What information does the EOFY statement typically contain?

The EOFY statement typically contains

• Trade Records (including buy and sell history)
• Interest Summary
• Portfolio Valuation
• Deposit and Withdrawal Summary
• Fee Summary (including FX, Webull Commission etc)
• Estimated Interest and Dividend Summary
• Margin Summary

You can download the statement in PDF or Excel format to cater for your tax reporting needs.

End of Financial Year Statements show your balances based on settlement date to ensure you have accurate reporting for tax purposes. Settlement typically occurs 1-2 business days after your trade date, and this timing is important for proper financial year reporting requirements.

example of EOFY statement