Are there any tax consequences for me?

There are three consequences:

  • the disposal of your St George shares is a capital gains tax (CGT) event that may have resulted in a capital gain for you. Depending on the outcome, you may have to include some information in your 2008-09 tax return (to the extent that roll-over does not apply)
  • you must work out the cost base of your new Westpac shares
  • you must include the special and final dividend in your 2008-09 tax return.
    Last modified: 06 Oct 2010QC 21912