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End of financial year portfolio/position summary


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Hi I am new to trading and new to reporting my trading activities to the ATO (Australian Taxation Office) in Australia.

My accountant has requested a summary of my portfolio/positions as at 30th June 2021 including current loss/profit at that time. Is there a way I can get this information to them?

I know there is the income statement as well as custom transaction and trading statement I can generate for the period 1st July 2020 to 30th June 2021 but not sure how I can generate the accountant's request.

Thanking the community in advanced, cheers. Paul

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Hi @Bursitis

Thank you for the question

That information is in your daily statements. If you go through your emails you would have received one on the 30th June 2021. If you are unable to access the statement then please email helpdesk.au@ig.com and request for it to be sent to you. Many thanks

Anda

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