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26 July 2018

Share Register Spreadsheet

This spreadsheet is a useful tool for recording your share purchases, sales and transfers.

Keep track of share values over time and record the details necessary for capital gain or loss calculations when shares are sold or transferred, to be included in your year-end tax return.

You should keep a record of:

  • Acquisition and disposal statements (or 'buy' and 'sell' statements) for at least 5 years from the date you dispose of the shares
  • Dividend statements for at least 5 years from the date you lodge the relevant year tax return
  • Loan interest statements, if required, for at least 5 years from the date you lodge the relevant year tax return
All of the above records will be provided etither by the company that issued the shares, your stockbroker or online share trading provider, or your financial institution, if you took out a loan to buy the shares.

 

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