Jump to content
  • 1

Capital Gain & Dividend Statement


OmairA

Question

Hi Fellows,

Its tax time here in down under and need the capital gains and dividend statement for filling the tax return. I am struggling to find a way on IG platform to do that.

I would be thankful if anyone could point me in the right direction. I hope it should be something simple.

Cheers.

Link to comment

8 answers to this question

Recommended Posts

  • 0

If you're currently holding / traded less than 10 stocks you could sign up for a free Sharesight account and manually import your statements.  Otherwise you pay for extra for larger trading activity and additional services.  Sharesight is great and makes tax time very easy.  You can have IG forward your trading statements for automatic tracking, then at the EOFY you simply select which reports you would like to generate.  Depending on your situation you may be able to claim the cost of the service on tax.

If you do go down this path you need to email IG and have them add an additional email address that directs your statements to the Sharesight server.

 

Manual trade history -

Trade history can also be downloaded from your IG dashboard, hit the three dots on the far right of you accounts, for ASX trading (Not CFD's) Select history - Show trade history - select the date range - Download as excel format.

 

 

  • Like 3
Link to comment
  • 0

Second that. Sharesight is great tool. Relatively inexpensive and you can possibly claim as a tax deduction. If you're into international stocks, it's great (or in my case not so great! 😭) to see the impact on currency swings on the stocks you hold.

Link to comment
  • 0

I am able to work out capital gains myself pretty easily. But what about dividends for my tax. How do I know how much was franked etc. There is another post that states that there is a dividend statement that is issued by IG once a year, but cannot locate it anywhere. Can someone direct me on how to access this statement?

Link to comment
  • 0
On 31/07/2020 at 06:02, Looty said:

I am able to work out capital gains myself pretty easily. But what about dividends for my tax. How do I know how much was franked etc. There is another post that states that there is a dividend statement that is issued by IG once a year, but cannot locate it anywhere. Can someone direct me on how to access this statement?

For share dealing accounts we do provide yearly tax statements. You should be able to find them on the MyIG page by selecting Live accounts> (make sure share dealing is selected) > Statements. 

If you're having issues finding the statement here, or you want a statement for a different account please email us at helpdesk.uk@ig.com. 

All the best 

  • Thanks 1
Link to comment
  • 0
On 06/08/2020 at 15:50, CharlotteIG said:

For share dealing accounts we do provide yearly tax statements. You should be able to find them on the MyIG page by selecting Live accounts> (make sure share dealing is selected) > Statements. 

If you're having issues finding the statement here, or you want a statement for a different account please email us at helpdesk.uk@ig.com. 

All the best 

Tried emailing, got response IG :
 

These statements are only generated if you've received dividends last financial year. If you haven't received dividends last financial year, you can access your trade history under Live accounts > History > Trade history and selecting the period. Other commissions transactions and the like can be found under Live accounts > History > Transactions.

If you want a summary of all trades with purchase price, taxes, consideration etc then this can be produced and exported from MyIG / Live Accounts / History / Trade History and you can then select the dates within which the export should be generated.
Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • General Statistics

    • Total Topics
      20,788
    • Total Posts
      89,815
    • Total Members
      40,698
    • Most Online
      7,522
      10/06/21 10:53

    Newest Member
    CJO
    Joined 09/12/22 18:29
  • Posts

    • Week ahead 12/12/22: Fed, BoE, ECB decisions With little or no corporate data we focus in on central bank decisions at the Federal Reserve (Fed), Bank of England (BoE) and European Central Bank (ECB). IGTV senior analyst, Joshua Mahony, discusses trades around the volatility index, the VIX, EUR/USD and the S&P 500.      
    • Charting the Markets: 9 December FTSE 100, DAX 40 and CAC 40 regain lost ground ahead of US PPI data. EUR/USD, GBP/USD, and AUD/USD look to continue their bullish two-month trend. And gold and natural gas edge higher but oil prices keep falling.         This is here for you to catch up but if you have any ideas on markets or events you want us to relay to the TV team we’re more than happy to.
    • EUR/USD, GBP/USD and AUD/USD look to continue their bullish two-month trend EUR/USD, GBP/USD and AUD/USD look set to continue their bullish momentum, with recent worries cast aside for now.    Joshua Mahony | Senior Market Analyst, London | Publication date: Friday 09 December 2022  EUR/USD continues to push higher after recent pullback EUR/USD has seen a more upbeat tone over the second half of the week, with the dollar strength seen on Monday and Tuesday fading to give way to another push higher for this pair. Markets appear to be in a state of flux, with inflationary concerns reemerging in the wake of last Friday’s jump in US average earnings. Today sees the release of the US producer price index (PPI) inflation figure, bringing potential volatility if we see factory prices head higher. China certainly has little to worry about on that front, with both consumer price index (CPI) (1.6%) and PPI (-1.3%) well below target thanks to cheap Russian fuel and lockdown restrictions. For EUR/USD, we would need to see a move back below the $1.029 swing-low to bring about a fresh bearish signal after two-months of upside for the pair. Until then, the bulls remain in the driving seat. Source: ProRealTime GBP/USD pushing back into key resistance GBP/USD also saw a somewhat downbeat start to the week, with the pair heading lower from the crucial $1.2293 swing-high resistance level. That August high provides a crucial hurdle up ahead for bulls, with a push through that point bringing expectations of another leg higher from here. The uptrend in place over the course of the past two-months has brought expectations of further upside unless we see that ongoing pattern of higher lows end. With that in mind, a bullish view holds unless the price falls back below the $1.19 level. Keep an eye out for the UK consumer inflation expectations figure released at 9.30am this morning. Source: ProRealTime AUD/USD struggling to maintain recovery pace AUD/USD has similarly been attempting to regain ground today, with the gains seen across EUR/USD and GBP/USD failing to carry through here. This could signal a potential waning of the bullish momentum, with the fact that these pair have been slowing in their ascent of late serving to highlight the potential for another bearish reversal in the near-future. That would tally up with what is happening in equity markets, which have shown initial tentative signs of a turnaround before long. With that in mind, watch out for a break back below the $0.664 level to signal a bearish turn for this pair. Until then, the uptrend evident over the past two-months does remain in play. Source: ProRealTime
×
×
  • Create New...