45 day holding period rule

#1

Is there a report in Simple Fund 360 that would show which shares are affected by the 45 day holding period rule?

#2

Hello @JYSUPER,

Currently we don’t have a report for the purpose of 45 day holding rule. Your request has been added to the wish list.

As a workaround, you could use the CGT Register Detailed excel report from CGT Register screen and then look at the dividend received (franking credits).

Regards.