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  • Step 1-Work out the capital gain you have received from the managed fund



    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

    End of attention

    You need to know whether you have received any capital gain in your distribution. You should be able to find this out from the statement from your managed fund.

    This statement should also show which of the calculation methods the fund has used to calculate the gain: the indexation method, the discount method or the 'other' method.

    These methods are explained in part A, part B and in the Explanation of terms.

    Handy hint: You must use the same methods as the fund to calculate your capital gain.

    Last modified: 06 Oct 2009QC 16182