At the end of each financial year you will be sent statements with information about your trades.
In the 2024/2025 Financial Year you should have received one or both of the following statements:
Portfolio Holdings Statement: summary of you transactions
Client Statement: you will only receive this if you've traded in the last financial year
Statements are sent by our trading partner Finclear from reports@finclear.io or support@finclear.com.au. Get in touch with the team if you haven't received your statements by the end of July.
Use these statements to help you complete your tax return, along with the our EOFY resources.
Note: you will usually only need to include your investments in your tax return if you have received a dividend or sold some or all of your shares in the last financial year.