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EOFY Statements Now Available

We've prepared the below reports to make tax time easier. Go to My Account > My Portfolio > Statements to download the following.

Interest and Estimated Dividends Summary – This statement provides an estimate of the dividend and interest payments which may have been received during the financial year ending 30 June 2024.
Transactions Summary – A consolidated list of all executed trades for the account during the Financial Year ending 30 June 2024.
Portfolio Valuation – A snapshot of the EOFY position as of 30 June 2024.
Financial Year Summary – An overview of the share trading account for the financial year ending 30 June 2024.

Published: 24 July 2024

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This site has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 and is directed and available to and for the benefit of Australian residents only. Share trading through this website is a service provided through Westpac Securities Limited ABN 39 087 924 221 AFSL 233723 by AUSIEX, a Market Participant of ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this website does not take into account your personal objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to these factors before acting on it.