If you make an investment in the Spaceship Origin Portfolio, Spaceship Universe Portfolio or Spaceship Earth Portfolio (a Spaceship Voyager portfolio), withdraw an investment from a Spaceship Voyager portfolio, or receive income (aka a distribution) from a Spaceship Voyager portfolio, you are likely to have tax consequences.
Because you are the beneficial owner of the assets held within your chosen Spaceship Voyager portfolio, all income, dividends, capital gains and capital losses, and their taxation consequences, pass directly to you. The portfolio itself is not taxed.
We will send you the relevant statements required to complete your tax return. Click here to find out how tax time works if you have a Spaceship Voyager portfolio.
If you would like further information about the Australian tax consequences of investing in a Spaceship Voyager portfolio, please check out the relevant Product Disclosure Statement as well as Section 6: Additional information about tax in the Spaceship Voyager Reference Guide.