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You can generate other reports on the online platform in PDF or CSV format.
Go to Reports.
You can generate the following:
Investment Portfolio Report: Provides a valuation of the portfolio as of 30 June for the financial year chosen
Cash Transactions Report: A cash transaction statement for the date range selected
Investment Income Report: Shows dividends received and franking information
Realised Capital Gains Report: Shows capital gains/losses that have occurred
Unrealised Capital Gains Report: Shows capital gains/losses that have not yet occurred or been realised.
Can't see the report that you're after here?
Email our friendly team at invest@investsmart.com.au with your request, and we can email back a suitable report.
Alternatively, set up a third party authority and your accountant or adviser can do the hard work for you.