Annual Tax Statements

HCW Funds Management Limited as trustee for HealthCo Healthcare and Wellness REIT has elected to apply the Attribution Managed Investment Trust (AMIT) regime under Division 276 of the Income Tax Assessment Act 1997 to HCW.

Attribution Managed Investment Trust Member Annual Statements (Annual Tax statements) are issued to investors at the end of each financial year in September. HCW has produced a taxation guide to assist Australian resident individuals who hold their HCW units on capital account to complete their Australian income tax return. The guide is general in nature and should not be relied on, and does not constitute taxation advice. If you require any further information about your tax affairs or the completion of an Australian income tax return, you should consult a professional tax adviser.

Copies of the Annual Tax Statement and Tax Guide can be downloaded from the Link Investor Centre website.