Tax & Portfolio Reporting

The Sharesight Tax Pack provides reports for taxable income, capital gains tax and trading activity, helping simplify tax time. Eligible CMC Invest clients receive 25% off their first Tax Pack^ when they subscribe through their CMC Invest account.

To get started: Log in to the CMC Invest web platform and go to Account > Tax & Portfolio Reporting to access Sharesight. Eligible clients who access Sharesight through CMC Invest will see the discount applied automatically when they select the Tax Pack.

^{^The 25% Tax Pack discount applies to eligible clients subscribing to a paid Sharesight subscription through their CMC Invest account. Clients with existing paid Sharesight subscriptions may already have access to the Tax Pack and may not be eligible for this offer. Renewals are billed at the standard annual Sharesight Tax Pack price of $59 AUD/year.} 

1. Log in to your web platform 

2. Navigate to Account > Statements > EOFY Trading Statement 

3. Select the relevant financial year report 

While the EOFY Trading Statement is a helpful resource, we can’t guarantee its accuracy or completeness. Please review the details carefully and consult a qualified accountant for tax filing purposes. 

Sharesight can track the performance of your overall portfolio and individual holdings, all in one place.  

Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.*  

Get all the information you need for comprehensive performance analysis in one integrated view. 

To link Sharesight with your Invest account, simply log into the web platform and go to ‘Account’ > ‘Tax Portfolio & Reporting'.