We provide the ATO with certain income information that is reportable in the Annual Investment Income Report, and they may be pre-filled into your income tax return (this information may include data from accounts you closed during the financial year).

In line with advice from the ATO, you shouldn’t rely solely on pre-filled information when preparing your income tax return. Pre-filled information may not appear or be incomplete due to the following:
  • Timing: Your information may not yet have been supplied to the ATO or have been processed by them
  • Data-matching: The ATO only pre-fill information where it meets certain data-matching thresholds. Where these thresholds are not met, information will not be pre-filled
  • Validation: Information must meet certain ATO validation criteria to be pre-filled.

You can access tax reports for your accounts securely via Macquarie Online Banking 24/7.

To view and download your interest report:
  1. Log in to Macquarie Online
  2. Hover over your account in the account list
  3. Select I want to
  4. Select View account statements & reports in the menu drop-down
  5. Select the financial year’s interest report for your account/s
  6. Once the file has finished downloading, access the report from your browser status bar.

Alternatively, you can:
  1. Select your account from the account list
  2. Select I want to in the banner near your account product name (or account nickname)
  3. Select View account statements & reports in the menu drop-down
  4. Select the financial year’s interest report for your account/s
  5. Once the file has finished downloading, access the report from your browser status bar.

Investment bodies including approved deposit taking institutions such as banks are required under the Income Tax Assessment Act 1936 to report details of certain investment income in the Annual Investment Income Report to the Australian Taxation Office (ATO).
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