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  • Selling shares – supporting information

    Here's a list of the documents and information we usually need to process a private ruling request or objection about the sale of shares. If you provide supporting information this will reduce the time it takes us to process your request.

    If you want to apply for a private ruling about the sale of shares, you need to:

    • complete and submit the relevant private ruling application form (for tax professionals or not for tax professionals)
    • provide the supporting information listed below.

    If you want to lodge an objection about the sale of shares, you need to:

    • complete and submit the relevant objection form (for taxpayers or tax professionals)
    • provide the supporting information listed below.

    Note: Check first whether your question is answered on our website.

    See also:

    Supporting information

    Note: If you've previously provided us with any of the information listed below, you don't need to provide it again.

    The information we need for a private ruling or objection about the sale of shares includes:

    • the date of acquisition and disposal of the shares
    • the cost of the shares
    • the brokerage and other costs (for example, stamp duty) incurred in buying and selling the shares
    • details of any non-assessable payments (for example, xx) 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.

    Next steps:

      Last modified: 11 Jul 2017QC 18987