Supporting information for objections: sale of shares

This list outlines the documents and information we usually need to process objections about sale of shares.

Sale of shares

• The date of acquisition and disposal of the shares.
• The cost of the shares.
• The brokerage and other costs (that is, stamp duty) incurred in buying and selling the shares.
• Details of any non-assessable payments made to you during the time you owned the shares.
• The date and amount of any calls if the shares were partly paid.
• The proceeds from the sale.
• Full details of any bonus shares you received.
• Full details of any shares you acquired via dividend re-investment.
• The methods (if applicable) you elect to apply - that is, discount or indexation method.

More information

For more information about objections:

• visit our website at ato.gov.au
• phone us on 13 28 66.

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If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

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