Share registries 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 statement for every holding you have that is managed by that registry.

Computershare and Link Market Services are the two main registries in Australia. If your holding uses a different registry, you can head to www.asx.com.au and search for the company/ETF by typing in the 3-letter ticker code or name into the search bar and the responsible share registry will be listed at the bottom-right of the page.

What is a share registry and how do I find which one manages a company or ETF?
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To download Computershare tax statements

1. Log into Computershare or register a new account with your Pearler account details and 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 Link Market Services tax statements

1. Log into Link Market Services or register your portfolio to create your login.

   

2. Add holdings with your Pearler account details and HIN. E.g. If you have invested in Qantas (QAN), you would enter this in the "Issuer name" section.

   

3. Once your holding is added, you can download your Tax Statement from your Payments & Tax > Tax Statements page.