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.
BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap including Wrap Essentials (Wrap) and administers SuperWrap including SuperWrap Essentials (SuperWrap). BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090) is the trustee and issuer of SuperWrap (ABN 39 827 542 991, RSE R1001327). The information in this website has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation or needs. BTPS's financial services guide can be obtained through this website or by calling BTPS on 1300 657 010. A product disclosure statement (PDS) or other disclosure document is available for the Wrap Products and can be obtained from your financial adviser. You should obtain and consider the PDS or other disclosure document before deciding whether to acquire or to continue to hold the Wrap Products.