How to access your dividend statements / tax information online:
- Click on the blue 'Login' button at the top right of the screen.
- You will be taken to the Computershare Investor Centre. Instead of clicking 'Login' on the Investor Centre page, look for the 'Single holding' option on the left hand side of the page. Click 'Single holding'. You do not need to set up an account to view your information.
- On the next page, use your holder number (SRN/HIN), and your 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. On the left of the page you can select 'Download a payment advice' or 'View your recent activity' to view your tax information.
Your tax agent can also access your dividend information via the '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 the AMP Investor Relations team at shares@amp.com.au or phone 1800 245 500 (Aus), 0800 440 195 (NZ) or 0808 234 5867 (UK) Monday to Friday 9am to 5.30pm (Sydney time). Other countries can call +612 8364 6053.
You will need to provide your name, date of birth, phone number and the address on your shareholding.
2022 reporting year dividends
The AMP Board declared one dividend in the 2022/2023 Australian tax year (1 July 2022 to 30 June 2023). The FY22 Final dividend of 2.5 cents per share was paid on 3 April 2023, and was franked at 20%. The dividend reinvestment plan (DRP) operated for this payment. AMP did not declare an Interim dividend in FY22. The April 2023 dividend statements were sent to shareholders by email or post (depending on communication preference) on 3 April 2023. For New Zealand shareholders, this payment falls into the 2023/2024 New Zealand tax year.
2021 reporting year dividends
The AMP Board did not declare a dividend for the 2021 reporting year. These dividends would have been paid in September 2021 and March 2022. The decision was made in order for AMP to maintain its balance sheet strength and conservative capital management through a period of significant change. This position will be reviewed by the board in the coming reporting period. As no dividends have been paid for the 2021/2022 tax year, there is no income from AMP shares to declare in tax returns for this reporting year. If your shareholding participated in AMP's 'Small Holding Sale Facility' in December 2021, you may require a copy of your share sale statement (see below).
Small Holding Sale Facility
In August 2021 AMP launched the Sale Facility for shareholders who held less than A$500 of fully paid ordinary shares. The aim of the facility was to provide eligible shareholders a convenient and brokerage-free way to sell their small shareholdings of between 1 and 442 shares, unless the shares were retained. If your shares were sold in the share sale, payment of the sale proceeds was made on 10 December 2021. If you require a copy of the share sale statement, please follow the instructions above. Please also refer to the article below in relation to cost base of shares.
2020 reporting year dividends
AMP only declared one dividend during the 2020/21 tax year (1 July 2020 to 30 June 2021). The special dividend of A$0.10 a share was paid on 1 October 2020. Dividend statements were sent to shareholders by email and post (depending on communication preference) on 1 October 2020. It was a cash only dividend, fully franked in Australia at a rate of 100% and the company tax rate used to determine the franking credit is 30%. The dividend reinvestment plan did not operate for this dividend. This dividend represents the return of capital following the sale of the AMP Life business in 2020. A dividend was not paid in the second half reporting period (March 2021).
2019 reporting year dividends
The AMP Board did not declare a dividend for the 2019 reporting year. These dividends would have been paid in September 2019 and March 2020. The decision was made in order for AMP to maintain its balance sheet strength and conservative capital management through a period of significant change including the sale of the AMP Life business. This position will be reviewed after completion of the sale of AMP Life, which is expected by 30 June 2020. As no dividends have been paid for the 2019/2020 tax year, there is no income from AMP shares to declare in tax returns for this reporting year.
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
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.
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.
Cost base of AXA shares: When National Mutual demutualised, the cost base of their shares was $1.14 on 3 October 1996. When AMP and AXA merged on 30 March 2011, the market value of an AMP share was $5.32. Please refer to the ATO fact sheet for more information.
Shares issued through the AMP Share Purchase Plan (SPP) on 13 September 2019 have a cost base of A$1.60.
If you require any assistance, please call AMP Investor Relations on 1800 245 500 (Australia) or +612 8364 6053 (other countries), or email shares@amp.com.au