How can I view my client’s dividend income?

Income details reports can help you keep track of your client’s dividends, including outstanding dividends and important dates.

To generate an income details report:

  1. Log in to Adviser Online
  2. Select Reporting under the Macquarie icon and click Client & adviser reporting
  3. Click Run a report for an investment / self-managed super account
  4. Search for the account using either the account name or number
  5. Select Income Details - Accrual basis or Income Details - Cash Receipts basis using the check box and click Generate.
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    Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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