Your 2024 financial year Annual Investor Statement is now ready as of August 2024.
Here’s an outline of the expected timeline:
ETF issuers provide tax information to Stockspot: Early-August 2024
Stockspot generates your Annual Investor Statement: Mid-August 2024
Annual Investor Statement available in your Stockspot dashboard: Late August 2024
You can read everything you need to know about Tax Time in this article.
The taxation of ETFs is quite complex. It takes each of the ETF providers a good month to prepare all of the individual tax components for your ETF investments before they send this information to Stockspot so we can consolidate all of your information into a single statement, known as your Annual Investor Statement.
Where to find your financial statements?
Your Annual Investor Statement and supporting documents will be available to download in 'Documents' in your Stockspot dashboard. We'll email you and provide notifications in the app and dashboard as soon as they're ready!