Following the end of each financial year, Selfwealth provides an Annual statement to our clients in PDF format. These reports outline trading activity across both your ASX and international portfolios, including portfolio holding details, trade transactions and movements, as well as dividend/distribution details.
Please note: Selfwealth is not a registered tax practitioner and the information provided in this report does not constitute tax advice. It is recommended that you provide this report and any supporting documentation to your tax adviser or accountant in order that your circumstances can be properly addressed.
You can access your annual reports using either the web app or mobile app by following the steps below.
Web App
- Log in to the Selfwealth client dashboard.
- Click Trading Account on the left-hand navigation bar (you may need to scroll down to see this option).
- Click on the Reports tab.
- Another set of tabs will appear, click Annual Reports.
- Your annual reports will be displayed alongside the PDF download links.
Mobile App
- Navigate to the Account tab from the main menu.
- Select Reports.
- Select Annual Statements.
- Select the Download icon next to the statement you wish to view.
How to Read Annual Statements Guides
For your convenience we have provided a guide for annual statements below to better understand how to read them.
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