Ask Noel: CHESS, mortgages and investment strategies

By Noel Whittaker
May 17 2018 - 8:00am
Ask Noel: CHESS, mortgages and investment strategies
Ask Noel: CHESS, mortgages and investment strategies

My question is regarding CHESS statements. What length of time should I retain them? I was advised by an accountant that I should retain CHESS statements until my shares are sold. I bought shares in CBA,WBC and a few other blue chips 14 years ago, have full participation and have not sold any shares. Apparently, by the end of 2018 CHESS will offer statements electronically.