I worked in conjunction with my accountant. The cost base we used were all to minimize cap.gain. Thus, to minimize tax. Personally, I probably would have continued using spreadsheets into the future, but absolutely not now. We are very pleased with SS. At first, we were concerned re inability to get one-to-one phone support. There is a column entitled Sale Allocation Method with dropdown menu. Mine is set for "Minimise CGT" under "Reports". I would highly recommend you use an accountant to share this task with you. Once it is set up, you will be very pleased your persevered. Each time you lock in your trades for the fin.year, then these shares cannot be utilized again as you have sold them within a particular financial year. Works a treat.
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