You can submit Tax File Number (TFN) updates by email from the registered email address linked to your trading account. Once received, the TFN will be updated on your trading account and a CHESS notification will be sent to the relevant share registries.
For convenience, please use the email template below when submitting your request. Ensure all details are completed accurately to avoid delays or potential withholding tax on dividends and distributions.
Email template:
My client IDs: <enter trading account number>
My Account Name(s): <enter trading account name>
Tax File Number (TFN): <enter TFN>
I would like to opt in to have my tax file number automatically sent to the share registries for my Bell Direct portfolio holdings. I confirm that the Tax File number details provided are correct. If the Tax File number details are not correct or they have not been updated to Bell Direct, it may result in withholding tax being withheld from dividends and distributions.