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navra tax statement

Discussion in 'Managed Funds & Index Funds' started by voigtstr, 26th Jul, 2007.

  1. voigtstr

    voigtstr Well-Known Member

    Joined:
    24th Jan, 2007
    Posts:
    679
    Location:
    Hobart
    Does Navra issue a tax statement, that I would need to wait for before putting in my tax return? What date do they usually issue it?
     
  2. Jenny

    Jenny Well-Known Member

    Joined:
    15th Aug, 2005
    Posts:
    103
    Location:
    Canberra
    Yes they do. I would say end August. Don't anticipate doing my tax until mid Sept. because of this factor.

    Last year I innocently went to accountant mid August and he told me I was missing this statement. It was messy, so I'm learning patience:) A phone call to Navra would tell you though.
     
  3. Smartypants

    Smartypants Well-Known Member

    Joined:
    2nd Jun, 2006
    Posts:
    226
    Location:
    NSW
    Just trying to clarify here.

    Looking at last years tax statement, it had a figure of xxx being "cash distribution for the year". Yet the actual figure(s) that went into my account was a bit lower.

    Does this sound right?

    Can I assume that the difference was management fees perhaps?
     
  4. Here_To_Learn

    Here_To_Learn Well-Known Member

    Joined:
    15th Aug, 2005
    Posts:
    315
    Location:
    Sydney
    I received my statement last week. All paperwork has been rushed to accountant for a refund ! (Fingers crossed !
     
  5. OLI

    OLI Well-Known Member

    Joined:
    15th Aug, 2005
    Posts:
    96
    Is the annual tax statement available online using InvestorServe?