Year-end taxation and reporting for managed funds

By Alexis Kokkinos - June 11, 2020

As 30 June approaches, it is critical for responsible entities, trustees and fund managers to turn immediate attention to taxation, investor reporting and other fund compliance obligations, particularly given the ongoing impact of COVID-19.

In addition, and in light of the ATO’s recent announcement regarding the likely commencement of managed investment trust (MIT) and attribution managed investment trusts (AMIT) compliance reviews, it's important trustees and fund managers are comfortable with the MIT and AMIT status of their funds.

Access the below guide outlining the factors for managed funds to consider as part of this process.

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