If you have registered on Investor centre, you can record, view and edit your tax information.
To change your tax information:
- In the Investor centre, click on Update details.
- Under Personal information select the TFN, ABN or exception notification link.
- Select the Holdings to change by clicking the corresponding check box.
- Enter your updated tax details:
- Tax type (mandatory)
- Tax country (mandatory)
- Tax number 1: if you are exempt from providing a TFN/ABN, click the Exemption button and select the exemption reason.
- Click the Submit button.
- You will be asked to confirm that you wish to proceed. Click Proceed.
If you are Chess Sponsored (Holder Identification Number (HIN) starting with ‘X’) you will need to inform your broker who will arrange for the change to be noted in the CHESS register.