The unfortunate fact is that when you sign the declaration you...

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    The unfortunate fact is that when you sign the declaration you are solely responsible for your tax affairs despite receiving professional advice.

    Your financial planner is an idiot and I would avoid utilizing their services anymore.

    When you acquire and when you dispose of an asset there is the potential for a CGT event.

    In this instance you disposed of your shares which are eligible for CGT and therefore must be declared.

    The acquisition of your new shares is the beginning of a new timeline and not related to the previously held asset.

    Look for publication NAT 4152

    https://www.ato.gov.au/Tax-professionals/TP/Guide-to-capital-gains-tax-2016/
 
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