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Chapter 5-Investment in shares and units

Last updated 30 August 2010

This chapter explains your capital gains tax obligations if you sold or otherwise disposed of any shares or units in a unit trust (including a managed fund) in 2000-01. For information about distributions from a unit trust in 2000-01, see chapter 4.

Note: Managed fund

A managed fund is a unit trust. Where we refer to a unit trust in this guide we are also referring to a managed fund.

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