TFN, ABN or exemption notification

The Investor Centre allows you to have different tax details for each of your different holdings.

To add or change the tax details of a holding:

1. Log into the Investor centre
2. On the Holdings page, under the Holdings section, find the holding you wish to update and click on edit details
3. In the Tax details section, click edit
4. Enter your updated tax details:
1. Country of tax residency
2. Tax type (mandatory)
3. Tax country (mandatory)
4. Tax number 1
1. Enter your TFN or ABN
2. If you are exempt from providing a TFN/ABN then you can enter the applicable exemption code here instead. See the exemption codes article for the full list of codes.
5. Tax Number 2
1. Enter your TFN or ABN
6. Tax Number 3
1. Enter your TFN or ABN
5. Click Save

Additional Information:

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.