The webinar focuses on how investors using the Tiger Trade platform can effectively streamline and manage their investment reporting during tax time. Sharesight's Head of Customer Service, Ricky Yeo, covers:
Connecting your Tiger Trade account to Sharesight: guidance on properly recording all trades (buys, sells, mergers, demergers, and dividend reinvestment plans) in Sharesight to ensure accurate unrealised and realised capital gains calculations.
Run key tax reports early: learn how to generate Sharesight's essential tax reports (taxable income report, capital gains tax report, and unrealised capital gains report) before the EOFY to facilitate last-minute tax planning or adjustments.
Streamline for your accountant (or yourself): discover Sharesight features that help you organise and share your investment data, whether you prepare your tax return or with an accountant.
Have a Tiger Trade account with us and want to connect to Sharesight? To connect your account to Sharesight with their free basic plan, sign in to the desktop version of Tiger Trade, then go to My Account > Reports > Tax Reports > Connect with Sharesight. Follow the prompts to connect your accounts.
Once your account has been connected to Sharesight, it will show in your Tiger Trade account as "Connected", and you'll be able to view your tax report.
Looking to find new opportunities and join a trading platform that allows you to trade the ASX, US and Hong Kong markets? Join Tiger Trade today and gain access to the ASX, US and Hong Kong stock markets. Plus, receive four $0 brokerage monthly trades on either ASX, US stock, ETFs or US options, when you open an account and complete your first deposit^.
^New clients & unfunded existing clients only. Only min. brokerage waived for 4 ASX, US stocks or ETFs or options trades. Third-party fees and other fees still apply. See T&Cs for details.
This content is for information purposes only and does not constitute an offer to sell, buy,recommend or endorse any financial products. We make no representations or warranties regarding the accuracy, truthfulness, or legality of any comments and views shared in the interview. Capital at risk. We do not provide financial advice that considers your personal objectives, financial situations or needs. Past performance is no guarantee of future results. See risk disclosures, PDS, TMD, FSG and T&Cs via our website before trading and seek independent advice if necessary. Tiger Brokers (AU) Pty Limited ABN 12 007 268 386 AFSL 300767.
