• Partnership, trust and other distributions – supporting documents

    If you disagree with information contained in the letter from us about your partnership, trust or managed fund distributions, we may ask you to provide the following supporting documents:

    • a copy of your annual tax statement confirming the correct details
    • a financial statement or breakdown from the other entity, showing the distributed amount
    • a letter from your financial institution confirming the total distributions paid in the financial year or correct account holder.
    Last modified: 11 Feb 2016QC 43483