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 simplify your CGT reporting and track your US investments, we partner with powerful third-party tools like Sharesight and Navexa. We also provide free monthly US account statements and comprehensive trade history reports containing all your Pearler buy/sell data. To access these, simply head to Settings > Tax.

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. 🙏

---

Remember, that this is general in nature and doesn't constitute personal advice. Reach out to a financial professional when considering making financial decisions. As details may change, we recommend checking the information directly from the source, including the ATO website. All figures and data in this article were accurate at the time it was published. That said, financial markets, economic conditions and government policies can change quickly, so it's a good idea to double-check the latest info before making any decisions.