FREE Shares Tax report. Join today and benefit.
What is Tax Tools Standard?
There are tax implications of buying and selling shares. Any investor knows that preparing your annual tax return involves the time consuming collection of contract notes, dividend statements and more. For many it's a chore only done at end of year.
Open an account with E*TRADE Australia and take control with E*TRADE Tax Tools.
Join E*TRADE today to experience an easier 'tax time'. Just the click of a button and active customers can download a FREE tax summary - Tax Tools Standard. Integrated with their online trading account, this report provides information useful for tax purposes relating to their E*TRADE investment activity.
Want more out of your interactive tax tool?
Trading is about maximising your profit and managing your Capital Gains Tax (CGT) liability. Tax Tools Plus and Premium subscription services 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.
Some of the key features include:
- "What if" scenarios – the hypothetical "What if" scenario tool lets you estimate the effect of selling shares on your CGT liability, on a given day
- Reconciliations updated daily – receive timely up-to-date information on your E*TRADE trading activity all year round, to manage your portfolio
- Work out your CGT – access the Realised Capital Gains report which automatically recalculates your CGT each night. The tax engine then takes available losses into account and distributes your capital gains to optimise the outcome.
$550
receive up to $550 in free brokerage.^
