LENDLEASE GROUP 2024 ANNUAL TAX STATEMENT ESTIMATOR
This Estimator has been provided to assist you to estimate the taxable components of your 2024 Lendlease Group distributions for the preparation of your 2024 Australian Individual Income Tax Return. This Estimator should be read together with the Lendlease Group Tax Return Guide 2024. A copy of the Lendlease Group Tax Return Guide 2024 is available online in the Taxation section of the Lendlease Group Investor Centre web page.
ASSUMPTIONS
The calculations in this Estimator assume that:
- You are an individual Australian Tax Resident holding your securities on capital account. This Estimator is not prepared for any other kinds of taxpayer.
- You have provided to the Lendlease Group your tax file number (TFN), or where relevant Australian Business Number (ABN), and hence Australian resident TFN withholding tax does not apply.
- You do not have any capital losses. The net capital gains tax amount in this Estimator is calculated on this basis.
DISCLAIMER AND IMPORTANT NOTE
This Estimator should not be read, or be relied upon, as giving taxation or financial product advice or used for the purposes of completing your Tax Return or making a decision in relation to any financial product. Investors should consult with their professional and financial services advisors on all tax and financial product related issues and before making any financial decisions.
The outputs of this Estimator will be calculated based on the input you provide and are estimates only. The outputs of this Estimator may differ from your Annual Tax Statement for the relevant tax year due to rounding. They should not be used or relied upon to complete your Tax Return and the Lendlease Group specifically disclaims any and all liability for use of the Estimator for this purpose. Please use your Annual Tax Statement to complete your Tax Return for the relevant tax year and consult your tax advisor.
This Estimator has been provided to assist you to estimate the taxable components of your 2024 Lendlease Group distributions for the 2024 Australian Individual Income Tax Return. This Estimator should be read together with the Lendlease Group Tax Return Guide 2024. A copy of the Lendlease Group Tax Return Guide 2024 is available online in the Taxation section of the Lendlease Group Investor Centre web page.
The Lendlease Group will produce an Annual Taxation Statement for all securityholders who received a distribution from the Group during the relevant financial year. The Annual Taxation Statements will be mailed to investors in late September, along with a Tax Return Guide to assist in the completion of your 2024 Australian Individual Income Tax Return. The purpose of this Estimator is to assist you with estimating the taxable components of your 2024 Lendlease Group distributions should you wish to prepare your 2024 Australian Individual Income Tax Return in the interim period. We recommend you confirm the taxable components calculated by this Estimator against your 2024 Annual Tax Statement before you finalise your 2024 Income Tax Return.
Please carefully read the following assumptions and disclaimer before using this Estimator.
ASSUMPTIONS
The calculations in this Estimator assume that:
- You are an individual Australian Tax Resident holding your securities on capital account. This Estimator is not prepared for any other kinds of taxpayer.
- You have provided to the Lendlease Group your tax file number (TFN), or where relevant Australian Business Number (ABN), and hence Australian resident TFN withholding tax does not apply.
- You do not have any capital losses. The net capital gains tax amount in this Estimator is calculated on this basis.
DISCLAIMER AND IMPORTANT NOTE
This Estimator should not be read, or be relied upon, as giving taxation or financial product advice or used for the purposes of completing your Tax Return or making a decision in relation to any financial product. Investors should consult with their professional and financial services advisors on all tax and financial product related issues and before making any financial decisions.
The outputs of this Estimator will be calculated based on the input you provide and are estimates only. The outputs of this Estimator may differ from your Annual Tax Statement for the relevant tax year due to rounding. They should not be used or relied upon to complete your Tax Return and the Lendlease Group specifically disclaims any and all liability for use of the Estimator for this purpose. Please use your Annual Tax Statement to complete your Tax Return for the relevant tax year and consult your tax advisor.
In the input fields below, please:
- Select "Yes" only if you are an individual Australian Tax Resident for the period 1 July 2023 to 30 June 2024. If you select "No", you will not be able to enter the number of securities, nor generate a report as this Estimator is designed for use by individual Australian Tax Residents only. Please refer to our Disclaimer stated above.
- Enter the number of Lendlease Group securities in whole (integer) numbers that you held/will hold as at each of the specified record dates.
- Enter zero "0" if you did not hold/do not expect to hold securities as at the specified record date.
- Select "Generate report" to display your Lendlease Group Annual Tax Statement Estimator Report.
This Estimator has been provided to assist you to estimate the taxable components of your 2024 Lendlease Group distributions for the 2024 Australian Individual Income Tax Return. This Estimator should be read together with the Lendlease Group Tax Return Guide 2024. A copy of the Lendlease Group Tax Return Guide 2024 is available online in the Taxation section of the Lendlease Group Investor Centre web page.
The Lendlease Group will produce an Annual Taxation Statement for all securityholders who received a distribution from the Group during the relevant financial year. The Annual Taxation Statements will be mailed to investors in late September to assist in the completion of your 2024 Australian Individual Income Tax Return. The purpose of this Estimator is to assist you with estimating the taxable components of your 2024 Lendlease Group distributions should you wish to prepare your 2024 Australian Individual Income Tax Return in the interim period. We recommend you confirm the taxable components calculated by this Estimator against your 2024 Annual Tax Statement before you finalise your 2024 Income Tax Return.
For Australian taxation purposes, Lendlease Trust has made a choice to be an attribution managed investment trust (AMIT) such that Lendlease Trust distributions are recognised on an 'attribution' basis. Lendlease Corporation Limited dividends are recognised on a 'payment' basis. As a result, the details set out in this Estimator include the following dividends and distributions:
- Lendlease Corporation dividend paid on 13 September 2023;
- Lendlease Trust distribution for the six months ended 31 December 2023, paid on 13 March 2024; and
- Lendlease Trust distribution for the six months ended 30 June 2023, paid on 18 September 2024.
ASSUMPTIONS
The calculations in this Estimator assume that:
- You are an individual Australian Tax Resident holding your securities on capital account. This Estimator is not prepared for any other kinds of taxpayer.
- You have provided to the Lendlease Group your tax file number (TFN), or where relevant Australian Business Number (ABN), and hence Australian resident TFN withholding tax does not apply.
- You do not have any capital losses. The net capital gains tax amount in this Estimator is calculated on this basis.
DISCLAIMER AND IMPORTANT NOTE
This Estimator should not be read, or be relied upon, as giving taxation or financial product advice or used for the purposes of completing your Tax Return or making a decision in relation to any financial product. Investors should consult with their professional and financial services advisors on all tax and financial product related issues and before making any financial decisions.
The outputs of this Estimator will be calculated based on the input you provide and are estimates only. The outputs of this Estimator may differ from your Annual Tax Statement for the relevant tax year due to rounding. They should not be used or relied upon to complete your Tax Return and the Lendlease Group specifically disclaims any and all liability for use of the Estimator for this purpose. Please use your Annual Tax Statement to complete your Tax Return for the relevant tax year and consult your tax advisor.