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To make the end of the financial year (EOFY) a little easier, we’ve prepared a checklist of information you can obtain via nabtrade to help with your tax return preparations.
You’ll need to log into nabtrade to complete the actions below unless noted otherwise.
To avoid any delays in retrieving your information at tax time, please ensure that your personal details are up to date and that you can log into nabtrade.
If you’ve forgotten your password, you can reset it by:
Tip: If you created your nabtrade account as an existing NAB banking customer, your nabtrade User ID will be printed above the magnetic strip on the back of your existing NAB debit/credit cards.
The Transactions Report available through nabtrade will provide you with a handy consolidated view of your trading account over a selected time period (such as last financial year) .
This report will provide you information on your:
To access the Transaction report, first log into nabtrade, click on ‘Reports’ from the Total Wealth drop-down menu, and select Transaction Report.
Cash statements are generated automatically for all nabtrade cash and high interest accounts, and available to view on the nabtrade site. This statement will show your interest earned, account balance summaries and transaction activity during the 2019 financial year for both the Cash and High Interest Account.
Cash statements are generated half-yearly by default. You can download your previous cash statements by logging into nabtrade and:
Note: Your Cash Account and High Interest Account statement are one and the same. All High Interest Account transactions will be within the linked Cash Account statement.
Share registries are responsible for maintaining dividend records for individual companies as well as listed investment companies and exchange-traded funds. Please refer to your dividend statements for distributions and franking credits you may have received.
If you don’t have physical copies of your dividend statements these can often be found online through the relevant share registry website. International Dividend information can be found in the Transactions Report (see item 2 above)
o Type in the company, LIC or ETF code and click ‘Go’
o Click on the ‘Details’ tab and refer to ‘Share registry’
You can enter your TFN number at any time by logging into nabtrade and then:
Tip: Don’t have/can’t remember your TFN? Please visit the Australian Taxation Office TFN application or enquiry page.
A Portfolio Holdings Report provides a historical view of your portfolio including ASX-listed holdings, cost base, market value and gain/loss for a specific date (e.g. 30 June 2018).
A Total Wealth Snapshot provides a historical overview of your total wealth including your wealth breakdown, value of ASX-listed holdings and cash account balances for a specific date (e.g. 30 June 2018).
Both can be accessed by logging into nabtrade and then:
Note: If you have international holdings please contact us for an EOFY summary.
Want to receive confirmation notes across multiple email addresses? You can do this by:
We hope you found these tips useful. For more valuable information about using nabtrade please visit our Support page.