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Attribution managed investment trust member annual statement and standard distribution statement 2023

Guide to prepare an AMMA statement or an SDS to report tax information to resident individuals investors for 2022–23.

Last updated 9 August 2023

About the AMMA statement and SDS

Who should use the statements and the purpose of the statements.

What's new?

Find out what's new for trusts to include in the AMMA statement or SDS.

Basis of an AMMA statement or SDS

About the standard formatting of AMMA statement or SDS and how you can personalise.

AMMA statement or SDS example

A complete example of the AMMA statement or SDS parts A, B and C.

Guidance notes

Guidance notes to help complete parts A, B and C of the AMMA statement or SDS.

Additional statement information for investors

If part B is varied then part C may also need to be varied.

QC72474