How can we help?

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:

• Australia

• Canada

• New Zealand

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.