How do I download my share registry statements?
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 MUFG are the two main registries in Australia. If you're not sure where you need to go, 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
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.
Go to the Documents page
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
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.
