Hi, This has been covered over the years , but always deserves to refreshed in peoples minds. And you would be shocked how many times people's accountants get it wrong, so getting it straight in your own mind is useful as well as fun.
On your specific example [repeat A4's ''advice blah blah''] , if there are no other tax losses or gains still current [ or expected! For instance I expect to have a big notional loss coming thru the woolies buyback] , sell 50k of the 1st lot and 50k of the 2nd lot. Even without a spread sheet , noting it at the time sufficient . ie , write yourself an email.
Worth it ,with more complex situations, let's say various combinations of losses, gains and times, to throw such situations onto the threads here , dont take all the answers as gospel , but the correct procedures usually surface.
