If you are investing with Pearler Micro (or using Headstart app), most of what you need will be in your yearly AMMA statement.

We’ll email you once this document becomes available (usually by early October), at which point you will also be able to download it from your Settings > Tax page. You can also download your trade history CSV spreadsheet from the same page to help with calculating CGT if you've sold any investments.
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This AMMA statement comes from our Micro partner who works with data from ETF managers. We know waiting can be frustrating, and we appreciate your patience while the statement is prepared.

*If you only use the Headstart app, you can access your statements using the web version of the platform at pearler.com

We will notify you via email once a new statement is available following each EOFY.

For more details and important information on the Micro product, please check out the PDS and TMD.