Just AMIT It: Decoding Managed Investment Trust Annual Tax Statements

Learn about the different components that are reported in AMIT tax statements, and how to record them correctly in tax returns

In this session, we cover:

• What is:

  • A MIT (Managed Investment Trust)

  • An AMIT (Attribution Managed Investment Trust)

• Why do we have so many boxes for MITs?

• For what should I look out with my MIT?

• Examples of MIT statements

• Cost base adjustments from MITs/ AMITs

• Underlying assumptions in MIT/ AMIT statements

• Key Takeaways

Date recorded: 17 October 2025