Are you tax time ready?

Are you tax time ready?

Completing your tax return can be time consuming and difficult, when you don’t have your financial information*​ relating to your share portfolio at your fingertips.

The larger your share portfolio, the more time and effort you could save - so don’t waste time looking for individual statements, head to Investor Centre to purchase and download your financial information*, and because it’s online, you can do it anytime it suits you - it’s that easy.

Provide convenient PDF or CSV files to your accountant or use them to help complete your tax return yourself. For only AUD49.50 including GST, Portfolio Tax Pack includes:

    1. A single PDF containing: 

      • Cover Letter
      • Payment Summary
      • Holding Balance Summary
      • Tax Invoice
    2. A single CSV containing the Payment Summary
    3. A single PDF containing all relevant payment advices for the period for the financial year

 

Best of all, the information will be stored in your account for seven years, making it easy to download any time you want.

It’s easy to get started - if you're an existing user log into Investor Centre, or a new user simply 
sign​ up​​. Tax time just got easier.


* Important notes:

  1. Financial information relating to your share portfolio
  2. ​​The Portfolio Tax Pack has been prepared for general information purposes only and should not be relied upon as taxation advice. We have not taken into account your objectives, financial situation or needs and we recommend that you seek guidance from your accountant, taxation or other professional advisor in relation to the information provided to you.
  3. Cost base information (for capital gains tax purposes) is not included in the Portfolio Tax Pack.
  4. If you own securities in a Managed Investment Trust (MIT) then you should refer to the annual tax statement for each MIT shareholding you have instead of the information included in the Portfolio Tax Pack. This is because the MIT annual tax statement provides details of the full year components of the distribution and dividends paid during the year and includes information required to complete your annual tax return.​​​​​​​
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 ‭(Hidden)‬ Pre-register and we can notify you when the service is ready:

Collections Statement: By providing your personal information and clicking the “Tell me when tax pack is available” box above, you agree to Computershare collecting and using your personal information for the purpose of sending you information about the “portfolio tax pack” product, including notification of the live date. Computershare will only retain your personal information for so long as it is necessary for the fulfilment of this purpose. We may disclose your personal information to our related bodies corporate and to other individuals or companies who assist us in supplying our services or who perform functions on our behalf. These recipients are unlikely to be located outside of Australia. For further information, including how to access and correct your personal information, and information on our privacy complaints handling procedure, please see our Privacy Policy at: http://www.computershare.com/au/privacy-policies.