Since Pearler is a CHESS-sponsored broker, your AU dividends and distributions data should be pre-filled to the ATO by the end of July if you have provided a TFN for that investment account.

Regardless, the share registries will release dividend or managed investment distribution statements around the 1st week of August every year, which provides helpful information for your tax return. You can also find a record of all other statements within the web portal for your investments.

Once you log into your share registry online portal, you'll be able to download a PDF statements for every holding you have that is managed by that registry.

There are three main share registry companies in Australia - Computershare, MUFG (formerly Link Market Services) and BoardRoom.

Most ETF providers streamline their operations by appointing a single share registry to manage their ETFs. For instance, Vanguard uses Computershare for all its ETFs.

You can view the responsible registry for each of your ASX direct investments by clicking on it from your Dashboard and finding the Dividend reinvestment section as shown below.

If the share registry is not listed there, you can also head to www.asx.com.au and search for the company by code or name using the search bar. The Share registry information can then be found at the bottom-right of the page.

Example: https://www.asx.com.au/markets/etp/IVV

To download Computershare tax statements

1. Log into Computershare or register a new account with your Pearler account details and Holder Identification Number (HIN). E.g. If you have invested in VAS, you would enter this in the "Select a company you own shares in" section.

   

2. Go to the Documents page

   

3. Click on each holding to expand and see all available documents and look for the Issuer Annual Tax Statement PDF.

To download MUFG (Formerly Link Market Services) tax statements

1. Log into MUFG Investor Centre or register your portfolio to create your login.

If you are registering, you will be prompted to enter your personal details.

Then once you have logged in, add holdings with your Pearler account details and Holder Identification Number (HIN).

Example:

After you have entered your HIN, you can add your holdings.

Example: if you have a Betashares ETF, such as A200, NDQ, DHHF, etc., you can type and select the Betashares option.