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ETF Investor Tax Time Checklist

It is crucial for ETF investors to understand how to complete their tax returns at the end of each financial year. Investors can complete their own tax return from July 1st to October 31st each year or they can be completed by a financial professional.

The below ETF Investor Tax Time Checklist is designed to help simplify and guide ETF investors through the process. However, it does not take your personal circumstances into account nor should it be considered tax advice.

What to Declare:

  • Income from ETF distributions (including reinvested amounts via Dividend Reinvestment Plans (DRP)).
  • Capital gains or losses when selling or disposing of ETF units.

What to Claim:

  • Franking credits if your ETF invests in Australian companies with tax already paid, or other related tax benefits such as foreign income tax offsets. Check your annual tax statement for the amount.

Where to Find Information:

  • If available, pre-filled information can be found via myTax on the Australian Taxation Office (ATO) portal.
  • If not pre-filled, use your annual tax statement which is found on Computershare to complete the required information.
  • Please note: Global X does not distribute annual tax statements. If you have any questions about your annual tax statement, please contact Computershare directly.

Distribution Reinvestment Plans (DRP):

Selling or Disposing of ETF Units:

  • Calculate CGT on disposals (sales, gifting, transfers, mergers, etc.).
  • Keep records of dates, prices, and costs related to units sold or disposed of.

Record-Keeping:

  • Retain investment records for 5 years after tax return processing.
  • Keep details of purchases, sales, distributions, and any CGT events.

[Read here for more detailed information on How ETFs are Taxed](LINK PLACEHOLDER). Otherwise, please refer to the ATO website.


Website Disclaimer

Global X Management (AUS) Limited (“Global X”) (Australian Financial Services Licence Number 466778, ACN 150 433 828) is the product issuer. Offers of interests in any retail product will only be made in, or accompanied by, a Product Disclosure Statement (PDS). In respect of each retail product, Global X has prepared a target market determination (TMD). Each PDS and TMD is available at www.globalxetfs.com.au. The information on this website is general in nature only and does not take into account your personal objectives, financial situations or needs. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation or needs and consider seeking independent financial, legal, tax and other relevant advice having regard to your particular circumstances. Any investment decision should only be made after obtaining and considering the relevant PDS and TMD. Investments in any product issued by Global X are subject to investment risk, including possible delays in repayment and loss of income and principal invested. The value or return of an investment will fluctuate and an investor may lose some or all of their investment. Past performance is not a reliable indicator of future performance.