Managed Funds End of Year Distribution Statements

Discussion in 'Shares & Funds' started by pjb89, 29th Jul, 2006.

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  1. pjb89

    pjb89 Active Member

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    Hiya all

    I am in the throes of getting my paperwork in place for my tax return and am yet to recieve my NavraInvest end of year distribution statements showing distributions and taxes etc.

    I assume that these have all been mailed out, but due to my working overseas this is still on its way. Can anyone please advise whether or not they have recieved their yet?

    Pedro
     
    pjb89, 29th Jul, 2006
    #1
  2. Alan__

    Alan__ Well-Known Member

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    Hi Pedro.

    No.....I haven't received my Statement either. Thanks for reminding me about tax preparation time though. :eek: :rolleyes:

    I just checked and last year it was dated 28/7/06 so I would expect it would be arriving early next week at the latest.
     
    Alan__, 29th Jul, 2006
    #2
  3. Simon Hampel

    Simon Hampel Founder Staff Member

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    I got a statement the other day showing my sales transaction summary and capital gains for the financial year, but haven't yet seen the distribution statement.
     
    Simon Hampel, 29th Jul, 2006
    #3
  4. perky

    perky Well-Known Member

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    Guys, I rang Theresa on Friday - its being sent on the 28th so should be in your mailbox Monday or Tuesday.
     
    perky, 29th Jul, 2006
    #4
  5. Jenny__

    Jenny__ Well-Known Member

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    thanks perky, saves me ringing T myself.

    All tidied up and ready for appointment for tax next Monday, the only thing missing is the statement from navra.
     
    Jenny__, 1st Aug, 2006
    #5
  6. Smartypants

    Smartypants Well-Known Member

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    Still waiting. Has anyone received their statements yet.

    Got the statement from my margin lender, but not actually from Navra.
     
    Smartypants, 2nd Aug, 2006
    #6
  7. Jenny__

    Jenny__ Well-Known Member

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    "The Navra Fund Tax statements are now expected to be finalised by the end of the week, so you should receive them in the post by early next week.



    Kind Regards



    Teresa Cowley"


    emailed to a friend today


    cheers
    Jenny
     
    Jenny__, 2nd Aug, 2006
    #7
  8. pjb89

    pjb89 Active Member

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    Guys

    Just recieved mine today.....

    Pedro
     
    pjb89, 7th Aug, 2006
    #8
  9. Smartypants

    Smartypants Well-Known Member

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    Has everyone got their statement yet. Still waiting. Wouldn't mind so much but had to cancel accountant appointment as I thought would have it by now.

    Probably my fault for booking appointment without having statement yet.

    Oh well.
     
    Smartypants, 9th Aug, 2006
    #9
  10. Simon Hampel

    Simon Hampel Founder Staff Member

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    I got mine today.
     
    Simon Hampel, 9th Aug, 2006
    #10
  11. Farrer

    Farrer New Member

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    I'm still waiting for mine. Already sent everything else to my accountant, just waiting on this.
     
    Farrer, 9th Aug, 2006
    #11
  12. Bob__

    Bob__ Well-Known Member

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    EOY Statements

    Yeah, mine is in and is faxed off to the accountant.

    Bob
     
    Bob__, 9th Aug, 2006
    #12
  13. TwoDogs

    TwoDogs Well-Known Member

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    Got some, but with 2 entities using 3 differnent margin lenders, it takes a while to get them all !

    Still missing other MF statements so just have to keep Mr Accountant waiting.
     
    TwoDogs, 9th Aug, 2006
    #13
  14. Cozican

    Cozican New Member

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    For anyone still awaiting their Yearly Tax Statement from NFS and have Margin Loans through BT Margin Lending, this may be of interest to you. I have received this email following an enquiry as to when the statements my be issued.

    "Thank you for your email. Tax statements for NavraInvest were sent out last week on Monday.

    It looks like what has happened is that because BT Margin Lending have requested that NavraInvest send all client correspondence to BT Margin Lending, the tax statements for all Navra unit holders under BT have been directed to BT Marging Lending. Judging from the flood of queries NavraInvest has had from BT unit holders requesting their tax statements, it looks like BT Margin Lending have not forwarded them to unit holders.

    For your convenience, please find attached your 05/06 tax statement for NavraInvest."

    The helpful staff at Navra were king enough to attach the tax statement as a PDF attachment.
     
    Cozican, 17th Aug, 2006
    #14
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