Investments
- Capital gains tax (CGT) relief
- Converting an investment created as a Custom Holding account to a security investment account
- Cryptocurrency: Air Drop
- Cryptocurrency: Full & Partial Transfer Between Exchange Platforms Using Custom Holding Account
- Cryptocurrency: Staking Rewards
- How do I combine Individual Investments into a One Line Wrap Account?
- How do I create a Sundry Creditor or Liability account?
- How do I find out which funds currently invest in a particular security such as BHP?
- How do I process Exchange Traded Options (ETO) in Class?
- How do I remove the cost base from a delisted security?
- How do I sell an Investment set up as a Custom Holding Account?
- How do I set up crypto-currency investment in Class?
- How does valuing at book cost work for Class portfolios?
- How to account for a Contract For Difference (CFD) in Class
- How to Adjust Cost Base for a One Line Wrap Account
- How to change the quantity for a holding account
- How to disregard capital gain or loss for the disposed assets due to the court order
- How to process partial sales before 30 June 2017 but after CGT relief event for segregated funds
- How to record Rental in Advance as Sundry Creditor and take up GST on Cash-basis
- How to remove negative cost base of a Custom Holding Account (One-line Wrap)
- How to resolve Duplicate Investment Holding Accounts created by Feeds
- How to separate AMP PPS - Personalised Portfolio Service into individual holdings
- How to separate One Line Wrap Assets into Individual Holdings - Not First-Year Funds
- How to separate One Line Wrap Assets into individual holdings for First-Year Funds
- How to set up an annuity on Class
- How to set up an investment in gold or other precious metals in Class
- How to set up Traditional Securities
- How to split a listed security into two holdings
- How to stop the data feeds when the transactions are manually processed and the financial year is completed
- How to Treat Retail Premiums on Share Entitlement Offers for Tax Purposes