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: https://www.selfwealth.com.au/assets/files/2019/07/SelfWealth-Report-Guide-July-2019.pdf

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 support@selfwealth.com.au.

 

Share this article with your social networks:


Latest News

SelfWealth Screens

Start trading today from just $9.50

close