Stapled securities
Please note that stapled securities are required for tax compliance.
In STM:
- Enter stapled security trades like any other security.
- STM automates apportions costs for purchases and proceeds for sales to the underlying securities.
- Apportionment ratios are held within STM’s central database and are automatically updated when new ratios become available.
- The tax components of the underlying securities’ distributions/dividends are automatically applied with the correct tax year.
- Realised and Unrealised CGT and income reports may be viewed at both the head and the underlying levels
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