apa annual tax statement estimator
Using the tax statement estimator
Please enter the number of APA securities held that were eligible for the distributions for the corresponding dates below and confirm whether a Tax File Number was provided. Securityholders can obtain the relevant information from corresponding distribution statements or online through APA’s investor centre.
Number of APA securities eligible for:
Disclaimer and Assumptions
APA’s Annual Tax Statement Estimator is not intended to be, and should not be relied upon as, personal taxation or financial advice by Securityholders. The outputs of this Estimator will be calculated based on the inputs provided and are estimates only. The APA Group Annual Tax Statement for the relevant year may differ from the outputs of this Estimator due to factors such as rounding and user input. As a result, Securityholders should use their annual tax statement to complete their final tax return for the relevant tax year and consult professional and financial services advisors for help relating to their individual particular tax or financial position.
APA Group specifically disclaims any and all liability for use or reliance upon this Estimator for any reason whatsoever.
Since every Securityholder’s circumstances are different a number of assumptions have been made within this Estimator which may, or may not be applicable to an individual, including that the user:
- is an individual securityholder;
- is a resident of Australia for income tax purposes;
- is holding APA Group stapled securities for investment purposes rather than for resale at a profit and the capital gains tax provisions apply to the user; and
- is using the “Tax return for individuals 2023” and “Tax return for individuals (supplementary section) 2023” to complete their income tax return.
Term of use
Eligible Securityholders will receive their APA Group Annual Tax Statement with the final distribution in mid-September.
Securityholders should refer to their APA Group Annual Tax Statement and the APA Group Tax Return Guide when preparing their income tax return. These can be accessed online through APA's investor centre. The APA Group Annual Tax Statement will not be available until 13 September 2023. Should Securityholders wish to prepare their tax return before receiving the APA Group Annual Tax Statement and APA Tax Guide Securityholders can use APA’s Annual Tax Statement Estimator below to generate pro-forma inputs for inclusion in their tax return.
Using the tax statement estimator
Securityholders must read and accept the Disclaimer and Assumptions below before using the Annual Tax Statement Estimator.
Disclaimer and Assumptions
APA’s Annual Tax Statement Estimator is not intended to be, and should not be relied upon as, personal taxation or financial advice by Securityholders. The outputs of this Estimator will be calculated based on the inputs provided and are estimates only. The APA Group Annual Tax Statement for the relevant year may differ from the outputs of this Estimator due to factors such as rounding and user input. As a result, Securityholders should use their annual tax statement to complete their final tax return for the relevant tax year and consult professional and financial services advisors for help relating to their individual particular tax or financial position.
APA Group specifically disclaims any and all liability for use or reliance upon this Estimator for any reason whatsoever.
Since every Securityholder’s circumstances are different a number of assumptions have been made within this Estimator which may, or may not be applicable to an individual, including that the user:
- is an individual securityholder;
- is a resident of Australia for income tax purposes;
- is holding APA Group stapled securities for investment purposes rather than for resale at a profit and the capital gains tax provisions apply to the user; and
- is using the “Tax return for individuals 2023” and “Tax return for individuals (supplementary section) 2023” to complete their income tax return.