This article outlines the Business events that are supported for tagging documents.
Fund Income
- Distribution - cash
- Distribution - reinvestment
- Distribution - tax statement (This is different from tax statements processed via the Tax Statement Console)
- Dividend - cash
- Dividend - reinvestment
- Fee refund
- Foreign income
- Fund general income
- General investment income
- Interest received
- Investment fee rebate - cash
- Investment fee rebate - reinvestment
- Realised accounting gain/loss
- Rental statement
Fund expense
- Accountancy fee
- Actuarial fee
- Adviser fee
- Auditor fee
- Bank fee
- Bank interest paid
- Depreciation
- Establishment fee
- Fine
- Foreign expense
- Fund administration fee
- Fund general expense
- Fund activity statement
- Fund income tax payment
- General investment expense
- Legal fee
- Penalty interest paid
- Regulatory fee
- Trustee fee
Investment - Buy
- Listed security acquisition
- Unlisted security acquisition
Investment - Sell
- Listed security disposal
- Unlisted security disposal
Member income
- Member contribution
- Member insurance premium rebate
- Member insurance proceeds
Member expense
- Pension drawdown
- Member insurance premium
Rollover in/out
- Manual rollover in
- Manual rollover out
Super Stream events
- Super Stream - Rollover in
- Super Stream - Rollover out
- Super Stream - Release authority