Preparing for tax time as an investor is a highly personalised topic. There are a range of factors that can influence your tax return, including the different tax implications due to the variety of investment vehicles or products we offer.

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 us with the TFN.

If this was not pre-filled for any reason, the share registries will always release dividends or distributions statements for download around the first week of August to help with your tax return.

To help with CGT reporting and US investments, we partner with Sharesight and Navexa and also provide free statements, including a Historical trades CSV spreadsheet containing your buy/sell info as well as your US account statements. To access these as well as our CGT tax helper tool, please head to your Settings > Tax and reports page.

To give you a better understanding of how we can assist with tax, we've also created a tax info resource.
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If there is any information that you can't find, let us know via our live chat or help@pearler.com and we'll be happy to assist. 🙏