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.
When will I receive my AMMA/AMIT statements?
Attribution Managed Investment Trust Member Annual Statement (AMMA/AMIT) reports will be available once the data is received from the individual funds. For most funds, this is within 3 months of the end of the financial year, however, with some funds, it may be longer.
These statements will be made available to you in the reports tab in your Superhero account.
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.
What reports are available with Superhero?
Superhero provides a number of Reports free of charge when you sign up for a trading account. These reports can be found in the Reports tab of your Superhero account via your web browser or mobile app.
- Portfolio Valuation Report: Shows you all of your current holdings with a summary of the gains or losses on each holdings at the selected date.
- Transaction Statement: Shows you all transactions on your account between the dates selected.
- Cash Statement: Shows you all of the cash movements on your account between the dates selected.
- Unrealised Gain Report: Shows you all of the unrealised (potential) gains and losses on your current holdings at the selected date.
- Realised Gains Report: Shows your realised (traded) gains between the dates selected.
- Realised Gains Detail Report: Shows you a detailed breakdown of your realised (traded) gains between the dates selected.
- Fees & Expenses: Shows you all of the fees and expenses charged to your account between the selected dates. This does not include brokerage, which is capitalised and forms part of the cost base of your investments.
- Income Report: Shows your dividends between the dates selected.
- Attribution Managed Investment Trust Member Annual Statements: detailed information regarding dividends for exchange-traded funds (ETFs).
