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Question re E*Trade Managed Fund Statements

 
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Old 19-08-2008, 01:06 PM   #1 (permalink)
TimM
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Posts: 5
Join Date: Nov 2007
Location: Brisbane, QLD
Question re E*Trade Managed Fund Statements

I was hoping someone with experience using E*Trade could help me out.

I've clicked on the 'Yearly Statement' tab, selected 'Managed Funds Statement', entered my password etc and produced a 'Tax Statement'.

However this only seems to show my trading history, portfolio fees and current account positions. It does not seem to contain any of the info I need to submit my tax return (ie franking credits etc).

Am I jumping the gun? I note the website says statements will be available by 30 September.

Does E*Trade issue a statement for each managed fund I hold with all relevant tax information, or do I need to get this information myself somehow?

Any help is appreciated.
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Old 19-08-2008, 02:02 PM   #2 (permalink)
Mark Laszczuk
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Quote:
Originally Posted by TimM View Post
Am I jumping the gun? I note the website says statements will be available by 30 September.
Best thing to do at the mo' is wait. Either that or call them if you want to go to the effort of actually hearing someone tell you to wait until 30th September.

Mark
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