IMPORTANT NOTE: As at 22 July, the minimum trade size is 0.25% per security, per portfolio.
To obtain your annual tax report:
1. Login to your Account
2. Select Print Reports tab
3. Recalculate the date to 30/06/2009
4. Select the check boxes for Tax Summary
5. Select your preferred file format
6. Select Show Report to export the file*
Please contact our office if you require further assistance.
*Troubleshooting: At this point, your Internet Explorer pop-up window settings may prevent you from downloading the file without asking you to log in again. The Troubleshooting guide below will prevent this from occurring.