Tax guides

Our tax guides have been designed to help you complete the part of your tax return that relates to your Colonial First State investments. You will also need your Colonial First State tax statement.

These tax guides are for the 2015-2016 financial year:
Investment tax guide If you have received any investment distributions during the financial year.
Capital gains tax guide If you have switched money from one investment option to another or if you have made a withdrawal.
Pension income guide
- Allocated pension
If you have received income from your Colonial First State Pension.
Pension income guide
- Term allocated pension
If you have received income from your Colonial First State Pension.
myTax guide
If you are completing your tax return on the ATO’s website.

These guides should be used in conjunction with the Individual tax return instructions 2016 and the Individual tax return instructions supplement 2016 provided by the Australian Taxation Office.