Summ partners with Webull to simplify tax reporting for Australian investors

At Summ, our goal is to help investors turn their transaction history into clear, defendable tax reports. That's why we're excited to announce our partnership with Webull, the investing platform that gives Australians access to US and Australian shares and ETFs.

Webull clients can now export their transaction history and upload it to Summ, giving them a clear view of their portfolio and the information they need for their tax return or tax accountant.

What this means in practice

Export your transactions from Webull, upload them to Summ, and see your shares and ETFs alongside the rest of your investments, including crypto, in one dashboard. When tax time comes around, generate a report you can hand to your accountant or use to lodge yourself.

Why this matters

Share tax gets complicated faster than most people expect. Buying the same stock across multiple transactions, selling part of a holding, receiving dividends and holding US shares priced in US dollars all affect what you report.

Summ is built to handle this for Australian investors. It tracks cost base across every parcel, applies the 50% CGT discount where you've held an asset for more than 12 months, and records dividends and franking credits so nothing gets missed.

What our partnership means

Through this partnership, Webull clients can use Summ to:

• Upload their Webull transaction history in a few minutes
• Track shares, ETFs and crypto in a single dashboard
• Calculate capital gains, losses and the CGT discount automatically
• Generate tax reports ready for their accountant or self-lodgement

About Summ

Summ is a portfolio tracking and tax reporting platform that helps investors monitor their shares, ETFs and crypto in a single dashboard. Summ supports 3,500+ wallets, exchanges, brokers and blockchains, helping users generate defendable, accountant-endorsed tax reports.

About Webull

Webull is a global investing platform giving Australian investors access to US and Australian shares, ETFs and more, with tools and education to help them invest with confidence.

Get started

Already a Summ user? Export your transaction history from Webull and upload it in the integrations tab.

New to Summ? Start your free trial and import your Webull transactions as part of setup.

You should consult your own independent tax advisers for guidance related to your individual circumstances. Webull is not responsible for any inaccuracy in your tax returns or submissions. The information contained here does not constitute a tax recommendation, suggestion, or advice.