Experts in CGT Reconstruction & Optimisation

STM - CGT Reports

Securities Tax Manager provides the following reporting:

1. Income Reporting

• Payments by companies and trusts (including listed and unlisted managed funds)
• Detail component breakdown of payments, such as franked amounts, franking and foreign tax credits, foreign income, interest, distributed capital gains, returns of capital and tax deferred amounts and LIC deductions.

2. CGT reports

STM has a full range of realised and unrealised reports including CGT Schedules and Mark-to-Market (revaluation) reports for superannuation funds. Report data can be saved to file and copied and pasted into Excel sheets.

3. 45 Day Rule Reports

STM automates parcel picking to LIFO basis to produce 45 day rule reports

4. Accounting Reports

Accounting cost reports are calculated on the basis of parcels selected for CGT result