EOFY Statements Coming Soon

Prepare for the End of Financial Year (EOFY) with the following statements to make tax time easier. Reports will be available shortly after the conclusion of the current financial year. Look out for our banners when they are available or go to My Account > My Portfolio > Statements to check.

  • Interest and Estimated Dividends Summary – An estimate of the dividend and interest payments which may have been received during the financial year ending 30 June 2022.
  • Transactions Summary – A consolidated list of all executed trades for the account during the Financial Year ending 30 June 2022.
  • Portfolio Valuation – A snapshot of the EOFY position as of 30 June 2022.
  • Financial Year Summary – An overview of the share trading account for the financial year ending 30 June 2022.

Published: 20 June 2022