Australian end of financial year statement

[Tristan369]

I have forgotten how to access my end of financial year statement does anyone know how I access this? 

[AndaIG]

Hi @Tristan369

Thanks for reaching out, 

Our share trading financial statements are not yet available for download. The statements team is still working on these. Once available you should be able to download from My IG>Live accounts>statements

All the best, 

Anda

[DKJ]

When searching for an annual statement for the previous financial year (FY21), it says that there is no data available.  I've selected the correct custom date, etc.  Any idea how to extract my trading history?

[ArvinIG]

38 minutes ago, DKJ said:

When searching for an annual statement for the previous financial year (FY21), it says that there is no data available.  I've selected the correct custom date, etc.  Any idea how to extract my trading history?

Hi @DKJ,

It is most likely that you haven't receive dividends during last financial year. Therefore, no Annual Tax statement will be generated for this year. 

Thank you - Arvin

[DKJ]

6 hours ago, ArvinIG said:

Hi @DKJ,

It is most likely that you haven't receive dividends during last financial year. Therefore, no Annual Tax statement will be generated for this year. 

Thank you - Arvin

Thanks,  I was hoping to get all trading history and open positions.  It says that's what's available, but clearly not.

[ArvinIG]

6 minutes ago, DKJ said:

Thanks,  I was hoping to get all trading history and open positions.  It says that's what's available, but clearly not.

Hi @DKJ,

You should have statements available for trades you place, they might show in the "Daily" type.

Thank you - Arvin

[stasikpasik]

A friend of mine also recently searched for such a report, but it was unavailable.

[ArvinIG]

16 hours ago, stasikpasik said:

A friend of mine also recently searched for such a report, but it was unavailable.

HI @stasikpasik,

We added further information on Statements on our Help and Support section:
https://www.ig.com/au/help-and-support/accounts-and-statements/statements

You ca find information on which statements are available and where to find them.

Thank you - Arvin

[stasikpasik]

A friend of mine also recently searched for such a report, but it was unavailable. Now (if I'm not mistaken) then it is "My IG"> "Live Accounts"> "Statements". In general, such reports are very cool, you can see how successful or vice versa your year was. About half a year ago, I realized I needed to do something with my financial literacy. And I decided to turn to find more info specialists engaged in financial modeling. It turned out to be a very good decision, it was there that I was recommended to start writing financial statements at the end of the year. It is very convenient, and you can see your progress.