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Joe Bracken, Head of Macro Strategies interviewed on Sky News Business.
2008 Year End
Distribution Estimates 2008
Distribution Estimates 2008 (pdf 498K)
June 2008 quarterly distributions
The distribution amount (pay the bank or re-invested) for funds distributing this quarter (June 2008) are expected to commence between the weeks commencing 30th June 2008 and 28th July 2008.
Quarterly investment statements are expected to be lodged with Australia Post from the week commencing 14th July 2008. Please note that some investment statements for Funds which have investments with external managers will be mailed from the week commencing 4th August 2008.
2007 - 2008 Tax Statements
If the Fund in which you hold an investment has paid a distribution or you received income from the fund during the financial year (1st July 2007 - 30th June 2008) you may expect to receive a BT Investment Management (BTIM) Tax Statement detailing tax information required to complete your 2007-2008 Income tax return.
BTIM Tax Statements are expected to be lodged with Australia Post from the week commencing 21st July 2008. Please note that some BTIM Tax Statements for funds which have investments with external managers will be mailed from the week commencing 4th August 2008.
2007 - 2008 Capital Gains Tax Statements
If you have withdrawn or exited from your BTIM investment during the financial year (1st July 2007 - 30th June 2008) you may receive a BTIM Capital Gains Tax (CGT) Statement. This will provide information which may assist you in completing your 2007-2008 Income tax return.
BTIM CGT Statements are expected to be lodged with Australia Post from the week commencing 28th July 2008. Please note that some BTIM CGT Statements for funds which have investments with external managers will be mailed from the week commencing 4th August 2008.
Please note:
For certain BTIM investment products there may be a delay in calculating and publishing entry and exit prices over the year end period. This may in turn delay the processing of applications and withdrawals.
Please note that this delay will not affect the unit price that investors will receive for transactions they make during this period (i.e all valid transactions received before the relevant cut-off time will continue to be processed using the entry and exit prices calculated for that business day, once the prices are available).
More Distribution Information
Click here for latest distribution figures.
Click here for BTIM Tax Guides.
© BT Investment Management 2008