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ETF tax filing

3 years ago by hgwrgjo to c/ausfinance

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When does ETF funds like Vanguard provide statement for tax filing? What fields should I look out for?

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josephb 3 points 3 years ago

I haven't seen an announcement for this year, however last year their schedule was:

Vanguard Personal Investor annual tax statements will be issued in two tranches

Investors holding Vanguard Managed Funds only – Tuesday 2 August 2022
Investors holding Vanguard Managed funds and/or ETFs and/or Direct Shares – Thursday 18 August 2022

Annual investor statements issued – Monday 12 September 2022

So I imagine you should hear something from them over the coming months.

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