Follow these instructions to download the following files:

  1. Quarterly & Annual Statements (PDF)
  2. Transaction History (CSV)

Quarterly & Annual Statements

Navigate to Statements & report

Download the following statements.

  • Annual Statement
  • Annual Tax Report
  • Quarterly Statement issued in July 20xx

Transaction History

Navigate to Transactions

Select

  • "Investment"
  • Previous financial year 01/07/20XX and 30/06/20XX
  • Export current view
  • Download Spreadsheet

Select

  • "Cash"
  • Previous financial year 01/07/20XX and 30/06/20XX
  • Export current view
  • Download Spreadsheet