Tax is a differentiator for OneVue

At the conclusion of the financial year, each tax entity will receive a single electronic consolidated tax statement which contains:

• a tax report specific to the entity, containing complete details of investment income, expenses, a trial balance and any CGT events that have occurred during the financial year.
• scanned and sorted images of all tax substantiation documents received throughout the financial year.

This includes accurate reporting on warrants, stapled securities, options, rental properties and other structured products.

In house specialists 
Our in-house taxation and investment reconstruction specialists are responsible for undertaking research as to the taxation effect of all investment actions.

• Dividends are accrued at the ex-date and credited on the tax date along with all tax credits or other positions as noted.
• Income can either be received directly to the client's portfolio bank account or reinvested through a reinvestment plan or bonus plan.
• Tax information is gathered from explanatory memoranda, product disclosure statements and ATO Class and Product Rulings and is then collated and interpreted.

Adviser alerts

Where there is an issue requiring further consideration by the investor and/or their advisers, or an entry that needs further explanation, an investor alert will be inserted into the annual tax reporting package, stating the treatment which has been applied and providing the information necessary to enable informed consideration to be given to the issue.