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CGT Statement

In order to provide a capital gains report, we need to obtain information about how you came to own the shares. If you have more than one holding to report on, you will need to complete this form once for each shareholding.
Our tax statements take into account all events such as capital returns, dividend re-investments, consolidations and share splits. To see an example of a completed report click here.

Your Contact Details

First Name

Last Name

Note: Please provide your name, even if you are not the shareholder.

Your Email

Please confirm your Email

Contact number (mobile is best)

Information About the Shareholding

Shareholder Name

Company Name or ASX Code

How Were the Shares Acquired?

Tell us how you came to own the shares.

Anything Else? (optional)

Please provide any other information relevant to the acquisition of the shares.
Your Tax Report will be delivered via email within 7 days. If we require additional information, we may contact you.