Listed Investment Company (LIC) Deduction - how to not overlook?

It’s all well and good that software can pre-populate franking credits in expected dividends…yay!

But what can i do to safeguard from overlooking valuable LIC deductions from eg. Amcil, Mirrabooka , Djerriwarrh ?

There is quite a few LIC’s https://www.asxlics.com/
Code

Company

8IH

8I Holdings Ltd

8EC

8IP Emerging Companies Ltd

AEG

Absolute Equity Performance Fund Ltd

ACQ

Acorn Capital Investment Fund Ltd

ACR

ACRUX Ltd

AIQ

Alternative Investment Trust

AMH

Amcil Ltd

APL

Antipodes Global Investment Company Ltd

ALI

Argo Global Listed Infrastructure Ltd

ARG

Argo Investments Ltd

ABW

Aurora Absolute Return Fund

AIB

Aurora Global Income Trust

AUP

Aurora Property Buy-Write Income Trust

AYF

Australian Enhanced Income Fund

AFI

Australian Foundation Investment Company Ltd

AGM

Australian Governance & Ethical INDEX Fund

ALF

Australian Leaders Fund Ltd

AUI

Australian United Investment Company Ltd

AIY

Authorised Investment Fund Ltd

BTI

Bailador Technology Investments Ltd

BHD

Benjamin Hornigold Ltd

BEL

Bentley Capital Ltd

BKI

BKI Investment Company Ltd

BAF

Blue Sky Alternatives Access Fund Ltd

BTC

BTC Health Ltd

CDM

Cadence Capital Ltd

CIN

Carlton Investments Ltd

CAM

Clime Capital Ltd

CLF

Concentrated Leaders Fund Ltd

CIE

Contango Income Generator Ltd

CVF

Contrarian Value Fund Ltd

CD1

Cordish Dixon Private Equity Fund I

CD2

Cordish Dixon Private Equity Fund Ii

CD3

Cordish Dixon Private Equity Fund Iii

DUI

Diversified United Investment Ltd

DJW

Djerriwarrh Investments Ltd

D2O

Duxton Water Ltd

ECP

ECP Emerging Growth Ltd

EAI

Ellerston Asian Investments Ltd

EGI

Ellerston Global Investments Ltd

EAF

Evans & Partners Asia Fund

EFF

Evans & Partners Australian Flagship Fund

EGD

Evans & Partners Global Disruption Fund

EGF

Evans & Partners Global Flagship Fund

ECL

Excelsior Capital Ltd

FPC

Fat Prophets Global Contrarian Fund Ltd

FPP

Fat Prophets Global Property Fund

FSI

Flagship Investments Ltd

FOR

Forager Australian Shares Fund

FGG

Future Generation Global Investment Company Ltd

FGX

Future Generation Investment Company Ltd

GC1

Glennon Small Companies Ltd

GFL

Global Masters Fund Ltd

GVF

Global Value Fund Ltd

GCI

Gryphon Capital Income Trust

HM1

Hearts and Minds Investments Ltd

HHY

HHY Fund

IBC

Ironbark Capital Ltd

KAT

Katana Capital Ltd

KKC

KKR Credit Income Fund

LSF

L1 Long Short Fund Ltd

LSX

Lion Selection Group Ltd

LRT

Lowell Resources Fund

MGG

Magellan Global Trust

MHH

Magellan High Conviction Trust

MOT

MCP Income Opportunities Trust

MXT

MCP Master Income Trust

MMR

Mec Resources Ltd

MFF

MFF Capital Investments Ltd

MAX

Millinium’s Alternatives Fund

MLT

Milton Corporation Ltd

MIR

Mirrabooka Investments Ltd

MMJ

MMJ Group Holdings Ltd

MA1

Monash Absolute Investment Company Ltd

MEC

Morphic Ethical Equities Fund Ltd

NCC

Naos Emerging Opportunities Company Ltd

NAC

Naos Ex-50 Opportunities Company Ltd

NSC

Naos Small Cap Opportunities Company Ltd

NBI

NB Global Corporate Income Trust

NEW

NEW Energy Solar

NGE

NGE Capital Ltd

OPH

Ophir High Conviction Fund

OEQ

Orion Equities Ltd

OZG

Ozgrowth Ltd

PGG

Partners Group Global Income Fund

PIA

Pengana International Equities Ltd

PE1

Pengana Private Equity Trust

PCI

Perpetual Credit Income Trust

PIC

Perpetual Equity Investment Company Ltd

PAI

Platinum Asia Investments Ltd

PMC

Platinum Capital Ltd

PL8

Plato Income Maximiser Ltd

PAF

PM Capital Asian Opportunities Fund Ltd

PGF

PM Capital Global Opportunities Fund Ltd

QRI

Qualitas Real Estate Income Fund

QVE

QV Equities Ltd

RF1

Regal Investment Fund

RYD

Ryder Capital Ltd

SNC

Sandon Capital Investments Ltd

SEC

Spheria Emerging Companies Ltd

SOR

Strategic Elements Ltd

SVS

Sunvest Corporation Ltd

TEK

Thorney Technologies Ltd

TGF

Tribeca Global Natural Resources Ltd

TGG

Templeton Global Growth Fund Ltd

TOP

Thorney Opportunities Ltd

VG1

Vgi Partners Global Investments Ltd

VG8

Vgi Partners Asian Investments Ltd

WAA

Wam Active Ltd

WAM

WAM Capital Ltd

WAX

Wam Research Ltd

WGB

Wam Global Ltd

WHF

Whitefield Ltd

WIC

Westoz Investment Company Ltd

WLE

Wam Leaders Ltd

WMI

Wam Microcap Ltd

WQG

WCM Global Growth Ltd

ZER

ZETA Resources Ltd

1 Like

You just have to include it as part of your checking process when finalising the super fund. Normally when you tick off the dividends income against the dividend statements, you will pick it up - it isn’t automated in SF360 yet.

Thanks JYSUPER…have you asked BGL Product Team to automate?