Holding ETFs and Other Listed Investments

Discover how to read ETF annual statements, report tax components correctly and handle the cost base adjustments with confidence.

In this session, we cover:

• What is the ETF?

• How are ETF holders taxed?

• Information for holders of an ETF

• Distribution Statements, Annual Statement, AMMA

  • Income

  • Capital gains

  • Foreign tax

• AMIT Adjustments and CGT Event E10

• Selling an ETF

• Stapled Securities

• CGT Event E4