If I close my account before the end of the financial year, will I still get documents for tax filing? | QuietGrowth

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If I close my account before the end of the financial year, will I still get documents for tax filing?

Yes. Even if you close your QuietGrowth account before the end of the financial year on 30th June, you will still get the Annual Investor Statement (AIS) and the Tax Summary documents from QuietGrowth. These documents might assist you in completing your tax return. We will inform you by email about the availability of the documents.

When the documents prepared by QuietGrowth are ready for a particular financial year, you will be able to download the documents from QuietGrowth website. This is as per regulations.

You will get these documents prepared by QuietGrowth after the end of that financial year, even though you would not be a QuietGrowth client at that point of time.

Also read the answer to the related question:

What sort of tax information or documents do you provide your clients during tax time each year?

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Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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