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Ann: 10.3% Copper in Rockchips at the Jean Elson IOCG Project, page-70

  1. 642 Posts.
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    Hi Stonemad,

    Not advice, but if you keep your records in order you can identify which parcel of shares you'd like to sell, if and when required. Things you'd want to take into consideration are how long you've owned the parcel you're thinking of selling (if 12+ months from settlement date, then 50% CGT discount), and how long you're planning to hold any other/newer parcels (i.e. will they also be held for 12+ months).

    You can create a pretty easy excel document to keep a record of your purchase date, units, and price, and then use that to play around with potential selling prices, and estimated gains on different parcels. Depending on how big the difference in price is between your original parcel and any newer parcel(s) will help you decide what's going to be best for your strategy.
 
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