Guidance and support to help you interpret key sections, income components and how your investments are reflected at tax time.
5 minutes
The timing can vary depending on when fund managers complete their tax calculations, the investments held in the account, and when information is provided by fund managers and listed companies. While we can’t provide an exact release date, we’re working closely with investment managers to make the tax statement available as soon as possible.
Once the tax statement it is ready, it will be loaded in Statements and Correspondence in North Online.
A detailed reference guide that breaks down how AMIT-related amounts appear in North tax statements, supporting you in interpreting reporting sections and explain outcomes to your clients with confidence.
Distributions are a normal part of investing in managed funds. At certain times of the year, you may notice your account balance looks lower for a short period, but this doesn’t mean your investment has lost value.
You’ll receive a tax statement if you have a North or MyNorth Investment account. This includes accounts that were closed during the 2025-26 financial year.
Most tax statements are released between August and October each year. Timing depends on when fund managers complete their tax calculations, the types of investments in your account, and when fund managers or listed securities provide information to the market. Because of these variables, we don’t have exact timings, but we’re working to get your tax statement with you as soon as possible.
No. All tax statements are prepared at the same time - we can’t produce onestatement earlier than others.
Your annual statement and tax statement show income in different ways. The annual statement shows what was paid into your account during the financial year. The tax statement shows all income earned during the financial year, even if it was paid after 30 June. This is why the figures may be different.
Your tax information is sent to the ATO once all tax statements have been issued. This usually happens later in the year and can be as late as December.
The difference is due to the AMIT (Attribution Managed Investment Trust) regime. These rules affect how income is reported for tax purposes. You can find more information in the tax guide available in North Online from 30 July.
Go to North Online > Products > Product Disclosure Documents > Scroll down to A guide to your Tax report 2025-2026
| Correspondence | Description |
| Annual tax statement | An annual tax statement will be available viaNorth Online to assist with the completion of your annual tax return. |
| Annual statement | An annual statement will be available on North Online and will also be mailed to you each year. It will detail your account balance, include a statement of transactions, and an account performance summary. |
| Annual audit report | An annual report will be available via North Online that includes information on the management and financial position of MyNorth Investment from 30 September. |
| Tax report guide | A Client review report will be available online detailing your portfolio balance, asset allocation and transaction summary. |
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MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
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North and MyNorth are trademarks registered to NMMT.
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