Remember to select the right period & the right account!
TABLE OF CONTENTS
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:
- trading account statement
- Portfolio report - especially if you own Mfunds/ETPs
- EOFY Trading statement
(see diagram below for A B C) - 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 >
