Supporting information for objections: sale of shares

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

Send the documents and information listed with your objection form. You don't need to send information or documents you have previously provided.

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.

If you acquired shares via an employee share scheme, refer to the information requirements for employee share schemes.

More information

For more information about objections:

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