EOFY Statements Coming Soon

We’re committed to making your tax administration simple. The following statements will soon be available to download under My Account > My Portfolio > Statements.

  • 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 2025.
  • Transactions Summary – A consolidated list of all executed trades for the account during the Financial Year ending 30 June 2025.
  • Portfolio Valuation – A snapshot of the EOFY position as of 30 June 2025.
  • Financial Year Summary – An overview of the share trading account for the financial year ending 30 June 2025.

Published: 30 June 2025

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