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What sort of tax information or documents do you provide your clients during tax time each year?
Annual Investor Statement (AIS) and the Tax Summary are the two documents that we provide to our clients during the tax time each year. These documents might assist you in completing your tax return.
The process
After the end of each Financial Year on 30th June, the ETF issuers release the annual tax documents for each of their ETFs, usually in August. Till the ETF issuers release their tax documents for each of their ETFs, we would not be able to use them as a reference to prepare the Annual Investor Statement and the Tax Summary documents for the clients.
Also, independent auditing of our investment management activity for that financial year will be conducted. As soon as this exercise is completed, usually in September, the Annual Investor Statement, the Tax Summary and the Independent Auditor’s Report will be available to you. At that time, 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 the QuietGrowth website.
Please note that providing you with the Tax Summary document is not a legal responsibility of an MDA service. We are providing this document to you for your convenience.
Disclaimer
QuietGrowth does not provide tax advice and is not a registered tax agent. Annual Investor Statement and the Tax Summary documents do not constitute personal taxation advice. If you have any questions about your tax situation or the completion of your tax return, we recommend you speak with your tax adviser or accountant.
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