TABLE OF CONTENTS

• Introduction
• Problem
• Chatgpt answer
  • What you should do as adviser/accountant

Introduction

https://www.platinum.com.au/mfund/pgf

• update your address,
  
• sign up for online access
  
• 3rd party authority
  

Problem

https://teresatranassociates.freshdesk.com/a/tickets/139061

• we found the mfund was bought on CMC
• we found the mfund is related to the CMC account (account name matches cmc account buying asx shares)
• prefill 2023 for Marco Ferracane shows mfund
  
• client provided sell record, no buy record
• client did not provide EOFY report. 
• Client's CMC account is from ANZ trading. Hence he could provide us cmc tax report. 

Chatgpt answer

• Usually July–September each year, the registry sends the annual tax statement directly to the client (not to CMC).

• Delivery method depends on what the client chose on the application form — email or post.

• Some registries also let the client register for online access to download statements anytime.

What you should do as adviser/accountant

• Check which registry handles the fund (can be found in the PDS or on the fund’s website under “mFund details”).

• Ensure the client’s contact details are correct with the registry, especially email address.

• If the client hasn’t received their tax statement by early September:

  1. Contact the registry directly with the client’s details and HIN.

  2. Or ask the client to register on the registry’s investor portal and download it.