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Year-end taxation and reporting for managed funds
Technical article

Year-end taxation and reporting for managed funds

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

This content is general commentary only and does not constitute advice. Before making any decision or taking any action in relation to the content, you should consult your professional advisor. To the maximum extent permitted by law, neither Pitcher Partners or its affiliated entities, nor any of our employees will be liable for any loss, damage, liability or claim whatsoever suffered or incurred arising directly or indirectly out of the use or reliance on the material contained in this content. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.

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