Your Account Statement gives you a summary of your portfolio, trades, fees, deposits, and withdrawals for a selected period. It's the document most people use for tax reporting or to share with their accountant.
This article walks through each part of the statement, so you know what you're looking at.
Portfolio Summary
This shows what you're currently holding at the end of the period you selected — not everything you owned at some point during that time.
So if you bought and later sold an asset earlier in the year, it won't show up here, even though it was involved in trades. Think of this section as a snapshot on the last day.
Fee Summary
This is a quick total of all the fees you paid during the period, split into Buy fees, Sell fees, and Swap fees (plus GST).
It only shows totals — not which trade each fee came from. For that level of detail, check the Trades section below.
Trades
This is the main record of everything you bought, sold, or swapped during the period. It includes crypto-to-crypto swaps, not just trades against AUD.
Each row shows:
What you gave up (quantity and asset)
What you received (quantity and asset)
The AUD value at the time of the trade
The fee you paid, including GST
This section is usually the most important one for tax purposes, since it lists every trade you made.
Deposits
This lists crypto you sent into your Digital Surge account, along with the wallet address it came from.
Withdrawals
This lists crypto you sent out of your Digital Surge account, along with the destination address and any network fee charged.
Need more help?
If you have any questions, please don’t hesitate to contact our support team.