FY2017 Tax Statements
|
Willathoona Investment Superannuation Fund
|
willathoona_--_allan_gray_-_tax_statement_fy17.pdf |
willathoona_--_gsfm_epoch_global_equity__unhedged__-_tax_statement_fy17.pdf |
willathoona_--_gsfm_epoch_global_equity__hedged__-_tax_statement_fy17.pdf |
willathoona_--_pm_capital_global_companies_-_tax_statement_fy17.pdf |
willathoona_--_k2_select_-_tax_statement_fy17.pdf |
willathoona_--_k2_asian_fund_-_periodic_statement_fy17.pdf |
willathoona_--_premium_asia_fund-_tax_statement_fy17.pdf |
willathoona_--_wingate_-_tax_statement_fy17.pdf |
willathoona_--_wingate__transactions___reinvestments__fy17.pdf |
Note:
[1]There were no distributions in FY17 for PM Capital Global Companies Fund or K2 Asian Absolute Return Fund. For reference, I have attached Periodic Statements for these Funds.
[2] Investment of $78,000 was made into the Wingate Global Equity Fund in March 2017 (custodian is Australian Unity)
[1]There were no distributions in FY17 for PM Capital Global Companies Fund or K2 Asian Absolute Return Fund. For reference, I have attached Periodic Statements for these Funds.
[2] Investment of $78,000 was made into the Wingate Global Equity Fund in March 2017 (custodian is Australian Unity)
Portfolio Update - 30 June 2017
r_m_mcdonald_-_invoice_update_to_30_june_2017._ext.pdf |