Column 1 - Parcel Number
What is a parcel of shares?
Typically, an investor will buy their shares in 'parcels', which simply means a group of shares that were purchased on a particular date for a particular price. Although each share is a separate CGT asset, it is usually more convenient to work out the CGT consequences for each parcel of shares.
If you had any pre-CGT AGL shares, enter these in the first row.
Column 2 - Number of AGL shares
Enter the total number of shares you had in each parcel.
Column 3 - Cost base
Enter the total cost base of AGL shares in the parcel.
Cost base is not relevant for pre-CGT shares.
Column 4 - Acquisition date
Enter the date you purchased each parcel of shares (for dividend reinvestment plans, this is the date the shares were issued to you - refer to your dividend statements). If you acquired them by other means, enter the date you became the owner.
The acquisition date is not relevant for pre-CGT shares.