Where can I see my franking credits?

The location of your franking credit information depends on the type of investment you hold:

Shares: Franking credit information is displayed in the Income Report (AUS), found in the Reports tab 

Managed Investment Products (such as ETFs, LICs and REITs): Your franking credits will be detailed in the Attribution Managed Investment Trust Member Annual Statements (AUS).

The AMMA Statement will be updated in your account once the information has been received from the individual funds. For most funds, this data is available within 3 months of the end of the financial year; however, with some funds, it may be longer. If you do not see data in the AMMA/AMIT report, it’s likely that the fund(s) have not provided this information to Superhero yet. Customers will receive an email notification once their AMMA/AMIT report has been finalised. Please note, this may be as late as October. 

To access your reports, please follow the steps below.

Website:
1) Click on the “Reports” tab
2) Select the appropriate financial year
3) Download the appropriate report (Income Report (AUS) / Attribution Managed Investment Trust Member Annual Statement (AUS))

Mobile App:
1) Select “Profile”, then “Tax Reports”.
2) Select the appropriate financial year.
3) Download the appropriate report (Income Report (AUS) / Attribution Managed Investment Trust Member Annual Statement (AUS)) 

If you are uncertain whether a particular investment’s tax information will be included in your AMMA report, we recommend contacting the fund or a tax professional. They can help clarify your specific tax obligations.