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Tax information for investors 2009

Published: 15/07/09

To assist you in completing your 2009 income tax return, you will receive the following documents from us:

• your Distribution Information Statement;
• your Gains and Losses Information Statement; and
• a Tax Guide  to help you fill out the form below.

You will also need the following documents from the Australian Taxation Office (ATO). You can download them below, or call the ATO on 1300 720 092 to obtain copies:

• Form: Tax return for individuals 2009 (PDF, 292 kB)
  This form should be attached to the main part of your tax return.
  
  
• Guide: Tax Pack 2009 (PDF, 1.53 MB)
  Contains instructions for completing the supplementary section of the tax return for individual
  
  
• Guide: Guide to Capital Gains Tax 2009 (Part A, B and C)
  You will need to read all sections contained under the Table of Contents area located on the right hand side.

Please note: This page includes information in regards to the part of your tax return which is affected by your investment in ME Investment Funds. Should you have any other investments, deductions, capital gains or capital losses from the current year or prior years, they may need to be reflected in your tax return. You should lodge the supplementary income section in conjunction with the main part of your tax return. Please see ato.gov.au for more information.

This information has been prepared to provide information of a general nature only. It has been prepared by the Reponsible Entity of ME Investment Funds, Super Members Investments Limited (SMI), without taking into account your personal objectives, financial situation or needs. While all care was taken in the preparation of the above information, SMI does not take any responsibility for the completion of your tax return. If you are in doubt, you should seek professional tax advice.

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