Tax Reporting

We offer comprehensive reporting to help you with your taxes. 
 

If you hold shares you can download the "Full Portfolio Report" found here:

1. Log In
2. Reports
3. Last Financial Year
4. Download the "Full Portfolio Report"

If you hold any ETF investments then you can refer to the AMIT report found here:

1. Log In
2. Reports
3. Last Financial Year
4. Attribution Managed Investment Trust Member Annual Statements (AUS)

Please note: The AMIT report for the full previous financial year will be available before the end of October (usually around September).