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

  1. Log in to Adviser Online
  2. Select Reporting under the Adviser Online 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 white check box and click Generate.
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