Sale of shares

Private rulings and objections

This page lists the documents and information we usually need to process private rulings and objections.

Please send the following documents and information with your:

Disregard the documents and information on this page that you have previously provided.

Supporting document requirements

  • The date of acquisition and disposal of the shares.
  • The cost of the shares.
  • The brokerage and other costs (that is, stamp duty) incurred in buying and selling the shares.
  • Details of any non-assessable payments 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.

More information

    Last modified: 18 Sep 2013QC 18987