The annual statement will provide you with the information you need to complete your tax return.

If you are using eTax, details of your distribution will be pre-filled by the ATO. You should check that this information matches your annual statement. You should update your tax return to match the annual statement if it does not match the pre-filled information or if it has not been updated.

If you are using a tax agent to prepare your income tax return, advise them to rely on the information in the annual statement rather than information that may be displayed in the tax agent’s pre-filling service.

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