Personal tax
Investment Income and Personal Taxation
An overview of the records individuals should retain for dividends, interest, distributions and investment activity.
Why this matters
Investment income may come from more than one source and may arrive in different forms. Keeping statements together helps an accountant see the full position and identify where the information may already be reported or needs further clarification.
What to organise
Retain bank interest records, dividend statements, managed-fund annual statements, brokerage records and notes about any overseas or jointly owned investments. Keep the paperwork for each investment account together.
When to seek tailored support
Investment reporting can depend on the assets held and how they are owned. Discuss new investments, investment sales and distributions with an accountant before assuming they are handled in the same way.
From information to a specific brief
If you are ready to discuss your situation, review property-investor accounting introductions. It explains the referral pathway and what to prepare.
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