If shares have disappeared from your client's account due to delisting, a zero balance, or other reasons, you can still obtain the documentation needed to support a capital loss claim at tax time.
Generating a trading report
You can generate a trading report directly from your client's Bell Direct account by following the steps below:
Log in to your client's Bell Direct account.
Navigate to Portfolio & Reporting, then select Reports.
Generate a Financial Year Summary or Trading Report covering the relevant financial year.
This report summarises your client's trading activity and can be used as supporting documentation for a capital loss claim.
Shares that have been delisted or have a zero balance
For shares that are no longer visible in your client's portfolio due to delisting or a zero balance, you'll need to contact the relevant share registry directly to obtain documentation.
Need help?
If you need further assistance obtaining documentation for your client's capital loss claim, please contact our support team via Live Chat or call us on 1300 786 199.
Phone support is available Monday to Friday, from 8:00 am to 5:30 pm (Sydney time).
Live Chat support is available Monday to Friday, from 9:15 am to 6:30 pm (Sydney time).