Tax report notifications

In Macquarie Online Banking, our comprehensive reporting suite the reports you can access include:

  • Tax Report (IDPS only)
  • Audit Report (for Macquarie CMA), Consolidator Cash Account and the Wrap Cash Account
  • Portfolio Valuation
  • Portfolio Summary
  • Investment Transactions
  • Fee Statement
  • Cash Transactions, and
  • Account Details.

To access and download reports in Macquarie Online Banking:

  1. Hover over your Investment, Superannuation or Trading account in the account list (or select the account from the account list)
  2. Select I want to
  3. Select View reporting in the menu drop-down
  4. Click on the dropdown menu on the right-hand side of the screen and select Other reports and then press Continue
  5. Enter your desired date range as either user-defined or pre-defined (For a specific financial year use pre-defined)
  6. Tick the relevant check boxes to select your reports (e.g. Cash Transactions and Investment Transactions)
  7. Select the format for your reports as either pdf (print friendly) or screen (view only).

IDPS tax reports

We’ll let you know when your tax report is ready via an email notification. If we don’t have an email address for you, you won’t receive the notification so it’s important that you keep your email address and contact details up to date.

The timing of completion of a tax report is dependent on when we receive the tax information from product issuers. The first reports will generally be made available by the end of July with the majority completed by the end of September.

View and download tax reports

Your tax reports are available online. Accessing your reports via Macquarie Online Banking is the most secure and efficient way to receive your tax report. It also means you can access all your statements and reports 24/7.

To view and download a copy of your tax report for your Macquarie Wrap or Macquarie Vision account:

  1. Log in to Macquarie Online
  2. Hover over your Wrap or Vision Investment Account in the account list
  3. Select I want to
  4. Select View account statements & reports in the menu drop-down
  5. You can view and download your most recent tax report.
  6. Once the file has finished downloading, access the statement from your browser status bar.

You can also view and download all your previous statements and tax reports from here should you ever need them.

Tax Guides

Tax Guides are available for investment accounts below. We recommend speaking to your accountant or financial adviser when using these guides.

Account statements

Statements will be available online shortly after the end of the statement periods outlined below.

  • Macquarie Wrap: Investment account statements are available annually. Superannuation account statements are available annually
  • Macquarie Vision: Investment account statements are available annually. Superannuation account statements are available annually.

To access and print copies of your statements via Macquarie Online Banking:

  1. Log in to Macquarie Online
  2. Hover over your investment or superannuation account in the account list
  3. Select I want to
  4. Select View account statements & reports in the menu drop-down
  5. Select the statement you’re seeking to print by clicking on the PDF icon underneath View on the right-hand side
  6. Print or save the statement.

To download a statement from the Macquarie Mobile Banking app: 

  1. Select the account from the account list
  2. Select the I want to button
  3. Select View account statements in the menu
  4. Choose the statement and select the icon to download the statement
  5. You can view the statement.

Before logging out, please take a moment to ensure your contact details are up to date.

Not receiving paper statements? 

If you haven’t opted out of receiving hard copy statements, we may have the wrong address for you. You can update your details by contacting your financial adviser or calling us.

Want to stop receiving paper statements?

Simply send an email to with your Wrap account number and the instruction, “I/We wish to opt-out of receiving hard copy statements.” 
For Wrap Investment account holders, if the operating instructions on your account are all of us to sign, please include each account holder in the email instruction.

Need a statement for a closed account?

Once your Macquarie Wrap Investment or Superannuation account is closed, you no longer have access to online reporting via Macquarie Online Banking. Statements for closed accounts can be requested by contacting your financial adviser or by calling us:

  • Macquarie Wrap: 1800 025 063, 9am to 5pm (Sydney time) Monday to Friday
  • Macquarie Vision: 1800 501 562, 8am to 7pm (Sydney time) Monday to Friday.

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