Forgotten password?

Account locked?

Important updates

System Maintenance Notification

Use our Estimator Tool to see if or when your client's tax statement is available via our dedicated End of Financial Year website

We're releasing Tax Statements from late July to October, depending on when we receive tax information from fund managers and share registries.
Log into the Investor Desktop and you can find our tax statement delivery timetable under 'Desktop and Service Updates'.

For all important updates, please check the Important notices section after you've logged in.