Now available – End of Financial Year Statements

Your EOFY statements can now be accessed

Save time and effort come tax time, with Westpac’s comprehensive End of Financial Year (EOFY) share statements.

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

Which statements are available?

• Interest & Estimated Dividend Summary: a consolidated list of dividend payments, which along with share registry statements, may help you work out how much dividend income to declare.
• Transaction Summary: a consolidated list of all executed trades, itemised and grouped by stock code, to help you work out capital gains, capital losses and transaction costs.
• Portfolio Valuation: A snapshot of your financial position as of 30 June 2021.
• 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.

We’re here to 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).