You are now able to view and download your annual Raiz tax statement for FY 2019/20 on the Raiz app and desktop website. If you don’t have a tax statement available, it means you don’t need one.
The Net Capital Gain (CGT) field is intentionally blank as we do not know your financial circumstances and therefore cannot calculate this for you.
How do I download my tax statement?
To view on your Raiz app go to: My Settings > Support > View Statements > Tax Reports, where you can download to your phone or request the statement to be emailed to you. Please ensure you have the latest version of the app on your phone so that you can view/download the statements.
To view on the desktop website: Go to My Settings > Support > View my Statements > Tax Reports where you can download the file or open it in the browser.
How do I use my tax statement?
If you are completing the ATO’s paper tax return form, the codes in the last column of your Raiz tax statement match the labels for the relevant sections on that form.
If you are completing the tax return online through the MyTax, the information in the tax statement will not be pre-loaded on the MyTax system. Please refer to this guide, which explains how to fill out your myTax return using the information on your Raiz tax statement.
Need help with your tax return?
Raiz have collaborated with Nixer, an innovative and simple online tax agent to help Raiz users complete tax returns in hopefully less than 10 minutes. Nixer will give a $10 discount on your tax return ($87 down to $77) and invest $5 into your Raiz account when you lodge (you must sign up through Raiz Rewards).
To activate this discount, please use the promotion code RAIZ2020
Don’t have the Raiz App?
Download it for free in the App store or the Webapp below:
The information on this website is general advice only. This means it does not take into account any person’s particular investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the product.
A Product Disclosure Statement for Raiz Invest and/or Raiz Invest Super are available on the Raiz Invest website and App. A person must read and consider the Product Disclosure Statement in deciding whether, or not, to acquire and continue to hold interests in the product. The risks of investing in this product are fully set out in the Product Disclosure Statement and include the risks that would ordinarily apply to investing.
The information may be based on assumptions or market conditions which change without notice. This could impact the accuracy of the information.
Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz Invest or Raiz Invest Super.
Past return performance of the Raiz products should not be relied on for making a decision to invest in a Raiz product and is not a good predictor of future performance.