The following documents have been prepared to provide Babcock & Brown fund securityholders who acquired their securities as a result of holding shares in Alinta at the time of the acquisition by the Consortium comprising Babcock & Brown Infrastructure, Babcock & Brown Power, Babcock & Brown Wind Partners and Singapore Power International Pte Ltd, with general information regarding the taxation implications arising from the disposal of their Alinta shares.
All former Alinta shareholders have been sent a personalised tax statement and tax guide.
Click here to access Sample Personalised Tax StatementClick here to access Alinta Share Scheme Participant Taxation Guide
The documents above should be read in conjunction with the Alinta Scheme Booklet – in particular Section 14 of Part B of the Scheme Booklet.
Click here to access Scheme Booklet - Part AClick here to access Scheme Booklet - Part B
Click here for interactive version of Scheme Booklet
The online calculator is currently being finalised and expected to be available by early September 2008.
Shareholders who acquired their Alinta shares as a result of the merger with AGL in 2006, or held shares in Alinta prior to the merger can access additional information on the Australian Tax Office website that may be of relevance.
Original Alinta shareholders click hereFormer AGL Shareholders click here
Please note that the links to the ATO Class Rulings referred to in Section 3 of the Alinta Taxation Guide have changed. The Class Rulings issued by the ATO in relation to the Alinta/AGL Scheme of Arrangement have now been withdrawn.
This does not impact how these Class Rulings apply to the Alinta/AGL Scheme for original Alinta Shareholders and former AGL Shareholders.
Original Alinta Shareholders:Click here to access Class Ruling 2006/124WClick here to access the original Class Ruling 2006/124
Former AGL ShareholdersClick here to access Class Ruling 2006/125WClick here to access the original Class Ruling 2006/125
Babcock & Brown does not provide individual tax advice. Taxation laws are complex and we recommend that you consult your taxation adviser in relation to the completion of your 2008 income tax return. You cannot rely upon this information in relation to managing your specific tax affairs.
You should obtain your own tax advice in relation to the taxation implications associated with your investments in the Babcock & Brown Funds, BBI EPS, APA and Alinta.
For matters relating to your specific holdings please contact Link Market Services on 1800 774 356 (within Australia) or +61 3 8416 6009 (outside Australia).
The ATO can be contact between 8am and 6pm on 13 28 61 (within Australia) and on +61 2 6216 1111 (outside Australia)
Click here to be directed to the Alinta Offer websiteClick here to be directed to the ATO website.