Does Verve Money provide a tax statement for your Verve Money account?

Last updated on

Yes, around tax time each year you will receive an Annual Statement and a Distribution Statement from Verve Money that will provide you with the details you need to complete your tax return. If we have your Tax File Number on file we can report tax information to the ATO on your behalf — this may mean your tax return is pre-filled with the relevant information. You will be notified when your Annual Statement is ready for download in the app. For more information on the tax rules that apply to your Verve Money account please read the PDS and the Investment Guide.

All deposits and withdrawals are halted as the fund enters wind up. See FAQs for details.