Shares/Stocks/ETFs/Dividends

Shares - update details (TFN, address, sell etc,) - client solution
Update via paper & email Fill out the form pdf below and email it back per the email address shown in the top right. NOTE, in the first section whe...
Fri, 29 Apr, 2022 at 2:30 AM
Access share statements from share registry
What do you need? You will need all 3 of the following: Post code,  ASX code of the share,  SRN/HIN You can retrieve all 3 of these from either...
Fri, 25 Sep, 2020 at 11:52 AM
Merge and consolidate multiple SRN HIN
Having multiple SRN and HIN can be quite annoying and difficult to compile when tax time comes. Please consider merging all holdings under a single HIN ...
Mon, 4 Oct, 2021 at 11:12 PM
Where is my HIN/SRN?
TABLE OF CONTENTS SRN HIN Commsec Nabtrade Westpac trading Anztrading/CMC Selfwealth SRN These are shares you received directly from the compan...
Tue, 3 Oct, 2023 at 11:55 AM
w8ben
30% for dividends that pay in foreign currency (USD) or the entity is domicile in a foreign country 15% you can do the forms online here  Comput...
Fri, 5 Apr, 2024 at 12:28 PM
Glossary
Attribution Managed investment trust Member Annual (AMMA) statement provides attribution, cash distribution and cost base adjustment information for your in...
Tue, 30 Apr, 2024 at 7:04 PM