Tax reporting

Your Tax Report will provide details regarding your assessable income (including dividends, distributions and realised capital gains/losses on assets held within your portfolio) and expenses. Additional information for self-managed superannuation funds is also available. Should you open a margin lending account in conjunction with your portfolio, details of interest payments will be included on your tax return report.

TAIS IDPS Guide

Macquarie Equities Limited: Best Execution Obligation

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Document Number TAIS01.1
This information has been prepared by Avenue Investment Service ABN 98 094 986 562/AFSL 232 406 and does not take into account your objectives, financial situation or needs. Before acting on this information you should consider whether it is appropriate to your situation. We recommend you obtain financial, legal and taxation advice before making any financial investment decision. Please click here for the disclaimer