No it doesn't auto populate all the transactions, neither...

  1. 18,018 Posts.
    lightbulb Created with Sketch. 1194
    No it doesn't auto populate all the transactions, neither Capital Gains nor dividend/distributions.

    So yes you need to keep a record of all your share trades & distributions from companies.
    Capital items you lump together as Gains, Losses, discounted etc as a single entry.
    You do need however to list all the individual distributions, most of these do come through though.
    I found that distributions from REITs & other managed trusts plus corporate bonds do not auto populate.


    One word of warning re reporting from Commsec.
    I noticed that the annual report they generated, the last time I looked, calculated all the FF tax credits using 30% even for small companies taxed at 27% etc.
    So I wouldn't just rely on generated reports from any provider without at least checking them.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.