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Now available – End of Financial Year (EOFY) Statements

Your clients’ 2020 / 2021 EOFY statements can now be accessed.

Which statements are available?

  • Interest & Estimated Dividend Summary
  • Transaction Summary
  • Portfolio Valuation
  • Financial Year Summary

Important information regarding what information is available

Following the AUSIEX separation from the Commonwealth Bank of Australia (CommBank), there will be some changes to the statements and information your clients will receive this EOFY.

AUSIEX products

Your clients’ equity trading statements will continue to be available online via the AUSIEX website by logging in and going to Clients > Client Account > Statements. Previous years’ statements are also available in the same location.

CommBank products

EOFY statements relating to the CommSec Adviser Services (CAS) Investment Loan, CALIA+ and Accelerator Cash Account (ACA) products will no longer be available online via AUSIEX.

For more information on how to access CAS investment lending and ACA statements please visit the dedicated EOFY statements page on the CommSec Adviser Services website.

We’re here to help

For any further questions relating to AUSIEX EOFY Statements, please contact us.

Published: 21 July 2021