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DIVIDENDS AND TAX

Do I need to keep my CHESS Holding Statements for tax purposes?

Hi there, do I need to keep my CHESS Holding Statements for tax purposes or anthing else, or am I safe to shred them once I’ve seen them?

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Sean H

2 May 2022

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Dave Gow - Strong Money Australia

Investor

Mon, 6th June 2022

Good question.

Personally, I don’t keep the CHESS statements. Instead, I save the email statements which come thru via email after each transaction has been completed. I also keep track of all transactions via Sharesight which is very easy to use and helpful for tax purposes. Hope that helps :)

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