Remember to select the right period & the right account!

TABLE OF CONTENTS

• Commsec
• ANZ 
  • ANZ trading, holding, & market value report
  • ANZ dividend income report
• Westpac trading
• NAB trading / NabTrade
• SelfWealth / Self Wealth
• CMC
• Macquarie 
  • wrap
  • Normal account

Commsec

ANZ 

ANZ separates their reports into two components which requires you to generate both

ANZ trading, holding, & market value report

ANZ dividend income report

Westpac trading

NAB trading / NabTrade

SelfWealth / Self Wealth

CMC

Macquarie 

wrap

go to VIEW REPORTING > RUN A REPORT FOR A SUPERANNUATION ACCOUNT

Normal account

Accounts > REPORTS >