CGT on inspecie transfer of listed shares with no change in beneficial owner

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(I'm new)Registered Tax Professional

4 May 2022

I have recommended the inspecie transfer from one service platform to another of listed shares held as assets within a family company. There is no change in beneficial owner and I am of the understanding that as a result there is no CGT event and no tax payable. It is a straight transfer of the same assets from one service platform to another, only the custodian will change. Can you confirm my understanding on the matter is correct? My client wants confirmation before transfering.

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