If you held an investment in Spaceship Voyager during a financial year (1 July to 30 June), you’ll receive an annual statement from us by the end of August following the end of that financial year. We’ll send it to the email address linked to your Spaceship account.
Where to find your statement
Check your email inbox, including spam or junk folders. If you can’t find it, get in touch and we’ll resend it.
If you closed your account during the financial year
If you withdrew all your funds and closed your account during the financial year, we issue an exit statement shortly after your withdrawal. The exit statement serves as your annual statement for tax purposes, so you won’t receive a separate one.
Annual statements vs AMMA statements
These are two different documents, and you may receive one or both depending on your circumstances:
Annual statements provide a record of all your transactions during the financial year and can be used for tax purposes.
AMMA statements (aka Attribution Managed Investment Trust Member Annual statements) are only issued when a portfolio you hold has paid a distribution (your share of the portfolio's income) during the financial year.
Not everyone receives an AMMA statement. You'll only get one if a distribution was paid by a portfolio you were invested in during that financial year.