You can generate a Cash Transactions Report and other reports online in PDF or CSV format.
Log in and 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.
To simplify your account, you can provide your accountant or adviser access to your account information via a Third Party Authority Request.