Individual Taxation
Investment Income, Reported Correctly
Dividends, franking credits, managed fund distributions, interest and overseas income — brought together accurately in your tax return.
Overview
How we can help
Investment income often arrives in many small pieces from different sources, and some of it — like managed fund distributions — comes with detailed tax statements that are easy to misreport.
We gather your statements, report each component correctly, make sure you receive the benefit of franking and foreign tax credits, and keep a clear record of cost-base adjustments for future sales.
What's Included
Our investment income service
Dividends and franking credits
Franked and unfranked amounts with credits correctly claimed.
Managed fund statements
Annual tax statements reported component by component.
Interest income
Bank, term deposit and other interest income.
Foreign income
Overseas income and foreign income tax offsets.
Cost-base adjustments
Tax-deferred and other adjustments tracked for later sales.
Investment deductions
Eligible interest on investment loans and related costs.
Good to Know
Key things to know
Official sources
- 01
Franking credits
Franking credits represent tax already paid by an Australian company. They're included in your income and then offset against your tax — and excess credits may be refundable.
- 02
Managed fund distributions
Distributions are reported using the fund's annual tax statement, which can include capital gains, foreign income and tax-deferred amounts that each need separate treatment.
- 03
Worldwide income
Australian residents for tax purposes generally need to declare income from all sources, including overseas.
- General information only, current at the time of writing. Rules change — please confirm how they apply to you.
FAQs
Common questions
General information only. Your circumstances may differ — contact us for advice specific to you.
Do I need to report small amounts of interest?
Yes. All interest income needs to be declared, regardless of the amount.
Why is my managed fund distribution taxed differently from the cash I received?
Funds attribute income for tax purposes based on the year's results, which may differ from cash paid. The annual tax statement shows what to report.
Can I claim interest on a loan used to buy shares?
Interest on money borrowed to buy income-producing investments is generally deductible. Mixed-purpose loans need to be apportioned.
Enquire
Ask about investment income
Tell us briefly what you need. We'll reply to arrange a time to talk and confirm the fee before any work begins.