Div 296 CGT Reset Letter, Minute and Resolution

Overview

Confirm and acknowledge the fund assets that have CGT Reset applied via the CGT Reset Letter, Minute and Resolution.

Note: 

• A Member and Trustee must be selected for the Letter and Minute prior to the documents being produced (see below)

Navigation

From the Main Toolbar, go to Reports.
Select Reports.

How to Prepare

1. On the left-hand side of the Reports screen, search for the Report.

   

    

2. Select the green arrow to add the report to the Report Pack List.

3. Select Settings. This step will need to be completed for the Letter and Minute if you are preparing both forms together.

    

4. Complete the options for the Letter and Minute (complete this step for each document).

   

    

5. Select OK. Select Preview Reports to view.  These documents can also form part of a Report Pack. Refer to Reports.