Tax time tips

Lodging a tax return might seem daunting, but being prepared can make the process a lot easier.

To obtain your Bank First interest summary for your tax return, simply download a summary of the interest you’ve earned through Internet Banking using the following steps:

  • Log in to Internet Banking
  • Select ‘Accounts’
  • Select ‘View Interest Details’, from here you can see the past 2 financial year’s interest information for your accounts

We’ll also send your 2019-20 Bank First interest information directly to the Australian Taxation Office (ATO) so it will be ready for you to complete your tax return.

E-statements showing this information are also generally available in the second week of July via Internet Banking. To obtain your e-statement follow the below steps:

  • Log in to Internet Banking
  • Select ‘Accounts’
  • Select ‘View e-statements and e-communications’

Please note that hard copy statements are subject to delays due to postage time.

Bank First is here to help and make your life that little bit easier at Tax time. If you have any further questions please contact us on 1300 654 822.