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  1. The Falcon

    Investing/Tradning the US stockmarket tax questio

    Portfolio Management Service from a full service broker takes care of all of that stuff. Depends what your time is worth I suppose viz. record keeping. I think I pay $350 pa per Portfolio (2 x Trust & SMSF). I used to think it was a rip, but as my number of holdings grow I am seeing the value in it!
  2. The Falcon

    Investing/Tradning the US stockmarket tax questio

    To your first question, mine is pulled from aud acct and converted at bank rate, the exchange rate used is on trade confirmation. Second question ;https://www.ato.gov.au/General/Capital-gains-tax/In-detail/Shares,-units-and-similar-investments/Identifying-when-shares-or-units-were-acquired/...
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