Experts in CGT Reconstruction & Optimisation Check out our services.
Our Services
CGT Software
Securities Tax Manager (STM) automates the maintenance of your share portfolio and optimises your current tax year’s CGT liability with a minimum of fuss.
Portfolio Reconstruction Services
Portfolio Reconstruction Service is suitable for accountants to rebuild Capital Gains Tax (CGT) cost bases from incomplete share histories. The service is ideal for deceased estate work where we can rebuild the portfolio up until the date of death and perform the appropriate steps to allocate assets to the beneficiaries.
Deceased Estate
STM has the functionality to maintain the deceased’s fund at the time of death, process the estate fund until it is distributed to the beneficiaries and conduct the beneficiary distribution on a prorate of the parcels to the beneficiaries’ funds as the securities are transferred at the registers.
Data Portal
CGT View (www.cgtview.com.au) is a tax focused data portal to Australian CGT Data