Now available – End of Financial Year Statements

Your EOFY statements can now be accessed.

These statements provide detailed information to help you better manage your tax administration.

Which statements will be available?

  • Interest & Estimated Dividend Summary: An estimate of all the dividend and interest payments you may have received during the financial year
  • Transaction Summary: A consolidation of all your confirmation notes (trades) made over the financial year
  • Portfolio Valuation: A snapshot of your financial position as of 30 June 2019
  • Financial Year Summary: Three-in-one - a summary of the above statements

Where can I access my EOFY statements?

You can access your statements by going to My Account > My Portfolio > Statements.

Previous years’ statements are also available in the same location.

Where can I find the bought or sold price for a shareholding?

You can find this information by accessing the Transaction Summary statement for the relevant period. Alternatively, you can access past trade confirmation notes by navigating to Trading > Share Orders > Confirmations.

Need more help?

We want to make navigating the EOFY as easy as possible, so if you have any questions please call us on 13 13 31 between 8am and 7pm Monday to Friday (Sydney time).

Published: 16 July 2019