Changing the tax setting of your portfolio

Content also available for New Zealand and Canadian tax entities or on our global site.

If you want to change the tax setting in a portfolio with a tax residency from one of the countries below, please click on the country and follow the country specific instructions:

To change your existing default tax setting:

1 – Click the ‘Settings’ tab.

2 – Click the ‘Tax settings’ side tab.

3 – Select your chosen ‘Tax Entity Type’.

Set the Tax Entity of your portfolio to be either:

  • Individuals / Trust – CGT discount of 50%

  • Self-Managed Super Fund – CGT discount of 33.3%

  • Company – CGT discount nil

4 – Click ‘Save’.

changing tax setting - 1

Last modified on December 29, 2022 UTC

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