Terms & Conditions
The tax report produced by E*TRADE Australia using Tax Tools Standard contains the results of specific financial calculations relating to your portfolio of shares held by E*TRADE Australia as the sponsoring broker. Tax Tools Standard can only be used by a person who is an Australian resident for tax purposes (as that term has been defined by the Australia Taxation Office). To be eligible to receive the service, you must have traded or had a holding in your E*TRADE Australia account during the relevant tax year. Tax Tools Standard reports will only provide information pertaining to securities purchased through E*TRADE Australia. Information relating to Contracts for Difference and Managed Funds will not be included in the tax reports. If your account has been set up to settle trades through a margin loan, you will not be able to take advantage of Tax Tools. The reports generated by Tax Tools are not advice, professional or otherwise, in relation to taxation, securities, or any other matter. You need to consider your own investment objectives, financial situation and particular needs before deciding whether or not to use Tax Tools. E*TRADE Australia recommends you obtain professional tax advice before you use Tax Tools Standard to complete your tax return. We use a third party service provider in delivering Tax Tools Standard to you. Further conditions will apply and are available on our website. You will need to accept the Tax Tools (Standard) Terms and Conditions before receiving your tax reports.
The ANZ E*TRADE Online Investing service is provided by ETRADE Australia Securities Ltd (trading as "E*TRADE Australia") (ACN 078 174 973, AFSL No.238277), a Participant of the ASX Group. E*TRADE Australia is a subsidiary of the Australia and New Zealand Banking Group Limited (“ANZ”) and is a separate entity from ANZ. ANZ does not have any liability to you in respect of any information, product or service offered by E*TRADE Australia. Similarly, E*TRADE Australia does not have any liability to you in respect of ANZ’s activities and services. © 2003 E*TRADE Financial Corporation and E*TRADE Australia. All rights reserved. E*TRADE and the Asterisk Logo are registered trademarks of E*TRADE Financial Corporation or its subsidiaries and are used with permission.