I have a client that has had about 150 options trades during the 2018FY. Probably close to a 50/50 mix between Put and Call Options.
This is going to take me ages to process - does anyone have any tips on how to simplify this? Willing to post them all to the one account if that makes any difference. I’ve read the help guide (Exchange Traded Options - Simple Fund 360 Getting Started) however it seems too complicated.
At the moment all of the settlement transactions are in the ‘bank data clearing account’.
Any help is hugely appreciated.