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Spaceship Voyager: Taxes, dividends and distributions
How to use your AMMA Statement to do your tax for FY23
How to use your AMMA Statement to do your tax for FY23
Ken avatar
Written by Ken
Updated over a week ago

If you’re a Spaceship Voyager customer within an income year (which starts on 1 July and ends the next year on 30 June), and have received a distribution for the period ended 30 June 2023 from a Spaceship Voyager portfolio, you’ll receive an Attribution Managed Investment Trust Member Annual (AMMA) Statement (formerly Annual Taxation Statement) for FY23 by the end of July/beginning of August 2023.

We send these statements to your Spaceship email address so please make sure your account details are up to date.

We’ve prepared this guide to help Australian resident individual investors in a Spaceship Voyager portfolio understand their 2023 AMMA Statement and complete their 2023 income tax return. If you use myTax to prepare your income tax return, check the pre-filled amounts against the AMMA statement you received and correct them if necessary.

This guide applies to you if:

  • You’re an Australian resident.

  • You’re an individual investor in the Spaceship Origin Portfolio, Spaceship Universe Portfolio or Spaceship Earth Portfolio (a Spaceship Voyager portfolio).

  • You’re using the Individual Tax Return 2023 and the Supplementary section of the Individual Tax Return 2023 (Individual Supplement 2023) to complete your income tax return for the income year ended 30 June 2023 (2023 Tax Return).

  • You aren’t a company, trust or superannuation fund.

  • You hold your units for the purpose of investment, rather than for resale at a profit, and the capital gains tax (CGT) provisions apply to you.

The taxation treatment of investment income can be complex. We recommend you seek professional taxation advice from your accountant or taxation adviser about your investment in a Spaceship Voyager portfolio. This guide is not and should not be relied upon as taxation advice.

If you hold units in more than one Spaceship Voyager portfolio, you will receive a separate AMMA Statement for each Spaceship Voyager portfolio you invest in. Furthermore, you will need to combine your relevant income information and/or capital gains/losses in order to determine the disclosures in your tax return if you derive investment income from more than one Spaceship Voyager portfolio and/or from other sources.

There are three questions you may need to complete in the Income Section of the ‘Tax return for individuals supplementary section’ for your investment in a Spaceship Voyager portfolio. They are:

  • Question 13: Partnerships and trusts

  • Question 18: Capital gains

  • Question 20: Foreign source income and foreign assets or property

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