Tax Info with Commsec

[matty77]

Where can I find a summary of share portfolio in Commsec that I can use to send to me accountant?

I just cant remember where it is and dont want to do it manually!

Also with the cash accounts being changed where do I find info on my old cash trading account so I can check the dividends in?

Surely they can do just one statement of everything bought and sold, dividends paid in the last financial year?

thanks in advance.

 

[DocK]

Where can I find a summary of share portfolio in Commsec that I can use to send to me accountant?

I just cant remember where it is and dont want to do it manually!

Also with the cash accounts being changed where do I find info on my old cash trading account so I can check the dividends in?

Surely they can do just one statement of everything bought and sold, dividends paid in the last financial year?

thanks in advance.

Under the Portfolio tab there is a tab for Statements - if you click on it you'll see towards the bottom of the page a pdf version of your portfolio statement and transaction summary statement for the fin year.