- 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)
CMC Print
Created by: Christopher Le
Modified on: Wed, 1 May, 2024 at 12:17 PM
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