Join our investing community

Question re E*Trade Managed Fund Statements

Discussion in 'Accounting, Tax & Legal' started by TimM, 19th Aug, 2008.

  1. TimM

    TimM Member

    Joined:
    17th Nov, 2007
    Posts:
    5
    Location:
    Brisbane, QLD
    I was hoping someone with experience using E*Trade could help me out.

    I've clicked on the 'Yearly Statement' tab, selected 'Managed Funds Statement', entered my password etc and produced a 'Tax Statement'.

    However this only seems to show my trading history, portfolio fees and current account positions. It does not seem to contain any of the info I need to submit my tax return (ie franking credits etc).

    Am I jumping the gun? I note the website says statements will be available by 30 September.

    Does E*Trade issue a statement for each managed fund I hold with all relevant tax information, or do I need to get this information myself somehow?

    Any help is appreciated.
     
  2. Mark Laszczuk

    Mark Laszczuk Well-Known Member

    Joined:
    16th Aug, 2005
    Posts:
    793
    Location:
    Brisbane
    Best thing to do at the mo' is wait. Either that or call them if you want to go to the effort of actually hearing someone tell you to wait until 30th September.

    Mark