Remember to select the right period & the right account!

TABLE OF CONTENTS

• Commsec
• ANZ 
  • ANZ trading, holding, & market value report
  • ANZ dividend income report
  • new ANZ CMC
    • A B C:
    • D Tax tool reporting
• Westpac trading
• NAB trading / NabTrade
• SelfWealth / Self Wealth
• CMC
  • A B C:
  • D Tax tool reporting
• Macquarie 
  • wrap
  • Normal account
• St George
• Moomoo

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

new ANZ CMC

A B C:

D Tax tool reporting

Westpac trading

NAB trading / NabTrade

SelfWealth / Self Wealth

CMC

get the following reports:

1. trading account statement
2. Portfolio report - especially if you own Mfunds/ETPs
3. EOFY Trading statement
   (see diagram below for A B C)
   
   
4. Tax tools reporting

A B C:

D Tax tool reporting

CMC requires you to register with CMC

Macquarie 

wrap

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

Normal account

Accounts > REPORTS > 

St George

you will need two reports: EOFY report and TAX TOOL reporting

go to 

Then go to TAX TOOLS

Moomoo

https://www.moomoo.com/au/support/topic6_553

https://documents.au.moomoo.com/document/doc-detail once you login.