What's Included: Your Complete Preparation Package

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EOFY Statements (PDF & Excel)

Comprehensive annual summary including:

• Overall Summary (e.g. Fees, Foreign Tax Paid, US Dividend)
• Trade Records
• Interest Records
• Dividend Records
• Portfolio Valuation

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Trade Records CSV Export

Granular transaction data for detailed analysis:

• Security code and full company name
• Trade date and settlement date
• Buy/sell quantities
• Purchase/sale prices
• Gross and net amount
• Brokerage fees and other costs

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Portfolio Tracking Platform Partnerships

Sharesight : Industry-leading portfolio tracker with premium features

• Daily trade records synchronisation (setup through Webull app)
• Automatic capital gains calculations
• ASX Dividend tracking with franking credits
• Tax-loss harvesting identification
• Performance analytics and reporting

Navexa : Flexible tracking solution with competitive pricing

• Support Webull trade record upload
• Automatic capital gains calculations
• ASX Dividend tracking with franking credits
• Tax-loss harvesting identification
• Performance analytics and reporting

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How to Use This Data: Practical Applications

Scenario 1: The Active Trader (200+ trades/year)

Your Challenge: Overwhelming transaction volume across multiple markets

Your Solution:

1. Primary: EOFY Excel statement for accountant collaboration
2. Analysis: CSV exports for custom performance analysis

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Scenario 2: The Portfolio Builder (20-30 trades/year)

Your Challenge: Accurate dividend tracking and long-term gains

Your Solution:

1. Primary: Sharesight for dividend and distribution tracking
2. Record Keeping: EOFY PDF statement for record keeping

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Scenario 3: The SMSF Trustee

Your Challenge: Compliance requirements and audit readiness

Your Solution:

1. Record Keeping: Sharesight integration for ongoing record-keeping
2. Annual Reporting: EOFY statements for trustee documentation
3. Audit Trail: CSV downloads for detailed transaction history

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Scenario 4: The International Market Investor

Your Challenge: US options and other foreign stocks

Your Solution:

1. Foreign Income: EOFY statements capture US withholding tax

2. Record Keeping: CSV downloads for detailed transaction history

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Ready to Start?

1. Log into your Webull Australia account on the Webull app
2. Access the Documents section
3. Download your first EOFY statement
4. Set up Sharesight integration via the Webull App: Menu → Settings →Manage Brokerage Account → Third Party Integration
5. Create your Navexa account to explore the portfolio tracking solution

Transform your tax season from stressful to streamlined. Your investment success shouldn't be complicated by tax complexity.

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Partner Discount Benefits:

• Sharesight: exclusive offering on annual subscriptions through Webull app (new customers only)
• Navexa: exclusive offering through Webull's referral link here

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Disclaimer: This guide provides informational content only and does not constitute professional tax advice. Consult qualified tax professionals for your specific situation.