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:

Pro Forma Tax Return Inputs
Period 1 July 2018 to 30 June 2019

Item Amount Individual Tax Return Label
APT Unfranked Dividend 11S
APT Franked Dividend 11T
APT Tax Deferred
APT Gross Distribution
APT Withholding Tax Deducted 11V
APT Franking Credit 11U
APTIT Trust Distribution/Interest Income 13U
APTIT Tax Deferred
APTIT Gross Distribution
APTIT Withholding Tax Deducted 13R

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 2019” and “Tax return for individuals (supplementary section) 2019” 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 11 September 2019.  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 2019” and “Tax return for individuals (supplementary section) 2019” to complete their income tax return.