Background
This article provides detailed instructions for Step 2 of How to process 2015 Westfield Cash Distribution and Tax Statement - held both WDC and WRT (on 27 June 2014)
Resolution
Process Westfield Retails Trust Aug-2014 Cash Distribution under SCG:
Click here for illustrative example WRT (Westfield Retail Trust) Aug-2014 Distribution Advice.
- Process Westfield Retail Trust distribution event by
Navigate to Fund Level > Transactions > Fund Income > Distribution – Cash
Note that WRT distribution component should be processed under SCG
Process Westfield Retail Trust 2015 Tax Statement under SCG:
Click here for illustrative example WRT 2015 Tax Statement.
- Process the tax component under SCG by
Navigate to Fund Level > Transactions > Fund Income > Distribution – Tax Statement
General Disclaimer
Any information expressed in this article does not purport to be any financial or tax advice as we have not taken into account any of your financial or tax objectives that are specific to your circumstance. While effort has been made to ensure the information is as accurate and relevant as possible, it should be construed as general information to assist Class users in understanding the implications of the Corporate Action. You should not rely on the information provided as advice, instead seek your own independent advice from appropriately qualified practitioners or conduct your own research.