How to lodge
To apply for a private ruling about the sale of shares:
- complete and submit a private ruling application form
- provide the supporting information listed below.
To lodge an objection about the sale of shares:
- complete and submit the relevant form
- provide the supporting information listed below.
Check first whether your question is answered in Capital gains tax – shares and units.
Supporting information
Providing this information up front will reduce delays.
If you've previously given us any of the information listed below, you don't need to resend it.
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 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.