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:

  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.



Stake

https://hellostake.com/au/support/documents-and-statements/taxes-and-forms/26012023135001


On the Stake App:

  1. Navigate to Manage.
  2. Select Account.
  3. Tap on 'Financial year reports'.

On the Stake Website:

  1. Hover your mouse over the menu icon in the top-right corner of the screen.
  2. Click on Overview.
  3. On the left-side menu, click on Tax & reporting > Financial year reports.