a tax state­ment. We are not re­quired to pro­duce a tax state­ment if no in­come is paid. Please note that an in­crease in the value of your units as a re­sult of pos­i­tive per­for­mance does not con­sti­tute in­come.

For help with how to use your BT Tax Statement to complete your tax return, retail investors in BT Investment Funds, BT Investor Choice Funds, BT Classic Investment Funds, including investors in the BT Cash Management Trust, BT Premium Cash Fund, and the BT Investor Choice Cash Management Trust see our Tax Guides for 2024-25.

Will I re­ceive a cap­i­tal gains tax (CGT) state­ment this year?

Retail Investments

Retail Investment investors (including BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds) will no longer be issued CGT statements.

To assist with calculating any applicable CGT, you will be able to view and download your transaction history from our BT Online investor portal.

Information about calculating any applicable CGT is available at ato.gov.au, or you can speak to your tax accountant or financial adviser, if you have one.

BT Invest and Panorama Investments

If you re­deemed or switched any units in your Fund, or trans­ferred units to an­other in­vest­ment in this state­men­t’s fi­nan­cial year, you may re­ceive a CGT state­ment. We are not re­quired to pro­duce a cap­i­tal gains tax state­ment when no re­demp­tions, switches or trans­fers have oc­curred. Please note that an in­crease or de­crease in the value of your units as a re­sult of per­for­mance does not con­sti­tute a cap­i­tal gain or loss.

Where is my exit statement?

BT Panorama accounts

Please note that exit statements are only available for superannuation and pension accounts. Once your account has been closed you can login to your BT Panorama account and download a ‘full withdrawal pack’ from your document library.
Please note while your account is in the process of being closed you will be unable to access it.
Questions? Please contact your adviser or customer relations on 1300 881 716.

Asgard accounts

Exit statements are available for all Asgard accounts. Once your account has been closed, you will be mailed an exit statement.
Questions? Please contact your adviser or customer relations on 1800 998 185.

When is my Annual Tax Statement information sent to the ATO?

Annual Tax Statements for BT Panorama Investments and BT Invest accounts are being released in tranches. Once your Annual Tax Statement is available online, it can take approximately four weeks for the Annual Tax Statement information to be submitted to the ATO and appear in your MyGov account.