We’re getting in touch to remind you that tax elections close 5pm (Sydney time) 7 July 2020.
These elections allow you to make choices about CGT reporting and adviser fee deductions for your clients’ tax reports.
Making a tax election
If you want to change your client’s tax election, you can do that through Adviser Online. Remember that you can only make these changes to tax elections before the tax election window closes on 7 July.
For more information about making a tax election see How do I make a tax election for my client online? or watch this video.
Online only tax reports
As part of our digital approach for all our products and services, tax reports are available online only, creating a more efficient and secure experience for your clients. Please ensure that your clients’ email addresses are up to date so that we can let them know when their tax report is available.
You can update your client’s information through Adviser Online. Read more about it in Adviser Help Centre. Your clients can also update their details online via online.macquarie.com.au