Jump to content
  • 1

Year financial statement for ATO


andrewthompson

Question

16 answers to this question

Recommended Posts

  • 0
20 hours ago, andrewthompson said:

Cannot for the life of me find where I can get a yearly financial statement for ATO showing all transactions, transaction costs, dividends etc. I have been to statements and entered dates required and message I get is please change the date.;

Hi @andrewthompson, for a share trading account you will receive an EFOY statement only if you received dividends during the year. To see all the transaction, dividends, commission etc you will need to go on My IG . Live accounts > History and not Statement.

From there you can select a custom period for example 01/07/2019 to 30/06/2020 you should have the information you are after.

I hope that it helps you.

All the best - Arvin

Link to comment
  • 0
On 07/07/2021 at 13:19, ArvinIG said:

Hi @andrewthompson, for a share trading account you will receive an EFOY statement only if you received dividends during the year. To see all the transaction, dividends, commission etc you will need to go on My IG . Live accounts > History and not Statement.

From there you can select a custom period for example 01/07/2019 to 30/06/2020 you should have the information you are after.

I hope that it helps you.

All the best - Arvin

Hi @ArvinIG unfortunately for the tax return, greater detail around franking and CFI is needed.  Is it known when the annual statements are released?

Link to comment
  • 0
On 31/07/2021 at 11:07, MikeRob said:

Hi @ArvinIG,
Any update on when the statements will be released?
 

Thank you - Michael

Hi @MikeRob,
The Australian statements were released last week. You should have received one if you received dividends during the 2020-2021 financial year.

You can find your transaction history in for EOFY 2021 in My IG > Live Accounts > History.

All the best - Arvin

Link to comment
  • 0
On 02/08/2021 at 09:06, ArvinIG said:

Hi @MikeRob,
The Australian statements were released last week. You should have received one if you received dividends during the 2020-2021 financial year.

You can find your transaction history in for EOFY 2021 in My IG > Live Accounts > History.

All the best - Arvin

Hello, as a financial institution, i find it shocking that you cannot provide a EOFY statement for 2021. If all you deal in is money and balances and maintaining accounts, how is it not possible to get an EOFY statement regardless of if u are dealing in shares, ETF, CFDs, whatever?? My accountant needs a summary of accounts from you for EOFY 2021. Why do we even have to ask this question if you are in the business of MONEY, and keeping ACCOUNTS?? I have had to pay $55 because I had to amend last years tax return due to the fact that you sent 2020 EOY summary. Why cant u do it for this year and do it yesterday?? Push a button and make this report available to us! Thanks. Carl

  • Like 1
Link to comment
  • 0
9 hours ago, millionz said:

Hello, as a financial institution, i find it shocking that you cannot provide a EOFY statement for 2021. If all you deal in is money and balances and maintaining accounts, how is it not possible to get an EOFY statement regardless of if u are dealing in shares, ETF, CFDs, whatever?? My accountant needs a summary of accounts from you for EOFY 2021. Why do we even have to ask this question if you are in the business of MONEY, and keeping ACCOUNTS?? I have had to pay $55 because I had to amend last years tax return due to the fact that you sent 2020 EOY summary. Why cant u do it for this year and do it yesterday?? Push a button and make this report available to us! Thanks. Carl

I haven't got any either, history does not give access to share trading statements

  • Like 1
Link to comment
  • 0
1 hour ago, MFRAGLER711 said:

Hi 

No EOFY statement received via email or not in the history, history only shows CFD, not share trading. When we can get the statement? It is August now, It should be that hard if set up in the system to generate statement automatically. 

Hi @MFRAGLER711 , please note that Consolidated Tax Certificates have been released and should be available from My IG>Live accounts>Statements. This statement is automatically generated only if you received dividends during the tax year. Please see the below link for more information on the statement types we provide for the different account types. 

https://www.ig.com/uk/help-and-support/accounts-and-statements/statements/what-statements-will-i-receive

Many thanks

Anda

Link to comment
  • 0
11 hours ago, AndaIG said:

Hi @MFRAGLER711 , please note that Consolidated Tax Certificates have been released and should be available from My IG>Live accounts>Statements. This statement is automatically generated only if you received dividends during the tax year. Please see the below link for more information on the statement types we provide for the different account types. 

https://www.ig.com/uk/help-and-support/accounts-and-statements/statements/what-statements-will-i-receive

Many thanks

Anda

Hi

 

I only see 2020 even if I set up the dates as 01/07/2020-30/06/2021, Cannot generate 2021 EOFY statement

Link to comment
  • 0
2 hours ago, MFRAGLER711 said:

Hi

 

I only see 2020 even if I set up the dates as 01/07/2020-30/06/2021, Cannot generate 2021 EOFY statement

Hi @MFRAGLER711,
I can see that the helpdesk sent you out a statement. You may need to extend the dates of research as the annual statement would have been provided after the 30th June 2021.

Thank you - Arvin

Link to comment
  • 0
On 12/08/2021 at 14:17, ArvinIG said:

Hi @MFRAGLER711,
I can see that the helpdesk sent you out a statement. You may need to extend the dates of research as the annual statement would have been provided after the 30th June 2021.

Thank you - Arvin

Arvind

 

Helpdesk sent only CFD statement not the share trading. I really want to pull out of IG this year as it is such a nightmare to get a statement. I sent a request helpdesk as well but no respond

 

Link to comment
  • 0
On 14/08/2021 at 13:41, MFRAGLER711 said:

Arvind

 

Helpdesk sent only CFD statement not the share trading. I really want to pull out of IG this year as it is such a nightmare to get a statement. I sent a request helpdesk as well but no respond

 

Hi @MFRAGLER711,

I have sent you out a statement for your Share Dealing account.

I hope that it helps.

- Arvin

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
  • image.png

  • Posts

    • TXN Elliott Wave Analysis Trading Lounge Daily Chart, Texas Instruments Inc., (TXN) Daily Chart TXN Elliott Wave Technical Analysis   FUNCTION: Trend MODE: Impulsive STRUCTURE: Motive POSITION: Intermediate (1) DIRECTION: Acceleration in wave 3.   DETAILS: Looking for upside in wave 3 as we seem to have had a shallow wave {c} of 2, potentially indicating a strong upward momentum.       TXN Elliott Wave Analysis Trading Lounge 4Hr Chart, Texas Instruments Inc., (TXN) 4Hr Chart TXN Elliott Wave Technical Analysis   FUNCTION: Trend MODE: Impulsive STRUCTURE: Motive POSITION: Wave {i} of 3. DIRECTION: Top in wave {i}. DETAILS: Looking for a pullback in wave {ii} as we top in wave {i} to then look for additional longs, looking for 172$ to provide support. We conducted a detailed Elliott Wave analysis for Texas Instruments Inc. (Ticker: TXN), examining both its daily and 4-hour chart movements. This analysis aims to provide valuable insights into potential future price movements for traders and investors interested in TXN stock.     * TXN Elliott Wave Technical Analysis – Daily Chart* Texas Instruments Inc. is currently exhibiting a strong impulsive trend, characterized by a motive structure placed in Intermediate wave (1). The stock is anticipated to experience acceleration in wave 3 following a shallow wave {c} of 2. This suggests a robust upward momentum, signaling favorable conditions for bullish positions. * TXN Elliott Wave Technical Analysis – 4Hr Chart* On the 4-hour chart, TXN's impulsive trend is further evident, with the stock positioned in Wave {i} of 3. As the stock approaches the top in wave {i}, a pullback is expected in wave {ii}. This corrective phase presents an opportunity for traders to consider additional long positions, with the key support level identified around $172.   Technical Analyst : Alessio Barretta   Source : Tradinglounge.com get trial here!  
    • The yen trades at 34-year lows versus the US dollar as the Bank of Japan kicks off its two-day monetary policy meeting. USD/JPY reached the June 1990 peak at ¥155.56 while EUR/JPY is fast approaching the October 2007 high at ¥167.74. Asian stocks were mixed and a lower open is expected for European stock markets following disappointing after-hours Q1 US earnings by the likes of Meta Platforms which dropped by 15%. In the US preliminary Q1 GDP, initial jobless claims and pending home sales are on the agenda while in Europe German Bundesbank President Nagel will speak at 4:15pm ahead of Friday's US PCE inflation data release.  
    • In the global geopolitical landscape, gold is often seen as a safe haven asset. However, recently, due to easing tensions in the Middle East, market overbuying, and the potential rise in long-term interest rates, gold prices have experienced their largest drop in nearly two years. Ryan Anderson, from the perspective of a financial analyst, discusses the impact of these factors on gold and the entire financial market, providing in-depth analysis and strategic advice for the current market environment. Ryan Anderson points out that the decline in gold prices reflects the reactions of investors to the easing geopolitical tensions and its impact on market sentiment. As concerns about potential conflicts between Israel and Iran diminish, market participants are adjusting their risk preferences, leading to a decline in gold prices from their highs. Additionally, other factors such as overbuying in market technical positions and the potential rise in long-term interest rates are prompting investors to reevaluate their decisions to hold gold. After a thorough analysis of the factors affecting the gold market, Ryan Anderson mentions that although gold prices have been hit hard in the short term, they remain a valuable asset driven by various factors in the long term. First, while geopolitical uncertainties have temporarily eased due to the Middle East situation, global instability factors persist, such as US-China trade relations and political turmoil in Europe. These factors could potentially increase the demand for gold as a safe haven at any time. Second, the trend of central banks buying gold may continue in the coming years, especially in Asian markets. Stable growth in gold demand from consumers in China and India, especially during festive and wedding seasons, will further support its price through physical purchases. Additionally, with investor concerns about long-term inflation, the role of gold as a hedge tool may be reassessed and emphasized. Ryan Anderson also points out that technical analysis shows that a pullback in gold prices after rapid gains is a common market adjustment behavior. This price adjustment provides potential investors with entry opportunities. Therefore, for those seeking medium to long-term investments, the current price level may be an attractive entry point. In conclusion, although the gold market has recently experienced significant declines, this volatility reflects more of a reaction to immediate news rather than a change in long-term value. According to the analysis of Mr. Anderson, gold remains attractive as a long-term hedge tool. Investors should allocate gold assets reasonably based on their risk preferences and investment objectives.
×
×
  • Create New...
us