Part A: Your Details
Part A provides the investor with their details as recorded by an AMIT or a non-AMIT and reported in the AIIR. It prompts the investor to let the trust know if there is an error.
- Name
Full name of investor
- You are recorded as being a
Provide the entity type as recorded by the trust. If joint account holders, record the entity that represents each investor. For example, J & A Citizen are both individual joint account holders, record as an individual.
- Tax file number (TFN)
Select Provided or Not Provided. There is no requirement to include a TFN.
- Country of residence as at 30/6/2017
Provide country of residence as at 30 June 2017 if known or if Australia leave blank.
- Tax identification number (TIN) for country of residence
Select Provided or Not Provided if country of residence as at 30/06/2017 is populated. Leave blank if country of residence is Australia.