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Attribution managed investment trust member annual statement and standard distribution statement 2024

Guide to prepare an AMMA statement or an SDS to report tax information to resident individual investors for 2023–24.

Published 4 June 2024

About the AMMA statement and SDS

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

What's new for the AMMA statement or SDS?

Find out what's new in legislation or other changes for trusts to consider when lodging the AMMA statement or SDS.

Basis of an AMMA statement or SDS

Information about the standard formatting of the 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 for an individual member.

Guidance notes

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

Additional statement information for investors

If Part B is varied then you may also need to vary Part C.

QC101681