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.

 

Disclaimer

This is not advice. Items herein are general comments only and do not constitute or convey advice per se. The information contained in these articles is for guidance only and should not be relied upon without obtaining professional advice having regard to your direct circumstances.