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’.
Last modified on December 29, 2022 UTC