EOFY Statements Now Available

We’re committed to making your tax administration simple. The following statements for the financial year ending 30 June 2025 (FY25) are now 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 FY25.
  • Transactions Summary – A consolidated list of all executed trades for the account during the FY25.
  • Portfolio Valuation – A snapshot of the EOFY position as of 30 June 2025.
  • Financial Year Summary – An overview of the share trading account for FY25.

You should retain your CHESS statements, dividend and distribution statements, trade confirmations and bank account statements for income tax purposes.

For delisted securities or securities where a capital reconstruction has occurred, we recommend referring to documents supplied by the company or their share registry.

As an example, if you held Suncorp Group Limited (ASX Code: SUN) during the Capital Return, Special Dividend and Share Consolidation period in February and March 2025 you should refer to documents provided by Suncorp Group Limited and their share registry.

The information provided in the above statements are believed to be accurate at the time they are generated. Westpac Share Trading and its related entities do not accept any liability for any errors contained in these statements, or any responsibility for actions taken based on this information.

These statements are intended as a general summary only and should not be solely relied upon for taxation purposes. They do not constitute tax advice.

While we may provide information regarding your accounts, we do not offer tax advice. For assistance completing your tax return, please seek appropriate financial guidance from a qualified accountant, tax adviser or professional financial adviser.

Published: 15 August 2025

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