InvestNow produces a consolidated tax report showing:

  • Foreign Investment Fund (FIF) Income, with both Fair Dividend Rate (FDR) and CV calculations detailed.
  • PIE tax information (consolidated for all the PIEs you are holding) showing PIE tax assessed, tax credits used and PIE tax paid. For a zero PIR, this will include PIE taxable income and attributed tax credits.
  • Any other sources of taxable income, deductible expenses or tax withheld on income payments will also be included.

The InvestNow consolidated tax report is a tax summary in order to assist the investor or their accountant in the preparation of their tax return. Clients can generate and download this report at any time from InvestNow.