1 Account activity required
2 If dividends were received (Either by the end of July or October depending on the type of dividends received)
3 To generate an annual statement equivalent for your share trading account, you may generate a transaction history statement for the relevant financial year

CFD accounts

Annual Statement (Ledger Summary History)

Daily Statement

Share trading accounts

Annual Statement (Transaction History)

Daily Statement

Dividend Income Statement

As part of the legislation introduced by the Australian Taxation Office (ATO) in May 2016, some well-known Australian companies and exchange-traded funds (ETFs) are recognised by the ATO as AMITs. Their classification as AMITs provides for certain changes to how they distribute and report their income to investors. AMITs must report distributions within three months of the financial year end. That’s why it can take us longer to retrieve the relevant information to pass on to anyone who’s received a distribution from an AMIT. Companies and ETFs that have qualified as AMITs should provide this information on their respective investor relations web page, where they can go into greater detail about what the AMIT status means for income distribution and reporting.

We aim to provide share trading account holders with their dividend income statement by the end of July, after the end of the financial year. If you received any distributions from an AMIT, the later reporting standards for such companies mean that the generation of your statement will be delayed. It will, however, be completed by October. If you’re unsure of how your dividend income affects your tax considerations, please speak to a tax specialist. If you have questions about navigating your IG account, feel free to reach out via Help & Support on your trading platform.

Reminder: Always check your spam folder if you haven’t received a statement by the expected date.