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How to generate tax statement for 2020-2021


Sydneysider

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Hi all

 

I am new to IG markets having been here only 2-3 months. 

I am wondering how do I go about generating a tax statement for the 2020-2021 financial year. I have been trading in USD stocks and thought I would use the transaction summary for capital gains computation however all teh transactions are in USD and not AUD which makes it even harder to gauge FX rate at the time of transaciton. 

Doesn't IG have a tax summary similar to others like COmmsec & NABtrade?? 

 

 

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18 hours ago, Sydneysider said:

Hi all

 

I am new to IG markets having been here only 2-3 months. 

I am wondering how do I go about generating a tax statement for the 2020-2021 financial year. I have been trading in USD stocks and thought I would use the transaction summary for capital gains computation however all teh transactions are in USD and not AUD which makes it even harder to gauge FX rate at the time of transaciton. 

Doesn't IG have a tax summary similar to others like COmmsec & NABtrade?? 

 

 

Hi @Sydneysider,
You will receive a end of financial year statement by the end of July if you received dividends in the previous financial year. Otherwise, you can use the different filters in My IG > Live accounts > History.

All the best - Arvin
 

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