• ANZ trading transition over to cmc
  • The Praemium reporting is under the tax tools function on the account, its now transitioning to sharesight.
    • Praemium ended late 2023
  • When you buy mfunds, you need the following reports to send to the accountant:
    • Stock Holdings (especially for mfunds) 
    • Portfolio Reports as at 30/06 (especially for mfunds)
    • EOFY report
    • Cash transaction summary (do not get the trading account statement)