Non-resident tax

Your residency status affects your withholding tax. If you’re listed as a non-resident for tax purposes during FY23/24, we need you to review your residency by 9 August 2024 to ensure it’s correct for your 2024 tax report.

What you need to do if your residency as of 30 June 2024 is reported incorrectly

Please complete the Change of Residency form (Wrap accounts only). You’ll need to include all residency changes throughout the FY23/24 as well as your country of residence as of 30 June 2024.

You can send the completed form to fsgmaspfstax@macquarie.com.

This information is issued by Oasis Fund Management Limited (Trustee) (ABN 38 106 045 050, RSE L0001755, AFSL 274331), OnePath Custodians Pty Limited (Trustee) (ABN 12 008 508 496, RSE L0000673, AFSL 238346) and IOOF Investment Services Ltd (Operator) (ABN 80 007 350 405, AFSL 230703). The Trustees and Operator are members of the IOOF group of companies comprising IOOF Holdings Ltd (ABN 49 100 103 722) (IOOF) and its related bodies corporate. IOOF, the Trustees, the Operator, and its related bodies corporate and associated entities do not guarantee the repayment of capital, the performance of, or any rate of return of an investment in the products issued by the Trustees and Operator. Such an investment is subject to investment risk and other risks, including delays in the repayment of capital and loss of income and principal invested. Past performance is not an indication of future performance.

The information provided is of a general nature and does not take into account your personal needs, financial circumstances or objectives. Before acting on this information, you must consider the appropriateness of the information, having regard to your needs, financial circumstances and objectives. You must also read the relevant PDS or IDPS Guide, this information and any other current disclosure documents which are available by calling Customer Services on 1800 893 141 or emailing Customer Services at service@wrapinvest.com.au before making any investment decision.

The Wrap Cash Account and Wrap Invest Cash Account are issued by Macquarie Bank Limited (ABN 46 008 583 542 AFSL 237 502).

The information on this website is current as at the date of publication and may be subject to change. For further information, please contact your financial adviser or Customer Services on 1800 893 141.