Our ATO Community is here to help make tax and super easier. Ask questions, share your knowledge and discuss your experiences with us and our Community.
I'm looking to consolidate my share holdings from a CHESS Registrar (Selfwealth) into InteractiveBrokers (a custodian, not part of CHESS) where I already have the bulk of my investments.
Would this transfer create a CGT event? Both accounts are in my name as individual taxpayer (same details, same TFN). Investments in Selfwealth are a mixture of Vanguard local and international ETFs and Aussie shares.
Hi Jodie -- I checked that response and they have asked to check with an accountant or with the ATO.
My accountant doesn't appear to know and he has basically said to check with the ATO....
.... are you able to advise?
Tell us about your ATO Community experience and help us improve it for everyone.Provide feedback