Step 1 Work out your capital proceeds from the CGT event

Warning:

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

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The capital proceeds are what you receive, or are taken to receive, when you sell or otherwise dispose of your shares or units.

For example, with shares the capital proceeds may be:

• the amount you receive from the purchaser
• the amount or value of shares or other property you receive on a merger/takeover, or
• the market value if you give shares away.