End-of-financial year share statements

Coming soon: EOFY 2019/20 share statements will be available to download from mid-July

 

What statements will be available?

To help you get ready for tax time, the following statements will be available for the financial year 2019/2020:

  • Interest and estimated dividend summary - list of dividend payments, which along with share registry statements, may help you work out how much dividend income to declare.
  • Transaction summary - a list of all your executed trades itemised and grouped by stock code, to help you work out capital gains, capital losses and transaction costs. 
  • Portfolio valuation - a report of all your CommSec holdings and their values as at 30 June 2020, giving you a snapshot of your position.
  • Financial year summary - overview of your CommSec account for the year, to help you calculate what you should be declaring as income when completing your tax return. This includes summaries of your portfolio valuation, total interest, dividends paid, and fees and charges.

 

How to download your statements

Your EOFY share statements will be available on the CommSec website from mid-July

You will be able to access them via your Statements page. Alternatively, select ‘Portfolio’ and then ‘Statements’, then choose your account.


Important Information 

CommSec is not an adviser as to legal, taxation, or accounting matters. CommSec shall not be responsible in any way whatsoever to any person or company for any errors or omissions in this document, however caused. You are responsible for obtaining independent advice, as you think appropriate, on your tax position. 


 

 

 

Disclaimer

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