Shares/Stocks/ETFs/Dividends

Bank-managed Share portfolio & dividend trading report
Remember to select the right period & the right account! TABLE OF CONTENTS Commsec ANZ  ANZ trading, holding, & market value report ANZ div...
Fri, 18 Aug, 2023 at 11:55 AM
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
Transaction statement for Capital Gains/loss
TABLE OF CONTENTS Commsec ANZ NAB Westpac Selfwealth Commsec ANZ NAB Westpac Selfwealth
Sat, 23 Oct, 2021 at 1:53 PM
bank-managed shares - buy & sell contracts
TABLE OF CONTENTS Commsec ANZ NAB Commsec ANZ NAB
Tue, 16 Aug, 2022 at 2:44 PM
Bank-managed INTERNATIONAL SHARES
Commsec 
Tue, 16 Aug, 2022 at 2:49 PM
Selfwealth bank statement & CSV
TABLE OF CONTENTS CSV Bank statement CSV Bank statement You will have to email support@selfwealth.com.au (from your selfwealth usern...
Fri, 31 Mar, 2023 at 11:12 AM
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
CHESS Depositary Interest (CDI) - no tfn to declare
CDIs you don't have a TFN to declare. See CRN.asx You do have a w8ben form to reduce tax from 30% to 15% foreign withholding
Fri, 5 Apr, 2024 at 1:24 PM