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What does the tax return mean when it asks about my investment income?
What does the tax return mean when it asks about my investment income?

Investment Income

Peter Bayliss avatar
Written by Peter Bayliss
Updated over a week ago

Investment include includes the following:

  • Interest Income: Any interest earned (usually on a savings account or term deposit)

  • Dividend: If you own shares, the company may pay you a dividend and this must be included on your tax return.

  • Trust or Managed Fund Income: Usually you will be provided with a tax statement from the trust or managed fund you have invested in. You will simply need to enter this in the relevant fields.

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