Recent content by jnalad

Capital Gains Tax is not easy to maintain when you have to deal with mutiple trades and distributions, long term gains, short term gains and losses plus distributions with CGT components including tax free and tax deferred. Are you doing it correctly. Plus if you not sure what to do then use a...

Any stock held for more than 12 months has a 50% discount on the gains but this will apply after you offset your losses plus to optimise your gains you should offset the short term gains against losses first before offsetting against long term parcels. It is not easy especially when you have...

I was a developer as well, worked for a broker for 13 years and have intimate knowledge of portfolio management including capital gains tax calculation etc. Gave up as everything is now in the cloud. I personally use www.unip.com.au These guys are good, I now manage my personal and SuperFund...

If you are still looking for a portfolio service then try this site out www.unip.com.au I guarantee that you wont be disappointed. I have been using this for the last 2 years since they launched. - - - Updated - - - It has nothing to do with a Cloud based application, a company offering...

I have had a friend who was also using this site, initially I believe it was free. There is nothing is free, people get caught at the end. Plus this system uses FIFO method, I personally believe this is not the best method. LIFO is a better option. I use unip portfolio at www.unip.com.au and so...

If you are talking about charting etc, try Just Data > http//www.justdata.com.au

I have been in the market looking for one, check these people out, they are new and I believe they are good. UNIP Australia. I have started using them for my SMSF. So far I am impressed with them. Website http://unip.com.au

Last year I did 300 trades, no matter how many I do I nowpay under $700, I used to pay around $2000. The idea is to have the reporting up to date through out the year and not take everything at year end to the accountant, thats when the clock starts ticking. If your portfolio is upto date then...

Re: Who do you use for SMSF ? I like trading regularly and like to keep my portfolio position up to date. I have now decided to go with a new mob at www.unip.com.au They are offering at the same price as eSuperFund but with any broker and an online portfolio service that is quite advanced...

I trade regularly and I have found some accountants dont even know about some of the processes, example of how tax deferred works when calculating CGT on parcels. So what they charge is absolutely rubbish. I asked an accountant why are you charging over $1450.00, the answer was because everyone...

Yes I just spoke to the guy last week, you have to provide all your data in a spread sheet and he will do the returns and it is up to you how you provide the data, if you make a mistkae then its your problem, I am also looking for a system. Have you looked at the following 1...

1. Super Fund earnings are taxed at 15% including any employer contributions and salary sacrifice by the member (pre-tax money). 2. Transiton to Retirement is when a member has reached aged 55 and allowed certain amount of taxable money as tax free until the member has reached age 60. Once the...

I am in the same boat and looking for a good online system, With eSuperFund you have register with them and is limited to CommSec and ANZ Cash Account. I have found the following so far, has anyone looked them. www.praemium.com.au www.supereasy.com.au www.unip.com.au Appreciate your feed...

I am in the same boat, looking for an online portfolio administration software. I am sick of accountants trying to charge too much for doing too little, as I trade regularly I am paying alot for my SMSF returns. I have come across the following sites via google. www.praemium.com.au...