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  • Investments in shares and units

    Attention

    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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    This chapter explains your CGT obligations if you sold or otherwise disposed of any shares or units in a unit trust (including a managed fund) in the 2007-08 income year. It also explains what happens when you have a CGT event under a demerger. For information about distributions from a unit trust (other than under a demerger) in the 2007-08 income year, see Trust distributions.

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    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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    Some major share transactions

    For information about some major share transactions, see appendix 4.

    Last modified: 06 Oct 2009QC 27921