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Overview of all client portfolios and tax positions
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Total AUM
Total Cost Base
Unrealised P&L
portfolio(s) · marginal rate
total value
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Market Value
Cost Base
Unrealised P&L
Estimated CGT
After-Tax Value
Annual Dividends
Franking Credits
Est. CGT:
| Ticker | Company | Units | Avg Cost | Price | Value | P&L | Yield | Franking | |
|---|---|---|---|---|---|---|---|---|---|
Model the tax impact of selling holdings with FIFO/LIFO parcel matching and 50% CGT discount
Sale Proceeds
Cost Base
Gross Capital Gain
50% CGT Discount
Net Capital Gain
Estimated Tax
After-Tax Proceeds
Annual Dividend
Franking Credit
Grossed-Up Dividend
| Buy Date | Units | Buy Price | Cost Base | Proceeds | Gain | Days Held | 50% Discount | Net Gain |
|---|---|---|---|---|---|---|---|---|