Investments
- A fund is 100% in pension and therefore a segregated fund. How do I get the Segregated method to display in the Cost Base Reset screen.
- Can I change the name of a security?
- CGT Cost Base Adjustment
- Delisted Securities (Manual)
- Delisting a company - Switch from Public to Private
- Depreciation - Recording at written down value
- Disposal with payments received on separate days
- Disposed investments carrying a balance
- Entering Realised Capital Gains (Single Line Investments)
- Entering Realised Capital Losses
- How are tax deferred amounts split between investment parcels?
- How to add a Rental Property Investment
- How to correct investment details in the opening balance?
- How to deal with cryptocurrencies such as Bitcoin?
- How to record when taxable distribution is higher than the net distribution received?
- How to reverse or undo the CGT Reset Process
- How to update a security linked to an Investment Account
- How to update my Cryptocurrency Account to use the daily revaluation feed
- I cannot see the Cost Base Reset button
- I cannot select an asset or parcel from the CGT Reset screen as there is no checkbox to select
- Instalment Warrants
- Linked Accounts
- Manually Revaluing Security Prices
- Moving Underlying Assets into a Managed Investment
- Parcels highlighted in red are restricted from CGT relief because of a CGT event that happened after the disposal date
- Processing Multiple Investments using a Single Investment account
- Rights Issue - How to Purchase, Dispose and Exercise Rights
- Shares and other securities that become worthless or in liquidation
- Term Deposit Asset Allocation in Investment Dasboard
- The assets are showing under the Proportionate Method in the Cost Base Reset screen instead of the Segregated Method