Payee non-individual name Where a person has only one name, it should be captured in this element. Payee family name Payee first name Payee other given names DIDSLodgeRequest [Abstract] RP Primary Items [Abstract] Dividend expense examples are: - Management fees and fees for investment advice relating to changes in the mix of your investments - Interest charged on money borrowed to purchase shares or similar investments - Costs relating to managing your investments, such as travel and buying specialist investment journals or subscriptions. Interest expense examples are: - Bank or other financial institution account-keeping fees for accounts held for investment purposes - Management fees and fees for investment advice relating to changes in the mix of individual taxpayer's investments. Description of interest or dividend expense The full name given to the product or investment that is being used to claim the interest or dividend expense. Name of product or investment The Investment Codes for interest and dividend deductions are: Bonds - Bonds - Linked bonds & Notes (including return linked to shares, bank bills rates, exchange rates etc) Bonds Other - Bonds/Notes Other Convertible - Convertible Notes Converting Preference - Converting Preference Shares Instalment Receipts - Instalment Receipts Loans - Loans to Related Parties/Entities/Associates Managed Fund Trust Allocated pensions & Annuities - Managed Funds/Trusts Allocated pensions & Annuities Managed Fund Trust Friendly Society Bonds - Managed Funds/Trusts Friendly Society Bonds Managed Fund Trust Insurance Bonds - Managed Funds/Trusts Insurance Bonds Managed Fund Trust Other - Managed Funds/Trusts Other [Equity, Income, Growth, Property & Multi Sector] Managed Fund Trust Superannuation - Managed Funds/Trusts Superannuation Other - Other Securities Lending Shares Capital Protected - Shares Capital Protected Loan Products Shares Margin Lending - Shares Margin Lending Shares Other - Shares Other Stapled Securities - Stapled Securities Warrants - Warrants Investment Code A choice of TRUE/FALSE values. True - payment is in advance False - payment is not in advance Payment in advance The sum of all the expenses claimed have to equal the amounts then claimed as deductions at 'Interest Deductions' and 'Dividend Deductions' fields on the individual tax return. Amount claimed as interest or dividend expense