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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