The Praemium SMA has a diverse suite of Model Portfolios from a number of leading fund managers and research houses.
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|Dealer Group Forms|
|Instruction to Change Dealer Group or PDS|
|Recipient Created Tax Invoice Agreement|
|New adviser registration form|
Use these tools and checklist to complete your clients' 2016/17 tax returns.
Below you will find instructions on how to access your clients' portfolio tax report and ensure that their tax information is up to date. We have also provided a guide to the SMA tax report that includes component definitions and ATO tax return labels.
|Tax Reporting Checklist (for further details see Tax Reporting Tools below)|
|1. Listed Trusts||Confirm that the relevant ASX-listed trusts for your clients' portfolios have been finalised.|
|2. Tax Lot History||Ensure that all tax lot history that relates to in-specie transferred stock is updated.|
|3. Online Tax Reports||Download your clients' tax report summary.|
|4. Tax Summary Guide||Download and refer to the Tax Summary Guide to assist you to complete your clients' tax return.|
Tax Reporting Tools
Praemium has begun the process of reallocating tax components for ASX-listed trusts for this financial year. We are updating tax component information for each listed trust as it is received. If your clients' accounts held any listed trusts during the year their tax position will be considered final only after we receive and post their final tax components. We will keep you up to date on the process via a weekly System Message available when you log in. This weekly update will contain a spreadsheet that shows:
- The name of each listed trust
- When final tax components were updated last year
- When updated, the date the trust was updated this year.
Tax lot history
If you have transferred in securities during the tax year you must make sure that the tax lot history is updated. For instructions visit Online Help. Go to Online Help > Tax and corporate actions > No Cost Data Adjustments > Updating the tax lots for adjustments or transfers in when the cost base is unknown
Online tax reports
Online tax reports can be produced any time. Visit Online Help for instructions on how to produce each of the available reports. Go to Online Help > Reporting > Taxation reports > Tax Summary
Tax Summary Guide
The Tax Summary Guide has been developed to assist you in preparing your clients' tax returns. The current Guide refers to the updated 2017 Tax Summary report, including a reference to the ATO tax return labels for individuals, trusts and self-managed super funds.
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