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Financial Year Reporting
Packs and Individual reports
At the beginning of each new financial year, the prior financial year report pack becomes available, which includes all individual reports as a pack. Individual statements are available to view throughout the financial year and don’t require downloading the pack as a whole.
Available formats: PDF and XLSX
Financial year pack: Includes all the reports listed below, plus a summary page with key data: opening and closing portfolio values, total trades, dividends and fees.
Portfolio valuation statement: A breakdown of your holdings and their value on a given date.
Investment activity statement: A list of trades with key details including dates, symbols, units, average prices, fees and brokerage.
Investment income statement: An estimate of dividends, including any withholding tax and franking credits where relevant.
Cash transactions statement: A record of all cash movements and balances in your account.
Other activity statement: Details any share transfers or U.S. corporate actions.
Where can I find them?
On the Stake App:
Navigate to Manage.
Select Account.
Tap on 'Financial year reports'.
On the Stake Website:
Hover your mouse over the menu icon in the top-right corner of the screen.
Click on Overview.
On the left-side menu, click on Tax & reporting > Financial year reports.
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