Annual Reports Now Available for FY 18/19

Annual Reports Now Available for FY 18/19

Access your SelfWealth tax reports in your SelfWealth in the following location:


  1. Log into your SelfWealth account
  2. Click ‘Trading Account’ (via the left-hand-side menu)
  3. Click the ‘Reports’ tab across the top
  4. Another set of tabs will appear, choose ‘Annual Reports’
  5. There will be a download option for 2018/19


Please note, this report is limited to information that the SelfWealth system can report on.


You can read the full report guide online in PDF form:

What’s included in my annual report?

This tax report includes, but is not limited to, the following information.

  • Holding valuations
  • Brokerage paid
  • Transaction summary
  • Estimates for franking credits, dividends and distributions
  • Changes in holdings summary from 1st July 2018 – 30th June 2019


If you have any questions please contact our support team via live chat during trading hours or


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