We’ve made it easier to order an end of year tax summary. With a few clicks you can request, purchase and download all your tax information with the Portfolio Tax Pack.
What’s on offer
If you received Dividend and/or Interest payments throughout the year and you are required to complete an IR3 Tax Return, you may find it convenient to purchase a Portfolio Tax Pack.
For $45 including GST, Portfolio Tax Pack provides you with two files, and an option to instantly download in convenient PDF and CSV formats.
The information you will receive includes:
- A single PDF containing:
A single CSV containing the Payment Summary
- Cover Letter
- Payment Summary
- Holding Balance Summary
If you have sold shares recently through Investor Trade, there may be tax implications depending on your circumstances. Downloading a tax pack will safeguard your accountant having any unexpected surprises.
You can download tax information for all your Australian securityholdings, click here for further information.
It’s easy to get started, login to www.investorcentre.com/taxpack and enter your CSN/Holder Number and postcode (or country if you reside overseas), and follow the steps below:
The cost of this service is $45 including GST per tax period. The process is simple and will only take a few moments once you’ve logged in.