Experts in CGT Reconstruction & Optimisation

Securities Tax Manager (STM)

STM automates the maintenance of your share portfolio and optimises your current tax year’s CGT liability with a minimum of fuss.

Getting Started with STM

There are only 3 things you have to do to get started.

1. Set up your client code, name and type of fund e.g Individual, Superannuation, Company, Trust or Trading Account.
2. Arrange to receive notice of your trades by email from your brokers.
3. Import your HIN/SRN numbers of each security holding in your fund's portfolio from an excel spreadsheet

Once you have set up these 3 things then you need to put your client data into STM. You can do this by either:

• Transferring portfolios from other systems. AIMS-STM Pty Ltd provide advice and software tools to help you transfer portfolios from other systems and spreadsheets. STM has full range of import functions.
• Importing trades from broker contract notes or from trade lists downloaded from the broker website.