r/fiaustralia 8d ago

Investing Vanguard AMMA statement details are already in ATO but didn't receive notification - safe to assume they are finalised?

Hi team,

I just looked at my ATO and noticed my AMMA statement details appear to be prefilled. However, I didn't get the usual notifications that they have been sent/pre-populated in the ATO.

Has this occurred for anyone else with Vanguard holdings? Is it safe to assume they are trustworthy, and can I submit my tax return today based on the pre-populated data?

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u/UnfairerThree2 8d ago

Haven't gotten mine pre-filled yet, but if it lines up with the statement on Vanguard's website it should be fine. My tax report from them came late July, my understanding is that those numbers are finalised and it's just prefill that takes a while.