Investment Transactions
- How to manually load ANZ Online Banking files
- How to manually load Bank of Queensland transactions
- How to manually load CBA - Online Banking File
- How to manually load Garradin data files
- How to manually load ING Direct transactions
- How to manually load Macquarie ESI XML
- How to manually load Macquarie files
- How to manually load Macquarie Website BGL files
- How to manually load Macquarie Website CSV files
- How to manually load St George transactions
- How to manually load UBank transactions
- How to manually load Westpac transactions - Westpac Internet Banking Excel dd-mm-yyyy
- How to process a Sundry Debtor in Class
- How to process a Tax Only Income or Expense
- How to process acquisition and disposal for gold or other precious metals
- How to Process an Income for a liquidated investment
- How to process LIC Deduction for a One Line wrap account
- How to process the Capital Return if the investment cannot be located in the Capital Return transaction
- How to process the distribution reinvestment for a one line platform/wrap account
- How to record TFN withholding on disposal of an investment
- How to record the amortisation for borrowing costs over 5 years for tax purpose
- How to record the related expense for gold and other precious metals
- How to reflect Traditional Security losses as a deduction in the SMSF Annual return in Class
- How to undo Fit to Cash for Foreign Transactions
- Import Bank Statements
- Import Wrap Transactions - Bell Direct Transactions
- Income announcement generating for fully disposed investment
- LIC Deductions FY2023
- LIC Deductions FY2024
- LIC Deductions FY2026