The Financial Year Summary is usually generated each July, according to the Australian fiscal year (July 1 to June 30). For example, your report for July 1, 2022, to June 30, 2023, will be ready in July, 2023.
The documents we provide will give you an overview of your entire financial year, including portfolio valuation, buy and sells, interest income, dividends (include franking credits), and all cash movements for all of your accounts.
The information contained in this document is for reference only and is not intended to be a substitute for the use of daily or monthly statements. While MOOMOO SECURITIES AUSTRALIA LTD (“Moomoo AU”) makes every effort to ensure the accuracy of the information, Moomoo AU makes no representations or warranties as to the accuracy, completeness or precision of the content. Moomoo AU is not responsible for any actual or potential losses caused by omissions or secondary use of the material. All transaction details and position information are based on the daily or monthly statements issued by Moomoo AU.