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What do you mean by: All my shares are purchased through my...

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bellenuit

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17/01/21

22:55

Post #: 50232371
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Originally posted by JelloB ↑

Hi there, I have the following situation. I’m with CommSec.
Parcel 1 - bought in Feb 2020
Parcel 2 - bought in Sept 2020
Parcel 3 - bought in December 2020
All with the same company and all parcels in profit.
I’m holding Parcel 1 until after Feb 2021 to get the discount. I’d like to sell Parcel 3 at the same time (knowing I won’t get the discount). I’d like to try and hold Parcel 2 to get the discount.
Do I need to organise this order of sale with CommSec, or can I just keep a spreadsheet and make it up myself what I sell?
If I do need to organise does anyone know how to do this?
I’m not a trader. All my shares are purchased through my company trust.
Thanks in advance.

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What do you mean by: All my shares are purchased through my company trust.

Are you talking about a Family Trust with a corporate trustee?
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