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Your tax return just got easier. Get your FREE Share Trading Tax Summary. Join E*TRADE.

Join today and benefit. Receive your FREE Share Trading Tax Summary.

There are tax implications of buying and selling shares. Any investor knows that preparing your annual tax return involves the time consuming collection of contract notes, dividend statements and more. For many it's a chore only done at end of year, which means they aren't optimising their trading from a tax position.

E*TRADE Tax Tools

Join ANZ E*TRADE today to experience an easier 'tax time'. Just the click of a button and active customers can download a FREE tax summary - Tax Tools Standard. Integrated with their online trading account, this report provides information useful for tax purposes relating to their ANZ E*TRADE investment activity. Find out more.

Coming soon - ANZ E*TRADE to launch Tax Tools Plus & Premium

Join ANZ E*TRADE now so you're ready to make the most of these subscription services when they launch. For the proactive investor, they'll provide even greater assistance through daily, up-to-date reconciliations on their investment-related tax position. Find out more

 

FREE Tax Tools Standard
now available
Tax Tools Plus & Premium
coming later in 2009
For all active E*TRADE customers - free of charge Subscription service
Reports on income and realised CGT for E*TRADE share trading activity.

Single downloadable PDF.
Plus and Premium have additional functionality and reports for proactive management of tax implications.

Accessible all year round, not just end of year.
  • Useful annual Income and CGT summaries
  • Cost base calculations
  • Reports take into account not only stock positions, but dividends received too
  • Option to include interest earned on dividends

The service includes:

  • Reconciliations updated daily
  • "What if" scenarios to aid your decision making
  • Ability to add other Asset classes that incur CGT (e.g. Property, Cash and Collectables)
  • Up to 16 in-depth reports
  • Tools to help manage investment income distributions
  • Corporate Action tax implications

Join ANZ E*TRADE today. Start using ANZ E*TRADE now for all your online investment activity, and your future trading will be captured in your FREE 2009/10 Tax Summary.

E*TRADE Australia