Tax tools

 

Tools to help you prepare your return.

Join ANZ Share Investing to benefit from Tax Tools

If you're not an ANZ Share Investing customer why not open an account today?

Take control with ANZ Share Investing Tax Tools

Trading is about maximising your profit and managing your Capital Gains Tax (CGT) liability. Tax Tools Plus and Premium let you consider tax liabilities before you incur them and manage your trading throughout the year, so you always have a clear picture of your tax position.

Which Tax Tools report is right for you?

Review the summary table below to find out.

 
Standard
FREE
Plus
$99/yr
Premium
$479/yr
  Apply Now Apply Now Apply Now
Summary Free summary report on income and realised CGT. find out more » An interactive subscription service with information and tools to report on realised and unrealised CGT. find out more » An interactive subscription service with a range of reports and features to manage your CGT as well as the ability to collate many of your assets in one place. find out more »
Suits
  • New and regular investors.
  • Regular and more active investors
  • Day traders
  • Investors with large portfolios.
  • Very active investors
  • Day traders
  • Investors with large portfolios
  • Investors with other asset classes
     
Benefits
  • Simple reports at the end of the financial year to help you complete your tax return
  • Track dividends
  • Easy to download.
  • Additional reports for proactive management of tax implications
  • Accessible all year round, not just end of year.
  • Additional reports for proactive management of tax implications
  • Accessible all year round, not just end of year
  • Allows management of your wider CGT liability from other asset classes.
     
Features
  • Single downloadable PDF
  • Annual Income and CGT summaries
  • Cost base calculations
  • Share positions and dividends included
  • Option to include interest earned on dividends.
  • Reconciliations updated daily
  • 9 in-depth reports to keep track of your affairs
  • "What if?" scenarios which can be performed before liabilities are incurred to aid your decision-making
  • Ability to manage investment income distributions
  • Details of Corporate Actions and their tax implications.
  • Reconciliations updated daily
  • 14 in-depth reports to keep track of your affairs
  • "What if?" scenarios to aid your decision-making before liabilities are incurred to aid your decision-making
  • Ability to manage investment income distributions
  • Details of Corporate Actions and their tax implications
  • Ability to proactively manage your overall CGT liability
  • Ability to add other asset classes that incur CGT (e.g. property, cash and collectables)
     
Products Included
  • Income from Equities, ETFs, and Warrants.
  • Income from Options and Cash Account Interest^.
  • Income on the following is not included: Managed Funds, CFDs, Global Shares.
  • Income from Equities, ETFs and Warrants.
  • Income from Options and Cash Account Interest^.
  • Income on the following is not included: Managed Funds, CFDs, Global Shares.
  • Income from Equities, ETFs and Warrants.
  • Income from Options and Cash Account Interest^.
  • Income on the following is not included: Managed Funds, CFDs, Global Shares and securities settled through a margin loan.
  • Option to include cash income.
     
  Find out more Find out more Find out more
 

User Guide

User Guide

^Only included for ANZ Share Investing cash accounts, excluding ANZ Share Investment Loans. Interest to a loan account attached to an ANZ Share Investment Loan is not included.

Shares and dividends

Since dividends received are included in the Tax Tools report, you can choose to have these dividends automatically deposited into your linked Cash Account where available and keep track of any dividend interest earned^^.

^^ Not applicable for ANZ Share Investment Loan customers.

 

Please Note

  • We don't provide Tax advice, and the free Tax Tools report does not constitute advice. We recommend you obtain professional tax advice before you use Tax Tools to complete your tax return.
  • Holdings transferred to your account from another broker will not have the cost base, acquisition date or, potentially, the parcel split recorded. This information is not recorded in our systems. Tax Tools reports will however include information on all securities held with ANZ Share Investing.
  • Holdings transferred from an ANZ Share Investing cash account to an ANZ Share Investment Loan will also not have the cost base, acquisitions date or if applicable, the parcel split recorded.
  • We recommend downloading and completing the 'unknown cost base' worksheet and providing this to your accountant at 'tax time'.
  • You can only use the reports if you are an Australian resident for tax purposes.
  • The calculations (including tax rates) are based on your tax type. To determine your tax type, we rely on your ANZ Share Investing account type. You can check which tax type applies to your share trading tax summary on the first page of the report.
  • For shares bought before 30 June 2008, we use a 'first in, first out' close out strategy to calculate Capital Gains Tax. For trades placed after 30 June 2008, we use a 'minimised gains' close out strategy. These strategies may not be the most appropriate strategies for you, so please consult your tax adviser if you have questions.
  • There's the potential that amendments to your portfolio could result in an update to your tax report for the previous tax year. This may for example be because a listed property trust reports its distributions later in the year. If this happens, we'll send you an email to let you know that a new report is available.
  • You must subscribe to access the Tax Tools Standard service.
  • To calculate the appropriate tax rates which apply to your Portfolio, it is assumed that you have disclosed your Tax File Number to us and other relevant organisations who have requested it from you.
  • In creating your tax reports, certain assumptions in relation to tax law have been made. The assumptions are set out at the end of each share trading tax summary.
  • When your trading account settles through an ANZ Share Investment Loan, interest on the loan will not be included in the Tax Tools reports.

 

Secure Log On
 
 

Forgot your login details ?
Learn More
Contact Us
Click here to contact us. Click here to
Contact Us