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.
Follow the below steps to access your annual reports on computer:
- 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.
Follow the below steps to access your annual reports on the mobile app:
- Log in to the Selfwealth mobile app
- Click on the More button
- Click on the Trading Account Settings button
- Another set of tabs will appear, click Annual Reports
- Your annual reports will be displayed alongside the PDF download links.