Download article as PDFDash provides a tax statement for uXchange (managed funds) and tax reports for all assets. Uxchange is a regulated platform and is audited annually with a GS007 report provided to all account holders. For all other assets (listed or unlisted) the tax reports represent the tax information received from the ASX, client statements or provided by the Issuers.
uXchange reports the income and the components to the ATO for managed fund assets in uxchange. All other assets are reported to the ATO by the registry e.g., share registry.