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You have to declare the Trust distribution under income from...

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Chass

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106

14/09/23

01:22

Post #: 69849701
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Originally posted by Tarvold: ↑

Just looking at preparing my tax return including APA.
I bought APA before it went XD for the final distribution that's going to be paid in Sep 23.
The tax treatment of APA distributions look more complex than a standard MIT or company

From the APA tax calculator on their website it indicates the following for the final FY23 distribution paid in Sep 23:
6.633c unfranked is taxable in 23/24
15.0228c & 6.3157c are tax deferred until the units are sold
1.0285c interest is taxable in 22/23.

Can anyone confirm that this is how they've been advised to submit their returns?
i.e a distribution is taxable in parts across 2 years for income.

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You have to declare the Trust distribution under income from trusts
The Tax deferred portion you do not decare , only deduct this from the cost base when you sell the shares.

APA Price at posting: $8.57 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $8.38		Change 0.110(1.33%)		Mkt cap ! $10.75B

Open	High	Low	Value	Volume
$8.29	$8.42	$8.25	$19.05M	2.279M

Buyers (Bids)

No.	Vol.	Price($)
3	6305	$8.38

Sellers (Offers)

Price($)	Vol.	No.
$8.42	9852	1

View Market Depth

No.	Vol.	Price($)
1	2400	8.350
1	359	8.340
2	2520	8.330
2	1381	8.320
1	5000	8.300

Price($)	Vol.	No.
8.420	9852	1
8.430	1883	1
8.440	1800	3
8.500	8562	4
8.510	2767	4

Last trade - 16.10pm 03/05/2024 (20 minute delay)


Last $8.42			Change 0.110 ( 1.98 %)
Open	High		Low	Volume
$8.28	$8.42		$8.25	667271
Last updated 15.59pm 03/05/2024 ?

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