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Tax made easier

Below are four actions you can take to help make tax time simpler. Your next statement after 30 June will list your interest paid, received, and withholding tax for that account.


Step 1.

Check your details are up to date

Check that your personal details are complete and up to date (including your tax-residency status and TFN). Details that don't match the ATO records can cause processing delays. 

Step 2.

View your Financial Year's Interest Summary

Your summary shows interest paid and recieved, and up to three years of financial history. 

Step 3.

Get your deductions sorted

Quickly find out how much you may be able to claim by searching up to three years of transaction history in Internet and Mobile banking. 

Step 4.

Collect summary statements

Download up to seven years of statements to help you reconcile your finances when you complete your return. Your withholding tax, if any, will be in your statements.

 

 

Download the Bank of Melbourne App

Bank of Melbourne Mobile Banking is designed to give you full banking functionality in an easy to use, intuitive and secure environment.

Download on the App Store

Get it on Google Play

 

 

The Detail

Read the Internet and Phone Banking Terms and Conditions (PDF 471KB) at bankofmelbourne.com.au before making a decision and consider whether the product is right for you.

Any tax information described is general in nature and it is not tax advice or a guide to tax laws. We recommend you seek independent, professional tax advice applicable to your personal circumstances.

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