AMP shares and taxation

Dividends received as cash or shares (through the reinvestment plan) should be declared as income in your tax return.

The dividend statement issued twice a year is your tax statement and includes all the information required to complete your return. If you reside outside of Australia, please check with your tax adviser about declaring income from your AMP shares.

How to access your dividend statements / tax information online

  • Click on the login to my shareholding button at the top right of the screen.
  • You will be taken to the Computershare Investor Centre where you select ‘Access a Single Holding’. You do not need to set up an account to view your information.
  • Use your holder number, registered postcode and select ‘AMP Limited’ for the company you own shares in. Follow the prompts to Login.
  • You will then be taken to your Portfolio. At the top you can select ‘Dividends & Payments’ or Statements & Documents’ to view your tax information.

Your tax agent can also access your dividend information via the 'Access A Single Holding' login function.

I don't know my holder number

Your AMP holder number is shown on a hard copy of your dividend statement. If you can't find your holder number, please email or call the AMP Investor Relations team:

Email: shares@amp.com.au
Phone: 1800 245 500 (Australia) or +612 9257 9009 (other countries).

You will need to provide your name, date of birth, phone number and the address on your shareholding.

I have been told I have AMP shares, but I have no information

If you have been told by your tax agent or the Tax Office that you hold AMP shares, and you do not have any information, please contact AMP Investor Relations who can assist. Send an email with your name, date of birth, current and previous address and phone number to shares@amp.com.au or call the contact numbers as shown above.

Information available from the Australian Taxation Office

If you lodge your tax return online using myTax, the Australian Taxation Office's (ATO) free tax return preparation and lodgment software, or you use a tax agent, you can benefit from the ATO's pre-filling service. If using myTax, select the pre-filling function which will search the ATO's database to pre-populate your AMP dividend information directly into your tax return.

For more information, go to the ATO website at ato.gov.au/mytax

Cost base of shares

If you sold your AMP shares, you will need to know the 'cost base' to determine capital gain/loss.

Shares purchased on market: If you purchased shares through a broker, your original purchase price will be on your contract note. You can contact your broker for further details.

Shares issued under the dividend reinvestment plan: you will find the issue price on the dividend reinvestment plan page for each allocation made under the plan.

Shares issued at AMP's demutualisation (1 January 1998): the cost base is A$6.19. This is the adjusted price to incorporate the AMP demerger (2003) and the three AMP capital returns of $0.40 a share (2005, 2006, 2007).

If you purchased AMP shares, prior to 23 December 2003, through the prelisting facility in June 1998, share purchase plans, dividend reinvestment plan, off market transfers or on market purchases, you will need to refer to your 2004 income tax return or speak to your tax adviser who prepared your 2004 income tax return.

This is because the AMP demerger in December 2003 involved cancelling in total 29.1947766% of your AMP shares. The Tax Office considers each purchase of shares as an individual parcel and it was left to the taxpayer to decide which parcel(s) of shares were cancelled to arrive at the 29.1947766% total.

Further information can be found at the ATO website using this link.

If you require any assistance, please call AMP Investor Relations on 1800 245 500 (Australia) or +612 9257 9009 (other countries), or email shares@amp.com.au.